Echelon Radio Podcast

Passionate about his work, and incredibly compassionate towards others, David Schneider of The Law Offices of David R. Schneider, APC, thoughtfully walks us through the daunting topic that not many want to think about: Estate planning, probate, and beyond.Estate planning and probate are meticulous, and oftentimes, overlooked. David shares his personal experiences with the challenges he's faced surrounding this topic and emphasizes the importance of proper planning. Not only is he an expert in wills, trusts, and estate planning, he's also an expert in conservatorship, more specifically, limited conservatorships. Estate planning, power of attorney, conservatorships, these topics don't have to be intimidating. In this episode, David breaks it all down, and may even inspire you to take steps you've been putting off.What exactly is a limited conservatorship? Why is keeping up with your estate planning so pertinent? What is David's favorite hobby outside of his work? His poker face might fool you…CLICK HERE for more information about David R. SchneiderCLICK HERE for more information about The Law Offices of David R. Scheider, APC.

A natural born leader and, one might say, philosopher, Robert Grossman of Black Diamond Leadership takes us on a journey through his own life experiences to show us why emotional mastery and psychological safety is so important in the workplace.From starting off his early career selling personal computers to launching his first company selling a proprietary presentation platform, Robert quickly learned the vital importance of quality leadership and empowering others. Inspired by his love for skiing and his 15 years spent as a ski patroller and hill captain, Robert's lightbulb moment hit and Black Diamond Leadership was born. In this episode, Robert highlights the significance of mastering emotional intelligence, powerful communication, building trust, sharing responsibilities, and so much more. In or out of the workplace, he provides a new perspective that opens up a whole new world for listeners.What was the lightbulb moment that transitioned him into leadership training? What is emotional mastery and psychological safety? What does he think are the biggest challenges in modern day leadership development?CLICK HERE for more information about Robert Grossman.CLICK HERE for more information about Black Diamond Leadership.

Financial expert and a thrill seeker at heart, Uziel Gomez is paving the way for first-generation wealth builders through the firm he founded, Primeros Financial.Born and raised in the San Fernando Valley, Uziel was inspired at a young age to learn how to take control of finances. With a little risk and a leap of faith, he launched Primeros Financial, providing real financial planning for first-generation wealth builders. He emphasizes not only the importance of creating generational wealth, but also passing along generational knowledge about financial literacy. When he's not helping others plan for their future, he loves seeking out new adventures, traveling, painting, and finding new restaurants.How did he know he was destined to take on a career in finances? What inspired him to take that leap of faith and launch his own business? He's been cliff jumping, what's next on his bucket list?CLICK HERE for more information about Uziel Gomez.CLICK HERE for more information about Primeros Financial.

Composed and wise beyond his years, Miles Rader is undoubtedly making a name for himself in the wealth management world.As a wealth advisor at Willner Heller LLC, Miles discusses his role within the firm and how he transitioned to get there from his earlier career journey at UBS. He emphasizes the importance of maintaining a collaborative approach with his clients, and how he creates customized services for high net worth clients, charities, and small businesses. Outside of the office, Miles loves spending time with his fiancé, their dog, Jax, and trying new restaurants throughout the San Fernando Valley.How did Miles get into private wealth management? What makes Willner Heller stand out from other wealth management firms? Where are his and his fiance’s favorite places to eat? Steak or sushi?CLICK HERE for more information about Miles Rader.CLICK HERE for more information about Willner Heller LLC.

One-of-a-kind in both her personal and professional life, Meredith Sesser of Sesser Law dives into the world of ERISA and demonstrates to us why she is truly unstoppable.Los Angeles native, Meredith Sesser is among the nation's leading authorities on employee benefits law, ERISA and benefits taxation. With 25 years of experience, she walks us through everything there is to know about what ERISA is, its interconnectedness with estate planning, and why attorneys who specialize in it are so rare. From small businesses to large corporations, Meredith handles it all, along with 3 teenage boys at home!Why are ERISA attorneys so rare? What even is ERISA? How does she juggle 100 clients a year, balancing both work and family life?CLICK HERE for more information about Meredith Sesser.CLICK HERE for more information about Sesser Law.

