April 15, 2019
Since 1986, Michael J. Herman known as “Mr. Motivation” has been motivating and inspiring the world, first as a television sitcom writer-producer, but he has operated his company Third Eye Communications since 1986 with 13 years of growth to show for it. His unique style of leadership has been called “Extraordinary” by CEOs like Bob Crandle of American Airlines, and Jill Barad of Mattel Toys.
His leadership mastery stems back from his own motivational strategies developed when, as a five-year-old boy, Michael suffered a traumatic brain injury, resulting in paralysis, aphasia, and total blindness. Though it took more than 13 years, Michael’s obstacles seem minuscule when compared with the achievements he has amassed.
Michael has authored 14 books, penned and published more than 7,600 articles on more than 60 topics in more than 200 publications around the world. He has won more than 60 awards for writing/publishing and speaking, been identified by the Los Angeles Times as “The Next Big Thing!” and by USA TODAY as “Mr. Motivation.” Now Michael J. Herman, “Mr. Motivation” travels the world motivating, inspiring, and entertaining audiences on the topics of Motivation, Inspiration, Leadership, Positivity, and Success.
April 8, 2019
Since 2005, Karie Kaufmann has helped over 500 business owners and executives achieve their goals and take their businesses to the next level. Her clients have achieved double and triple-digit growth in profitability, accomplished through improvements in sales, marketing, team training, systems development, and strategic planning.
As both a Gazelles International Coach and an ActionCOACH, Karie belongs to a network of over 1,000 business coaches in 64 countries. With this network of brain power, along with her MBA, Bachelor of Science degree in Business Marketing, and over 10,000 hours of coaching experience, Karie is skilled at breaking down complex issues into simple steps and has the tools to help her clients succeed. Her program is designed to help you reach the goals that you set out to achieve when you started your business in the first place. Karie’s YouTube channel has multiple videos of her coaching advice.
Karie and her husband, Scott, are the parents of two you children, Kenzi and Cole. As a family they are active in the community, having served together on the board of Kids4Tech and volunteered extensively at Boys & Girls Clubs of America.
April 1, 2019
Having steadily built her real estate business since 2001 Melissa Tucci became the “Offical Real Estate Agent of the San Diego Padres”. She is also the #1 ranked Coldwell Banker agent in California, San Diego Magazine 5-Star Winner Customer Satisfaction 9 years in a row and one of the Top 100 Agents in the nation for homes sold per The Wall Street Journal and Real Trends. Her personalized service combined with professionalism, knowledge, and enthusiasm is what differentiates her from the rest.
She’s even added TV to her repertoire, regularly appearing on a San Diego based program, The American Dream where they talk about real estate, the local market and what’s going on in the world financially.
Melissa supports several nonprofits, including the American Cancer Society and the YMCA Foundation. As a wife and mother of three daughters, Melissa still cherishes quality time with family.
March 25, 2019
Don Eppich and Paul Polito are founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Polito-Eppich provides the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team brings to the table more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect.
Paul and Don discussed the new code section 199A rules and how they apply to S corps, C corps and LLCs.
March 18, 2019
Richard welcomes cold case detective Robert Condrad to discuss his investigations in to cold cases and how DNA technology and advances in DNA testing have advanced the solving cold cases. They also discuss the Helen Roscoe case, still unsolved, which has surprising personal ties to Richard.
Robert (Bob) Conrad was born and raised in San Diego. After a career in Navy he joined the Chula Vista police department in 1969 and retired in 1995 as a Sergeant and Detective. He was brought back in 2001 to work cold cases. Since then, he has helped solve the previously unsolvable, including the 1991 Laura Arroyo case involving the slaying of a 9-year-old girl. The Arroyo investigation and his probe into the 1995 murder of Pamela Shelley were featured on A&E’s “Cold Case Files.” He also solved the murder of Anita Marie Carrier, Conrad’s first homicide case as a young detective.
Conrad is quick to attribute the ability to put many of these cases to bed to good laboratory work in which evidence was collected and preserved well. “Good lab people — that’s important” he said. Updated methods of DNA identification and fingerprinting help him solve cases that chilled years ago. Likewise, detectives who worked on the cases when they were fresh also play a hand in later success.
For more details about he Helen Roscoe case please read these articles by Fred Dickey
March 10, 2019
Richard welcomes Richard Matsey and Jacob C. Chaparro of Zenith Investment Management to discuss the evolution of the wealth advisory profession, from stock brokerage to present-day independent and objective advisory.
Richard Matsey, CFP®, Vice President and Lead Advisor of Zenith Investment Management LLC, a $15M RIA based in San Diego, CA. He is an award-winning leader with a distinguished record of achievement in sales, trading, and operations. His extensive career spans over 30 years where he performed leadership, supervisory and production roles with TD Ameritrade and Charles Schwab. He has received numerous awards for excellence in leadership, customer service and sales throughout his career.
