Features Wealth Management

Tad Hill – Freedom Financial Group

The biblical passage about it being better to give than to receive hit home early for Tad Hill. Son of a farmer father and a social worker mother, the young Hill often accompanied his mom as she tended to the elderly and infirm in and around Birmingham, Alabama. The old and disabled folks took a […]

Tim McCoy – The London Company

Don’t ask the folks at The London Company to predict the future—even a little bit. That’s just not what they do. Instead, their approach is deliberate, measured and simple. Rather than jumping at the shiniest new objects—say, the trendiest and latest IPOs—and essentially betting on uncertainty, their focus is on purchasing companies with sustainable competitive […]

Ted Kakoyiannis – Valyrian Capital LLC

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

Tony McKim – First National Bank

In the era where the phrase “financial services” conjures up images of shadowy conglomerates, First National Bank is a refreshing reminder that banking can be local and community-minded. Headquartered in Damariscotta, Maine, First National Bank has been in town since 1864. More than 150 years later, it has 16 branches throughout Maine and over $1.5 […]

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.

LATEST EDITION

vol. II 2019

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