A mortgage broker with a passion for uncovering hidden opportunities, Sean Hart of CMG Home Loans uncovers his unique journey from a family mining legacy in Montana to a thriving career in mortgage brokerage.We learn how Sean's experiences in gold mining, even being featured on Discovery Channel's Mine Rescue, mirrors his passion for helping families achieve the dream of homeownership. Hear tales of perseverance, innovation, and heartfelt client advocacy that defines who Sean is. Whether you're fascinated by mining, homeownership, or the drive to overcome challenges, this podcast offers a captivating mix of insights you won't want to miss!What's the most unexpected lesson Sean learned from his family's mining legacy? Is there still gold to be found in California? How did it feel being featured on Mine Rescue?CLICK HERE for more information about Sean Hart.CLICK HERE for more information about CMG Home Loans.

Resilient, innovative, dynamic. Join us as Todd Gillman, co-founder of Gillman Strategic Group, takes us on his remarkable evolution from practicing law into legal recruiting, specializing in lateral partner placements, and finding harmony in music, community, and determination.Raised in Brooklyn and New Jersey, Todd shares his career journey, his move to California, and his passion for connecting attorneys with firms that align with their values. Beyond his professional life, Todd leads Dads of Distortion, a band formed with fellow parents and is deeply involved in supporting a multitude of community initiatives. With a blend of legal expertise, creative energy, and a focus on well-being, Todd's story is both inspiring and multifaceted.What inspired Todd to shift from practicing law to building a legal recruiting firm?? How does Todd balance his passion for music and his commitment to supporting mental health and arts programs in his community?  Where can you go to hear Dads of Distortion play?CLICK HERE for more information about Todd Gillman.CLICK HERE for more information about Gillman Strategic Group.

Strategic, personable, insightful. Join us for an engaging and compelling conversation with Jon Wingent, a knowledgeable wealth expert whose journey from the UK to Southern California led him to a transformative role at Morton Wealth.When the COVID-19 pandemic hit the world, Jon's career took a different path. His new role at Morton Wealth, and the entrepreneurial and emotionally intelligent culture that came with it, led him to obtain a new perspective on how he approaches finances. In this episode, Jon shares his insights on behavioral finance, market resilience, and some cultural contrasts between the UK and the US that have influenced his approach in this business. Whether you're an investor, or curious about wealth management, John Wingent offers us a unique, insider's perspective.What unique investment strategies has Jon embraced at Morton Wealth, beyond traditional Wall Street methods? What surprising cultural lessons has Jon learned about the UK and US? Who is his favorite Spice Girl?CLICK HERE for more information about Jon Wingent.CLICK HERE for more information about Morton Wealth.Listen to Jon's story here.

Worldly. Empathetic. Purposeful. Tom Drucker takes us on a remarkable journey of transitioning from clinical psychology therapy to corporate consulting, where he helps leaders enhance productivity and emotional intelligence.Tom shares his transformative path from the therapeutic office to the corporate boardroom, with a desire to foster productivity and emotional intelligence in leadership. With a diverse clientele across Europe and Asia, he shares how he leverages remote work tools to enhance collaboration and innovation, showcasing the adaptability required in today's business landscape.What advice does he have for his corporate clients?  What strategies does he suggest to boost your productivity and communication skills? Which two locations in the world would he like to return to?CLICK HERE for more information about Tom Drucker.CLICK HERE for more information about Consultants in Corporate Innovation.

A fitness fanatic, a knowledge wielder, and travel connoisseur, Jordi Pujol promises to broaden your understanding of the health tech industry and his journey into it.In this insightful episode, Jordi dives into the intriguing world of valuation and sales in the biotech and health tech sectors of modern-day society. He shares his unique journey from growing up in Costa Rica, and later on, thriving in the tech landscape of Southern California and beyond. As the Managing Director at Objective, an Investment Banking and Valuation Firm, he provides us with extensive knowledge of local networks, tax challenges, and the active influence between technology and healthcare.What are some of his invaluable insights? What is he passionate about outside of work? Where did he study? Where is he traveling to next?CLICK HERE for more information about Jordi Pujol.CLICK HERE for more information about Objective.

