20 episodes

Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

EWM INSIGHTS Paul Bertrand Ellis, CIMA®

    • Business
    • 5.0 • 1 Rating

Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

    EWM INSIGHTS with Special Guest Howard Fraser, Managing Director at Longboard Asset Management

    EWM INSIGHTS with Special Guest Howard Fraser, Managing Director at Longboard Asset Management

    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: howardfraser88@gmail.com
    Website: thehowardfraser.com

    • 34 min
    EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.

    EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.

    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 discuss the unique platform and
    purpose of Cambridge Investment Research.
    Valarie Vest joined Cambridge in 2018 and has over 20 years of experience in
    the financial services industry. Vest is responsible for the collaborative
    oversight, development, and support of the Fiduciary Services department.
    Prior to joining Cambridge, she held leadership roles in relationship
    management and retirement and investment product marketing at Principal
    Financial Group.


    Valarie earned a Bachelor of Arts degree in economics from the
    University of Washington and completed additional coursework at Strayer
    University and Rutgers Center for Innovation Education. Additionally, she holds
    the FINRA Series 7, 24, and 66 licenses.


    Strategic Business Leader ~ Mindset Coach for Women Leaders ~ Innovative
    Thinker ~ Constant Learner ~ Community Builder

    Valarie Vest
    Contact Information:
    LinkedIn: linkedin.com/in/valvest
    eMail: val@valarievest.com
    Twitter: VestVal


    Alma Mater:
    University of Washington

    • 29 min
    UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer

    UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer

    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, an insurance program
    aimed at providing basic Long Term Care benefits.
    Special Guest: Robb Stottlemyer , Duncan Advisor Resources, Director of Life Brokerage Sales
    Topics Covered:
    What is Washington State Long Term Care Trust Act?
    How Much is the Premium Tax?
    What Does It Cover?
    When Does It Begin?
    Can You Opt Out?
    Steps You Should Consider Taking Next ...

    Additional Resources:
    Ellis Wealth Management
    Paul Ellis, President and Managing Director
    phone: 425-405-7720
    email: paul.ellis@elliswealthmanagement.net

    Duncan Advisors Resources
    Robb Stottlemyer, Director of Life Brokerage Sales
    phone: 724-279-4049
    email: robb.stottlemeyer@duncanar.com

    • 23 min
    EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker

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

    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 driving strong performance.
    By continuing to invest in self-development, working with top coaches like Tim Grover, trainer of Michael Jordan, Kobe and many iconic athletes, Lydia recognized the importance of mindset in action, and discovered her passion for entrepreneurship.
    Today, Lydia is known as the Limitless Mindset Coach with a mission to empower other ambitious entrepreneurs worldwide to elevate and dominate their space.
    Lydia helps her clients manage overwhelm and burnout to gain laser focus and the killer confidence it takes to attain top results in her 90 Days to Decision One-On-One Program.
    Lydia Lukic Contact Information:
    Website: http://www.meetlydia.com (www.meetlydia.com)
    Email: lydia@limitlesswithlydia.com
    LinkedIn: http://www.linkedin.com/in/lydialukic (www.linkedin.com/in/lydialukic)


    Book
    1 Habit ™ For Entrepreneurial Success - International #1 Best Seller :
    https://www.1habit.com/author/lydialukic/

    • 34 min
    EWM INSIGHTS with Special Guest - Kandace Barnes, Mukilteo Chamber of Commerce, President and CEO

    EWM INSIGHTS with Special Guest - Kandace Barnes, Mukilteo Chamber of Commerce, President and CEO

    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 corporations including Verizon Wireless.


    After making several trans-continental moves, Kandace returned to the
    PNW and made the transition into higher education where she developed
    and marketed new and innovative graduate programs, helped colleges with
    communications and fundraising, and created prospecting tools for the
    University of Washington, Trinity Lutheran College, and Seattle Pacific
    University.


    More recently, as the executive director for the Snohomish STEM Network,
    Kandace worked closely with economic and workforce development
    initiatives and local industry, findings ways for businesses to connect with
    the community, create partnerships, and establish relationships. She is a
    graduate of Leadership Snohomish County, and has served as a
    representative on many county-wide initiatives including COVID recovery
    short and long-term planning.


    Kandace lives with her two young daughters and husband, and their St.
    Berdoodle puppy, Coco. She enjoys listening to live music, cooking for
    family and friends, and being near the ocean in any capacity. She serves
    on the board of the Mukilteo Lighthouse Festival and the Mukilteo Police
    Foundation, is an advisor for Leadership Launch, and is always looking for
    ways to support her community and help individuals and businesses with
    marketing and communications solutions.


    Kandace Barnes, President and CEO
    Mukilteo Chamber of Commerce
    Contact Info
    Mukilteo Chamber of Commerce
    Phone: (425) 347-1456
    Email: kandace@mukilteochamber.org

    • 28 min
    Party Announcement - Mukilteo Music at the Beach!

    Party Announcement - Mukilteo Music at the Beach!

    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
    Time:
    Gates Open: 4:30pm
    Live Show: 7:00pm
    Tickets must be purchased in advance and include one beer/wine/water voucher. Additional beverages can be purchased on site. Food is available for purchase online and at the event, and provided by Mukilteo Kiwanis.
    For Ticket Information Contact:
    Mukilteo Chamber of Commerce
    https://mukilteochamber.org/event/music-at-the-beach/ (https://mukilteochamber.org/event/music-at-the-beach/)
    Event Packages:
    Kandace Barnes 206-755-7417
    Matt Martin, Legacy
    https://www.facebook.com/Legacy-Mukilteo-153856308602975/

    • 14 min

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