Legacy Leaders

Nelson Chu is an experienced serial entrepreneur and the founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors t...

Listen to this informative Legacy Leaders episode with William Vanderbloemen about successful leadership habits. Here is what to expect on this week’s show: ● Vanderbloemen search group expanded its focus to help values-driven organizations find employees who align with their core values, such as Chick-fil-A and a family-owned company that builds Air Force One. This approach stemmed from William's...

Mark Miller is a Wall Street Journal and international best-selling author, communicator, and the former Vice President of High Performance Leadership at Chick-fil-A. Mark started his Chick-fil-A career working as an hourly team member in 1977. In 1978, he joined the corporate staff working in the warehouse and mailroom. During his tenure with Chick-fil-A, the company grew from seventy-five restau...

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in tod...

Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts. Dan...

Ron is a trial lawyer with diverse experience in complex commercial litigation matters. He represents clients and tries cases across a broad range of practice areas, including products liability, trucking industry, personal injury, employment litigation, professional malpractice, intellectual property, construction law, healthcare, first amendment claims, insurance and surety claims, government an...

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compass...

George is a seasoned insurance professional with a background in sales and customer service, having transitioned from managing a McDonald's restaurant to the insurance industry. His perspective on insurance industry challenges stems largely from his experiences dealing with common customer issues like unfair rate increases and impersonal service. George remains passionate about problem-solving for...

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an esta...

Daniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods. Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor...

Tim and Sally are McHenry County's Best of the Fox husband and wife insurance team who own HealthMarkets Insurance, Santos Agency in McHenry on Green Street. Together they specialize in helping individuals and families find the right Health insurance, Medicare, Dental/Vision, and Life insurance plans. A truly homegrown business, the Santos' pride themselves on not only being THE local Health Insur...

Annrose Isaac is a Shareholder and Senior Advisor at Wade Financial Advisory, Inc. with over 20 years of experience in the financial services industry. She has been with Wade Financial Advisory since 2017 and is a member of the leadership team at WFA. Annrose specializes in strategic tax planning, investment management and holistic financial planning for high net worth individuals and families par...

Rachel is a Financial Advisor for Beacon Wealth Advisors. She specializes in simplifying the complexities of investing and is passionate about providing her clients with unique strategies to navigate unfamiliar waters. Outside of the office she enjoys cooking, camping, and spending time with her friends and family. In the community Rachel is a charter member of the P.E.O. Bull Valley chapter, and...

Marc Dion is the owner of the Balanced Leadership Center, he is also a coach. His purpose is to help individuals and teams improve performance. There’s something about seeing the light turn on and the reward of new achievement that he’s wired for. He is focused on helping business owners, executives, leaders, and individuals increase their ability to achieve success of their objectives and aspirat...

Ben DeLaughter has been working in video marketing professionally for the past 6 years. He started his own video marketing business, Blue Eyed Visuals, in June of 2020. Since then, he has helped many small to medium sized businesses reach their ideal clients through video marketing. Blue Eyed Visuals is based in Elgin, IL and services all of the Chicagoland area. Listen to this informative Legacy...

Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business succession planning; estates for entrepreneurs; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, proper...

Dylan Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze...

Jack has over 30 years in the housing industry with a comprehensive understanding of the cost of home ownership. Along with traditional mortgage programs, Jack has become an expert in assisting veterans, active armed service members and civil servants. He upholds a steadfast commitment to providing impeccable service to his clients and prides himself on guiding them into a program that best suits...

Mr. Gordon's practice includes representing publicly traded companies and closely-held businesses in connection with a wide variety of corporate and real estate matters. He frequently represents REITs with sale-leaseback transactions, joint ventures, real estate developments and other complex transactions that regularly range from $10 million to in excess of $1 billion. He also advises clients in...

Maureen Kroll is an accomplished attorney with a unique background as a registered nurse, with a master's degree in nursing and 15 years of hands-on nursing experience. She transitioned into law 35 years ago and now specializes in areas such as estate planning, elder law, and real estate closings. Maureen is adamant about the importance of estate planning services and urges individuals to plan ahe...

Giuseppe Grammatico is a franchising advisor who has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. In addition to 2 decades in franchising, he also has 20 years of sales, marketing, and management experience. Listen to this informative Legacy Leaders episode with Giusepp...

Maggie Drabczynski embarked on her life's journey in Poland, but at the age of six, her family made the life-changing decision to relocate to the United States. Two years ago, Maggie took a courageous leap and established her own virtual assistance company, E-Ssistant. Fueled by her innate organizational prowess and a passion for empowering others, this decision marked a significant chapter in her...

Greg Martin, a seasoned professional who began his career in investment banking after earning his business undergraduate degree, found his true calling in entrepreneurship after a decade in the banking sector. His perspective on transitioning from investment banking to entrepreneurship is deeply rooted in personal fulfillment and passion, shaped by his own experiences. Greg realized early in his c...

Luke Snodgrass has been practicing law in Lauderdale County for over 6 years, starting his own firm in 2023. A graduate from Cumberland School of Law at Samford University and admitted to the Alabama bar in 2017 and the Tennessee bar in 2019. He provides general legal services and representation with a majority of his practice focusing on civil and probate matters. A Florence native, he is married...

Whatever your business problems may be, Julie Perkins has lived them and learned how to look forward and survive. From picking herself up after sixth form to witnessing the ins and outs of a business founded in a spare room and launched onto the world stage; from surviving cancer to writing books (The Wyse Way) and hosting her own podcast, she is sought after for her advice and guidance, not only...