Ask The Experts

Ask The Experts

By Ask The Experts
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners , and high net worth families. His clientele consists of the professionals to corporate executives to Hall of Fame athletes.

He is now the host of the Ask the Experts Podcast, bringing EXPERTS in varying fields in the OFFICIAL show of the Taylor Method, Ask the Experts Podcast.
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EP 11: ATE Robert P. Vona, AIF. Director of Wealth Management
Since 1989, clients have chosen Bob as their lead financial professional for his knowledge, compassion, and genuine concern for their individual needs. What this means to you is knowing that you are being treated well and having someone attentive to your concerns and aspirations. The real benefit is feeling more informed and secure as you work to build a better financial quality of life. Bob is the Director of Financial Services and founding member of ETHOS Strategic Partners. Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013. Bob has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes an agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. Bob is a former board member of “Brain Balancing of Greater Boston,” an organization dedicated to improving technology that will change how head injuries, PTSD, ADD, and other conditions are treated.
53:12
June 1, 2020
Ep 10: ATE Traci Kaas, President, Financial Planner
A Little about our guest: Owner/President Certified Financial Transitionist® Certified Structured Settlement Consultant Certified Medicare Secondary Payer Professional Financial Planner Series 7/FINRA Securities License, Series 65/FINRA Securities License, Series 63/FINRA Securities License in all 50 states Author, What You Can Expect When Expecting a Settlement My career in the financial and legal industry began in insurance, after which I broadened my scope to include clients experiencing a variety of financial transitions. For over a decade, I have financially transitioned individuals and families involved in personal injury, wrongful death, and workers’ compensation cases, as well as those dealing with non-personal injury, such as class action and employment cases. I have had the pleasure of sharing my specialized expertise via speaking engagements in California and nationally. In my experience, financial transitions are so much more than a simple exchange of money. Armed with ongoing training from the Sudden Money® Institute, my practice centers around both the technical and the personal aspects of financial transitions, helping clients navigate through the most vulnerable times in their lives. I reside in Orange County, CA with my husband Steve. In my spare time, I enjoy hiking, traveling. I am an active member of our Saddleback Church Family.
52:04
March 9, 2020
Ep 9 - Bruce Seid, Commercial Real Estate
Bruce Seid has been involved in Real Estate Brokerage Since 2003. With a primary focus on the Leasing and Sales of Office and Retail Properties, he brings an in-depth knowledge base that allows his clients to benefit from the hidden values often found in leases and strategic negotiations. Bruce’s strong attention to detail, creative outlook and full-service approach give his clients an advantage when negotiating and structuring a lease or sale transaction. Bruce has been with KW Commercial since it launched in 2008 and has been an advisor with the start of several Los Angeles area Commercial Divisions for the company including Brentwood, Los Feliz, Pasadena and Downtown L.A. He has served on the KW International Associate Leadership Council (ALC) as well as several Regional ALCs. Currently Bruce heads up the Pasadena Office as its Managing Director and is a member of the Commercial Leadership Council for KW International. A Sr. Mentor to several Jr. associates, Bruce is also actively involved with teaching in his office and beyond. Bruce was an investor before his brokerage career began and is passionate about advising his clients towards finding the right opportunity to fit their style, needs, risk tolerance and financial capability. With a client base of Landlords, Tenants, Investors and Business Owners, Bruce’s diverse experience has also brought benefit to his clients in Multi-Family, Industrial, Land and Business Sale transactions as well as his Office/Retail primary focus.
48:33
December 19, 2019
EP 8 - Kamille Rose Soler, Founder & CEO of The Ultimate LYFE
Born and raised in LA, Kamille Rose Soler graduated from UC Berkeley with a double degree in Psychology and Mass Communications. She empowers women and men alike by helping them break through their deepest fears, unleashing their ultimate genius, and creating a community of happy and fulfilled high achievers. Kamille expands her research on human peak performance through Tony Robbins' Mastery University, The World Class Speakers Alliance, and her travels around the world speaking and empowering entrepreneurs and leaders in various communities. Kamille's work has been as varied and passionate as her love for people. She has worked as an actress in independent film, been on the production team for CNN news documentaries in Washington DC, consulted for nonprofits, startup founders, Film/TV creatives and small to medium businesses both nationally and internationally. In 2014, she co-founded a collaborative workspace for positive social change entrepreneurs based in Southern CA where she taught workshops on self-development and consulted on brand strategy, company culture, and leadership communication. Today she is headquarterd in the beautiful city of roses, Pasadena, CA. She is passionate about entrepreneurship, personal development, psychology, faith, and dancing wildly in her car at stoplights.
