Local Experts. Incredible Interviews
Anne McCabe Triana
Anne McCabe Triana is the President and CEO of Curo Private Wealth. After working long hours and finding success in the corporate world, she decided to build her own business in 2010. Ever since then, she has cultivated a whole new appreciation for her industry in the way that she has been able to help people achieve their financial goals and live out their retirement days to the fullest.Continue Reading …
The Rundown:
Summary:
Anne McCabe Triana is the President and CEO of Curo Private Wealth. Her business offers two private services in the financial space: Comprehensive Financial Planning and Investment Management Services. According to Anne, planning for retirement has never been more crucial because the existence of Social Security and pensions have never been more volatile. She offers ample advice to anyone looking to make smart financial decisions as well as students just entering the industry who are looking for wisdom in building a strong career.
Time-Stamped Show Notes:
[01:11] Introduction to the business.
[01:25] Breakdown of services.
[02:22] Most common challenges.
[03:54] How retirement planning has changed.
[04:55] What you must get in place to retire.
[05:40] The challenges of not working.
[06:18] Anne’s journey to her finance career.
[08:24] Biggest career challenges.
[09:28] Passion prospecting.
[10:28] The greatest reward.
[11:30] Working off of probabilities.
[12:50] Calming tactics.
[14:49] The ideal client.
[15:21] Advice to college students.
[18:04] Cryptocurrency vs. blockchain technology.
[19:22] Advantages of working with humans vs. roboplatforms.
[22:01] Advice to women entering the financial industry.
[23:05] Getting started in financial planning.
[24:28] Best financial media sources.
[26:34] Effectively implementing behavior strategies.
[27:32] Reaching out.
Justin Roberts
Justin Roberts is the Executive Director of Waltonwood Senior Living Community, a family-owned senior housing operation based out of Michigan. Justin first discovered his passion for taking care of the elderly while he was studying exercise physiology in college, trying to hone down what direction he wanted to go in the healthcare industry. During this time, his grandmother had a stroke and needed intensive care, skipping any transition from independent to assisted living.Continue Reading …
The Rundown:
Summary:
Justin Roberts is the Executive Director of Waltonwood Senior Living Community, a family-owned senior housing operation based out of Michigan. Waltonwood Senior Living stands out in a competitive market of retirement centers due to their tightly knit community and the variety of services they offer. Waltonwood caters to seniors who prefer to live independently as well as those who need some extra assistance, which has allowed tenants to maintain their residency in this “one-stop shop” of retirement communities. Justin discusses common misconceptions surrounding senior homes, what it takes to successfully operate a thriving community, and how to best plan for your own future.
Time-Stamped Show Notes:
[00:55] Introduction to Waltonwood.
[01:45] Breakdown of offerings.
[03:54] What makes Waltonwood stand out.
[06:08] The team behind the community.
[07:18] The EXPAND Life Enrichment program.
[07:51] Breakdown of amenities.
[08:59] The problem that Justin is most passionate about solving.
[10:02] Justin’s career path and inspiration.
[11:57] Building towards Executive Director.
[13:01] The “second paycheck” in this industry.
[13:48] Waltonwood’s secret sauce.
[15:21] Biggest misconceptions of senior housing.
[17:23] A community run by its residents.
[18:15] Waltonwood’s greatest accomplishment.
[19:19] Unexpected lessons learned.
[21:40] The mass expansion in Virginia.
[23:59] Benefits of slow and steady growth.
[24:51] On the horizon.
[27:03] How to start planning for the future.
[28:51] Reaching out.
The Rundown:
Summary:
Ashley Morgan is the founder of Ashley F. Morgan Law, a firm that primarily deals with bankruptcy, immigration, tax resolution, and setting up and closing down businesses, as well as everything in between. Ashley discusses the truth about bankruptcy and goes over the misconceptions people tend to have that stall them from making a necessary financial decision. She enjoys educating people on their rights in addition to potential consequences and provides a judgement-free atmosphere for her clients to get the financial help they need to move past their struggles.
Time-Stamped Show Notes:
[00:52] Introducing Ashley Morgan.
[01:19] Background.
[01:56] The impact of having power to make change.
[02:46] Core focus of the firm.
[03:20] Closer look at bankruptcy.
[04:27] Stigma against bankruptcy.
[05:43] Educating people on their rights.
[07:07] Fixing problems vs. prevention.
[07:30] Common misconceptions of bankruptcy.
[08:58] Considering options.
[09:24] Craziest success story.
[12:02] The most rewarding part of being a lawyer.
[13:45] Making the right decision.
[15:53] What makes Ashley different.
[16:49] Congress formed the Bankruptcy Code for a reason.
[17:38] Advocating a judgement-free zone.
[17:55] Biggest challenges.
[19:37] Misconception of the pay scale for small firms.
[20:34] Benefits of being approachable.
[22:17] Problems with LegalZoom.
[22:40] Where the industry is headed with technology.
[24:25] Accessing free resources and information.
