• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

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  • Fritzi Gros-Daillon, Founder and CEO of Household Guardians and Expert on Aging

    This week Richard and Joe welcomed Fritzi Gros-Daillon, a highly successful entrepreneur in senior move management, environmental consulting and most recently, the aging-in-place field. Her work entails providing help and insights for the real-life challenges facing Adult Children and their Parents. Her passion for keeping family members safe in their own home environment for as ...
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  • Alex Sonkin, Managing Partner of The Lombardi Group

    Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He ...
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  • Paul Hynes CFP, Wealth Manager and Financial Advocate for Seniors

    Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined ...
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  • Entrepreneur Neil Senturia and Charles Hoke Discuss Defy Ventures

    Listen to Podcast of the Show Changing the lives of inmates, Defy Ventures recognizes that many former drug dealers and gang leaders can become successful, legal entrepreneurs. Defy “transforms the hustle” of currently and formerly incarcerated men, women, and youth by providing entrepreneurship training, intense character and personal development, job placement, executive mentorship, startup incubation, and ...
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