49:59
November 25, 2019
EP 7 - Jeremy Dillard, CPA; Partner LingerLewaks Assurance & Advisory
Jeremy is the technical standards partner for SingerLewak’s Assurance & Advisory practice and also leads the Practice Quality Center, which ensures the Firm continues to provide high quality in all service lines (audit, tax, and consulting). Experience Jeremy has over 20 years of experience, including four years with Deloitte and six years with RSM. Jeremy has significant experience helping entities present quality financial statements so they are positioned for success. Jeremy provides assurance services (audits, reviews, compilations, and due diligence) to clients, as well as performs engagement quality control reviews and technical consultations. Industries & Focus Manufacturing & Distribution, Not-for-Profit, Professional Services, Technology, Employee Benefit Plans, and Real Estate. Education & Affiliations Jeremy earned his B.A. in Business Economics with an Accounting concentration from the University of California, Santa Barbara. He also earned his Certificates in Leadership Essentials and Management Essentials from Harvard Business School. Jeremy holds a CPA license in California and is a Chartered Global Management Accountant. Jeremy is one of three CPA practitioners on the Private Company Council, which is the primary advisory body to the Financial Accounting Standards Board on changes to GAAP. Jeremy also holds leadership roles in the AICPA on its Council (which governs the CPA profession in the United States) and Accounting & Review Services Committee (which issues the rules for review and compilation engagements that all CPAs must follow). He has authored the AICPA practice aids on engagement letters and internal controls, as well as being a contributing author for Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors. Jeremy is the 2013 winner of the AICPA’s Outstanding Young CPA Award. Jeremy is board member for the Weingart East Los Angeles YMCA and a committee member for the Pasadena Tournament of Roses. He is also a former board member and audit committee chairman for Episcopal Communities & Services.
43:13
November 11, 2019
EP 6 - Josh Schneiderman, Esq. Snell & Wilmer Partner
Josh Schneiderman is a member of the firm’s corporate and securities group. He advises clients on a wide range of transactional matters, including mergers and acquisitions, joint ventures and public and private offerings of debt and equity securities. In addition, Josh advises clients on matters related to franchising, including the establishment of new franchise systems and the expansion of existing franchise systems nationally and internationally. He also advises public and private companies on corporate governance matters. Josh also advises clients in the cannabis industry. He is familiar with the unique needs of industry clients in light of the present conflict between federal and state laws and local regulations in the space, and he and others in the firm help clients navigate the challenges that arise in that context whether their needs relate to licensing and registration, general corporate matters (including financings, joint ventures and mergers and acquisitions), branding, tax, banking and finance, real estate and employment.
57:47
October 25, 2019
EP 5 - Cynthia Flynn, Esq., Managing Director of Hackler Flynn & Associates
Ms. Flynn believes her attorneys and staff should come from a wide range of legal backgrounds and experience. She provides a workplace that is team-oriented and works together to bring the best results to her clients. At Hackler Flynn & Associates, Cynthia Flynn examines each of her client’s objectives and determines how best to reach their goal. Ms. Flynn is dedicated to her clients and believes in being available and supporting them to meet their needs and build strong long term client relationships. It may seem old fashioned these days, but Ms. Flynn believes that clients should have their phone calls returned on the same day, whether it is from her, one of her team of attorneys or by the support staff. For Ms. Flynn, peace of mind in the legal field is a crucial intangible that Hackler Flynn & Associates provide their clients. The City of Los Angeles awarded Ms. Flynn the contract for collecting judgements under a new nuisance abatement program aimed at reducing drug and gang crimes within the City. Ms. Flynn works closely with the office of the City Attorney to achieve these goals. Cynthia Flynn has also recently taken the reins of the mentor/mentee program with the Orange County chapter of the National Association of Business Women (NAWBO-OC). She believes the program provides aspiring businesswomen with extensive and essential knowledge from their mentors, not just in business but in their personal lives as well. For some businesswomen, the NAWBO-OC mentor/mentee program is an invaluable tool for challenges faced by female business owners in male dominated industries. Prior to starting her own practice, she worked for Wilson Harvey Browndorf and BP Law Group where she practiced commercial litigation and creditor’s rights law. Ms. Flynn graduated from University of California, Irvine, where she was a double major in Criminology, Law and Society and Psychology and Social Behavior. In 2010 she earned her Juris Doctorate Degree from Western State University, College of Law. Before attending law school, Ms. Flynn worked in the legal profession for almost a decade. She has extensive experience on the defense side of litigation, as she worked for a construction defect firm where she assisted in handling hundreds of subcontractor cases. In addition, Ms. Flynn has worked in real estate and has held an agent’s license since 2007. While in law school, Ms. Flynn was involved in several organizations including Legal Clinic, the Business Law Association and was President of the Federalist Society. She is active in Continuing Education of the Bar (CEB) seminars and presentations and is a skilled interviewer and trained listener. Ms. Flynn is also a member of the Orange County Bar Association, Los Angeles County Bar Association, Irvine Chamber of Commerce, Los Angeles Chamber of Commerce and the Beverly Hills Bar Association. Ms. Flynn is also actively involved in community service and has raised thousands of dollars for Leukemia and Lymphoma by running the Long Beach Marathon. Ms. Flynn worked at the Orange County Courthouse to provide free procedural assistance to people who do not have attorneys and are representing themselves. Currently, she works with the Los Angeles Public Legal Counsel – providing legal aid to indigent members of the community.
