Tim James who's also the host of Health Hero Show Podcast is one of those guys that will leave you feeling younger and more energetic just by hearing him speak. His passion flows out of him like a fresh waterfall in a dry desert. He’s turning 47 but feels like he’s 18 (with more energy!) What’s his secret? After suffering from multiple health issues, including rectal bleeding, two separate skin issues, chronic acid indigestion and surgery to remove one of his organs due to serious digestive issues, Tim knew something had to change. But it was only after watching his closest ones die of cancer and the untimely death of his younger brother that he finally decided to take action. Tim’s journey led him to a shocking discovery which helped his friend beat cancer and transform every area of his life. Feeling charged with a duty to help others he started sharing his knowledge with anyone that would listen. This led him to producing his own chemical free food products. ‘Chemical Free Body’ was born. Tim’s inbox is constantly flooded with people singing and dancing about how his products have given them a life they couldn’t believe was possible. His story will have you laughing, crying and gasping but most importantly he will give you the recipe to a longer, happier and healthier life.  

Episode 42 - Marti McLeish is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development, and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where she developed business strategies and marketing plans for over 100 different insurance and advisory firms. Stephanie Murphy started in Financial Services nearly 20 years ago, and it launched an incredible enthusiasm for small business leadership. During her decade-long tenure at a leading wholesaler, she held director, VP, and EVP positions in HR, Annuity Sales, Life Insurance Distribution, Marketing, Operations and was an integral part of two acquisitions and the launch of an internal RIA.  Learn more about Marti and Stephanie here:https://www.yournobleco.com/about-us  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 41 - Amanda Bateman’s financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists reach their wealth-building potential. To Learn More About Amanda Bateman Go Here: https://dentistadvisors.com/team/amanda-bateman-cfp/ WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichersand grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 40 - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio. He is also a CERTIFIED FINANCIAL PLANNER (CFP®). Brad grew up in Northbrook, Illinois, and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers. Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does. To learn more about Brad Mendel and Mendel Money go to: https://www.mendelmoney.com/about-us/our-firm/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 39 - Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families, and business owners with financial needs far beyond investment management. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning, and insurance with that of CPAs and Estate Planning Attorneys.  “We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax-efficiently that they come to see us as their primary source of financial expertise. We work closely with our client’s attorneys and accountants to address their financial, tax, estate, and philanthropic needs.” Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst, and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife, son, and daughter. When not working, Gary enjoys spending time with his family and friends as well as reading and travel. To learn more about the Gary Korolev, CFA go to: https://sovereign.global/meet-our-team/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlan™ auto processing system (My LifeCard Plan®). Gary's work over the years has produced innovative product technology and the construction of broad-based estate planning applications with unique model designs and implementation protocols. He has also written several articles and research papers on estate planning-related subjects and continues ongoing developmental work to enhance the ITS estate planning experience for networking attorneys, associated financial advisors, and their end-user clients. Gary attended North Dakota State University (under an athletic scholarship) majoring in Business Economics (1971-72). His legal/audit studies include the Wills, Trusts, and Estates (Dukeminier & Johanson) course at Hamline Law School / St. Paul, MN (1985). Gary later earned the Certified Financial Planner (CFP®) designation in 1994 and eventually accumulated 150 CE hours attending the prestigious Southern California Tax & Estate Planning Forums at San Diego, California. He has also completed the Executive Education "Digital Transformation" course study offered through Haas School of Business (Emeritus) at the University of California Berkeley (2019). To learn more about the one-of-a-kind platform go to: https://epicservicescompany.com/estateplan/ WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 37 - Kimberly’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, Advisors crave REAL and CLEAR conversations around normalizing the actual efforts it takes to be a Business Owner. This knowledge led her transition of Coaching from a Sr Executive Management level down the path of Founder & Coach of The Approach Coaching Method. Every person will benefit from the RIGHT Coach. For over 20yrs, this experience has been proven true for the individuals she has championed. Her earned, respected point of view has gifted her with the honor of mentoring hundreds, training small business teams, facilitating numerous seminars, speaking engagements, and surpassing over 24,000 professional Coaching hours. Finding the right advocate who partners with you to define your success is critical. Timing, preparation, process, and uncovering your personalized perspective - this is the foundation of The Approach Coaching Method and your defined success. In her spare time, you will either find Kimberly on Lake Huron, hiking the Bruce with her beautiful, sassy girl, Caly (dog), creating a delicious mess in the kitchen, capturing images, or playing in the dirt. For Kimberly, this is rejuvenation, her definition of success, and a perfect complement to her professional beliefs. “If I made you a mirror image of me, that would mean I have failed you.” …said someone brilliant To learn more about The Approach Coaching Method, you can visit Kimberly’s website here: https://www.theapproachcoachingmethod.ca/.  WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 36 - Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and sales management positions at Putnam Investments and Federated Investors, Inc. Aymond received a B.A. in Economics from Denison University. You can learn more about Christian Aymond on his website: https://www.a3.financial/our-firm WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

Episode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the beginning of his career in financial planning, and since then he’s earned his Certified Financial Planner and Accredited Estate Planner designations. Adventure, family, friends, and faith inspire Adam’s personal pursuits. Alongside his friends and business partners, Philip and David, they completed the world’s toughest canoe race, the Texas Water Safari, and hiked a few of Colorado’s many 14ers. Adam lives in Murphy, TX with his wife, Lori, and their two daughters, Leah and Ansley. He remains actively involved in serving his community through organizations such as the Richardson Family YMCA, Leadership Richardson, The Richardson Chamber of Commerce, and Carry the Load. Find out more about Adam Keller by visiting: https://threeoaksadvisory.com/who-we-are/adam-keller/ WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.