Legacy Leaders
The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
Episodes
May 1, 2025 • 34 mins
Gregory P. Schenk is President of The Schenk Company, Inc., Central Ohio’s premier tenant advisory firm. With 38 years of experience, Greg specializes in site selection, investment property, and win-win negotiation strategies. A sought-after national speaker, he has educated professionals across industries—realtors, attorneys, CPAs, and financial advisors—for over 25 years.
Greg is a published author (Tenant Rep A to Z), a seasone...
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April 30, 2025 • 27 mins
What if the most stable investment opportunity wasn’t found in stocks or multifamily housing—but in self-storage?
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Guy Varble, co-founder of the Momentum Wealth Fund and expert in self-storage investing. Together, they explore why self-storage is one of the most risk-mitigated and scalable real estate asset classes, sharing valuable insights and practical tips for...
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April 23, 2025 • 26 mins
Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a hol...
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April 17, 2025 • 29 mins
Darby, a former Marine Corps infantryman, views his military experience as a pivotal chapter in his life, imparting invaluable lessons in endurance, discipline, and perseverance. He attributes his resilience to the rigorous challenges he faced during his service, from enduring harsh environments to the emotional trials of missing significant family moments, such as his daughter's birth. Inspired by his family's rich military herita...
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Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift.
Since co-founding Paradigm Shift Financial in 2018, Thomas has been de...
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April 9, 2025 • 34 mins
Legacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with
John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm's cash flow and production capacity, a theme explored in his guide, "Judicial D...
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April 2, 2025 • 32 mins
Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an "edgier version of TED...
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March 26, 2025 • 30 mins
C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies.
He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors.
Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award.
Listen to this informative Legacy Leader...
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March 19, 2025 • 33 mins
Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the f...
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March 5, 2025 • 42 mins
Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals.
A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financ...
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February 26, 2025 • 27 mins
Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County.
With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping...
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February 19, 2025 • 25 mins
Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensuring families have peace of mind with ...
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February 12, 2025 • 29 mins
Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, ...
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February 5, 2025 • 27 mins
Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals.
A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Cha...
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January 29, 2025 • 28 mins
Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments.
Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income ...
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January 22, 2025 • 24 mins
John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.
John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law...
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January 15, 2025 • 29 mins
Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture...
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January 8, 2025 • 21 mins
Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has wo...
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December 11, 2024 • 29 mins
Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes....
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December 4, 2024 • 26 mins
Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.
Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies.
Here is w...
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