44:43
October 1, 2019
EP 4 - Commercial Realtor, Sandra Park
Born in Guatemala (fluent in Spanish), graduated from Florida State University with a B.S. in Merchandising, Sandra Park brings 19 years of experience and outstanding service to the Real Estate Market in Marin County. She and her husband have raised two sons in Mill Valley. The oldest is a graduate of Tamalpais High School and UC Davis, now working on his graduate degree in Biology at Tufts University. The youngest also a graduated from Tamalpais High School and has completed courses at UC Santa Barbara and College of Marin. Sandra is a member of good standing with the California Association of Realtors (CAR), National Association of Realtors (NAR), and Marin Association of Realtors (MAR). It is through Sandra's service, experience and associations that she has become a top producing agent, for the last 18 years and has received annual achievements in: Gold and Silver Awards, Multi Million Dollar Club Awards and Certificates of Recognition for Customer Service. Sandra's business is based on 98% referrals from happy clients who, with Sandra's expertise, where able to find that perfect home. Her dedication and commitment to her clients and community are what set her apart. She has been a member of local school foundations for years, raising funds for KIDDO, the PTA, and Boosters. She has been a board member of the Mill Valley Outdoor Art Club and the Marin Art and Garden Society.
51:16
October 1, 2019
EP 3 - Upper Echelon Clothing, Trent Clark
Trent Clark is a wardrobe artist. He designs and creates custom wardrobes and images for successful individuals.  His niche over the past 2 decades has been dressing gentlemen, however, he does have master tailors with the capacity to construct custom ladies garments.   He is also a podcast host on the show "Vent with Trent-the-Gent".   CONTACT Email: trentclark@upperechelonltd.com Call: (562) 500-6348
53:06
October 1, 2019
EP 2 - Realtor, Brock Worthen
Brock Worthen began his real estate career in 2003 where he quickly launched into one of the top producing agents out of the Keller Williams Hollywood Hills office which later landed him the “Rookie of the Year” award.  Soon thereafter, he built his sales team that eventually expanded into 5 states.  This early growth allowed him to begin honing his leadership skills that would later play a key role in his career as a leader in the real estate industry in the greater Los Angeles area. He’s personally closed over 500 transactions in his sales career and as Managing Partner of 3 Keller Williams offices, he’s been responsible for the oversight of over 8700 sides in his career.  In his managing partner position, he is responsible for sales, expansive growth, profitability and business consulting in 3 Keller Williams franchises. He operates with the highest levels of integrity with an intimate focus on customer service while understanding that one never compromises character for a desired result.  Brock's passion lies with building relationships and serving his clients.  He delivers this mission by succeeding through others, leveraging the strengths of those around him and removing his personal agenda so that the needs of those he’s serving is not just met but maintained long after their goals have been met. Brock is also a proud Dad of 2 amazing children while being the luckiest man to have not only a brilliant business partner and wife but a partner who challenges him to be a better human being each and every day.  He’s also a super hero to his to young kiddos…at least he thinks he is.
46:27
October 1, 2019
EP 1 - Dana Dattola
Dana Dattola is a contributing author of "Ask the Experts" as well as Certified Insurance Consultant (CIC) and Certified Risk Manager (CRM). Born & Raised in Los Angeles, she is a third generation property & casualty insurance broker. Weaver & Associates specializes in assisting growth focused Southern California based businesses where the owner(s) are actively involved in the operations and value a culture of safety and improvement.
45:45
September 16, 2019