Ashley F. Morgan
Ashley Morgan is the founder of Ashley F. Morgan Law, a law firm located in Herndon, VA that is based in the federal sector and primarily deals with bankruptcy, immigration, tax resolution, and setting up and closing down businesses, as well as everything in between. Her firm provides the bilingual services of efficient, personalized attorneys who help clients find a solution to their problems in a judgement-free zone. Ashley F. Morgan Law prides themselves on providing first-rate legal services with commitment to personal integrity and a distinctly human touch.
Continue Reading …
The Rundown:
Summary:
Terri Aufmuth is the owner and founder of Cornerstone Landscaping. She primarily deals with drainage issues due to erosion and disturbed soil, but also works on landscape design and cleanup quite a bit. Throughout 23 years of operating her own company, Terri has learned to always be in communication with clients and to hold her employees accountable for their assignments. She enjoys working with nonprofits and having a positive impact on the community through Cornerstone Landscaping.
Time-Stamped Show Notes:
[00:57] Common problems with landscaping.
[02:49] Odd landscaping situations.
[03:45] Spring maintenance.
[04:45] Hardscapes vs. softscapes.
[05:07] How Terri began landscaping.
[05:40] The inspiration for starting a business.
[06:15] The most important thing to know about landscaping.
[06:52] Visual work is referral based.
[08:31] Most important learning experience.
[08:52] The biggest job Cornerstone Landscaping has ever done.
[11:06] How to get the most fulfillment in landscaping.
[11:41] Successful business strategies.
[12:10] Simple mistakes to learn from.
[14:44] Going out of trend.
[15:45] What is next for Cornerstone.
[16:20] Nonprofit endeavors.
[17:45] Reaching out.
Terri Aufmuth
Cornerstone Landscaping is the place to go for all your landscape design, yard maintenance, and drainage needs. Terri Aufmuth, the owner and founder of the company, has a passion and referral-backed talent for producing quality work that you will be satisfied with for years to come. Throughout 23 years of operating her own company, Terri has learned to constantly be in communication with clients and to hold her employees accountable for their assignments. She enjoys working with nonprofits and having a positive impact on the community through Cornerstone Landscaping.Continue Reading …
Automotive Quality Solutions (AQS) breaks the status-quo by specializing in almost every premium reconditioning and detailing service possible, all under one roof. What normally takes 5-7 days and 10 different vendors to repair and/or prep a car for sale, can be done in 1-2 days. On top of that, deeply connected roots to the community, an integrity first mentality, and endless ambition attracted two of the ten best paint-less dent repair technicians in the country. But that’s not what makes Automotive Quality Solutions special. At the heart of it all is Daryl Collette. A down-to-earth kind of guy, with a tangible authenticity, born out of a desire to give back to the community that has given so much to him. When setting out to get AQS off the ground, Daryl gives immense credit to the Loudoun County Chamber of Commerce, who connected him to invaluable resources from marketing services to economic development, and even help negotiating a near impossible zoning permit. “You meet people that can help you with your business, some become customers [and/or] they refer people to you, but it’s a network of folks that are in businesses, who care about their businesses, and it shows in how they treat their customers.” Along the way, Daryl has also connected with several charities he’s all too happy to support, including Smashing Walnuts (an organization dedicated to finding and funding cures for childhood brain cancer). As a cancer survivor himself, Daryl believes in the power of giving back. “I kind of grew up like that, you know, be part of the community and help others when you need help one day. It’s just Karma. It’s goodwill. And it’s just the right thing to do.” For us, it is no surprise that last November, AQS won “Innovative Business of the Year” at the Loudoun County Chamber of Commerce’s 23rd Annual Small Business Awards. An important note to all drivers: For non-voluntary auto work, an insurance company tells you where to go, but the customer dictates where they want to go. And as for AQS: “I think the number one important thing to know about our business, is that were probably overly honest. We’re real people. We’re car people. We love cars.” You can learn more about Daryl and Automotive Quality Solutions at: https://www.automotivequalitysolutions.com/
If you’ve ever thought Chiropractic Alternative Medicine was just a temporary get-out-of-pain series of adjustments, you’re not alone. Dr. Gregory Lee thought the same thing when he began his career in chiropractic. It wasn’t until five years after founding Active Family Wellness, that he realized his insatiable desire to help people started transforming the lives of patients in ways that could only be described as “miracles” [our words]: crippling migraines, that cost a mother her job and forced a pastor to sit during sermons, (both) saw countless specialists with no results before chiropractic care reversed their symptoms. Meanwhile, a patient who had been on anti-depressants her whole life was able to stop taking them after a year of routine adjustments. But these are just a few of the 100+ stories and testimonies that can be found in reviews or places such as Yelp, or the Active Family Wellness website. Even so, Dr. Lee wasn’t convinced early-on in his career that correcting subluxations (slight misalignments of vertebrae) could lead to anything more than relief from pain–a common misperception permeated by controversial debates around the prescription drug industry, and a “prescribe-first” medical paradigm. However, after years of research and testimony, Dr. Lee’s mission grew to educate and adjust as many families as possible towards optimal health through natural chiropractic care. “[We] want to get people healthier, stronger, and to increase people’s tolerance to physical, chemical, and emotional stress.” Active Family Wellness offers a myriad of techniques ranging from dry needling to compression traction, and even care for infants and pregnant moms. You can learn more about Dr. Lee and Active Family Wellness at: https://www.activefamilywellness.com/
