Curated Collection Of The Best Interviews From Our Gwinnett Studio
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Al Simon and Patrick Sutton
Patrick Sutton/Milner Inc.
Milner is an expert at designing complete business solutions to improve the way large and small enterprises operate. Milner’s integrated use of the latest equipment and technology, tailored software, and business process changes helps companies improve efficiency and productivity, streamline operations, and stay competitive.
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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel
On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.
ABOUT MELISSA WALKER
Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.
Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).
Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.
Website: http://www.salowalker.com/
ABOUT LORAINE DISALVO
Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.
• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014.
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter.
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally.
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics.
Website: www.morgandisalvo.com
ABOUT GASLOWITZ FRANKEL, LLC:
Gaslowitz 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
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Pete Patel, Lynn Robinette, David White
David White/The Detour Program
The DETOUR program is designed to assist adolescents as they attempt to navigate through middle school, high school and all of the challenges that come with that process. It is a transition program with two distinct tracts; The Alternate Route is a diversion program and “My Life” is a prevention program.
The Alternate Route program is a diversion program targeting juvenile offenders and those with behavioral health diagnosis between the ages of 13-17. This program is ten weeks in length and offers mental health treatment; creative, innovative group interventions and family support systems. After the initial ten week “Alternate Route”, they also provide their 500 hour Reentry Prep which is specifically designed to prepare offenders to be productively involved in their communities, and society. The goal of the program is to prevent incarceration/repeat offenses, improve academic performance and address previously unidentified family stressors that contribute to the youth’s behavior. The “My life” series is another inovative tool used by the DETOUR program to address adolescents involved in risky behaviors (drug and alcohol use, bullies, teen pregnacy, STDS, delinquent behavoris,etc.) which they call “barriers to their success”. The “My life” series is broken into three phases and each phase is four weeks in length, using a small group format.
Pete Patel/Suwanee Business Alliance
Suwanee Business Alliance foster the success of local business owners with a serious mind to grow while creating relationships for the future. Founded in 1999, the Suwanee Business Alliance was formed when a group of Suwanee-area businesses banded together to foster communications and commerce among its members, and to help the Suwanee community grow and prosper.
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Mike Sammond, Anthony Rodriguez, John Miles, Steven Julian
Anthony Rodriguez/Aurora Theatre
Under the artistic leadership of Co-Founders and Artistic Directors Anthony Rodriguez and Ann-Carol Pence, now in its 20th Season, Aurora Theatre produces professional live entertainment to suit everyone’s taste. Aurora Theatre is home to over 600 events each year. Two series of theatrical productions, the Peach State Federal Credit Union Signature Series and the GGC Harvel Lab Series, are comprised of the biggest Broadway plays and musicals alongside exciting contemporary theatre. Additionally, Aurora produces concerts, stand-up comedy, children’s programs, metro Atlanta’s top haunted attraction Lawrenceville Ghost Tours, as well as Atlanta’s only professional Spanish language theatre, Teatro Aurora. Aurora Theatre is a world class theatrical facility with two performance venues.
John Miles/Law Offices of John M. Miles
John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.
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To watch the video of this show CLICK HERE.
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Mike Sammond, Phil Stevens, JoAnn Holmes, Rick Onorato, Steven Julian
Phil Stevens/Bed Head Media
Bed Head Media is an award-winning creative studio specializing in commercial cinematography, films, print ads and motion graphics. They are a talented team of writers, film professionals, musicians and artists that design and produce high quality media content that meets the needs of their customers. They thrive on the initial process of “ideation”, creating the perfect pitch material and crafting content that tells your story, highlights your product or brand, builds true awareness about your service offering, and speaks to the heart of your target audience.
JoAnn Holmes/HOLMES@LAW
JoAnn “Jo” Holmes is the founder of HOLMES@LAW (www.holmesatlaw.com) where her practice focus is Business Law & Contracts, Trademark & Copyright, and Software & Tech. She works with a broad array of clients including professional service providers, consultants, software and creative content developers, and manufacturers. Having practiced law for nearly 17 years, her goal is to live the firm’s slogan “Your Business Ally™”.
A graduate of Stanford University and Emory School of Law, her career began in the Technology & Intellectual Property (“IP”) practice group of Troutman Sanders, a prominent Atlanta-based law firm. There, she successfully represented a gamut of diverse clients, from startups to multi-billion dollar companies such as Chick-fil-A, Microsoft and WalMart.
Rick Onorato/NorthPoint Executive Suites
At NorthPoint Executive Suites, they believe every professional deserves top quality in every aspect of their business. Therefore they have committed themselves to equipping businesses with the tools needed for their success. They are proud to offer the best quality in technology, amenities, meeting rooms, environment and service. The staff is committed to serve their clients. The support you receive at NorthPoint Executive Suites is second to none. Their on-demand support team will save you time and money as they deal with the everyday typical “housecleaning” tasks of running an office for you. They pride themselves on running a seamless business center with exceptional reliability in the IT department. They take the headache out of the logistics to ensure smooth operation and handle any issues that may arise with urgency allowing you to focus on your business.
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To watch the video of this show CLICK HERE.
