Small Business Resource Show

Paul is a Wealth Manager at Marrella Financial Group, LLC, and offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC He provides wealth management solutions to successful families, allowing affluent clients address their five biggest concerns: Preserving Their Wealth Mitigating Taxes Providing for Their Heirs Ensuring Their Assets Are Not Unjustly Taken Charitable Giving Along with his father, he founded Marrella Financial Group, LLC in 2001. Paul and his family now serve over 300 families, managing assets over $300 million. He developed a consultative process to gain a detailed understanding of client's deepest values and goals, and then employs customized recommendations designed to address each client's unique needs well beyond investments. Successful families work with Paul to: - Develop and implement a comprehensive wealth management plan to achieve their financial goals. - Make smart decisions in today's uncertain political, economic and social environment. - Obtain an independent Second Opinion from an experienced financial advisor. Early on, Paul practiced law with the firm of Fry & Golden specializing in estate planning & administration. He then worked on Wall Street as a equity trader with Spear, Leeds & Kellogg. In 1998, Paul returned to re-build the family practice. His diverse background allows him to help clients navigate today's complicated retirement landscape. Paul authored the book "What Now? The Widow's Guide to Financial Independence"​ to advise widows through the difficult time in their lives. He is a widely recognized leader in the financial advisory community, noted public speaker and his articles are frequently published in local periodicals. He is an active member of local estate planning committees, a technology liaison to RJ's IT Dept. and serves on several local charitable committees.

Rick Aulenbach is the VP of Business Development for RPA Engineering, speaker, investor, and mentor.

Mr. Aulenbach has over two decades of executive management expertise in product pricing strategy, contract negotiations, personnel development, profit & loss, and international accounts, strategic planning and program management. Extensive multi-functional experience, with particular emphasis on Sales and creating sustainable, profitable revenue growth. His strengths include analyzing complex situations and developing logical, creative and effective solutions. Enjoys creating strategies in business development for gaining access to manifest sustainable partnerships with the overall goal of increasing market share. Open, two-way communication is the foundation of our approach to engineering engagements. We know the value of listening to the client while at the same time being proactive in recommending alternative solutions. Because when recommendations are based on the client´s best interests, the job gets done right.

Alex Thomas is the vCIO at Morefield Communications. He identifies and translates business challenges into IT solutions. Organizes and facilitates steering committees, and assists with the review and approval of IT budgets and strategic plans.

Alex develops and maintains IT project portfolios, and oversees the architecture of IT projects and solutions. He audits clients environments and assist with compliance adherence or remediation efforts. Continuous evaluation of market trends and disruptive technologies, to serve as a mentor for my team, and champion the development of new technologies.

This week we have a returning guest in Anthony Pomponio is an accomplished finance professional with over 18 years of experience in risk management, credit underwriting, portfolio and account management. Extensive and progressive experience in strategic financial management including leading company projects, new business planning, sales, and budget planning.

Riverfront Federal Credit Union was founded in 1948 as the RDG Reading Federal Credit Union to serve the employees of the Reading Railroad. Through the years, other organizations and companies were permitted to join RDG, leading to substantial growth. To reflect the resulting diversity of our field of membership, we changed our name to Riverfront Federal Credit Union in 1987.

Additional growth came in 2000 when Riverfront added the City of Reading as an underserved area to our field of membership; and again, in 2008 when we were granted a charter amendment to allow anyone who currently lives, works, worships or attends school in Berks County, Pennsylvania or is a legal entity doing business in Berks County to join.

We are as proud of our beginning as where we are today.

David Brennan is the Managing Shareholder for Brennan & Associates.

With over 55 years of combined legal experience in Pennsylvania and New Jersey, each of their attorneys brings a unique skill set to our practice. While all of their attorneys are active in the practice of Workers'​ Compensation Defense, each has his own practice focus as well. These areas include Family Law, Criminal Law, Business Law, Employment Law and all aspects of Liquor Law. Our client base includes insured entities, self-insured entities, small business owners and individuals. Additionally, our referral network provides further resources for clients with more unique needs such as Estate Planning and Bankruptcy.

They recognize that no two clients have identical needs. For this reason, they remain flexible in how they approach all matters from billing arrangements and rate structures to staffing so that each client receives tailor-made service. No detail is overlooked in ensuring that our service matches each client's specific needs.

They are pleased to be able to provide legal representation in multiple jurisdictions. Their Pennsylvania practice is based primarily in Berks and its surrounding counties, but we also represent clients from Wayne County to Bradford County, and to Pittsburgh and its surrounding counties. Their Moorestown, New Jersey, office is centrally located and allows us to appear in all vicinages from Atlantic City to Paterson.

Courtnie Nein co-founded Good Life Companies in 2012. Once the need in the marketplace had been identified, Ms. Nein was tasked primarily with creating all of the infrastructure, procedures, policies, and offerings for the company that would eventually be what it is today. Prior to founding the company with Conor Delaney, Courtnie and Conor practiced as advisors at Waddell & Reed. Courtnie Nein's progressive work mindset has earned her numerous awards such as 2019 Wealth Management Thrive 500 List, 2018 and 2019 Ernst & Young Entrepreneur of the Year, 2018 and 2017 Forbes Top Millennial Advisors, and 2017 Forbes Top Next Generation Wealth Advisors. As a mother of two young boys, she hopes to inspire working mothers to lead in the workplace and be innovators in their respective industries.

Adam Wentling is the owner and Hearing Instrument Specialist at Precision Hearing Aid Center in Berks County, PA.

Their mission: At Precision Hearing Aid Center, they believe that everyone that needs help with their hearing should have affordable access to appropriate hearing aids and instruments. We strive to make honest recommendations based on comprehensive and accurate testing.

Gary Seibert returns to the podcast this week to talk about how fear can not only paralyze us from taking action, but it can stop us from being successful.

Gary shares interesting thoughts on how we need to be more like the turtle in order to move forward. We can't grow in our shell.

Laura adds over 20 years of organizational expertise to our team. Laura worked alongside her husband Gary to create, develop and manage several personally owned businesses, as well as being hired by outside companies to start- up and reorganize existing business offices. Her strengths include office set up, organization and operations, staff hiring and training. She has been involved in a variety of industries including fitness, education, recreation, nonprofit, and medical.