Posts Tagged ‘matt dery’
Success Builder Lunch & Learn A Success
FAI’s Bryan Azzo, along with Danette Bell and Matt Dery, recently hosted a Lunch and Learn event in our new Conference Room focused on “Financial Architecture” for young success builder prospects. The session delved into the foundational principles of personal finance and wealth management, emphasizing the importance of early financial planning. Bryan discussed key topics…
Read MoreCongratulations Matt Dery!
FAI’s Director of Marketing and Business Development, Matt Dery, was recently honored by the Troy Chamber of Commerce. Matt was named the winner of the chamber’s “Advocate Award” at their annual TC Business Excellence Awards, presented by Horizon Bank. Matt shared the honor with longtime Troy Chamber ambassador, Mark Gelbman. Matt has been a strong…
Read MoreSuccession Success Podcast Episode 18
How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino. They specialize in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across the United States. FAI’s own Matt Dery is the host. Here is the latest Q5 Experience podcast: Video:
Read MoreInside Financial Architects Podcast Episode 19
How has the financial industry changed over the past few years? We caught up with Financial Architect Asalyn Coachman to get her thoughts on the industry, her clients, her approach to helping people live a life of freedom, and how technology has changed her business model. Asalyn is an incredible advisor who has a big heart and…
Read MoreLiving The LifeMethod Podcast Episode 17
Faith and Football. We dive into both today with the co-founder of Royal City Church, Robby Emery. Robby and his wife Danielle have served in the ministry for over 21 years and he tells his story on the show to our host, Matt Dery. Robby is also the lead Pastor for the University of Michigan Football team…
Read MoreInside Financial Architects Episode 18
How did this career changer end up as an advisor at Financial Architects? Chavez Vincent is our guest as he discusses what makes FAI such a strong culture, how he helps clients live a life of freedom, and what he has learned over the past 6 years. Chavez is joined by Host Matt Dery.
Read MoreFAI and Q5 Experience Team Host First Spring Fling of 2022
Ultimately, what are business owners looking for when they think about succession? Is it leaving on their terms? Leaving a good legacy? What about living happily in the “fifth quarter” of their life? All of these discussions took place on Wednesday in Oak Park at the Q5 Experience first “Spring Fling” event. Q5 team members,…
Read MoreLiving The LifeMethod Episode 15
What has it been like for a family Primary Care Physician over the past 2 plus years? Dr. Leah Cecil of Clearwater Family Medicine is our guest on today’s show. She talks about her goal of proving patients with the best physical and emotional care. Matt Dery of Financial Architects and the Q5 Experience is…
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