Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ellis Wealth Management, LLC Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC Reposts & Links ≠endorsements elliswealthmanagement.net Ellis Wealth Management, LLC - “Invest in What You Love!"®
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington!Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement.Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo and Snohomish County.In this episode we discuss the value of history, the importance of an expanded education that includes wood shop and vocational technical training, and the opportunities ahead for the next generation. We also explore the empowerment of "living in your design" through asking the right questions, proper selection, design and professional guidance - and the lasting satisfaction of a desired project's completion, whether new construction or a planned remodel, with your own Signature Style. Kevin's insights truly transcend the floor to the frame in which we live our lives! Kevin is community oriented and is an active member of the Mukilteo Chamber of Commerce.Contact:Kevin Plumacher, Owner, LeBlanc Floors and Interiors425-776-6974LinkedIn:https://www.linkedin.com/in/kevin-plumacher-3a347b11/Instagram:leblanc_floors_and_interiorsWebsites:https://www.leblancfloors.com/Other Mentions:Sno-Isle Tech Skills Center: https://snoisletech.com/ South Seattle College Wood Technology Center: https://woodtech.seattlecentral.edu/Movie: "Mr. Blandings Builds His Dream House" (1948) starringCary Grant, Myrna Loy, Melvin Douglas and Louise Beavers.We trust our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL. EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to INVEST IN WHAT YOU LOVE!® Feel free to share this episode with those in your circle who are on a similar path of learning.
EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message!Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings!Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come!Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! Session 6: "We Make a Life By What We Give!"SESSION 6 TOPICS:What We Have LearnedLast Minute Objective PlanningPutting it All Together !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session # 5 can be heard here:https://player.captivate.fm/episode/174f6759-7f38-45a4-955e-df3eedbc6723Session # 5 Topics include:The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian BeréI am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet complex, areas , and family values that are truly important to your long term success! I am joined by my colleagues James A. Bergeron, J.D. and Brian Bere.Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.And Brian is an Internal Advisor Consultant with Nuveen.It has been said:" It is not how much you make - it is how much you keep." This pertains not only to assets one has accumulated , but to knowledge as well.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family- as we continue to encourage you - and share with you practical advice - to Invest In What You Love !! Episode 5: "Putting Your Signature to Your Legacy" SESSION 5 TOPICS:The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️Additional Resources Below:-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Previous Session #4 Preparing The Family to Succeed into Wealth Can be heard here:https://player.captivate.fm/episode/cae7b20f-4612-4865-b6a4-b8162f0e07dbWe hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Additional Resources: Research Links Family Wealth Series 10 Questions Journal Nuveen, Family Wealth Education Curriculum Martindale-Hubble Database of Legal Professionals : www.martindale.comThe American College of Trust and Estate Councel: ACTEC.ORG
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition podcast we sit down with Cy Aleman. EWM INSIGHTS with special Special Guest Cy Aleman, CFP®In this episode of Insights CY Aleman is our guest.We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 team in in College Football, to today leading a winning financial support team for Amundi Asset Management that spans the Northwest, Alaska, Montana and Idaho assisting Independent financial advisors and Bank Groups. As a Senior Vice President at for Amundi Asset Management, Cy is responsible for establishing and maintaining relationships with financial professionals and helping grow their practice. Cy's has a passion for helping his clients with both business and personal development, creating high level engagements that are on the cutting edge of the industry standard. What Cy enjoys the most about his work is building long-term authentic relationships with the outstanding professionals in his territory and helping them break through to new levels of excellence. "I also have a passion for finding an edge… Standing on the edge and feeling the fear and working through it. It's the only place I have been able to find true growth in my life." -Cy AlemanTopics Covered:First Down and a Lifetime to Go Not Making the Cut Breaking Through The Value of Mentorship I Am Enough Note: This is personal life story discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management's expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principleAdditional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: paul.Ellis@elliswealthmanagement.net Cy Aleman, CFPEmail: cy.aleman@amundi.comFeel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Beré.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! SESSION 4 TOPICS:Preparing The Family to Succeed "Well Into The Wealth"Connecting Education to Life's ApplicationFinancial IntelligenceIntentional IntelligenceStewardship and Wealth Education Using the 10 QuestionsPractical Steps and Action Items !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. The Previous Session #3 can be heard here: https://player.captivate.fm/episode/95564775-0e80-4a64-8154-c3f649e7518fPrevious Session # 3 Topics include:Creating the Family Value CompassThe Family Value StatementHow to Construct GovernanceThe Path to Legacy10 QuestionsWe hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.We pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. We discuss the complexity and attraction to the Japanese Market in a time where many are considering investment options outside of the US Market.Peter Boardman shares his unique insight to Japan from his own passion and life experiences - as well as his professional career. Topics Covered:Lessons to be Learned from the History of the NikkeiDemographics in the Land of the Rising SunThe 4 R's of JapanJapan's Birthrate and the Effect on the Economy Will Political Tensions with China move Japanese jobs elsewhere in in Asia or Mexico Note: This is personal life story and discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management's expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principleAdditional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: paul.Ellis@elliswealthmanagement.net About Peter BoardmanPeter Boardman is a portfolio manager and equity analyst at Nuveen.Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! SESSION 03 TOPICS:Creating the Family Value CompassThe Family Value StatementHow to Construct GovernanceThe Path to Legacy10 QuestionsGet Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️Additional Resources Below:-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session #02 "The 4 Corner Documents" can be heard here:https://player.captivate.fm/episode/195e01e4-f406-48d7-abc2-bc7748e0823aSession # 03 Topics include:4 Corner DocumentsLetters of Intent Who Got What, and Practical Steps and Action Items !We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Additional Resources: 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - JournalNuveen Family Wealth Education Curriculum.pdf Family Wealth Series 10 Questions Journal Nuveen, Family Wealth Education Curriculum
STAY TUNED for the next episode of The Family Wealth Series !!IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! TOPICS INCLUDE:What is WealthWhat is Legacy4 Corner DocumentsBuilding a Family GPSHow to Educate Family MembersThe Legal LadderThankfulness for A Life Investedwith Practical Steps and Action Items !So Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”®-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! SESSION II TOPICS:4 Corner DocumentsLetters of Intent Who Got What, and Practical Steps and Action Items !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session #1 can be heard here:https://player.captivate.fm/episode/d5c91701-d63d-42be-885a-5b128f717ad6Session #1 Topics include:Introduction What is WealthWhat is Legacy We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
STAY TUNED for the next episode of The Family Wealth Series !!IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! TOPICS INCLUDE:What is WealthWhat is Legacy4 Corner DocumentsBuilding a Family GPSHow to Educate Family MembersThe Legal LadderThankfulness for A Life Investedwith Practical Steps and Action Items !So Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”®-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian BeréAnnouncing The Family Wealth Series!With with Special Guests James A. Bergeron, J.D. and Brian BeréIt has been said, “It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues James A. Bergeron, J.D. and Brian Beré from Nuveen Investments, for a podcast series that focuses on valuable Family Wealth Management information, designed to help you, and your family, become stronger and more independent. FAMILY WEALTH SERIES EPISODE 1:WHAT IS WEALTH AND LEGACY? In this episode of the Family Wealth Series we begin our journey by discussing the importance of asking self-reflective questions about the various meanings of “Wealth” and “Legacy.”Understanding these clean, meaningful definitions can lead to purposeful action towards one's intended success. Jim Bergeron is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.A graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science, Jim later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.Brian Beré is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management, and our friends at Nuveen, want you to grow and keep all that you have worked for in Finances and in Life! EPISODE 1 TOPICS INCLUDE:What is Wealth What is LegacyThe 3 Components of WealthWhat does Legacy RequireWhat are We GivenThe Middle Years The 4 Corner Documents Get Ready…as we continue our focus on the greatest investment of all - Human Capital and The Family! “Invest in What You Love!”® Feel free to share this information with those in your circle who are on a similar path of learning and inspiration.Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management's expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.Additional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: paul.Ellis@elliswealthmanagement.net Additional Notes and resources have been attached below. Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Announcing The Family Wealth Series!!IT IS WITH GREAT PLEASURE THAT I AM INTRODUCING:THE FAMILY WEALTH PODCAST SERIES.MONTHLY STARTING MID JULY !!!With with Special Guests James A. Bergeron, J.D. and Brian Bere.It's been said:“It's Not How Much You Make, It's How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! TOPICS INCLUDE:What is WealthWhat is Legacy4 Corner DocumentsBuilding a Family GPSHow to Educate Family MembersThe Legal LadderThankfulness for A Life Investedwith Practical Steps and Action Items !So Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”®-----------------------------------Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode by special request we replay a podcast dedicated to Fathers. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family!Feel free to share this episode with those in your circle who are on a similar path of learning.We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Originally posted in The Lynnwood Times in 2021 Post: https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with theunderstanding that no one can take your place, and your love is a powerful force - both now,and for generations to come. Feel free to share this episode with those in your circle who are on a similar path of learning. It is our desire that our conversations will help you acquire more knowledge, become even morecurious about the gifts that are in and all around us, while supporting you to reach new heightsas we grow together. You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, orthe Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
EWM INSIGHTS with special Special Guest Robb Stottlemyer, Director of Life Brokerage SalesWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of Insights Robb Stottlemyer is our guest.We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many ways it can be used to help achieve both life and estate goals. Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management's expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle. SUBJECT: Have You Outrun Your Insurance? [ The Importance of Reviews]Topics Covered:Why Life Insurance MattersWhy Review Insurance?Why Have Insurance?What's New on the Horizon?Case Studies Additional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: paul.Ellis@elliswealthmanagement.net Duncan Advisors ResourcesRobb Stottlemyer, Director of Life Brokerage Sales email: robb.stottlemeyer@duncanar.com Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Ellis Wealth Management is a separate entity from Cambridge.
