JSchaus & Associate's Government Industry Partners (GIP) Webinar Series
PUT ON A WEBINAR WITH US!
Share your company content to a live audience of US Federal Government Contractors.
We will promote your webinars through our network, newsletter, social media, and digital marketing efforts reaching 23,000+ subscribers.
Webinars are live and can be published on our YOUTUBE channel.
CONTACT US at hello@jenniferschaus.com and ask for our MEDIA KIT.
Government Industry Partners - GovCon Wealth - PLAN: Wealth & Tax Strategies ...JSchaus & Associates
JSchaus & Associate's Government Industry Partners (GIP) Webinar Series
PUT ON A WEBINAR WITH US!
Share your company content to a live audience of US Federal Government Contractors.
We will promote your webinars through our network, newsletter, social media, and digital marketing efforts reaching 23,000+ subscribers.
Webinars are live and can be published on our YOUTUBE channel.
CONTACT US at hello@jenniferschaus.com and ask for our MEDIA KIT.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
A general overview of the newly expanded guidelines for SBA financing that the current administration now offers. Learn how to qualify your business for SBA government guaranteed financing.
Government Industry Partners - GovCon Wealth - PLAN: Wealth & Tax Strategies ...JSchaus & Associates
JSchaus & Associate's Government Industry Partners (GIP) Webinar Series
PUT ON A WEBINAR WITH US!
Share your company content to a live audience of US Federal Government Contractors.
We will promote your webinars through our network, newsletter, social media, and digital marketing efforts reaching 23,000+ subscribers.
Webinars are live and can be published on our YOUTUBE channel.
CONTACT US at hello@jenniferschaus.com and ask for our MEDIA KIT.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
A general overview of the newly expanded guidelines for SBA financing that the current administration now offers. Learn how to qualify your business for SBA government guaranteed financing.
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
WFS Consultants.Invitation to consider our participation and funding options ...WFS Consultants
An Invitation to Consider our Participation and Funding Options at Startups.co.
Referrals Compensated.
Role(s):
Investor
Service Provider
Startup
Contact WFS.
Understand the myths of commercial financing and find out what it takes to master this part of financing that most mortgage brokers are afraid of doing.
Commercial Financing - Pre-Underwriting - Lead GenerationSua Truong
Most residential mortgage finder's fee take 2-3 weeks after completion before the mortgage sub-broker gets paid. Commercial deals get paid out to the agent at completion date. The lawyer writes the cheque to pay everyone out (realtor & mortgage broker). I like that! Don't you?
I am not the best at commercial financing yet but what I am good at is focusing on what is the most efficient use of my time. Return on my investment (of time). Doing what can bring the most money with the least amount of time required.
Most residential mortgage brokers avoid commercial deals like the plague. I love it. Want to know why?
The secret of making more money is not doing what everyone else is doing but doing what most people don't want to do. You do it and you do it well. Not just be good at it but be GREAT at it. Pretty simple really. I don't have to be the best at commercial financing. Just great at my little niche within that sector.
However, you need to craft your skill before you get those big pay cheques!
-You need to know if this client or the deal is going to give you a good ROI or not.
-You need to know how to evaluate the potentials of any deal fast.
-You need to be able to determine the quality and probability of success before you invest countless hours.
In this workshop, you will learn 3 important components to achieve exactly what you need:
- Learn how to pre-underwrite a deal. What pitfalls to look out for and what you need to know before you spend hours to build a losing case (learn from my mistakes).
- Analyze and properly convey the strength of your applicants to overshadow any weakness
- Learn the strategy necessary to get paid 2-3X what a residential deal will pay.
Roanoke Entrepreneur Express Franchising Workshop, November 6, 2009Sandy Ratliff
The Virginia Department of Business Assistance partnered with the City of Roanoke, Roanoke County, Virginia Western Community College, Roanoke Regional Partnership and Roanoke Regional Small Business Development Center to conduct the 5th Entrepreneur Express Workshop with a special section on franchising.
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
WFS Consultants.Invitation to consider our participation and funding options ...WFS Consultants
An Invitation to Consider our Participation and Funding Options at Startups.co.
Referrals Compensated.
Role(s):
Investor
Service Provider
Startup
Contact WFS.
Understand the myths of commercial financing and find out what it takes to master this part of financing that most mortgage brokers are afraid of doing.
