Features investment

Douglas DiSanti – Neon Bloom Inc.

Douglas DiSanti has seen firsthand the dramatic impacts of medicinal marijuana. When his grandfather was struggling with a life-threatening disease, the only time he felt relief—and could carry on a substantive conversation—was when he was given cannabis in oil and pill form. Likewise, DiSanti’s mentor and partner Yuri Sernande suffers from chronic Lyme disease, which […]

James Schenck – PenFed Credit Union

He’s long felt an affinity for Puerto Rico, the island’s residents so often volunteering for the armed services just as a younger James Schenck did as an Army aviation officer. Serve those who serve you, he emphasizes in his capacity as president and CEO of the PenFed Credit Union in McLean, Virginia. And how Puerto […]

Zeenat Ali – Mammoth Technologies

It’s an ambitious agenda she pursues at the age of 32. Reconnecting and reconditioning a humanity that Zeenat Ali perceives as prone to separate, with misuse of social media among the culprits. Not that Ali is anti-social media. Far from it. “Social media has a lot of positives,” she tells Vision during a spirited January […]

Todd McTavish

It was a game-changer, for sure. Last May’s Murphy vs. NCAA case in which the Supreme Court by a 6-3 vote left it up to the states to decide whether they would join Nevada, Delaware, Oregon and Montana in legalizing sports betting and dealing with its ramifications. Could be a sizable pot of money with […]

GYL Financial Synergies

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Genesis Capital Group

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

American Portfolios Financial Services Inc.

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

Advanced Wealth Management Group

In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]

Kevin Naughton – SandsPoint Capital Advisors

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

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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vol. II 2019

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