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews De Ivett, CEO of 5D Spectrum. De shares her story of how her journey into creative marketing began. What are the 5D's of 5D Spectrum? Who are some of her mentors? What genre of music does she like playing? How did she balance the needs of an ever-evolving technology-filled marketing industry with motherhood? Listen to how De got her start.More About De IvettAbout Jerri HemsworthAbout Echelon Business Development Network   How She Got Her Start How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

Fearless. Entrepreneurial. Rule breaker. So many words come to mind to describe Chris King of Status Flow and his path into achieving the seemingly impossible.Chris shares some of his insightful, influential stories that he masterfully weaves into the expert advice he provides to his clients. His advise helps his clients achieve significant personal and professional growth. He delves into the power of intuition and conscious awareness to tackle different challenges. Through a blunt yet supportive style, Chris aims to inspire you to conquer new heights.Who and what has influenced him to achieve the success he has today? What is Status Flow? What has been his favorite kind of client so far?CLICK HERE for more information about Chris King.CLICK HERE for more information about Status Flow.

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Thao Truong, Wealth Advisor with Morton Wealth. Thao shares her story of how her journey into wealth advising began. Who was her mentor into wealth advising? What is Herself? How has her journey enforced the importance of financial literacy and of self identity? Listen to how Thao got her start.More About Thao TruongAbout Jerri HemsworthAbout Echelon Business Development Network   How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

A storyteller at heart, Rosanna Savone brings us on her journey that has influenced her fascinating intersection of estate planning and intellectual property law.Rosanna tells of her personal travels through law and how practicing law inspired her to write captivating stories about mob life and mobsters' wives. Gain insights into her innovative approach to legal services, where she emphasizes transparent pricing and personalized client care. Her unique blend of narrative experience and law expertise has differentiated her from others in the estate planning landscape.When is the right time to begin the estate planning process? Will there be a sequel to her novel? What intellectual property was freed by her?CLICK HERE for more information about Rosanna Savone.CLICK HERE for more information about Savone LawListen to Rosanna's story here.

Nicole Moser of FOR•GE Advisory, an outsourced marketing company, takes us through her journey of creating FOR•GE, their focus on providing high-quality marketing resources to small businesses and startups, and what her passions are outside of work.The importance of accessibility and affordability in marketing services is key for her firm, but also the business practice that they follow to make sure their clients get the attention that they need to forge a lasting and fruitful relationship. Nicole touches on her love for her family and what activities they do to get away and bond.What recommendations does she have for our listeners? What is one of the frustrations that she has encountered with clients? Where does she like to go camping?CLICK HERE for more information about Nicole Moser.CLICK HERE for more information about FOR•GE Advisory.Listen to Nicole's story here.

A passionate collector of sports memorabilia, family law attorney Scott Levin—also known as the Chief Peacekeeper—gives us a play-by-play of his transition from litigator to mediator.He tells us about the benefits of helping couples navigate an out-of-court settlement during the divorce process. He shares his background which includes studying Metropolitan Studies in New York. Scott breaks down the importance of creating a comfortable environment for clients and the value of connecting with his clients. He tells a success story of helping a couple maintain a loving and connected relationship after divorce through successful mediation.What are some his sports memorabilia collections? What advice does he give to divorcing couples? Where did he get the title of Chief Peacekeeper?CLICK HERE for more information about Scott Levin.CLICK HERE for more information about San Diego Divorce Mediation & Family Law.Listen to Scott's story here.

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Annemarie Penny, Founder of Dreamore. Annemarie shares her story of how her journey into recruiting began. Who were her mentors during this journey? What instrument does she play? Where does she like to be outside of the work? Listen to how Annemarie got her start.More About Annemarie PennyAbout Jerri HemsworthAbout Echelon Business Development Network   

After finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry.Out of college with a major is business accounting and a natural conversationalist, Don Jones kicked off his career as a “stockbroker”. Just few years later, he started his own investment advisory company and has been forging his own path ever since.  Now an insurance expert, Don Jones breaks down everything there is to know about health insurance and explains the vital role technology plays in it. Besides his love for insurance, his greatest passion is spending time on his boat, fishing and cooking what he catches.How often does he take out his boat and fish? How did growing up in Camarillo influence his life? How can DMJ Insurance Services save clients time and money?CLICK HERE for more information about Donald Jones.CLICK HERE for more information about DMJ Insurance Services, Inc.