Commercial Financing - Pre-Underwriting - Lead GenerationSua Truong
Most residential mortgage finder's fee take 2-3 weeks after completion before the mortgage sub-broker gets paid. Commercial deals get paid out to the agent at completion date. The lawyer writes the cheque to pay everyone out (realtor & mortgage broker). I like that! Don't you?
I am not the best at commercial financing yet but what I am good at is focusing on what is the most efficient use of my time. Return on my investment (of time). Doing what can bring the most money with the least amount of time required.
Most residential mortgage brokers avoid commercial deals like the plague. I love it. Want to know why?
The secret of making more money is not doing what everyone else is doing but doing what most people don't want to do. You do it and you do it well. Not just be good at it but be GREAT at it. Pretty simple really. I don't have to be the best at commercial financing. Just great at my little niche within that sector.
However, you need to craft your skill before you get those big pay cheques!
-You need to know if this client or the deal is going to give you a good ROI or not.
-You need to know how to evaluate the potentials of any deal fast.
-You need to be able to determine the quality and probability of success before you invest countless hours.
In this workshop, you will learn 3 important components to achieve exactly what you need:
- Learn how to pre-underwrite a deal. What pitfalls to look out for and what you need to know before you spend hours to build a losing case (learn from my mistakes).
- Analyze and properly convey the strength of your applicants to overshadow any weakness
- Learn the strategy necessary to get paid 2-3X what a residential deal will pay.
Roanoke Entrepreneur Express Franchising Workshop, November 6, 2009Sandy Ratliff
The Virginia Department of Business Assistance partnered with the City of Roanoke, Roanoke County, Virginia Western Community College, Roanoke Regional Partnership and Roanoke Regional Small Business Development Center to conduct the 5th Entrepreneur Express Workshop with a special section on franchising.
At T2 Asset Management, we understand the unique challenges that come with managing investments. With more than 100 years of combined experience, we have served as a trusted partner of individuals, families, and institutions providing investment management guidance and solutions based on a thorough understanding of each client’s situation and goals.
We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.
employee for benefits, including health, retirement, estate planning, business risk, Small Business benefits, Affordable Health Benefits, Key Concern benefits
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Join Jennifer Schaus & The Eastern Michigan APEX Accelerator as we discuss the very basics of federal marketing. This is a 101 class. Find the full recording on our website and YouTube Channel! https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Join Jennifer Schaus & The W Michigan Apex Accelerator for a complimentary webinar on the GSA Schedule. Link to video: https://www.youtube.com/watch?v=-YzDh6uFSvY
A process server is a authorized person for delivering legal documents, such as summons, complaints, subpoenas, and other court papers, to peoples involved in legal proceedings.
Russian anarchist and anti-war movement in the third year of full-scale warAntti Rautiainen
Anarchist group ANA Regensburg hosted my online-presentation on 16th of May 2024, in which I discussed tactics of anti-war activism in Russia, and reasons why the anti-war movement has not been able to make an impact to change the course of events yet. Cases of anarchists repressed for anti-war activities are presented, as well as strategies of support for political prisoners, and modest successes in supporting their struggles.
Thumbnail picture is by MediaZona, you may read their report on anti-war arson attacks in Russia here: https://en.zona.media/article/2022/10/13/burn-map
Links:
Autonomous Action
http://Avtonom.org
Anarchist Black Cross Moscow
http://Avtonom.org/abc
Solidarity Zone
https://t.me/solidarity_zone
Memorial
https://memopzk.org/, https://t.me/pzk_memorial
OVD-Info
https://en.ovdinfo.org/antiwar-ovd-info-guide
RosUznik
https://rosuznik.org/
Uznik Online
http://uznikonline.tilda.ws/
Russian Reader
https://therussianreader.com/
ABC Irkutsk
https://abc38.noblogs.org/
Send mail to prisoners from abroad:
http://Prisonmail.online
YouTube: https://youtu.be/c5nSOdU48O8
Spotify: https://podcasters.spotify.com/pod/show/libertarianlifecoach/episodes/Russian-anarchist-and-anti-war-movement-in-the-third-year-of-full-scale-war-e2k8ai4
Many ways to support street children.pptxSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
Up the Ratios Bylaws - a Comprehensive Process of Our Organizationuptheratios
Up the Ratios is a non-profit organization dedicated to bridging the gap in STEM education for underprivileged students by providing free, high-quality learning opportunities in robotics and other STEM fields. Our mission is to empower the next generation of innovators, thinkers, and problem-solvers by offering a range of educational programs that foster curiosity, creativity, and critical thinking.
