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Curated Collection Of The Best Interviews From Our Gwinnett Studio





WEALTH MATTERS: So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

OPEN FOR BUSINESS: Dr. Bill Lampton with Championship Communication, Marcel Williams with MSW Creative Services, Don Conklin with Pinnacle Custom Signs, and Courtney Spencer with the Gwinnett Chamber of Commerce

Courtney Spencer, Don Conklin, Marcel Williams, Dr. Bill Lampton

Courtney Spencer, Don Conklin, Marcel Williams, Dr. Bill Lampton

Dr. Bill Lampton/Championship Communication

Formed in 1997, Championship Communication – based in Gainesville, Georgia – has served top tier clients including Gillette, Duracell, Procter & Gamble, Ritz Carlton Cancun, British Columbia Legal Management Association, the Missouri Bar, and the University of Georgia Athletic Association. Dr. Lampton provides keynote speeches, directs seminars, and helps companies identify and find solutions to their communication problems. Additionally, he trains people on how to produce top quality videos with their i-Pad cameras. Google ranks him constantly among the top three Speech Coaches in Georgia. His presentation topics cover communication, sales, customer service, and motivation. His motto: “Helping You Finish in First Place!”

Marcel Williams/MSW Creative Services

MSW Creative Services loves what they do! While most other guys and gals spend their free time watching sports and going on dates, not them! They are up late watching camera reviews and photoshop tutorials on YouTube. They’re storytellers. Simple. Point. Blank. They’re passionate about what they do and wouldn’t want to have it any other way. At MSW Creative Services, they specialize in turning your ideas into visual stories that connect with your customers. There are a lot of Creative Services companies out there that are capable of shooting videos, taking photographs and building websites, but how many companies can do all those things while telling a story with a specific purpose, that drives an emotion and connects with your audience?

Don Conklin/Pinnacle Custom Signs

Pinnacle Custom Signs is a family-owned and operated full-service commercial sign company that focuses on providing high quality signs and services to businesses in the Atlanta and North Georgia Area.  They provide customers with a one stop shop, since they do all types of signage from simple banners and yard signs, to vehicle graphics and wraps, outdoor signs, and a list of other services.  What sets them apart is their dedication to customer service.  There are many companies that can make signs, but not everyone can service all the needs in a timely and service focused manner.

Courtney Spencer/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life. The mission of the Gwinnett Chamber is to strengthen existing businesses, facilitate the growth of quality job opportunities, and enrich the community’s quality of life. The Gwinnett Chamber serves over 2,000 members throughout metro Atlanta by delivering pertinent and useful programs that strengthen and connect businesses locally, regionally, and globally. The Gwinnett Chamber uses its strategic marketing and communications capabilities to support its members, promote its programs, and enhance economic development efforts.

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CLICK HERE to watch the video of this show on the Gwinnett Business RadioX YouTube channel.

 

 

 

 

 

 

STRATEGIC INSIGHTS RADIO: Saving Yourself and Saving Your Business

This episode of “Strategic Insights Radio” will discuss what you need to understand about individual insurance for people under 65 and for those over 65. This topic comes at a time when many employers have moved away from providing insurance as a benefit and the individual is now responsible for obtaining their own policies. .

Quentin Moses/HealthMarkets

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. HealthMarkets searches thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies. They meet in person to design a plan for your needs. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans they offer.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

Keith Daniel with Paran Homes, Larry Black with A Computer Partner, Damien Porche with Organized Pixels, and Keeyawna Porche with Porche Weddings & Special Events

Mike Sammond, Keith Daniel, Larry Black, Keeyawna Porche, Damien Porche, Steven Julian

Mike Sammond, Keith Daniel, Larry Black, Keeyawna Porche, Damien Porche, Steven Julian

Keith Daniel/Paran Homes

Paran Homes is a new home builder in the Atlanta, Raleigh and Nashville Markets. Paran Homes just finished partnering with FOX on a reality TV show called “Home Free”. The show is all about changing lives! Contestants compete to win their heroes a brand new home with Mike Holmes and Tim Tebow coaching them through the competition. This all took place at the Paran Homes’ brand new community in Dallas, GA.

Larry Black/A Computer Partner

Larry Black founded A Computer Partner in 2009 after 15 years of serving as an IT Director, among other duties, with other corporations. His goal is to provide tech services at reasonable prices with a guarantee of repair or no charge.

 

 

Damien Porche/Organized Pixels

Organized Pixels is a community-based Digital Marketing and Google Trusted Photography Agency that heads the execution of client initiatives including: Paid Search Marketing, Search Engine Optimization (SEO), Display Advertising, Social Media Marketing, Email Campaigns and Mobile Marketing.

 

Keeyawna Porche/Porche Weddings & Special Events

Porche Weddings is a full-service wedding & special events planning firm located in downtown Lawrenceville. In addition to wedding planning, they offer photography, videography, 360 video, event design and much more. Their goal is to eliminate the stress of planning your wedding and allowing you to be a guest at your own wedding.