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL ! In this episode we speak with Adrian Ramirez, Chief Chef and Owner of Red Cork Bistro and Tequeria Puebla restaurants in beautiful Mukilteo, Washington!Adrian Ramirez moved to Mukilteo at age 10 and has been in the restaurant business since the age of 17. His first taste of the culinary world was in May 1999 as a dishwasher at Harbor Pointe Golf Club. Within a year he became a line cook, which ignited his passion for the kitchen.He attended Sno-Isle tech school and quickly discovered his place was in-fact in the kitchen. After graduating from Kamiak High School, he dedicated himself to cooking; working at two separate jobs as line cooks–Harbor Pointe Golf Club and the upscale Amici Bistro.In 2004, he became Harbor Pointe Golf Club's Sous Chef. In 2007, he became their Executive Chef. Throughout his career Adrian has earned many awards. He was Manager of the Month 5 times. He was chosen out of 35 managers, spanning 9 properties. He also was awarded most notably fiscal manager of the year for 2014.Adrian brings his wealth of knowledge and passion for the kitchen providing high quality cuisine to Mukilteo.Adrian is very community oriented and actively participates in local events and fundraisers when time permits.Contact:Instagram: @redcorkbistromukilteo@taqueriapuebla-waWebsites: Red Cork Bistro: https://www.redcorkbistro.com/Tequera Puebla: https://www.taqueriapueblawa.com/We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together. Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL. EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/ Above all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together. You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/ Above all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!®
Welcome to EWM INSIGHTS with Special Guest Jamie L. Scheppers!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we discuss seeking and learning from others, connecting OUR dots, building on prior success and exploring OUR potential, with Jamie L. Scheppers.Jamie's journey has included Ballet, Web Communications, World Travel to VP of Administrations N.H. Scheppers Distributing Company.Jamie discusses the indispensable value of family, and the impact that mentors and coaches from her ballet teacher, Lisa Wolfsberger to world-renown Trainer, CEO and New York Times Best Selling Author Tim Grover and Co Author Shari Wenk have had on her life. She also reveals the reason for her decision to leave the successful family business, and continue her desire to invest in herself through her new business - as Owner and Artist of JL Scheppers Jewelry and Encaustic! Jamie's story is encouraging, enlightening- and thought provoking!- Enjoy!! Check out Jamie's creations at https://jlscheppersart.com/ Jamie L. Scheppers: Owner/ Artist , JL Scheppers Jewelry and EncausticVP of Administrations N.H. Scheppers Distributing Company Education: Northwestern University BSJ, Journalism and Asian StudiesMSJ, Magazine Publishing and Business Reporting University of Missouri-Columbia, Educational Leadership and Policy Analysis, Higher and Continuing EducationInstitute for Culinary Education Culinary Arts Contact: Instagram: https://www.instagram.com/jlscheppersart/ Facebook: https://www.facebook.com/JLScheppersArt Linkedin: https://www.linkedin.com/in/jscheppers/Website: https://jlscheppersart.com/We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2022In this podcast we share with our listening audience a special Holiday Christmas Message!Joining us today is Monica Rodgers, Service Team Lead for Ellis Wealth Management. Wherever you are this season, we wish you and yours a very Merry Christmas and a New Year filled with blessings!Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come! We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management. At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management. Clients of EWM also receive access to private content and information. In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discusses today's market environment and concerns including: InflationThe Possibility of a Federal Reserve PivotWhat Should Be the Mindset for Investors In these Challenging Times. Longboard Asset Management is an alternative asset manager, specializing in strategic asset allocation. Sarah Baldwin's Bio: COO and Portfolio Manager , Longboard Asset Management Education: University of ConnecticutBachelors degree, Economics and Political Science2002-2006Contact: Twitter: @sarahebaldwin Linkedin: https://www.linkedin.com/in/sarahebaldwin/Websites: https://longboardfunds.com/We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
EWM Insights with Special Guest Joy StepperWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of Insights Joy Stepper is our guest. Joy Stepper shares her mental health journey from childhood into adulthood. Joy recounts a childhood where her emotional challenges were often misdiagnosed leading to frustration and misunderstanding. As a teenager these frustrations intensified with misdiagnosis and medications. Eventually Autism Spectrum Disorder was found to be the culprit. With the right diagnosis, a loving family, and the help of specialized and qualified therapy, guidance and personal frameworks were provided for personal empowerment and longterm success. Joy also discusses what parents and family members can do to better understand the mental health needs of a child. With candor and humor Joy concludes by sharing her interests , and how she looks forward to her future.We hope you enjoy this very special show! Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Stay Tuned - More Insights are on the way!!Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM Insights with special Special Guest Officer Mario Lotmore, Owner and Publisher of the Lynnwood TimesWelcome to Insights! In this episode of Insights Mario Lotmore is our guest. Mario Lotmore, Owner and Publisher of the Lynnwood Times, returns to share his insights regarding the importance of unbiased local news reporting, investigative reporting, highlighting public engagement, and why making a difference in the world around us can begin in our own backyard. We also discuss local citizens who have created valuable programs empowering people in our community such as:Red Tail Hawks Flying ClubProject Girl Nic's BarbershopCuts with CopsCops and BarbersLeadership Launch Lead the Way These local stories and more can be found in the Lynnwood Times at: https://lynnwoodtimes.com/The Lynnwood Times has recently been nominated for multiple journalistic awards at Washington Newspaper Publishers Association's (WNPA) 135th annual Convention this October! Born in the Bahamas, Mario Lotmore emigrated to the United States in 1995 with just a suitcase. Mario attended Embry-Riddle Aeronautical University and The University of Central Florida where he majored in Industrial Engineering Upon graduation Mario worked for various defense contractors including Lockheed Martin, Triumph Aerospace, GKN, and Boeing. In 2018 Mario ran for Washington State Senate for District 21.As a candidate he personally met thousands of households while canvasing the cities of Edmonds, Lynnwood, and Mukilteo. It was during these intimate meetings and gatherings that Mario recognized the need for a local independent news publication. The Lynwood Times was launched in April of 2019. Follow the Lynnwood Times at:Website: www.lynwoodtimes.comSocial Media:Twitter: @LynnwoodTimes Facebook: https://www.facebook.com/LynnwoodTimes/ Instagram: @LynnwoodTimesTruthSocial: @LynnwoodTimesMario Lotmore can be reached at: publisher@lynnwoodtimes.comIf you have a story or news tip please email:editorial@lynnwoodtimes.com Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 2. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today's police officer and help achieve a more collaborative partnership of service. SUBJECT: EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 2.Topics Covered:Understanding the Police Officer's Role Safety MattersThe Dolan Report Communication is KeyAdditional Resources: Ellis Wealth Management:Paul Ellis: 425-405-7720email: paul.ellis@elliswealthmanagement.net Websites and Apps for Parental Concern:https://www.wisemindmentalhealththerapy.com/post/websites-and-apps-you-should-be-blocking-on-your-kids-phonesTHE DOLAN REPORT DOLAN CONSULTING GROUPThe Dolan Consulting Group LLC is an organization ofpublic policy experts who address issues related to publicservice organizations, such as law enforcement agencies,corrections agencies, fire departments, emergency medicalservices, hospitals, and school districts. We provide servicessuch as assessments, training, and research with the goalof improving the operations and outputs of these agenciesthrough evidence-based solutions.Dolan Consulting Group Harry P. Dolan, President andCEO 2840 Plaza Place, Suite 325 Raleigh, NC 27612info@DolanConsultingGroup.com
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today's police officer and help achieve a more collaborative partnership of service. SUBJECT: EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1.Topics Covered:Understanding the Police Officer's Role Communication is KeySafety MattersThe Dolan Report Additional Resources: Ellis Wealth Management:Paul Ellis: 425-405-7720email: paul.ellis@elliswealthmanagement.net The Dolan Report "DISPELLING THE MYTHS SURROUNDING POLICE USE OF LETHAL FORCE" - Richard R. Johnson, PHDhttps://www.dropbox.com/s/6nq3idh62jav9c9/Dispelling%20Myths%20Dolan%20Report%202016.pdf?dl=0DOLAN CONSULTING GROUPThe Dolan Consulting Group LLC is an organization ofpublic policy experts who address issues related to publicservice organizations, such as law enforcement agencies,corrections agencies, fire departments, emergency medicalservices, hospitals, and school districts. We provide servicessuch as assessments, training, and research with the goalof improving the operations and outputs of these agenciesthrough evidence-based solutions.Dolan Consulting Group Harry P. Dolan, President andCEO 2840 Plaza Place, Suite 325 Raleigh, NC 27612info@DolanConsultingGroup.comFeel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of Insights Robb Stottlemyer is our guest.We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals.Note: This is an educational discussion and NOT an offer to purchase or sell insurance orinvestment products. It is Ellis Wealth Management's expressed position that investments should be understood anddiscussed with an accredited financial professional before purchase. Past performance is notindicative of future performance. Investments can loose value which includes risk to principle. SUBJECT:Life Insurance - An Overlooked Multi-Tool Topics Covered: Why Life Insurance Matters What are different reasons and for Life Insurance? What's the BestTime to Review Insurance ? What's New on the Horizon? Case Studies Additional Resources:Ellis Wealth Management: Paul Ellis: 425-405-7720 email: paul.Ellis@elliswealthmanagement.net Duncan Advisors Resources Robb Stottlemeyer, Director of Life Brokerage Sales email:robb.stottlemeyer@duncanar.comFeel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times, the statistics have been updated for 2022. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family! Additional Notes and resources have been attached below. Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we share a personal message for Mother's Day!We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to share this episode with those in your circle who are on a similar path of learning. It is our desire that our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Today we sit down with Joanne Foreman, President of Pure Impact. Joanne shares how we can live "Back 9 Strong" finding and living our purpose filled life as a WILD leader. Drawing on her insights as a Women's Touring LPGA Player, Professional Golf Coach, Performance Coach for Corporate and Elite Athletes and Nutrition Expert, Joanne explains the power within WHOLE INTENTIONAL LEADER DEVELOPMENT - and how it can work for you!Bio: President, Peak Performance Coach for Elite Athletes, Corporate Athletes, Executives and CoachesCertified Facilitator/WiLD Leader ToolkitLPGA Class A Teaching ProfessionalUS Senior Women's Open 2021WWGA Western Junior Championship- 1980 - Champion Stanford Intercollegiate Invitational - 1980- ChampionMexican Amateur Championship -1982 - Runner -up Pac 10 Championship ,1983- Champion All -American 1983US Amateur Championship - 1983- ChampionUS Curtis Cup Team Member-1984 - Muirfield, Scotland - Champions Women's Western Amateur Championship -1984- ChampionLPGA Qualifying School -Sectional -1984- Tied for 1stLPGA Qualifying School -Finals- 1984- Tied for 5thEducation: Stanford University, BA Human Biology, Pre-Med/ Sports MedicineContact Information: Linkedin: linkedin.com/in/joanneforemanEmail: joanne@pureimpact.netOther: Wild Leaders: https://www.wildleaders.org/Wild Tool Kit: https://www.wildleaders.org/the-wild-toolkitFeel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special edition podcast we learn of the life, and impact of Hal Moore.A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond. His book, “We Were Soldiers Once…and Young”, a New York Times Best Seller became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.Hal Moore's awards include:The Distinguished Service CrossArmy Distinguished Service MedalLegion of MeritBronze Star Medal with “V” DevicePurple HeartAir Medal , and The West Point Graduate Organization's 2003 Distinguished Graduate AwardLeader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.Additional Notes and resources have been attached below. Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®------------------------------------The Mansions of The LordUnited States Military Academy Glee Club To fallen soldiers let us singWhere no rockets fly nor bullets wingOur broken brothers let us bringTo the mansions of The Lord No more bleeding, no more fightNo prayers pleading through the nightJust divine embrace, eternal lightIn the mansions of The Lord Where no mothers cryAnd no children weepWe shall stand and guard through the angels sleepWhile through the ages safely keepThe mansions of The Lord Songwriters: Nick Glennie Smith / Randall WallaceThe Mansions of the Lord lyrics © Songs Of Wheelhouse Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstoresMovie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0 Memorial Day Letter to America's YouthBy Lt. Gen. Hal Moore on May 26, 2011 https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume."What is your most important accomplishment?" He replied, "It hasn't happened yet. My most important accomplishment will be when I cross that line at St. Peter's gate and meet my God and my [wife] Julie."-Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/
Jason Pittman Nuclear Propulsion Examining Board, Senior Member at U.S. Fleet Forces CommandAn experienced Senior leader with a demonstrated history of developing successful teams built around the fundamentals of empathetic leadership, technical expertise, and effective risk management, Jason shares his insights that can be used to create the winning culture needed in today's environment.A graduate of the University of Texas, Bachelor's of Music / Music Education programs, Navy ROTC scholarship recipient, and member of the University of Texas Longhorn Band - Jason discusses how his diverse and unique path and vision of leadership has provided a platform to make a difference amongst men and women in the US Naval Submarine Fleet. Jason PittmanContact Information:Linkedin: https://www.linkedin.com/in/jason-pittman-6015a2b/Instagram: @slntdeep Reading List MentionedThe Book of Five Rings, by Miyamoto MusashiTalking to Strangers, by Malcolm Gladwell
Séverine Naessens is a mom, business translator, efficiency, clarity and communications coach, transcendental rebirthing and futuring facilitator, and business owner. Born and raised in Belgium, Séverine moved to Cancun, México in 1999.She is the co-founder of the “Peace starts at Home” movement and has supported various projects in benefit of personal development such as “21 days of faith in action” and “Network for Human Empowerment”. Séverine has participated as a lecturer for La Salle University in Cancún and as a speaker at different events that promote the development of women and responsible communication. She has also been a guest on various Radio and Television shows throughout Mexico to speak about these topics.As Parent Talk Trainer of Trainers, Séverine teaches the Parent Talk System to promote Responsible Communication in Parenting and has integrated and adapted the 21 techniques from the Parent Talk System in a variety of courses she has created to help companies implement Effective Communication Strategies.She has also been trained as a Transcendental Rebirthing and Futuring Facilitator by Ivonne Delaflor and is implementing the Sacred Principles of TR and Futuring techniques in all her teachings.Séverine is the creator of the High-Achieving Parents Program and Podcast, to serve highly driven professionals that also happen to be parents. Her focus is set on helping them find clarity, create structure, and establish effective communication in all aspects of their life, so that they can find fulfillment both as successful professionals and as parents.Séverine NaessensContact Information:Linkedin: https://www.linkedin.com/in/severinenaessens/Instagram: @coachseverinenaessens @parentalklatamFacebook: https://www.facebook.com/CoachSeverineNaessens/ https://www.facebook.com/ParentTalkLatam/Websites: https://www.severinenaessens.com https://www.highachievingparents.com
Andrew J. Evans, MBA is the Executive Vice President of TAG WealthAdvisors, Enterprise Liason and Securities Principal registered throughCambridge Investment Research.A financial veteran with 17 years of experience, Andrew oversees two majorareas: Field Development and Supervision. In the area of Field DevelopmentAndrew works directly with advisor relationships to grow and on-boardadditional independent financial services practices; and through Supervisionmaintains oversight oversight in their daily compliance.Andrew also is directly involved with helping producers through the transitionprocess and and ensure their on-boarding is successful.A sports enthusiast , he has recently found great interest in the Grand Prixmotor events.Andrew J. Evans, MBAContact Information: Linkedin: linkedin.com/in/andrewjevansEmail: AEvans@TAGAdvisors.usTwitter: AndrewJohnEvans
Elva Trevino is the Founder of Champions Club, and Beautiful Minds in Houston, Texas.She has been named to the Top 100 Visionaries of Healthcare. Her passion for Community and empowerment has inspired the City of Houston to perennially name August 8th as Champions Club Day!Elva TrevinoContact Information:eMail: info@championsclub.globalInstagram: Champions_Club_
Howard Fraser, is a Managing Director at Longboard Asset Management.Howard is an experienced executive in the world of asset management.He has a passion for the magic of compounding and is fascinated by its power to transform health, wealth and happiness.Howard grew up in London, England and now lives in Scottsdale, Arizona.Contact Information:Linkedin: linkedin.com/in/howard-fraserGmail: howardfraser88@gmail.comWebsite: thehowardfraser.com
