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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.
The Legacy Lounge Episode 9: Rachel Regan
9th December 2024
We welcome Rachel Regan, a marketing and business development leader who is currently the Head of Global Sales and Acquisitions for Exclusive Resorts, to the Legacy Lounge.
The Legacy Lounge Episode 8: Judith Flores Nisenson
18th November 2024
We welcome Judith Flores Nisenson, a Certified Personal Coach who helps women with how to navigate betrayal trauma, infidelity, and other life challenges.
The Legacy Lounge Episode 7: Shelly Lesikar deZevallos
31st October 2024
We welcome Shelly Lesikar deZevallos, an aviation leader and licensed pilot with over 30 years of experience in the aviation and airport industry.
The Legacy Lounge Episode 6: Kiran and Puja Verma
10th October 2024
We welcome Kiran and Puja Verma to the Legacy Lounge. Kiran and Puja are the mother/daughter pair behind the award-winning Houston institution, Kiran's.
The Legacy Lounge Episode 5: Mayte Weitzman
24th September 2024
We welcome Mayte Weitzman, to the Legacy Lounge. Mayte is a a leading communications, branding, and public relations specialist who is also passionate about social responsibility and community engagement.
The Legacy Lounge Episode 3: Kelly J. Zúñiga
22nd July 2024
We welcome Kelly J. Zúñiga, Ed.D., CFRE, to the Legacy Lounge. Kelly is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.
The Legacy Lounge: Episode 2 Wendy Farner
20th June 2024
As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.
The Legacy Lounge Episode 1: Rod Koenig
22nd May 2024
Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!
The Legacy Lounge: Welcome
21st May 2024
Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!