Features March 2018

Edmon “Jake” Tomes – Level Four Wealth Management

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for starters. Which is something that seems to come naturally to the now […]

James R. Thompson – Cavender’s

Garth Brooks has friends in the right places, some of them at Cavender’s Boot City on Central Expressway in Plano. Seems that the king of country rock wanted to look especially sharp last year in Dallas, and the long tour had been wearing out his stage garb. Being very familiar with Cavender’s—he’d shopped at their […]

Joanne Breault – Gallagher, Flynn & Company LLP

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

Joe Jennings – Clear Investment Research

Plenty of wealth management firms talk up their multi-generational approach to client accounts, of being able to connect and work with centenarian and millennial alike. For the Jennings family, that knack is more than a bullet point in a brochure; it’s how the business is run. Based in Atlanta, Clear Investment Research (CIR) is led […]

William R. Todd – Harborview Advisors

William R. Todd looks out the window of his eighth-floor office in downtown Portland, Maine, beckoning a visitor to admire the panoramic view of church steeples, brick warehouses rehabbed for modern use and the harbor where pleasure craft are safely moored for the winter among lobster boats that never rest. Come spring, there will be […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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