At Up the Ratios, we believe that every student, regardless of their socio-economic background, should have access to the tools and knowledge needed to succeed in today's technology-driven world. To achieve this, we host a variety of free classes, workshops, summer camps, and live lectures tailored to students from underserved communities. Our programs are designed to be engaging and hands-on, allowing students to explore the exciting world of robotics and STEM through practical, real-world applications.
Our free classes cover fundamental concepts in robotics, coding, and engineering, providing students with a strong foundation in these critical areas. Through our interactive workshops, students can dive deeper into specific topics, working on projects that challenge them to apply what they've learned and think creatively. Our summer camps offer an immersive experience where students can collaborate on larger projects, develop their teamwork skills, and gain confidence in their abilities.
In addition to our local programs, Up the Ratios is committed to making a global impact. We take donations of new and gently used robotics parts, which we then distribute to students and educational institutions in other countries. These donations help ensure that young learners worldwide have the resources they need to explore and excel in STEM fields. By supporting education in this way, we aim to nurture a global community of future leaders and innovators.
Our live lectures feature guest speakers from various STEM disciplines, including engineers, scientists, and industry professionals who share their knowledge and experiences with our students. These lectures provide valuable insights into potential career paths and inspire students to pursue their passions in STEM.
Up the Ratios relies on the generosity of donors and volunteers to continue our work. Contributions of time, expertise, and financial support are crucial to sustaining our programs and expanding our reach. Whether you're an individual passionate about education, a professional in the STEM field, or a company looking to give back to the community, there are many ways to get involved and make a difference.
We are proud of the positive impact we've had on the lives of countless students, many of whom have gone on to pursue higher education and careers in STEM. By providing these young minds with the tools and opportunities they need to succeed, we are not only changing their futures but also contributing to the advancement of technology and innovation on a broader scale.
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
Presentation by Jared Jageler, David Adler, Noelia Duchovny, and Evan Herrnstadt, analysts in CBO’s Microeconomic Studies and Health Analysis Divisions, at the Association of Environmental and Resource Economists Summer Conference.
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
Government Industry Partners - GovCon Wealth - GROW: Building a Sellable GovCon Firm
1. GIP: Government Industry Partners
Webinar Series - 2022
Reach
US FEDERAL GOVERNMENT
CONTRACTORS!
INFO & PRICING:
hello@JenniferSchaus.com
2. GIP: Government Industry Partners
Webinar Series - 2022
Reach US Federal Contractors
in a 1, 2 or 3 part
webinar series.
We promote, host and record
your webinar.
Promoted via newsletter
(23k+ subscribers;) and
Linkedin (24k+ followers)
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com
3. GIP: Government Industry Partners
Webinar Series - 2022
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com
5. GovCon Wealth 3 Part Series
PLAN: Wealth & Tax Strategies for GovCons (13 Jan)
GROW: Building a Sellable GovCon Firm (Today)
SELL: Advanced M&A Planning for GovCons (27 Jan)
6. Building a Sellable GovCon Firm
What are Buyers Looking For?
1. Internal (Key Employees, ESOP) v. External (Strategic/Financial Buyer)
2. Full & Open v Set-Aside Work – can contracts novate to buyer? Discount on Valuation?
3. Do you have a Management Team in Place? Will they stay with the company and/or participate in
its growth?
4. Are Financial Records Clean, Reviewed/Audited? Potential Risks & Tax Exposure?
5. Other Considerations:
a. Is your Operating Agreement up to Date?
b. Do you have a Company Valuation?
c. How is the company owned? Is it in your name or in a Trust?
7. Rewarding & Retaining a Management Team
1. Plan to attract, reward & retain key employees or next generation of leadership (G2)
2. After 5-7 years, key employees get itchy for equity, or
3. Top talent will request it when interviewing for role
4. Types of Compensation
a. Cash Based:
i. Salary
ii. Bonus
iii. Variable Comp
b. Equity Based:
i. True Ownership
ii. Phantom Ownership
Stock Appreciation Rights/Options
Profit Interest Units
8. Case Study – GovCon Client
a) Gov’t Contracting Firm established 15 years ago
b) $20MM of Revenue. Owned by two partners 50/50, with 115 employees
c) Looking to Exit in the next 3-5 years.
d) Would like to reward key employees that have been loyal to the firm, and will continue driving
growth.