Jacob C. Chaparro
Jacob C. Chaparro is Zenith Investment Management President and CIO. In his role, Jacob oversees the implementation of all Zenith’s investment programs alongside managing the day-to-day business operations and activities. Prior to Zenith, Jacob was an Investment Consultant with TD Ameritrade where he was responsible for 400 households that represented approximately $620 million dollars in total assets. He was also previously an Investment Representative with Fidelity Investments. During his tenure with TD Ameritrade and Fidelity, Jacob largely worked with high net worth clients in trading, investment management, and financial planning.
March 4, 2019
Fred Dickey, a popular columnist for the San Diego Union-Tribune wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer nominee. He has served as Sunday Editor, the San Jose Mercury News; Executive Editor, The Anchorage Times; Editor, the Oakland Tribune; and as an editorial manager of the San Diego Union. He has been a published novelist and a prolific magazine writer.
Fred’s new book, Death on a Dark Street, about a serial killer stalks the grim streets where the homeless put down their sleeping bags. These are life’s castaways, crippled by addiction, mental illness or just massive bad luck. It’s a fertile hunting ground for a serial killer.
February 25, 2019
Ken Ruggiero joins Richard for an in-depth discussion of the increasing burden of student loans on college students and their parents.
Ken Ruggiero, the founder of Ascent Student Loans, has more than 25 years of management, finance and business development experience as an integral part of management teams that grew companies in fast-changing environments.
The Ascent program is the culmination of decades of work and data analytics. It is designed to keep the student at the center of the conversation about which school, which major and how do I invest wisely in my education.
The Ascent team works with applicants to understand how their selected institution, degree program and job dream/future plans may impact potential earnings and loan repayment. Ascent is making the loan process personal by guiding “can you afford it” conversations – early in the process – to ensure there are no surprises with a negative impact.
February 18, 2019
Joel Bash & Company specializes in introducing quality professional people to each other to open the doors and create opportunities. He offers a system of business development that constantly produces people that have the ability to refer out a large amount of business to others.
Joel Bash started the Beverly Hills Business Organization and ran it from 1985 to 1994. The organization grew and enabled me to form good relationships with thousands of quality people. Today, he personally knows over 16,000 Professionals. He has developed an expertise for introducing people to one another and has found it to be essential in the business world. He has a system of business development that constantly produces people that have the ability to refer out a large amount of business to others. He basically sets up one on one meetings with people, that he knows personally, that indicate that they are definitely able to refer out the specialty of business that my client performs.
Danae Davis, Executive Director, and Jarrett Bostwick, Board of Directors, of the Foundation for Animal Care and Education (FACE)
February 11, 2019
Each year, many animals are brought to their veterinarian with life-threatening conditions. Sadly, many owners cannot afford the critical care their beloved pets need to survive. They are left with one sad choice—euthanasia.
The Foundation for Animal Care and Education (FACE) was established in 2006 by a group of veterinarians and concerned community members to provide financial grants for animal owners who are unable to afford the cost of their pet’s emergency or critical care. FACE proudly works with over 165 veterinary hospitals throughout San Diego County. Veterinary partners make FACE’s work possible by generously discounting their services for qualified FACE patients by at least 25%, and helping to fund raise whenever possible.
What started out as a beautiful vision to stop the surrender and euthanasia of beloved family pets has become a supportive center where families in crisis can get a helping hand to save their pets’ lives. With a tagline of “Saving Pets and Helping Families,” FACE’s work is just as important for the animals we save as it is for the families who are spared the heartbreak of losing their best friend.
FACE relies solely on donations to continue providing access to life-saving veterinary care and to enhance and preserve the quality of life for these loving pets.
Danae Davis, Executive Director
After graduating from U.C. Santa Barbara with a degree in Global and International Studies, Danae Davis was determined to find work in the nonprofit sector with an aim of making the world a better place. Her love of both animals and her hometown of San Diego drew her to FACE where she started her career as our Grant Coordinator. She was excited about her work helping local families apply for FACE assistance and was even more excited to be quickly promoted within the organization eventually becoming Executive Director.
Jarrett Bostwick, Board of Directors
Jarrett Bostwick serves as General Counsel & Co-Founder at Spearhead Capital, LLC, and focuses his practice on Wealth Transfer, Philanthropy Planning, Income Tax Planning, and Trusts and Estates. Jarrett earned his Bachelor of Arts in International Affairs Degree at The George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation Degree from The University of Washington School of Law in Seattle, Washington. Jarrett was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving families and family offices. Jarrett had been supporting the FACE Foundation for several years prior to being invited to join the Board of Directors.