Grow Your Business and Grow Your Wealth

Before opening Aisen Law, PLLC, Aaron Aisen focused his practice on regulatory compliance, governance issues, and complex litigation. He works to provide clients practical solutions to their problems, whether it is helping a client navigate complex state and federal regulations and laws or complex litigation or helping a client with a basic small claims matter or traffic infraction. He has success...

Richard Culbertson received his Juris Doctor degree from Western State College of Law in 1975. He was admitted to the California Bar in that same year. He was subsequently admitted to The Florida Bar. He spent the first twenty years of his career providing legal services to low-income individuals through non-profit legal aid and legal services offices.    He opened his own office in 1996. He is Bo...

Maureen Murat is an Attorney-Advisor in the Office of the General Counsel with the DC Department of Insurance, Securities, and Banking (DISB). She provides legal guidance and support on banking issues the DISB regulates.  Maureen primarily supports the Banking Bureau and provides legal advice and guidance to the agency on local and federal banking and financial institution laws and regulations.  B...

In her 40 years of practice, Linda Sorg Ostovitz has served as a leader, educator, and advocate. She is a family law attorney and the Legal Operations Chair at Offit Kurman. She is also on the firm's Board of Directors and is a member of the Management Committee. Mrs. Ostovitz holds a prestigious fellowship in the American Academy of Matrimonial Lawyers and is the Vice President of the Maryland Ch...

Ms. Woods graduated from Fordham Law School, where she worked in the Journal of Corporate and Financial Law. After graduation, Ms. Woods clerked for the Honorable Alan L. Gropper (ret.) in the United States Bankruptcy Court for the Southern District of New York.  In 2013, Ms. Woods established her law firm to make the quality representation usually associated with large firms more accessible for s...

Christian Pereyda is an attorney at Maynard, a full-service commercial law firm based in Birmingham, Alabama, with offices across the United States. Christian’s practice focuses on complex transactional, litigation, and advisory work related to debtor-creditor relationships, including restructuring through Chapter 11 bankruptcy proceedings and out-of-court workouts. He also regularly helps clients...

Founder and President of HRi, an HR Outsourcing company specializing in providing personalized, custom-designed human resource services & solutions to small & mid-sized organizations. At Human Resources inc. (HRi), they reduce the complexities of being an employer by leveraging economies of scale. For instance, our single-source solution creates efficiencies through HR technology without multi-ven...

After a highly successful 16-year Federal national security and law enforcement career, Darelle was recruited by Dimension Healthcare, a major health provider in the Washington, DC region, to create and organize an internal fitness program for its 3,000+ employees. Darelle founded and became President and C.E.O of OohRah Fitness, Inc. This company provides the unique and novel service of sending f...

Jubin Dana is a Registered Patent Attorney with over 25 years of experience. He is the owner and main shareholder of Dana Legal Services. He and his team provide legal counsel in all matters related to intellectual property, including obtaining patents through the US Patent Office, Patent Law, Intellectual Property Law, Trademark Law, Copyright Law, Startup Law, and Negotiation. Here are some of t...

Matt is a financial entrepreneur along with the CMO at Shareholder of Life, Inc., and founder of SureLI Insurance. After selling his financial planning company after 15 years, Matt founded a new company and merged with another to help those seeking Financial Independence. Matt is a 401(k) expert who can educate a community of entrepreneurs on navigating the retirement plan world and learning which...

The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  Episode 114 guest is Ashley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth indi...

The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  Episode 113 Steven Sless  President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage Leaders Steven J. Sless has nearly 20 years of mortgage industry experience, including 13 years devoted to reverse mortgages. He also is one of the only mortgage professionals to have earned the CLTC®:...

The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   Episode 112 Crystal Caruthers  Crystal began investing in real estate in 2004 and became a full-time investor in 2013, wanting to build her business while at home with her small children. She, her husband, and partner Steve began aggressively building a single-family rental portfolio using creative real estate by marketing direc...

Grow Your Business Grow Your Wealth Podcast Show Notes    The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  Episode 111 Attorney Candance Dellacona   For the last 20 years, Offit Kurman Principal Candace Dellacona has focused her law practice on Estate Planning, Asset Protection Planning, Elder Law, Estate Administration, Special Needs Planning and advocacy.    Ms. Dellacona mai...

Since starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe!   Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers.  ...

Grow Your Business Grow Your Wealth with Gary Heldt Episode 109 Chris Hurn Chris Hurn is the founder and CEO of Fountainhead and has more than 23 years of leadership experience in the commercial lending industry, specifically with SBA loan programs. Hurn and his team have collectively closed over $28.81 billion worth of projects (including many for fellow YPOers), making them one of the most exper...

Show Notes   The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 106 Irene de Jesus of the de Jesus Law Group Legal life planning for Families and Businesses helps protect family assets while preserving family legacies.   Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Attorney Irene de Jesus of the de Jesus Law Group. Here are some o...

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  - EP 105 Enzo Pellegrino is the Founder and President of TLWM Financial. Enzo began his financial services career over 20 years ago.  His dedication to offering sound advice to clients and providing solid support for advisors, combined with his innovative and results-driven leadership, has led to immense success fo...

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors   Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping f...

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains.  He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.   Ma...

Kristel grew up in the small town of Seneca, Missouri. She earned her undergraduate degree from the University of Kansas, and her law degree from the University of Arkansas – Fayetteville.   Kristel was a member of the National Network of Estate Planning Attorneys from 2008-2012, where she received extensive training and support in the area of estate planning. She joined WealthCounsel in 2012, an...

Rob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 19 years working directly with business owners to improve  strategic planning , operations, growth, and profitability. Rob Braiman founded Cogent Analytics after spending over 10 years as a senior business analyst helping to improve and build main street businesses across the country. He has personally engaged...

Prashant Sabapathi is a member of the council of Financial Educators (COFE)- an IRS approved 501(c) (3) organization that is committed to providing the public with the knowledge needed to confidently navigate the ever-changing retirement landscape. He is also a recognized retirement planner, financial educator, and speaker on the topic of wealth management and retirement planning. Prashant also ho...

Gregory Kushner founded Lido Advisors in 1999 with the goal of ensuring that his clients are “fiscally fit” with a healthy financial portfolio in all areas of their lives. Kushner works with investments and strategy for ultra-high net-worth investors and family offices to provide objective and personal financial solutions and multi-generational planning. In addition to his current role as Chairman...

Derrick Kinney is CEO of Good Money Framework and host of the popular Good Money podcast. Kinney inspires influential business and thought leaders to make more money and use it for good. Known for making complex financial topics easy to understand, Kinney is a sought-after guest on local and national media where he has been interviewed on CNBC, FOX News, CNN, FOX Business, PBS, Cheddar News, and W...