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Jennifer Caruso, Wealth Advisor at Morton Wealth. Jennifer shares her story of how her journey into becoming a wealth advisor began. How did her finance degree prepare her for her journey into her career? What drew her to Morton Wealth? Where is the next marathon she is running in located? Listen to how Jennifer got her start. More About Jennifer CarusoAbout Jerri HemsworthAbout Echelon Business Development Network   How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

A lover of the English language. A voracious reader of historical knowledge. A fierce litigator. Terence “Terry” Sternberg has made a name for himself in and out of the courtroom.Terry's path into law is an interesting one. One that was partly born out of the search for an intellectual challenge. Working in many different 9-to-5 jobs, Terry wanted more out of life and was searching for knowledge. He entered a paralegal program at UCLA and learned that he could test his way into law school. He took his LSAT's, scored highly, and was admitted into law school. With his law degree and his gift of debate, Terry went on to become a litigator in a couple of firms. Knowing what he was capable of, he set out on his own and let's just say the rest is history.What kind of law does he practice? What book is he reading? How did Covid change the landscape of the legal system?CLICK HERE for more information about Terry Sternberg.CLICK HERE for more information about Law Offices of Terence M. Sternberg.

Tax strategist Vardan Pogosian is a former IRS agent who has taken tax planning to the next level.Born in Armenia and raised in Mongolia, Vardan had his first experience in the business world running numbers and crunching data for his uncle at their fast-food restaurant in Russia. After moving to the U.S., Vardan was accepted into USC, where he thrived in accounting. His lifelong dream of becoming an IRS agent became true a few years later. Now, he runs Pogosian Tax Planning where he works with business owners and small family offices to help create successful tax-reduction strategies. When Vardan is not helping business owners grow their wealth, he loves spending his free time with his feet in the sand and traveling the world.CLICK HERE for more information about Vardan Pogosian.CLICK HERE for more information about Pogosian Tax Planning Inc.

Zach Wolkstein has laid down his roots in L.A. as an expert on finding insurance solutions for high net-worth athletes and entertainers at The Balaban Group, LLC.A fifth-generation Essex countian born in Livingston, New Jersey, Zach grew up with a love for football. But an ACL injury would put him on a different path. He spent his college career at the University of Arizona and found his way to Los Angeles. This is where his love for the arts grew, particularly in the areas of pottery and architectural photography. After putting his creative career to the side, he jumped into the insurance world and hasn't looked back.How does his passion for music and the arts help him in the insurance world? What are his favorite clients to work with? How does he deal with working with high-profile, high net-worth clients?

Ultraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom.Adam was born in Phoenix, Arizona but grew up in La Jolla, Calif. It was here where his cultivation for not only his gift for gab but also his enjoyment for the endurance sports had been planted. He made his way up to the Los Angeles area with the love of his life. Once here, he pursued a job in a law firm and entered law school to begin his path into the world where he uses all the experience and knowledge that he has amassed for the good of his clients.Where did his skills for oral advocacy and quick thinking come from? What advice does he give to his clients? What are his plans for retirement?CLICK HERE for more information about Adam Grant.CLICK HERE for more information about Grant | Shenon.

An enthusiastic personality coupled up with a level up attitude, Tyler Hamilton is making a name for himself in the PEO world at Insperity.Though his path in PEO started right out of high school, his work ethic began to be cultivated at a very young age through techniques learned through horse cutting. Later in life, he entered the military and found that he had an affinity for connecting with people and from there learned what was needed to help level them up. His conscientious and enthusiastic career paths, led him to Insperity where he works on improving and elevating business of many sizes as a Business performance advisor.What impact did growing up around horses have for Tyler? What was his path to Insperity? What lessons has he leaned through his life and would like to instill to the next generation? Do you want to know what horse cutting is?CLICK HERE for more information about Tyler Hamilton.CLICK HERE for more information about Insperity. 

Echelon at the original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Matt Coletta of M&A Business Advisors.Frank interviews Matt Coletta, CEO of M&A Business Advisors. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Matt Coletta.The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023. There are a lot of great people at The Original Mixer who can help you find new clients and make connections. Additionally, it lets you promote your business, work together with experts, become a leader in your field, and discover fresh ways to expand.There is only one Voice of Business News in Southern California, and that's Frank Mottek. Listen to Frank on 790 KABC on your way home during the week. He has been following news for more than thirty years and focuses on business and money. Frank is the host of Mottek on Money, which airs every day at 5 p.m. and talks to the biggest names in news and business to give you the financial health and success tips you need. People in Southern California believe in Frank Mottek. You have to listen to Mottek on Money every day...High-return listening time that gets you better and more money!