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To watch the video of this show CLICK HERE.

 

STRATEGIC INSIGHTS RADIO: Learn How to Mitigate HR and Benefit Risks

Peter Jundt and Dave Wilkins

Peter Jundt and Dave Wilkins

On this episode of Strategic Insights Radio, Dave Wilkins with Sterling Rose Consulting Corp. discusses HR Services and Planned Benefits Programs with Peter Jundt of HR Value Partners.

Peter Jundt/HR Value Partners

After a long career as an executive in the construction industry, Peter Jundt turned his focus towards people instead of the buildings that housed them, quickly becoming a leading insurance/benefits agent in the Atlanta area. A Licensed Insurance Agent in Georgia, Wisconsin, Alabama, South Carolina and Minnesota, Peter’s mission has developed into helping businesses and individuals understand and prepare for the new paradigm of benefits and insurance that they are currently facing as a result of the Affordable Care Act (ObamaCare). Representing HealthMarkets Insurance Agency, Peter has access to the leading providers, cutting edge technology and superior training to provide his clients with the highest level of service and expertise. Two years ago, Peter joined forces with Brad Foley; long time friend and Chief Value Partner of HR Value Partners to broaden his portfolio of services. HR Value Partners helps businesses succeed by providing customized hands-on assistance on a project basis. Whether the need is recruiting, retention, succession planning, organizational development, HR strategy, tactical support or any other HR need, HR Value Partners stands ready to partner with you. A sought out speaker, Peter (often in conjunction with his colleague Brad Foley) has presented at various business expos thought the Midwest and Southeast.

Phone: (262) 676-9633

Email: info@peterjundt.com

http://www.peterjundt.com

http://hrvaluepartners.com

http://agents.healthmarkets.com/pjundt

Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting. He is currently the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, and he has been a resident of Gwinnett County, GA for over 20 years. In his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare and government, among others.

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

 

GIVING BACK TO GWINNETT: Chuck Ferraro with Family Promise of Gwinnett County, Samantha Shelton with Furkids and Holley Calmes with Gwinnett Ballet Theatre

Lynn Robinette, Chuck Ferraro, Samantha Shelton, Holley Calmes

Lynn Robinette, Chuck Ferraro, Samantha Shelton, Holley Calmes

Chuck Ferraro/Family Promise of Gwinnett County

Chuck Ferraro, Family Promise of GwinnettFamily Promise of Gwinnett is a faith based organization that serves children and their families experiencing homelessness in Gwinnett County. Their mission is to mobilize communities of congregations that partner with social service agencies to end homelessness – one family at a time.

 

Samantha Shelton/Furkids

Furkids is a 501c3 nonprofit charitable organization that operates the largest cage-free, no-kill shelter in the Southeast for rescued cats and a no-kill division for dogs. At these locations, animals experience the best care in a loving, safe environment until they are adopted into forever homes. The Furkids mission is to help end pet overpopulation in Georgia through sterilization, high-quality adoption and by providing valuable spay/neuter services and pet care education to people in the community. Furkids cares for more animals on a daily basis than any other local organization and has rescued and altered more than 20,000 animals since its founding in 2002. Approximately 1,100 animals are in the Furkids program today, in the Furkids shelters, 13 PetSmart and Petco adoption centers and 400 foster homes.

Holley Calmes/Gwinnett Ballet Theatre

Gwinnett Ballet Theatre was Gwinnett’s first performing arts non-profit, founded in 1977. It is one of only 3 totally non-profit dance organizations in the Atlanta metro area, with both the school and the company holding a 501C3 status. Their annual production of “The Nutcracker” will celebrate its 35th Anniversary this holiday season when it presents this family favorite classic December 2-18 at the Infinite Energy Theatre in Duluth. Over 12,000 individuals annually enjoy this well-loved ballet.

 

 

 

 

Stephan Sharples with Fumi Hibachi Sushi & Bar

Mike Sammond, Stephan Sharples, Steven Julian

Mike Sammond, Stephan Sharples, Steven Julian

Stephan Sharples/Fumi Hibachi Sushi & Bar

A newly-designed space, inventive cocktails, and the best sushi in town – how can you go wrong? Their goal at Fumi is to maintain the quality, creativity and freshness of the food they serve. Fumi strives to maintain a responsible policy towards sustainability, not just with their fish, but with the entire menu. This privately-owned restaurant is an excellent choice for lunch, dinner, private parties and business meetings. A great family restaurant, Fumi works to ensure that each guest receives prompt, professional and friendly service for an exceptional dining experience. Whatever your event or celebration, they are here to make your special day a truly memorable one.

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To watch the video of this show CLICK HERE.