9. Case Study Implementation
Designed & implemented a Long Term Incentive Plan for Key Employees:
1. Identified 17 employees and grouped them into:
a. Company Critical
b. Project Critical
2. Company Critical received:
a. Mid Term Bonus – Deferred Compensation Plan
b. Long Term Bonus - Stock Appreciation Awards
3. Project Critical received:
a. Mid-Term Bonus – Deferred Compensation Plan
4. Vesting Schedule: rolling 5 years (20% per year)
5. Forfeiture Provisions
6. Performance Metrics
10. Questions?
Please Contact Us
Luis Corrales CExP, Co-Founder & Managing Partner
lcorrales@copecorrales.com
202-580-2068
Joe Cope CFP, Co-Founder & Managing Partner
jcope@copecorrales.com
202-669-8575
12. What Sets Us Apart
Philosophy
Our view is that there is more to money and
investments than the stock market. The
challenge is that most investment advisors are
not permitted to discuss other alternatives
outside the purview of their employers. COPE
CORRALES was founded to eliminate any
conflicts of interest and truly advocate for our
clients across all areas of wealth, even if we
receive zero compensation. This ultimately
allows our clients to be properly balanced and
enjoy financial security.
Experience
Our firm’s Co-Founders hold over 25
years of collective experience, enduring
multiple bear markets. Our careers
started in the big “wirehouse” firms,
where we gained valuable experience
about Wall Street. This ultimately led us
to found our firm and become fiduciaries
to our clients.
Fiduciary
We are independent. We are fiduciaries.
This is the highest standard in our
industry, and we are required to act in our
client’s interest first and foremost before
our own. We are stewards of our client’s
wealth. We leave no stone unturned to
design strategies that match our client’s
objectives, risk tolerance, and time
horizon.
15. Our CORE portfolios are our target allocation models that serve as the foundation of our client's portfolios; diversified across sectors, regions,
styles, etc. They are managed tactically and strategically. CORE assets provide the foundation for a secure retirement and future.
Private Equity invests in mid and late-stage companies, ones that have stable cash flows and promising business models. An investor should
expect preferred returns and future liquidity events in exchange for lower liquidity and potential risk of investing in nonpublic companies.
Venture Capital is often considered a subset of Private Equity, however early-stage investing carries its own unique risk profile and for our clients,
warrants a separate class all together. The stakes are high, so too can be the profits.
Investing in Real Estate, outside of your personal residence, takes multiple forms including active ownership (think flipping houses) passive ownership
(limited partnership) or distanced ownership (REITs.) Most importantly when investing in Real Estate we follow the old saying: When Real Estate is good, it’s
really good. When it’s bad, it’s really bad.
Low Risk Assets typically provide assurances, guarantees or low correlation to traditional market assets like stocks and bonds. We use low risk assets
to provide predictability, certainty and tax benefits that clients prefer for a portion of their assets.
Through our FOUR portfolios, we give clients exposure to investments that are normally used by high net-worth families to super charge their
investments, which are generally illiquid, and are positioned to become more dominant in the future
We achieve this by tilting part of the portfolio towards wealth accumulation, life insurance, private equity, venture capital, innovation and real estate
17. Family Office Experience
We understand the complexities of managing
substantial wealth and the professional advisors
required to execute a multi-generational wealth
strategy. We also understand the time it requires, and
how little time our clients have. So we coordinate all
aspects of your financial life, in one place.
• Wealth Management
• Tax Planning
• Trusts and Estates
• Retirement Planning
• Insurance Advisory
• Charitable Planning
• Business Advisory
• Private Banking
18. Business Advisory
• Wealth Transfer Planning
• Accounting Managed Services
• Executive Compensation Strategies (Deferred Compensation and
Equity Rights)
• Valuation Services
• Strategic Tax Advisory
• Business Sale to Third Party Buyers
• Internal Sale to Family, Management Team, or ESOP’s
20. Joe Cope, CFP Co-Founder and Managing Partner
Joseph Cope works with clients
nationally, helping families build
better futures. He is a passionate
communicator and educator. He
values building trust with his
clients and deliver's guidance in
a digestible and relatable way.
Approaching two decades as an
advisor, he specializes in strategic
wealth management, advanced
estate and tax planning.
