22 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 Andrew J. Evans, MBA Executive VP with TAG Wealth Advisors

    EWM INSIGHTS with Andrew J. Evans, MBA Executive VP with TAG Wealth Advisors

    Andrew J. Evans, MBA is the Executive Vice President of TAG Wealth
    Advisors, Enterprise Liason and Securities Principal registered through
    Cambridge Investment Research.
    A financial veteran with 17 years of experience, Andrew oversees two major
    areas: Field Development and Supervision. In the area of Field Development
    Andrew works directly with advisor relationships to grow and on-board
    additional independent financial services practices; and through Supervision
    maintains oversight oversight in their daily compliance.
    Andrew also is directly involved with helping producers through the transition
    process and and ensure their on-boarding is successful.
    A sports enthusiast , he has recently found great interest in the Grand Prix
    motor events.


    Andrew J. Evans, MBA
    Contact Information:
    Linkedin: linkedin.com/in/andrewjevans
    Email: AEvans@TAGAdvisors.us
    Twitter: AndrewJohnEvans

    • 43 min
    EWM with Special Guest - Elva Trevino, Founder Champions Club

    EWM with Special Guest - Elva Trevino, Founder Champions Club

    Elva Trevino is the Founder of Champions Club, and Beautiful Minds in Houston, Texas.
    She has been named to the Top 100 Visionaries of Healthcare. Her passion for Community and empowerment has inspired the City of Houston to perennially name August 8th as Champions Club Day!
    Elva Trevino
    Contact Information:
    eMail: info@championsclub.global
    Instagram: Champions_Club_

    • 28 min
    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

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