Phil Fornaro

Episode 13 : Fiduciary Principles and Client-Centric Strategies With Ryan Williamson

Bright Community Outreach, Finance /

In Episode 13 of Light Bulb Moments, I’ll be speaking with Ryan Williamson, a dedicated financial advisor with over two decades of experience. Since 2000, Ryan has been providing tailored financial guidance, emphasizing the uniqueness of each client’s needs and goals. He is the author of Drafting Your Financial Quarterback: What You Need to Know […]

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Episode 12 : Addressing Tax Problems Proactively with Joe Shadle

Business, Finance /

In Episode 12 of Light Bulb Moments, I’ll be speaking with Joe Shadle, President of Tax Relief, Inc. Joe is an Enrolled Agent, National Tax Practitioners Institute Fellow, and a financial services veteran with experience spanning New York, New Jersey, and Florida. He’s worked in disaster relief loans for the Small Business Administration and is

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Current Projects

Articles /

Welcome Back! Today we want to give you an inside look at some of the exciting projects we are currently working on.  Learning About Advanced Asset Protection  One of our top priorities right now is deepening our knowledge of advanced asset protection strategies. This includes diving into Private Placement Life Insurance Trusts, Restricted Trusts, Foreign

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Episode 11 : Bonus Episode: Phil Fornaro on People, Not Titles with Steve Kaempf

Business /

In this episode of Light Bulb Moments I had the pleasure of sitting down with Steve Kaempf, a seasoned senior executive with expertise in corporate strategy, leadership development, and revenue generation. Steve has built a remarkable career through his innovative sales strategies and ability to penetrate new markets. He’s known for creating strategic relationships and

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Episode 10 : Finding Meaning and Overcoming Obstacles with Tim Foley

Business, Law /

In Episode 10 of Light Bulb Moments, I’ll be speaking with Tim Foley, an attorney with extensive experience in representing business owners and entrepreneurs across various sectors including transportation, services, and real estate development. Tim’s practice covers a broad spectrum of legal matters such as corporate restructurings, contract drafting, and regulatory compliance for trucking clients.

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Episode 9 : Embracing Pivots and Building Meaningful Connections with Nancy Cummings

Bright Community Outreach, Business, Marketing /

In episode nine of Light Bulb Moments, I’ll be speaking with Nancy Cummings, the owner and founder of Cummings Marketing/Communications. Nancy is a highly effective communicator and respected leader experienced in conceptualizing and organizing marketing and publicity campaigns and strategic partnerships that spur growth. Previously, she led the La Grange Business Association and directed its

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Episode 8 : The Power of the Growth mindset with Justin Hanson

Business, Law /

In episode eight of Light Bulb Moments, I’m excited to introduce Justin Hanson, an attorney with experience in both public and private sectors, as well as a former policy advisor in the U.S. House of Representatives. Justin has built a career rooted in honesty, fairness, and justice. His dedication to these principles has earned him

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Episode 7 : Investing in Relationships with Jason Korinek

Business, Food and Hospitality /

In episode seven of Light Bulb Moments, I’m joined by Jason Korinek, the Owner and Executive Chef at Posto 31. With years of experience in the culinary world, Jason brings a unique perspective on the importance of relationships in both business and personal life. This episode dives deep into how adaptability, leadership, and giving back

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