Echelon at The Original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Richard Williamson of Ezer Williamson Law.Frank interviews Richard Williamson of Ezer Williamson Law. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Richard Williamson.The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023. There are a lot of great people at The Original Mixer who can help you find new clients and get connections. Additionally, it lets you promote your business, work together with experts, become a leader in your field, and discover fresh ways to expand.There is only one Voice of Business News in Southern California, and that's Frank Mottek. Listen to Frank on 790 KABC on your way home during the week. He has been following news for more than thirty years and focuses on business and money. Frank is the host of Mottek on Money, which airs every day at 5 p.m. and talks to the biggest names in news and business to give you the financial health and success tips you need. People in Southern California believe in Frank Mottek. You have to listen to Mottek on Money every day...High-return listening time that gets you better and more money! Listen Here!

Frank Mottek from 790 KABC's Mottek On Money interviews De Ivett, CEO of 5D Spectrum. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles.The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023.There are a lot of great people at The Original Mixer who can help you find new clients and get connections. Additionally, it lets you promote your business, work together with experts, become a leader in your field, and discover fresh ways to expand.

Frank Mottek from 790 KABC's Mottek On Money interviews Brian Rabinovitz, Director of Business Development West Coast for Citrin Cooperman, Los Angeles. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles.The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023.There are a lot of great people at The Original Mixer who can help you find new clients and get connections. Additionally, it lets you promote your business, work together with experts, become a leader in your field, and discover fresh ways to expand.

An energetic and engaging person who has a great love for the outdoors, Dena Klotz's has a rich history that has influenced not only her personal life but her career path as an estate planning attorney.Dena's former careers gives her a depth and unique skill set that differentiates her in her legal practice at Lagerlof. This intersection of skills has helped her weave together an ability to understand the emotional aspects during the planning of her clients' estates and trusts. In addition to her social networking, she has formed meaningful and lucrative connections that makes her the powerhouse lawyer that she is.What previous career did she have that created the person that she is today? Where can you find her when she needs to recharge her social battery? How has Echelon helped her?CLICK HERE for more information about Dena Klotz.CLICK HERE for more information about Lagerlof, LLP.

An avid tennis and golf player, real estate agent Michael Bloom joins us to discuss his road into real estate and how his world experience has been a great impact on his life. Michael's beginnings started here in So Cal, more specifically in Hidden Hills. He has a love for Japanese culture that was started with his interest in Japanese cartoons as a child. He even lived and studied abroad in Japan. He shares his previous experience with running his family-owned rehab center and the impact addiction has, not only on individuals but on families. He also remains an avid traveler. How did the pandemic affect the real estate industry? What market trends is he currently seeing? Where does he see himself traveling to next?CLICK HERE for more information about Michael Bloom.CLICK HERE for more information about The Agency. 

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Meredith Sesser, Attorney at Sesser Law. Meredith shares her story of how her journey into pension law began. What is ERISA and what impact does it have on business mergers? Why did she venture out on her own? Did she always want to be a lawyer? Listen to how Meredith got her start.More About Meredith SesserAbout Jerri HemsworthAbout Echelon Business Development Network  How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

Gary Weiss, CPA and host, interviews David R. Schneider, APC | Attorney at Law at DRS Law. About David R. SchneiderAbout Gary WeissAbout Echelon Business Development Network    

Gary Weiss, CPA and host, interviews Katherine Stark | Realtor at Coldwell Banker Realty.About Katherine StarkAbout Gary WeissAbout Echelon Business Development Network      

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Melissa Phillip-Himes, President of Phillipp & Associates Insurance Services. Melissa shares her story of how she came to be part of the insurance industry and what she has learned in starting her own boutique insurance company. What is a boutique insurance company? What are some of the obstacles she has faced in this industry? Why did she leave the RC car world and does she plan on making a return to it? Listen to how Melissa got her start. More About Melissa Phillipp-HimesAbout Jerri HemsworthAbout Echelon Business Development Network   How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

