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:

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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…

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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…

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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. 

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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,…

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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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