9 avsnitt

Join Jay Tompkins as he talks with industry leaders and specialists about their maverick approach business, opportunity and life.

Maverick CPA Jay Tompkins

    • Näringsliv

Join Jay Tompkins as he talks with industry leaders and specialists about their maverick approach business, opportunity and life.

    Ep009: Leveraging Experience with Chris Stankovsky

    Ep009: Leveraging Experience with Chris Stankovsky

    Today on the Maverick CPA show, we talk with Chris Stankovsky, President of WoodMark LLC, an architectural woodworking company specializing in bespoke commercial, residential and healthcare interiors.


    Chris started out working with his hands within the organization and soon rose through the ranks, leveraging his experience and working on his skills and abilities, eventually becoming President.


    In this episode, he shares his approach to success and the wisdom of leveraging experience and adding value to yourself and the organization by developing your practice.


    This is a great show, with many insights for someone with ambitions to better themselves and create a career to be proud of.


    LINKSShow Notes

    About Baker Tilly

    About WoodMark


    GUEST


    Chris StankovskyAbout Chris
    Special Guest: Chris Stankovsky.

    • 38 min
    Ep008: Creating Refined Goals with Ali Nasser

    Ep008: Creating Refined Goals with Ali Nasser

    Today on the Maverick CPA Podcast, we're joined by founder and CEO of AltruVista, author, entrepreneur and race car driver, Ali Nasser.


    Ali is extremely passionate about helping successful business owners navigate the intersection of wealth and life planning; and his new book, "The Business Owner's Dilemma", helping business owners take control of the mental chatter, clarify their Ideal future, and enjoy the success they've earned is the perfect example of his desire to help.


    In this episode we have a great conversation about the value of clarifying goals and creating plans that lead to gratification in the end. Ali's valuable wisdom is on full display in this episode and it is definitely worth a listen.


    LINKSShow Notes

    About Baker Tilly

    Order the Book The Business Owner's Dilemma


    GUEST



    Ali NasserAbout Ali
    Special Guest: Ali Nasser.

    • 42 min
    Ep007: Holistic Planning with Matthew Miller

    Ep007: Holistic Planning with Matthew Miller

    Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston.


    I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning.


    This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective.


    LINKSShow Notes

    About Baker Tilly

    About Awaken Wealth Partners


    GUEST



    Matthew MillerAbout Matthew
    Special Guest: Matthew Miller.

    • 48 min
    Ep006: Racing Cars with Alan Rudolph

    Ep006: Racing Cars with Alan Rudolph

    Today on the Maverick CPA Podcast, I'm talking with Alan Rudolph, owner of SpeedSportz Racing Park, a one-of-a-kind kart racing track in New Caney.


    Many of you will know that racing is one of my main hobbies and it's the reason I know Alan. We've known each other for many years, so I wanted to get him on the show to share some of his experience as a racer, and a team owner.


    This is a great episode, with insights from a business that's unfamiliar to many people.


    LINKSShow Notes

    About Baker Tilly

    About SpeedSportz Racing Park


    GUEST



    Alan RudolphAbout Alan
    Special Guest: Alan Rudolph.

    • 40 min
    Ep005: Finding Opportunities with Ronak Shah

    Ep005: Finding Opportunities with Ronak Shah

    Today on the Maverick CPA Podcast, we're talking with Ronak Shah, Founder and President of metal recycling firm Levitated Metals.


    Ronak has a fascinating business, taking what many would consider a waste product from disused vehicles and applying innovative thinking to extract value.


    Not only is this a great recycling story, it's also an example of finding opportunities in unexpected places.


    LINKSShow Notes

    About Baker Tilly

    About Levitated Metals


    GUEST



    Ronak ShahAbout Ronak
    Special Guest: Ronak Shah.

    • 35 min
    Ep004: Keeping Insurance Fun with Keith Wagner

    Ep004: Keeping Insurance Fun with Keith Wagner

    Today on the Maverick CPA Podcast, I'm talking with Keith Wagner, a highly respected Farmers Insurance agent in The Woodlands.


    I've worked closely with Keith in my financial advisor program for a long time, and he's been an agent with Farmers for even longer.


    He has many fun and unique stories to share today, particularly in the commercial insurance sector. His long experience means there are not many situations or clients he hasn't had to deal with.


    This is a fun episode.


    LINKSShow Notes

    About Baker Tilly

    About Wagner Insurance


    GUEST



    Keith WagnerAbout Keith
    Special Guest: Keith Wagner.

    • 56 min

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