Features

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 […]

Eduardo & Mauricio Gruener – GFG Capital

Plenty of wealth-management firms talk of fostering a family atmosphere—minus the occasional quarreling, of course. But for Mauricio and Eduardo Gruener, brothers and cofounders of the Miami-based GFG Capital, family is more than just fodder for a clever tagline. It’s how they do business. “Our work can be summarized as family first—one at a time,” […]

Epicure

After one of Epicure’s consultants teaches a cooking class at your house, you might be able to turn out authentic pad thai in as little as 10 minutes or whip up a healthy vegetarian omelet using the company’s microwavable cookware. CEO Amelia Warren says her company wants to remind people how easy it is to […]

Eric D. Bailey – Bailey Wealth Advisors

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he […]

Erik Carleton — Textron Inc.

Rock bands aren’t assembled on music alone. Even when the members feud—think Mick and Keith, think any band involving brothers—there’s a chemistry that still must come into play; a singer, a couple of guitarists who can play off each other’s abilities, a bassist who may be most content standing in the background and a drummer […]

Erin Bagley – Coverys

Amidst the cacophony of the national health insurance debate—over who pays what and how; and of when liability comes into play—one voice always seems drowned in the din: that of practitioners providing the care. It’s a conundrum Erin Bagley knows only too well. As general counsel for Coverys, a medical professional liability insurer headquartered in […]

Ever candid and on the money

Tom Masthay doesn’t necessarily agree that the financial industry deserves the public’s suspicion, but can understand from where it comes. After all, high finance—heck, even low finance—isn’t a subject readily comprehended by the masses, and the folks in charge sometimes seem to want it that way. But as director of real assets for the Texas […]

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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