Small Business Resource Show SBRA

Gary returns to the podcast to do a deep dive on leadership. What makes a great leader? How do we become one? Can we even become what? What're the things we can do today to improve our leadership skills?

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.

Jim joined Security Service Company in October 2004, after almost 20 years in the ownership and management of a successful structural steel detailing firm (in which he still retains an ownership stake). During his tenure, the company has undergone the basic change to a model that centers on an advanced-technology Central Station structure. Making this the essential part of the business has brought major improvement to SSC's ability to serve its customers. Jim also had a major role in the transfer of SSC operations from its old headquarters in Allentown to its modern, fully automated location in Fleetwood, Pa.
"We haven't so much changed the company as gotten back to the basics that made us successful in the first place," he said. "My dad had a great philosophy right from the beginning — he always did things right to benefit the customer. The challenge today is keeping up with technology that's constantly changing, so that we can continue delivering that high level of benefit to the people we serve."

Andrew Sonon is Owner, founder, and lead systems engineer at HonIsT Solutions LLC. Passionate about customer service and helping small-to-medium sized businesses improve their IT infrastructure. Andrew and his close-knit team have the expertise to engineer personalized technology solutions that will keep your company running smoothly and give you peace of mind.

Tom is the President of Hubric Resources

Ryan is the Founder and President of Prudential Pest Solutions.