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Mike Sammond, Steve Collins, Josh Axelberd, Steven Julian
Steve Collins/Integrated Insurance Solutions
Integrated Insurance Solutions is an independent insurance agency located in Johns Creek, GA specializing in all types of business insurance products and professional liability lines. No matter what type of business insurance is needed, they have the knowledge, experience, and support team to assist you. Though IIS is large enough to place and handle the most complex risk, they consider their number-one strength to be the personal service that they provide to the client. Each of their clients are treated as an “individual” from the origination and throughout follow-up. Their agency’s objective is to provide the best possible commercial insurance available. They know you have options out there, but what they feel sets them apart from the competition is the superior and courteous customer service they provide. Their agency’s success depends on the happiness and satisfaction of you, their valued client!
Josh Axelberd/Displayit
Displayit produces portable displays for a wide variety of trade show and event marketing applications. They generate 90% of their leads through digital marketing channels such as Google Adwords. They started selling via the internet in 1997.
To watch the video of this show, CLICK HERE.
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Johnny Phelps, Cally D’Angelo, Estebon Watson, Jerri Hewett, John Schweizer
John Schweizer/GDP Technologies
GDP Technologies started delivering office automation to its clients in 1977 as Georgia Duplicating Products. Since its inception, GDP has focused on empowering its Georgia workforce with the ability to increase client Gross Domestic Product, their real output, one client at a time. GDP was acquired by Global Imaging Systems, a wholly owned subsidiary of the Xerox Corporation, in 2010 and continues to fulfill its mission of unparalleled customer service.
Jerri Hewett/Wealth Horizon
At Wealth Horizon, they build globally diversified portfolios tailored for you. For the foundation of your portfolio they use low-cost core holdings based on Nobel Prize-winning research. They often pair these with satellite strategies. They believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns. They believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. They build a portfolio to match your risk number, and not to match a single measure of the market.
Estebon Watson/Espeute Productions
Espeuté Productions is a memory-oriented, multi-tiered production company that provides videography, photography, and entertainment services to its clients. With state-of-the-art equipment and experienced professionalism, they are able to capture every detail of life’s most defining moments. They can also assist in the production of major works, such as short and feature films, as well as with commercials and corporate marketing videos. They are passionate about what they do and always come prepared to accommodate your every need.
Cally D’Angelo/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.
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To watch the video of this show, CLICK HERE.
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Al Simon, Johanna Ellis, Mark Treager
Johanna Ellis/Atlanta Classic Cars
At Atlanta Classic Cars, the exclusive authorized Mercedes-Benz dealer of Duluth, you will find a large selection of new and pre-owned vehicles as well as professional staff ready to help you find the perfect car for your lifestyle. They are committed to providing excellent customer service. Atlanta Classic Cars is a family owned and operated organization proudly serving their customers from the Duluth area for 40 years. Their friendly sales team is eager to help you drive away with the vehicle that fits your individual needs. They encourage you to browse our new inventory of Mercedes-Benz models.
Mark Treager/Cornerstone Media Group
Cornerstone Media Group knows that innovation is not born from a business plan. They focus on developing new ways to help their clients sell more products and services. They deliver results that are strategically sound and executable, with a value that is unmatched. They’ve been in the Internet development business for nearly 20 years. Clients tell them regularly that Cornerstone Media Group’s longevity and experience matters.
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Mike Sammond, Okelo Bristol, Monica Caras, Steven Julian
Moncia Caras/Club Z! In-Home Tutoring Service
For 20 years, Club Z! has had the privilege of providing high quality in-home tutoring and test prep services to nearly 300,000 students. Club Z! is an academic solutions provider offering a customized learning program for each and every student. They have learning programs to fit any family’s needs and preferences – whether it’s in-home, on school campus, or even at the library in a small group!
Okelo Bristol/Southeast Commercial Services
SECS has been a family business since their inception supported by an organization with more than a hundred years of exercise in the application of ceiling and wall cleaning, non-skid floor safety systems, and aggressive, long-term, microbial cleaning. In many cases, they can clean your business ceilings and walls to a “like new” condition in just a few, short hours, for savings of up to 90% of the cost of replacement. Their Floor Safety system virtually guarantees that your floors are safe, impossible to slip on, and completely conforming to OSHA standards. And finally, their Anti-Microbial Cleaning System eliminates molds, mildews, and pollutants…and continues to assure perfect sanitary conditions long after the cleaning process has ended.
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To watch the video of this show, CLICK HERE.
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Vlad Rusz and Philip Saxton
On this episode of “Strategic Insights Radio”, host Vlad Rusz introduces you to Philip Saxton, founder of Small Business Samaritans, and discusses different sales techniques that can help further a small business owner and small business sales team.
PHILIP SAXTON/SMALL BUSINESS SAMARITANS
Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate. Their mission is to help small businesses & non-profits to become self-reliant & independent of economic forces including a lack of capital by identifying through business/organization assessments current needs that can be addressed through training, increasing know-how & active consulting leading to positive results. They intend not only to ‘Come Along Side’ but to ‘Walk Along Side’ bringing them in some cases to participate in the SBS Shark Tank process providing access to investors, banks & business brokers. Their ultimate objective is to help provide the creation of wealth, organization stability, outstanding operations and job creation.
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.
ABOUT “STRATEGIC INSIGHTS RADIO““Strategic 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.