Valarie Vest is a First Vice President of Fiduciary Services at CambridgeInvestment Research, Inc. She is also a Mindset Coach for Women inLeadership. Valarie is currently leading efforts at Cambridge in Fiduciary Services, and is amember of the Growth Leadership Committee.In this episode of INSIGHTS we discuss Valarie's path, aspiration and passionfor developing women in leadership. We also discuss the unique platform andpurpose of Cambridge Investment Research.Valarie Vest joined Cambridge in 2018 and has over 20 years of experience inthe financial services industry. Vest is responsible for the collaborativeoversight, development, and support of the Fiduciary Services department.Prior to joining Cambridge, she held leadership roles in relationshipmanagement and retirement and investment product marketing at PrincipalFinancial Group. Valarie earned a Bachelor of Arts degree in economics from theUniversity of Washington and completed additional coursework at StrayerUniversity and Rutgers Center for Innovation Education. Additionally, she holdsthe FINRA Series 7, 24, and 66 licenses.Strategic Business Leader ~ Mindset Coach for Women Leaders ~ InnovativeThinker ~ Constant Learner ~ Community Builder Valarie VestContact Information:LinkedIn: linkedin.com/in/valvesteMail: val@valarievest.comTwitter: VestValAlma Mater:University of Washington
WA State Long Term Care ACT Update with Special Guest Robb StottlemyerEWM Private Client InsightsSUBJECT: UPDATE Washington State - The Long Term Care Trust Act.There is a small window of opportunity for Washington State residents toapply for an exemption from the premium tax.Washington State Legislators have passed a bill to create and publiclyfund, through mandatory payroll tax deductions, an insurance programaimed at providing basic Long Term Care benefits.Special Guest: Robb Stottlemyer , Duncan Advisor Resources, Director of Life Brokerage SalesTopics Covered: What is Washington State Long Term Care Trust Act? How Much is the Premium Tax? What Does It Cover? When Does It Begin? Can You Opt Out? Steps You Should Consider Taking Next ... Additional Resources: Ellis Wealth ManagementPaul Ellis, President and Managing Directorphone: 425-405-7720email: paul.ellis@elliswealthmanagement.net Duncan Advisors ResourcesRobb Stottlemyer, Director of Life Brokerage Salesphone: 724-279-4049email: robb.stottlemeyer@duncanar.com
EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and SpeakerLydia started her professional journey in the corporate world and due to her strong leadership skills, and coaching style, she built a successful long term career with multiple opportunities. With over 12 years of leadership and coaching experiences, she specializes in personal development, and driving strong performance. By continuing to invest in self-development, working with top coaches like Tim Grover, trainer of Michael Jordan, Kobe and many iconic athletes, Lydia recognized the importance of mindset in action, and discovered her passion for entrepreneurship. Today, Lydia is known as the Limitless Mindset Coach with a mission to empower other ambitious entrepreneurs worldwide to elevate and dominate their space. Lydia helps her clients manage overwhelm and burnout to gain laser focus and the killer confidence it takes to attain top results in her 90 Days to Decision One-On-One Program.Lydia Lukic Contact Information:Website: www.meetlydia.comEmail: lydia@limitlesswithlydia.comLinkedIn: www.linkedin.com/in/lydialukicBook1 Habit ™ For Entrepreneurial Success - International #1 Best Seller :https://www.1habit.com/author/lydialukic/
Kandace Barnes is a Washington native, graduated from Seattle PacificUniversity with a degree in marketing before earning her M.B.A. . She thena post baccalaureate in Visual Communications. With a passion forproblem solving and cutting through the clutter, Kandace spent the first halfof her career focusing on product marketing, communication, and specialevents, specifically within large corporations including Verizon Wireless.After making several trans-continental moves, Kandace returned to thePNW and made the transition into higher education where she developedand marketed new and innovative graduate programs, helped colleges withcommunications and fundraising, and created prospecting tools for theUniversity of Washington, Trinity Lutheran College, and Seattle PacificUniversity.More recently, as the executive director for the Snohomish STEM Network,Kandace worked closely with economic and workforce developmentinitiatives and local industry, findings ways for businesses to connect withthe community, create partnerships, and establish relationships. She is agraduate of Leadership Snohomish County, and has served as arepresentative on many county-wide initiatives including COVID recoveryshort and long-term planning.Kandace lives with her two young daughters and husband, and their St.Berdoodle puppy, Coco. She enjoys listening to live music, cooking forfamily and friends, and being near the ocean in any capacity. She serveson the board of the Mukilteo Lighthouse Festival and the Mukilteo PoliceFoundation, is an advisor for Leadership Launch, and is always looking forways to support her community and help individuals and businesses withmarketing and communications solutions.Kandace Barnes, President and CEOMukilteo Chamber of CommerceContact InfoMukilteo Chamber of CommercePhone: (425) 347-1456 Email: kandace@mukilteochamber.org
JOIN US!!During this SPECIAL EDITION of EWM Insights we enjoy a short conversation and party announcement with Kandace Barnes, President and CEO of the Mukilteo Chamber of Commerce and Matt Martin, State Farm, and Drummer of the band LEGACY. Mukilteo Music at the Beach is a special series of events that is taking place at the Mukilteo Lighthouse Park.Dates:June 24thJuly 17thAugust 14thTime:Gates Open: 4:30pmLive Show: 7:00pm Tickets must be purchased in advance and include one beer/wine/water voucher. Additional beverages can be purchased on site. Food is available for purchase online and at the event, and provided by Mukilteo Kiwanis.For Ticket Information Contact:Mukilteo Chamber of Commercehttps://mukilteochamber.org/event/music-at-the-beach/Event Packages:Kandace Barnes 206-755-7417Matt Martin, Legacy https://www.facebook.com/Legacy-Mukilteo-153856308602975/