Stephan ON AIR

OPEN FOR BUSINESS: Kathy Stone with Camp Bow Wow, Jordan Sandler of Frenik Marketing Group and Courtney Spencer with Gwinnett Chamber of Commerce

Johnny Phelps, Courtney Spencer, Jordan Sandler, Kathy Stone

Johnny Phelps, Courtney Spencer, Jordan Sandler, Kathy Stone

Kathy Stone/Camp Bow Wow

Kathy Stone, Camp Bow wowCamp Bow Wow Lawrencveille/Hamilton Mill is Georgia’s newest location of the largest dog daycamp and overnight boarding franchise in the country. Their location has been open 15 months and uses the latest equipment and design. They do training, grooming and offer an in-home pet sitting service, called Home Buddies. They have webcams so parents can watch their Camper play during the day. They are open every day.

Jordan Sandler/Frenik Marketing Group

Jordan Sandler, Frenik Marketing GroupFrenik Marketing Group is a full-service marketing firm that specializes in strengthening the digital presences of growing companies. Based upon thorough assessments, they deliver creative strategies that grow revenue, rankings, followers, and total brand equity. They are trusted by many large companies and organizations, but are also partners with many growing brands.

Courtney Spencer/Gwinnett Chamber of Commerce

Courtney Spencer, Gwinnett ChamberThe Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life. The mission of the Gwinnett Chamber is to strengthen existing businesses, facilitate the growth of quality job opportunities, and enrich the community’s quality of life. The Gwinnett Chamber serves over 2,000 members throughout metro Atlanta by delivering pertinent and useful programs that strengthen and connect businesses locally, regionally, and globally. The Gwinnett Chamber uses its strategic marketing and communications capabilities to support its members, promote its programs, and enhance economic development efforts.

CLICK HERE to watch the video of this show on the Gwinnett Business RadioX YouTube channel.

Open for Business studio

Greg Lang with Good Samaritan Health Center and Jay Moran with Followed Social Media for Business

Mike Sammond, Greg Lang, Jay Moran, Steven Julian

Mike Sammond, Greg Lang, Jay Moran, Steven Julian

Greg Lang/Good Samaritan Health Center

Greg Lang, Good Samaritan Health CenterGood Samaritan Health Center of Gwinnett is a non-profit organization committed to caring for the uninsured and under-insured working poor in Gwinnett County. It is the aim of Good Samaritan Gwinnett to not only meet physical needs, but to also address the spiritual needs of their patients through prayer and biblical counseling. They serve the community by helping to eliminate health disparities for uninsured and under-insured populations, and their programs help reduce the cost of indigent care on the public health care delivery system.

Jay Moran/Followed Social Media for Business

Followed Social Media for Business takes social media off your marketing “To-Do” list, and keeps you top-of-mind with your target market to influence their buying decisions, all while saving you time, money and keeping your work-life balance in harmony.

 

 

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To watch the video of this show CLICK HERE.

 

STRATEGIC INSIGHTS RADIO: Introducing FitGapp – A new way to connect for those interested in Lacrosse and Fitness.

Mike Sammond, Kellen Wanasek, Jeremy Murphy, Kyle Van Dyn Hoven, Dave Wilkins

Mike Sammond, Kellen Wanasek, Jeremy Murphy, Kyle Van Dyn Hoven, Dave Wilkins

Strategic Insights Radio is proud to introduce the founders and creators of FitGapp, a new mobile application which brings like-minded individuals together who have a love for lacrosse and fitness. This episode dives into how and why this application was created, and how the unprecedented growth of a sport such as lacrosse is starting to change the world of technology.

Jeremy Murphy/FitGapp

Jeremy Murphy, the CEO and Founder, is a graduate of Clarkson University. Since college, Jeremy has been located in the Midwest, where he started working for a small product development firm called Xela Innovations, a company that was featured in Popular Science’s Top 100 Innovations Magazine of 2010, for a product called the Hygienic Handle. After Xela, Jeremy began working with Eaton Corporation as a Product Specialist in their power applications division, specializing in single-phase and three-phase power applications. Today, Jeremy leads a strong portfolio of rep groups throughout the Midwest and internationally, generating proposals in excess of $20 million and nearly tripling the proposal turnaround percentages for the international territory alone.

Kellen Wanasek/FitGapp

Kellen Wanasek, the Vice President of Finance, is a graduate of the University of the Pacific in Stockton, CA. Kellen obtained a Masters in Finance at Concordia University in Wisconsin. His business experience stems from working as a trust fund accountant at M&I Bank where his responsibilities including valuing major pension plans for large companies. In 2010, Kellen moved into a more technical finance role within FIS global. Later, he started working for Assurant Health where he focused on building an EHR system through Microsoft Dynamics which converted claims and other financial data from several legacy systems to one data warehouse. Currently, Kellen manages both clinical EHR systems for MCFI and ensures that the software runs smoothly.

Kyle Van Dyn Hoven/FitGapp

Kyle Van Dyn Hoven, the Chief Technology Officer, is the founder of Creationburst Studios which specializes in application development. Kyle has been involved with the release of over 140 new applications which his company has built and launched.

 


Dave Wilkins/Sterling Rose Consulting Corp

Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting. He is currently the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting. Originally from Michigan, he has a BBA and MBA from the University of Michigan, and he has been a resident of Gwinnett County, GA for over 20 years. In his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare and government, among others.

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.