Gary Weiss, CPA and host, interviews Brad Fredrickson | President - Certified Financial Planner of Brad Fredrickson Insurance & Financial Services, Inc. About Brad FredricksonAbout Gary WeissAbout Echelon Business Development Network    

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews immigration attorney Danielle Gotcher, Managing Partner of Global Immigration Partners. Danielle shares her story of becoming an attorney and managing partner of a growing immigration firm. What has she learned about managing a growing immigration law firm? How does she balance the needs of a fast-paced, growing firm with motherhood? Listen to how Danielle got her start.More About Danielle GotcherAbout Jerri HemsworthAbout Echelon Business Development Network  How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach. 

An exercise fitness buff and travel connoisseur, Zach Winner gives us a few insights of how he started his journey into real estate and where he sees the commercial industry going.Zach's beginnings started in Los Angeles, where he attended USC and studied Communications. After deciding to change careers, he pursued a law degree and followed a passion of his: real estate investing. After a number of years of investing and the tumultuous year of 2008, he found his way to litigation again. While working in a midsize firm and dealing in entertainment law—among other things—his passion found its way back to him.How did Prosperity CRE come to be? Where does he see the company growing towards? What travel is on his bucket list? CLICK HERE for more information about Zach Winner.CLICK HERE for more information about Prosperity CRE.Listen to Zach's story here.

Heath Goldman is known in networking circles as a man who gets things done. Strategy plays a big part in his life, whether it's on the basketball court or as the quarterback for his clients' wealth planning. As a founder of ICON Wealth & Legacy Partners, Heath Goldman's knowledge of many different financial disciplines is what makes him so valuable to his clients. He truly works on behalf of his clients in coordinating all their professionals that help with estate planning, succession, asset protection, investment management, property and insurance. A law school graduate, he also brings legal issues into the mix.Standing 6'3", Heath is a sports enthusiast, especially when it comes to his weekly basketball game. His whole family is sports-minded, which keeps him sharp. And along with his wife, Wendy, herself a business owner with Bertha Mae Brownies, they assist each other when opportunities arise.CLICK HERE for more information about Heath Goldman.CLICK HERE for more information about ICON Wealth & Legacy Partners.Listen to Heath's story here.

Adam McArthur and Arch Canyon Partners "bridges the gap between art and science of valuation." And he has a true alphabet soup after his name. How did he go from being an investment banker to owning his own valuation firm?Adam McArthur is a local boy who grew up in Granada Hills, Calif., and attended Cal State University, Northridge. When he became an investment banker, he realized something was missing. After stumbling into the valuation profession, he realized he had found his calling.Having started his own firm, he has learned lessons along the way. One of which is wondering why he didn't do it sooner in his career. A devoted husband and dad, he enjoys a great bottle of bourbon and going off-roading with his sons.CLICK HERE for more information about Adam McArthur.CLICK HERE for more information about Arch Canyon Partners.Listen to Adam's story here.

Gary Weiss, CPA and host, interviews Susana Barajas, CPA | Partner of Allegent Group, LLP. About Susana BarajasAbout Gary WeissAbout Echelon Business Development Network    

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews real estate attorney Jennifer Felten, Founder of RELAW. Jennifer shares her story of becoming an attorney after being a real estate escrow officer. How did she balance law school and motherhood? What has she learned by running her own firm? Listen to how Jennifer got her start.More About Jennifer FeltenAbout Jerri HemsworthAbout Echelon Business Development Network  How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews family law attorney Jessica Liu, Founder of Bacosa Family Law. Jessica shares her story of becoming an attorney while raising two sons. Why did she choose family law? Where does she volunteer and why? Listen to how Jessica's got her start.More About Jessica LiuAbout Jerri HemsworthAbout Echelon Business Development Network  How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us.Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way. Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

Blake Wells is an attorney with The Small Business Law Firm. With a focus on employment law, he works with clients who have up to 50 employees. Yet law was not his first profession. ¿Qué era?Every small business owner should get to know attorney Blake Wells. Working at The Small Business Law Firm, his focus is on employment law. And while he is a really nice guy, when a client has questions, he's very good at explaining complex matters in simple and easy-to-understand terms. Perhaps it's a by-product of his first career choice, high-school Spanish teacher. But law was in the back of his head, so he decided to spread his wings and go to law school.Blake's a huge NBA fan, and he played basketball throughout middle and high school. But he's traded in the basketball for a golf ball. Easier on the knees. He's also a devoted family man. But you can listen here and find out more.CLICK HERE for more information about Blake Wells.CLICK HERE for more information about The Small Business Law Firm.Listen to Blake's story here.