Agnes Kim is a Senior Strategic Partner Manager for Content Partnerships at Microsoft / Xbox .Agnes is currently leading efforts in gaming content partnership in Korea, China and SE Asia at Xbox. Her goal is to engage developers in these markets and bring more content into Xbox's ecosystem to ensure that our gamers can experience all the amazing content from the world. Agnes was an avid gamer from very young, spending a lot of time in PC Cafes in Korea and always dreaming of working in a cross secEon of Entertainment and Technology. Agnes worked at Sony Pictures Entertainment prior to joining Xbox focusing on partnerships and strategic alliances. Prior to Sony, she worked at Deloitte Consulting concentrating most of her time in M&A projects.Agnes Kim Contact Information:LinkedIn: linkedin.com/in/agnes-kimeMail: eggnesskim@gmail.comAlma Mater:University of Washington, Michael G. Foster School of Business
Kenny Kasperbauer is a recent graduate from the University of Washington and also a Team USA Athlete for the Olympic sport Sprint Canoe. As we continue our conversation, Kenny discusses the importance of the Olympic Mindset, Techniques and Exercises that can be deployed for greater performance in our chosen pursuits! Kenny Kasperbauer has competed at numerous international events such as the World Championships; in addition to many domestic races including the U.S. Olympic Trials and eight National Championships. Some primary accolades include holding three American records for Junior, Under-23, and Senior age categories in the 200m (the shortest competitive distance). Also included are 21 gold medals and 52 total medals at the National Championships. In the vein of competition and athletics, Kenny has also worked as a coach both at his hometown and on the US Team. From a professional lens, Kenny will be working at Deloitte in downtown Seattle starting in fall after the conclusion of this year's athletic season. Kenny Kasperbauer Contact Info linkedin.com/in/kenny-kasperbauer Email kkasper01@gmail.com
Kenny Kasperbauer is a recent graduate from the University of Washington and also a Team USA Athlete for the Olympic sport Sprint Canoe. He has competed at numerous international events such as the World Championships; in addition to many domestic races including the U.S. Olympic Trials and eight National Championships. Some primary accolades include holding three American records for Junior, Under-23, and Senior age categories in the 200m (the shortest competitive distance). Also included are 21 gold medals and 52 total medals at the National Championships. In the vein of competition and athletics, Kenny has also worked as a coach both at his hometown and on the US Team. From a professional lens, Kenny will be working at Deloitte in downtown Seattle starting in fall after the conclusion of this year's athletic season. Kenny Kasperbauer Contact Info linkedin.com/in/kenny-kasperbauer Email kkasper01@gmail.com Additional Information: University of Washington - Michael G. Foster School of Business Bachelor of Business Administration - BBAField Of StudyFinance Activities and Societies: 11-time recognized Deans List, Phi Chi Theta- Professional Business Fraternity, Deloitte National Audit Innovation Campus Challenge, Global Health Business Case Competition, Deloitte Consulting Case Challenege Recruitment Manager Phi Chi Theta Business Fraternity -Managed the recruitment process of 40+ candidates and planned 4 events for “Rush Week” -Coordinated, prepared, and conducted the interviews of potential candidates USA Canoe/Kayak Canoe Sprint Athlete American Record Holder Junior American Record -- C1 200m, 2016 Sprint National Championships, Oklahoma City, OK Under-23 American Record -- C1 200m, 2020 ICF Sprint World Cup, Szeged, Hungary Senior American Record -- C1 200m, 2020 ICF Sprint World Cup, Szeged, Hungary An international caliber athlete competing at regattas such as the Olympic Hopes Regatta, World Cup, Junior and Under-23 World Championships, Canada Day International Regatta, Lake Placid International Regatta, and the Pan American Championships in addition to many domestic races including the U.S. Olympic Trials, National Team Trials, and eight National Championships. Primary accolades include being the fastest canoeist in American history - holding the Senior, Under-23, and Junior American records in the 200m (the shortest competitive distance). Also included are 21 gold medals and 52 total medals at the National Championships. Currently I am on the US Olympic Development Program (ODP). Team USA Assistant Coach LocationBratislava, Bratislava Region, Slovak Republic -Assisted in the management and supervision of 36 athletes competing for Team USA in Slovakia for the 2019 Olympic Hopes Regatta -Worked to help athletes in the preparation and execution of their races; resulting in 50% more podium finishes than in 2018 Honors & Awards 11x UW Deans List 2x Andy Toro Award
EWM INSIGHTS with Special Guest Scott Tupper, Onda Origins Founder and CEO.Scott Tupper is a two time Seattle founder in the coffee space.Born in Washington State and raised in Georgia, Scott came back to the Puget Sound in 2013 with the hopes of working with his brother Paul in the startup space. In 2016 the brothers took the leap - leaning on their respective international development and ecoforestry backgrounds to imagine a brand new business model for coffee. Onda Origins, their specialty roasting brand, takes a for-profit approach to decolonizing the archaic business of coffee. They accomplish this by provide groundbreaking vertical integration for coffee farmers to their end market- this means every cup and every bag of coffee that they sell provides a bonus payment directly to the farmers behind the product. While sharing revenue with farmers is something most coffee companies would see as an unnecessary expense- the Tupper brothers see it as a long-term rooted approach to better business for all stakeholders, including Onda Origins. Farmers who get paid better invest in their lands and communities and unsurprisingly produce better coffee as a direct output of their relationship with Onda. Onda gets world class coffees and gets to co-market these beans and their impact with the actual farmers. Onda customers get access to reliably excellent coffee and get to know their purchase isn't rooted in greenwashing, but real impact. Scott proudly refers to the triple bottom line of Onda Origin's approach as "ingredients for a better coffee," and he's here today to share with us about his journey!Interested to hear more or place an order?Onda Coffee: https://ondaorigins.com/Onda Origins Flagship Cafe & Roastery5600 Rainier Ave S, Seattle, WA 98118info@ondaorigins.comCafe: 206-743-8802
