303) BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Timothy Dougherty appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Timothy Dougherty and Windsor Financial Group Timothy Dougherty: “The firm is Windsor Financial Group. I’ve been with the firm for 29 years, straight out from college and I knew pretty early on what I was called to do is to help people make smart choices with their money. And I got into the business side of […]

288) BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Josh Patrick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Josh Patrick and Stage 2 Planning Partners Josh: “I currently have two careers. My first 20 years, I was a second generation in the family business. I had the good fortune of being sent off to close down an operation. I ended up buying it from my father. Over the next 20 years, we grew […]

283) BEI Annual Conference – Chris Rich and Goldenhawk Professional Associates

Chris Rich appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Chris Rich and Goldenhawk Professional Associates Chris Rich: “Well, we’ve been in business 25 years, we work with business owners. Really what we do is we show them how to receive maximum value for their life’s work.” Norman A. Hood: “I know you get a lot of customers, I know obviously because you’ve been doing […]

280) About Tammy Paxton and Capital Financial Group

Tammy Paxton appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tammy Paxton and Capital Financial Group “Okay. I started about 25 years ago as an accountant. Decided, while I loved working with clients in that respect, I wanted to be able to help them with more than just one piece of their financial world. So about 12 years ago, I got my Certified Financial Planner designation […]

271) About Andy Faught and Capital Financial Group, LLC

Andy Faught appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andy Faught and Capital Financial Group, LLC Andy Faught: “Okay, so I’ve been with Capital Financial Group for about eight years now. I joined there– I actually run our financial planning department is one of my roles there, and then work with our advisors specifically they’re working with closely held businesses in some phase of […]

256) About Matthew “Matt” Jones and Legacy Capital Group

Matthew “Matt” Jones and Legacy Capital Group Matt: Okay. Well, my background started I was Arkansas born and raised. I went to undergraduate at the University of Arkansas. I got a finance degree and then decided that I wanted to be a lawyer, ended up going to law school back in the early ’90s. Decided towards […]

248) About Stewart Welch, III and The Welch Group

Get to know Stewart Welch, III  and The Welch Group by watching thisBirmingham, AL Exit Plan Show interview.

Stewart Welch, III and The Welch Group Stewart: “Well, I feel like I’ve been in this business of financial advice business forever but I own two Fee-Only financial advisory firms. So Fee Only means that we don’t sell any products, we just give advice, and we’re managing money and providing personal financial planning. So one of […]

232) About Joan M. Ridley and Business Wealth Solutions, LLC

Joan M. Ridley appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Joan M. Ridley and Business Wealth Solutions, LLC Joan: It’s been an interesting career path. I would never have guessed I would have ended up here. I started out- my undergraduate degree is in Psychology. I was going to be a guidance counselor in a high school, so it’s very different. During graduate school I […]

230) About Erin Botsford and Botsford Financial Group

Erin Botsford appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Erin Botsford and Botsford Financial Group Erin: “Okay, that’s easy. Well, I’ve been in this business, I’ve been a Financial Planner for 26 years, start off as a stock broker and then I went independent in 1995 when I figured out that probably the world that I was in was not as interested in taking care […]

228) About Brian A. Wendler and National Business Valuation Services, Inc.

Brian A. Wendler appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Brian A. Wendler and National Business Valuation Services, Inc Brian: “Okay, great. While achieving my MBA and CPA, I was in commercial banking for approximately five years pending being a commercial loan officer and during that time one of our good clients, who is from a very wealthy family, hired me to join his financial […]