Originally hailing from Massachusetts, Joe attended The George
Washington University, fell in love with DC, and has made it his home
since. He is actively involved in his faith community as well as serving DC’s
refugee population and children’s related programs. When not working,
you will find him playing golf, soccer, and enjoying Arsenal FC early on the
weekends. Joe resides in Arlington, VA with his beautiful wife Jenna. They
borrow their neighbor’s dog (Griffin) to scratch the itch because they still
like to travel.
21. Luis Corrales, CExP Co-Founder and Managing Partner
Luis Corrales serves over 400
families and small businesses in
the Greater Washington, DC area
to better manage and optimize
their financial affairs. His efforts
are focused on corporate
executives with concentrated stock
positions, self-employed
professionals and business owners
on tax mitigation strategies. He has
been recognized by various leading
financial institutions over the years and has also spoken at notable
industry events. He hails from Lima, Peru and moved to the U.S. at the
young age of 10. He graduated from American University's Kogod School
of Business in 2008 with a degree in Business and Finance. He is actively
involved with AU’s Latino Alumni Alliance, and the Young Alumni Chapter.
Luis and his wife, Mary, live in DC with their one-year-old son, Oliver, and
puppy Otis.
22. Investment & Financial Planning Team
Stephen “Leye” Adekeye, CFA, CFP
Leye Adekeye is a Wealth Advisor and Portfolio Manager. He serves clients in building towards their financial goals, as well as
coordinates investment management.
Leye has global experience working as an investment analyst, portfolio manager, and wealth manager, serving individuals and
institutional clients. He is a CFA charter-holder, a CFP certificant and Virginia Life, Health and Annuities agent. He attended New
York University, Hong Kong University of Science and Technology and Lagos Business School.
He lives in Virginia with his wife and two daughters, all of whom enjoy traveling. In his spare time, Leye loves to draw still art and
each summer, you will find him watching soccer and rooting for his favorite team, Arsenal FC.
Kelly Oliver
Kelly Oliver is a Client Relationship Manager. Kelly
coordinates with the planning process and client
experience. She works closely with other team
members customizing services to meet each client’s
unique needs. Kelly has worked in the financial services
industry for over three years. She grew up in
Tallahassee, Florida and graduated with her Bachelor’s
degree from Florida State. In her free time, she loves
exploring DC, cooking and spending time with her
puppy.
Karla Fitzgerald
Karla Fitzgerald is a Client Relationship Manager. She
works tirelessly behind the scenes directing our client
on-boarding processes and ensuring smooth
operations. She is originally from Brazil where she
completed her undergraduate studies and acquired
her MBA. Karla greatly enjoys hiking with her dog and
spending time outdoors with her camera, She resides
in Florida with her husband and is looking forward to
her next trip back to Brazil.
23. Compliance & Operations Team
Luisa Diaz
Luisa Diaz is the Director of Operations. She oversees our internal processes and client experience. Luisa has spent a
decade in the financial services industry, most recently as VP of Operations for a $25 billon AUM RIA.
Luisa moved to the US with her family at the age of seventeen from El Salvador. She holds an MBA from University of
Maryland University College, a MS with a concentration in accounting from Strayer University, and a doctorate in Business
Administration from the University of Maryland. She resides in Maryland with her husband and three children.
Megan Moran
Megan Moran is the Marketing
Coordinator and Operations
Associate. She is responsible for the
company’s marketing strategy, as well
as working with other team members
in both operations and client services.
Megan attended the University of
North Carolina at Greensboro to play
volleyball, and she graduated with her
Bachelor’s Degree in Marketing. In her
free time, she enjoys spending time
with friends and family, and exploring
new restaurants.
Anna Collins-Davila
Anna Collins-Davila is the Insurance
Operations Specialist and lead Case
Manager. She facilitates smooth
backstage operations for advisors and
clients in our financial planning
process. Anna grew up in Thomasville,
GA and graduated from the Stetson
School of Business and Economics at
Mercer University. She currently lives
with her husband in Thomasville, and
they enjoy attending concerts.
Martin Perez
Martin Perez is a Marketing Specialist with
Cope Corrales with a passion for marketing
and building brand awareness. He works
with the rest of the team on existing
marketing projects and crafts new
initiatives for the firm. Martin has
accumulated over 5 years of marketing
experience in retail, defense, and financial
industries. He grew up in Miami, Florida
and graduated with his Bachelor’s Degree
in Marketing from The University of Central
Florida. During his free time, he enjoys
playing drums, riding his bike, and travelling
to national parks around the country.
24.
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