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Fiduciary Principles and Client-Centric Strategies With Ryan Williamson

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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Current Projects

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

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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Finding Meaning and Overcoming Obstacles with Tim Foley

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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Embracing Pivots and Building Meaningful Connections with Nancy Cummings

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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