Legacy Lounge
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
17th March 2025
In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm.
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
24th February 2025
We welcome Alexandra Whittington to the Legacy Lounge. Alexandra is a a futurist, author, and speaker who helps us navigate the uncertainties of tomorrow.
All You Need to Know About Private Placement Life Insurance (PPLI)
10th February 2025
We welcome Jay Judas, Co-Founder and CEO of Life Insurance Strategies Group, to the Legacy Lounge.
The Legacy Lounge Episode 12: Ed Berube
27th January 2025
We welcome Ed Berube, a performance management consultant and mentor and Executive Member of the Stavis Wealth Advisory Board, to the Legacy Lounge.
The Legacy Lounge Episode 11: Nicholas Bohnsack
15th January 2025
We welcome Nicholas Bohnsack, President & Co-Founder of Strategas and CEO of Strategas Asset Management, to the Legacy Lounge.
The Legacy Lounge Episode 10: Julie Baker Finck, Ph.D.
18th December 2024
We welcome Julie Baker Finck Ph.D., who brings her 20+ years of K-12 education and non-profit management to her current role as President and CEO of the Barbara Bush Houston Literacy Foundation.
Get to Know Vanessa Blank
3rd December 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Vanessa Blank, our Administrative Director.
Get to Know Jenna Andryeyeva
13th November 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Jenna Andryeyeva, our Director of Advisory Services.