This EWM INSIGHTS podcast is with special guest Kyle JohnsonKyle Johnson has had a distinguished career in the legal profession and is widely acknowledged for his ability to solve complex legal problems. Kyle is recognized as a business-savvy lawyer who is exceptionally qualified to handle complex marital dissolution, trusts and estates, financial matters including business valuations, and business and shareholder disputes. Kyle Johnson has been chosen as a Super Lawyer by peers since it was started as a designation years ago. He holds the highest AVVO ranking and Martindale -Hubbell AV Preeminent Rating possible in both legal ability and ethical standards. Kyle also has extensive non-profit experience including:Foundation Board President, Lake Washington Technical CollegeArtist Trust BoardLenny Wilkins Foundation BoardPratt Fine Arts Board, and Chair of Sun Valley Opera Additional Information:J.D. UW LAWLLM (Masters of Law in Taxation) George Washington LawLTC USAR JAGC, RetiredManaging Partner and Founder of multiple law firms Kyle Johnson can be reached at:Website: www.kylejohnson4adr.comEmail: kyle4disputeresolution@gmail.com
This EWM INSIGHTS podcast is with special guest Mario Lotmore Mario Lotmore was born in the Bahamas and emigrated to the United States in 1995 with just a suitcase. Mario attended Embry-Riddle Aeronautical University and The University of Central Florida where he majored in Industrial Engineering Upon graduation Mario worked for various defense contractors including Lockheed Martin, Triumph Aerospace, GKN, and Boeing. In 2018 Mario ran for Washington State Senate for District 21.As a candidate he personally met thousands of households while canvasing the cities of Edmonds, Lynnwood, and Mukilteo. It was during these intimate meetings and gatherings that Mario recognized the need for a local independent news publication. The Lynwood Times was launched in April of 2019. Follow the Lynnwood Times at: Website: www.lynwoodtimes.com Twitter: @LynnwoodTimes Facebook: https://www.facebook.com/LynnwoodTimes/ Mario Lotmore can be reached at; publisher@lynnwoodtimes.com If you have a story or news tip please email editorial@lynnwoodtimes.com
This EWM INSIGHTS podcast is with special guest Head Coach Masaki MatsumotoCoach Masaki Matsumoto was born in Japan, grew up in Seattle, WA and attended King's High School in Shoreline, WA. Upon graduation he received a scholarship to play foot ball at Trinity International University in Chicago, Illinois. he holds a Bachelors degree in Physical Education and Health and a Masters Degree in Special Education. His coaching career began at Bernstein High School in Los Angeles, CA in 2008. In three seasons as Head Coach at Bernstein he reached the playoffs every season and made to the semifinals two consecutive years. His awards include:The 2013 Central League Coach of the year. Coach of the Year 2016, 2017, 2019Pierce County Coach of the YearHe has be on featured on ESPN E 60 "Lettermen". Coach Matsumoto's overall Record as a Head Coach is 75-20 in 8 Seasons with 7 League Titles!Coach Masaki Matsumoto can be reached at:m.matsumoto20@gmail.comhttps://www.lincolnabesfootball.com/
This EWM INSIGHTS podcast is with special guest J. Donovan SmithJ. Donovan (JD) Smith is a graduate from the prestigious Art Institute of Chicago. He has worked for Edelman Public Relations Worldwide in Chicago, Eddie Bauer and Pacific Market International in Seattle and world renowned Ste. Michelle Wine Estates. In 2018 JD left Ste. Michelle Wine Estates to start his own creative brand marketing company - J. DONOVAN SMITH CREATIVE. With over 20 years experience in Visual Communication, JD makes business brands look their very best and acquire the visibility they desire through Videography, Graphic Design and Photography. His work has been published in books, magazines and newspapers. J. Donovan Smith Creative consistently receive rave reviews from its many clients - Including The Everett Clinic, Ste. Michelle Wine Estates, and The Everett and Mukilteo School Districts. Through storytelling and creative artistry JD focuses on the authenticity of a client's message and his work connects viewers with a businesses desired message while enhancing the connection to the people in that business. JD can be contacted through his company website and www.jdonovansmith.com and LinkedIn:https://www.linkedin.com/in/jdscreative/Facebook:https://www.facebook.com/JDonovanSmithCreative
This EWM INSIGHTS podcast is with special guest Emily Vu. Emily is a student at the University of Washington (U.W.) and is in the College of Built Environments where she is pursuing of Bachelor of Science in Construction Management, and is minoring in Architecture. Relevant Coursework includes Business Law, Architectural Design and Representation and Digital Tools for Construction Management. Emily is also the Vice President of Professional Development for PHI CHI THETA , Business Fraternity at the U.W. , and Junior Officer of The Associated General Contractors (AGC), Student Chapter A calm, confident, and caring student leader, Emily sheds light on today's collegiate student life - as she discusses the pursuit of her passions and goals amidst the current challenging environment.Emily can be contacted through her LinkedIn Profile at:www.linkedin.com/in/emily-vu-baoUniversity of Washington Phi Chi Theta Chapter: https://www.uwpct.com/
Josette Curtis, a Pennsylvania native, graduated with merit from the US Naval Academy in 2001 with a bachelor of science in chemistry and a minor in Spanish. Upon completion of flight training in Pensacola, FL, she received her Naval Flight Officer wings in October 2002 and reported to Naval Air Station Whidbey Island, WA for training in the (now retired) EA-6B Prowler. Her flying career spanned 12 years and included two deployments to the Western Pacific onboard USS Abraham Lincoln with the LANCERS of VAQ-131, logging over 1000 flight hours and 200 carrier arrested landings. She completed her shore tour at the Electronic Attack Weapons School, where she received the inaugural Golden Griffin award for outstanding tactics instructor. Josette is not only a Navy veteran, she's also a Navy spouse - her husband Jack recently retired from the Navy following a successful command tour with the VAQ-130 Zappers, where he led them through a 7-month deployment onboard USS Dwight D. Eisenhower that included a record-setting 206 consecutive days at sea. Jack, Josette, and their family reside in Anacortes, WA.For More Information please visit US Navy Academy: https://www.usna.edu/About/index.phpUnited States Military Academy at West Point: https://www.westpoint.edu/admissionsUS Air Force Academy: https://www.academyadmissions.com/
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