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MarketMate Atlanta: Faye Sykes and Kevin Salvadori with Scarlet Oak Fi...
Aug 2 2019
Corey Reick
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Faye Sykes is CEO of Scarlet Oak Financial Services. Faye’s passion is educating and helping individuals and business owners design workable financial solutions. As an IAR Investment Advisor Representative, Faye is a fiduciary for her clients and works on a fee-based or fee-only basis that keeps it transparent and simple for her clients. After Faye’s mother lost her battle with cancer in 2006, she found that retirement planning is a lot more than just investing and earned her Certified Long Term Care Designation and has tirelessly learned as much as she can about Social Security and ways to help her clients maximize their options.

What you should expect working with Faye as an advisor:

• Customized financial planning and consulting
• Easy to understand education on a variety of financial topics
• Coordinate with CPA’s and estate planning attorneys make sure
• Provides integrity and honesty helping you toward your financial goals

Faye has volunteered in many organizations including Senior Connections, Life Enrichment Senior Services, Decatur Business Association, Decatur Arts Alliance, Kiwanis as a Distinguished past President and a Lt. Gov and founding member and past President of Atlanta Independent Women’s Network.

Faye is a graduate of Syracuse University- GO ORANGE and loves the Green Bay Packers. She has been in the financial services industry since 2005. Contact her at 800-871-1219 or fsykes@scarletoakfs.com.

Kevin Salvadori, an Independent Wealth Manager at Scarlet Oak Financial Services,  has a mission to help you get your finances in shape! If you have ever felt lost with what to do or where to start to get your finances in order, he can help. Kevin offers a flat fee one-year consulting program – “Financial 101” He will help you create a budget, assist with plan to get out of debt, educate you on basic financial concepts, help you understand investing and insurance and much more. This program lays a foundation for a healthy financial future.

In addition, as our 401k specialist, he assists the employees of our plans to understand not only their 401k options, but other retirement planning that creates opportunities outside of the 401k, 457 or 403b retirement plans.

What you should expect working with Kevin as an advisor:

• Customized financial planning
• Education on a variety of financial topics
• Coordinate with CPA’s and estate planning attorneys to cover all important areas of your financial life
• Provides integrity and honesty helping you toward your financial goals

Kevin became passionate about retirement planning and investing after he was forced to retire from professional basketball prematurely due to a career ending injury. His belief is you need to prepare for the unexpected when you can, because you never know what the future will hold.

In his free time, Kevin volunteers as a coach with high schools and camps. He enjoys teaching life lessons that he was so fortunate to learn from his college basketball Coach Dean Smith. He is a graduate of University of North Carolina at Chapel Hill and a member of the 1993 National Championship Basketball team. Kevin still stays very active outdoors and enjoys time with his dogs. To contact Kevin call 800-871-1219 or email him at kevin@scarletoakfs.com.

Tuesdays with Corey Episode 24
Aug 13 2019
Corey Reick
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Lisa Winton is the CEO of Winton Machine Company, founded by her and her husband, George Winton, in 1997. With over two decades in managing the business together in Gwinnett County, she remains the finance and business development mastermind and George continues to be the engineering brains. The mission at Winton is to design and build tube and coax fabricating machinery that adds value to their customers’ bottom line; to provide a stable and healthy environment for all team members; and to be known throughout the industry for delivering systems backed by expert and expedient technical support.

In addition to their team of 35 employees, interns and apprentices, Winton partners with 120 vendors to produce their machinery and 60% are Georgia based companies. Winton builds machinery that makes parts for a wide range of applications most notably including the NASA Mars Exploration Rover with collaborative plans underway for the next generation rover project dubbed Mars 2020; the Raytheon Iron Dome Weapon System which is used to help protect over 8 million people in Israel from incoming missiles and artillery; and mass production of refrigerators being built on General Electric assembly lines.

The Winton company culture is defined by their core values. One of these core values is “to help others.” Team Winton lives out this core value by creating STEM internships and apprenticeships while supporting STEM educational programs. They have mentored over 40 students as of 2019 and hired one of their long term engineering interns and 2 graduates of Maxwell High School of Technology. Winton is currently working with Gwinnett Tech’s new Machine Technology program providing input for their curriculum and hopes to participate in their apprenticeship program.

Winton Machine proudly represented the State of Georgia at the 2018 Made in America Product Showcase held at the White House in Washington, D.C. Winton Machine was recognized by the Gwinnett Chamber as the 2018 Pinnacle Small Business Overall Winner and Best Small Business of the Year: 25+ Employees. And, more recently, Winton Machine received the 2019 Gwinnett Chamber IMPACT Regional Business Award for Small Business. Several other state and local organizations have also recognized Winton Machine for their contributions to Georgia’s manufacturing industry and their economic impact domestically and internationally.

In May 2019, Lisa was appointed by Georgia Governor Brian Kemp as a Board Member for the Technical College System of Georgia (TCSG) serving as the Seventh Congressional District Representative. Lisa will serve a four year term on the State Board which is responsible for establishing standards, regulations and policies for the operation of the TCSG. As a part of her responsibilities she will serve on the Economic Development Committee.

Winton Machine is a member of the National Association of Manufacturers (NAM) and Lisa has taken an active role in advocacy for trade, education, and workforce development. She has been invited to participate in joint meetings between NAM and White House representatives. Lisa also serves as an industry panelist and speaker on topics covering trade, STEM and the aging manufacturing workforce.

Lisa is also a volunteer leader in the greater Atlanta community. She currently serves as a Chairman’s appointee on the Gwinnett Chamber of Commerce and Partnership Gwinnett 2nd Chair on Workforce Development Committee. Since 2014, she serves as an advisory board member for the Collins Hill High School cStem Program and Career and Technical Education Committees.

She is a patron of public art and serves as the Suwanee Public Arts Commission Chair. Lisa formerly served as a member on the Gwinnett Shelter Fund Development Committee for Partnership Against Domestic Violence (PADV) and was inducted into the PADV Legacy Society. She is also a past president of the Junior League of Gwinnett and North Fulton Counties.

Lisa is a University of Florida graduate with a Bachelor Degree in Business Administration. She is a Leadership Gwinnett graduate and served as chair for the Economics Day, Behind the Scenes Education, and Outreach and Inclusion committee. She is also a graduate of SBDC Fast Trac, GrowSmart, SBA Emerging Leaders and ExportGA programs.

Follow Winton Machine Company on LinkedIn and Facebook.

If you want to get your Long Term Care Planning right for you and your spouse, you must speak to Corey. His Phase I made sure I understood a fairly complex set of options – no pressure.
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