EWM INSIGHTS

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. Sche...

EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2022 In 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 throug...

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 c...

EWM Insights with Special Guest Joy Stepper Welcome 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 frustr...

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...

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 Times Welcome 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, inve...

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 ch...

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...

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 or investment products. It is Ellis Wealth Management’s expressed...

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 t...

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 ar...

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 expl...

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...

Jason Pittman Nuclear Propulsion Examining Board, Senior Member at U.S. Fleet Forces Command An 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 gradu...

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...

Andrew J. Evans, MBA is the Executive Vice President of TAG Wealth Advisors, Enterprise Liason and Securities Principal registered through Cambridge Investment Research. A financial veteran with 17 years of experience, Andrew oversees two major areas: Field Development and Supervision. In the area of Field Development Andrew works directly with advisor relationships to grow and on-board additional...

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 Trevino Contact Information: eMail: info@championsclub.global Instagram: 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-fraser Gmail: h...

Valarie Vest is a First Vice President of Fiduciary Services at Cambridge Investment Research, Inc. She is also a Mindset Coach for Women in Leadership. Valarie is currently leading efforts at Cambridge in Fiduciary Services, and is a member of the Growth Leadership Committee. In this episode of INSIGHTS we discuss Valarie's path, aspiration and passion for developing women in leadership. We also...

WA State Long Term Care ACT Update with Special Guest Robb Stottlemyer EWM Private Client Insights SUBJECT: UPDATE Washington State - The Long Term Care Trust Act. There is a small window of opportunity for Washington State residents to apply for an exemption from the premium tax. Washington State Legislators have passed a bill to create and publicly fund, through mandatory payroll tax deductions,...

EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker Lydia 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 d...

Kandace Barnes is a Washington native, graduated from Seattle Pacific University with a degree in marketing before earning her M.B.A. . She then a post baccalaureate in Visual Communications. With a passion for problem solving and cutting through the clutter, Kandace spent the first half of her career focusing on product marketing, communication, and special events, specifically within large corpo...

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 24th July 17th August 14th...

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 fro...

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...