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Maverick CPA

Maverick CPA

Written by: Jay Tompkins
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Join Jay Tompkins as he talks with industry leaders and specialists about their maverick approach business, opportunity and life.© 2022 Jay Tompkins Economics Leadership Management & Leadership Personal Finance
Episodes
  • Ep009: Leveraging Experience with Chris Stankovsky
    Apr 14 2022
    Today on the Maverick CPA show, we talk with Chris Stankovsky, President of WoodMark LLC, an architectural woodworking company specializing in bespoke commercial, residential and healthcare interiors. Chris started out working with his hands within the organization and soon rose through the ranks, leveraging his experience and working on his skills and abilities, eventually becoming President. In this episode, he shares his approach to success and the wisdom of leveraging experience and adding value to yourself and the organization by developing your practice. This is a great show, with many insights for someone with ambitions to better themselves and create a career to be proud of. LINKS

    Show Notes

    About Baker Tilly

    About WoodMark


    GUEST Chris Stankovsky
    About Chris Special Guest: Chris Stankovsky.
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    39 mins
  • Ep008: Creating Refined Goals with Ali Nasser
    Mar 21 2022
    Today on the Maverick CPA Podcast, we're joined by founder and CEO of AltruVista, author, entrepreneur and race car driver, Ali Nasser. Ali is extremely passionate about helping successful business owners navigate the intersection of wealth and life planning; and his new book, "The Business Owner's Dilemma", helping business owners take control of the mental chatter, clarify their Ideal future, and enjoy the success they've earned is the perfect example of his desire to help. In this episode we have a great conversation about the value of clarifying goals and creating plans that lead to gratification in the end. Ali's valuable wisdom is on full display in this episode and it is definitely worth a listen. LINKS

    Show Notes

    About Baker Tilly

    Order the Book The Business Owner's Dilemma


    GUEST Ali Nasser
    About Ali Special Guest: Ali Nasser.
    Show More Show Less
    43 mins
  • Ep007: Holistic Planning with Matthew Miller
    Feb 21 2022
    Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston. I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning. This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective. LINKS

    Show Notes

    About Baker Tilly

    About Awaken Wealth Partners


    GUEST Matthew Miller
    About Matthew Special Guest: Matthew Miller.
    Show More Show Less
    49 mins
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