Gary Weiss, CPA and host, interviews Frank Taylor, Owner of Franklin J. Taylor Insurance & Financial Services.About Frank TaylorAbout Gary WeissAbout Echelon Business Development Network     

Gary Weiss, CPA and host, interviews Steve Weber, President of HW Premier Insurance. About Steve WeberAbout Gary WeissAbout Echelon Business Development Network     

Laurence Goldman is a family law attorney and actively involved in the community surrounding family law. But on the weekends, you'll find him enjoying a spin in his beloved Dodge Viper.Larry Goldman has seen a lot of proceedings in Family Court. He's been practicing law for more than 40 years, and is a certified specialist for more than the past 30 years. He's a former president of the Beverly Hills Bar Association. He has served on the committees for the LA County Bar Family Law Section, and been on public council for over 20 years as a director (the largest pro bono legal organization in the country). And just for kicks, because he doesn't have a full plate already, he serves as Judge Pro Tem.Larry is a devoted family man with his wife, Leslie, and their two grown sons. But LG is not sporting the robes and gavel on the weekends. He loves cars and he loves speed. Growing up with motorcycles, he transitioned in 2001 to Vipers. Whether driving the local canyon roads or joining car clubs at Willow Springs or Laguna Seca, it's clear that law and cars run deep in Larry.CLICK HERE for more information about Laurence Goldman.

Gary Weiss, CPA and host, interviews Kristen Hafner, founder of Financial Moxie, Financial Management.About Kristen HafnerAbout Gary WeissAbout Echelon Business Development Network  

Gary Weiss, CPA and host, interviews Abby Higginson, founder of VH Works, Personalized Bookkeeping & Accounting ServicesAbout Abby HigginsonAbout Gary WeissAbout Echelon Business Development Network

Gary Weiss, CPA and host, interviews Jerri Hemsworth, co-founder of Echelon Business Development Network and founder of Newman Grace Marketing.About Jerri HemsworthAbout Newman GraceAbout Gary WeissAbout Echelon Business Development Network

Brad Levin is a managing director and senior wealth advisor at The Colony Group. He's also a person who believes in "Bucket List Living."Brad Levin has a different view of financial advising. He strives to provide unique financial advice and perspectives to help his clients live a stress-free life. He is passionate about helping others find balance in their lives, and designs financial plans in which clients can find fulfillment beyond monetary amounts. It's what he has termed "Bucket List Living."Raised by a single mom in the San Fernando Valley, Brad was quite entrepreneurial minded as a kid. He grew up thinking he wanted to be an orthodontist. But his early years at college lead him down the financial path. Listen to Brad explain his journey to where he is today. And how he is making his own "Bucket List Living" a reality.CLICK HERE for more information about Brad Levin.CLICK HERE for more information about The Colony Group.Listen to Brad's story here.

Josh Stein-Sapir is a partner with Keyes Real Estate. Their clients span from Pasadena to the Palisades. Even though he's an east-coast kid, he knows the Los Angeles county real estate market extremely well.Having a conversation with Josh Stein-Sapir of Keyes Real Estate will guarantee your time will not be wasted. His firm has a different approach to selling real estate. His partner is a real estate attorney and there are others on their team. They understand all the nuances of real estate contracts and how deals are made or broken.Chat with Josh more and his infectious sense of humor comes out. He's a self-proclaimed numbers nerd from Cleveland, Ohio. Josh left the mid-west to go to school in New York, where he lived for 10 years. His family is in real estate with a title, escrow and appraisals company. While attending Columbia University, Josh made ends meet by bartending and being a Notary Public. Even did a stint as a theater actor. But love brought him to California. And this is where he's stayed. So why does he have an Irish Passport?CLICK HERE for more information about Josh Stein-Sapir.CLICK HERE for more information about Keyes Real Estate.Listen to Josh's story here.