PB + Jax

Navigating Wealth Management and Jacksonville's Downtown Authority with Scott Wohlers

How do you build a legacy while staying grounded in your community? In this episode, we sit down with Scott Wohlers, President of Riverplace Capital, to discuss the true meaning of fiduciary responsibility and the journey of growing a premier financial advisory firm right here in Jacksonville. From his early days in Tennessee to becoming a key figure in the River City’s financial landscape, Scott shares the "Pioneer" mindset required to embrace change and the "Builder" discipline needed to manage wealth with transparency and integrity. In This Episode: 1. The Fiduciary Difference: Why prioritizing the client’s interest isn't just a policy, it’s the foundation of trust. 2. Relocating for Growth: Scott’s journey from Regions Bank to leading River Place Capital. 3. The Balancing Act: Real-world tips on managing a high-level executive career while staying present for family. 4. Community Impact: Why serving on local boards is a non-negotiable for Jacksonville leaders. Key Takeaways: Embrace Change: Growth happens when you step out of your comfort zone and into new metro markets. Relationships > Transactions: Wealth management is about understanding unique goals, not just managing portfolios. Continuous Learning: How to stay ahead of evolving market trends to better serve your clients.

Episode 55: The Block Jax w/ Daniel Moffatt

Finding a place where kids can run wild, dogs can play, and adults can actually enjoy a cocktail without the constant battle against screen time is rare, but that’s exactly what Daniel Moffatt created with The Block Jax.Daniel saw a gap in the local scene: parents were tired of "restaurant stress" and the constant need to hand over an iPad just to get through a meal. His solution? A 10,000-square-foot outdoor hub that brings together food, live music, a dedicated kids' play zone, and a dog park. Here is the breakdown of what makes The Block Jax a unique community anchor: * No-Stress Dining: With eight local food vendors and a cashless ordering system, you can grab a meal from places like Chancho King, Darkside Tacos, or Slingin' Wieners without feeling rushed. * Designed for Every Age: The venue is split into zones. There is a secure, Candyland-inspired play area for kids, a massive LED wall for sports and movies, and an upstairs craft cocktail bar for those looking for an "adults-only" vibe away from the chaos. * Pet-Friendly Culture: Through a partnership with Kanine Social, they’ve integrated a full dog park on-site so your furry friends don’t have to stay home. * The "Anti-Tech" Goal: The core mission is about human connection. By creating a space where kids can be active and parents can actually socialize, the goal is to get everyone off their screens and back to being present. Located just off Gate Parkway (near IKEA), it is quickly becoming the go-to spot for locals who want to stay, hang out, and actually relax. #TheBlockJax #JacksonvilleLiving #JaxLocal #CommunityFirst #FamilyFriendlyJax #LocalEats

Episode 54: Building Software in the AI age with Mike Potts of Feature[23]

In this episode, Randall Thomas sits down with Mike Potts, CEO of [Feature23], to explore the evolution of custom software development, the integration of AI, and the strategic focus on the middle market. They discuss the importance of culture, innovation, and market adaptation in a rapidly changing tech landscape, providing actionable insights for software professionals and business leaders alike.

Episode 53 - From Tech to Tap with Andrew Batey of Mocama Brewery

What happens when a tech entrepreneur dives headfirst into the world of craft beer? In this episode, we sit down with Andrew Batey to discuss his fascinating transition from the startup world to revitalizing the Northeast Florida brewery scene.Andrew shares the "under the hood" reality of business turnarounds, the grit required to scale a brand like Mocama Brewery, and why he believes you should always "swing for the fences" in entrepreneurship. Whether you’re a local business owner, a craft beer enthusiast, or an aspiring founder, this conversation is packed with actionable insights on leadership, venture capital, and the power of community.We Cover:The Pivot: How Andrew fell into the craft beer industry.Business Turnarounds: Strategies for saving and scaling failing businesses.Jacksonville Growth: Why Northeast Florida is the ultimate hub for innovation and collaboration.Venture & Investment: What it really takes to get a startup off the ground.Giving Back: Mocama's commitment to supporting first responders and local families.Episode Chapters:00:00 - The Origin Story of Mocama Brewery11:13 - Turning Around a Failing Business14:08 - The Craft Beer Community in Northeast Florida18:26 - Future Aspirations and Market Dynamics21:54 - The Story of Mocama23:31 - Community and Connection24:58 - Entrepreneurship in Jacksonville28:51 - Government and Community Collaboration32:25 - Investing in Startups37:28 - The Importance of Team and Adaptability39:08 - Supporting First Responders and Families42:12 - Quality of Product and Community Impact

Episode 52: Curtis Dvorak - the Man Behind the Mask.

Whether you know him as the man behind the iconic whiskers or a champion for local wildlife, Curtis Dvorak is a Jacksonville legend.In this episode, we sit down with the man who brought Jaxson de Ville to life to discuss his high-octane career with the Jaguars, his seamless transition into media, and his current mission: advocating for the Jacksonville Zoo and Botanical Gardens. Curtis shares why he "never misses what he did yesterday" and how he’s now using his platform to drive conservation and community growth in the city he loves.In This Episode, We Cover:The Mascot Era: The adrenaline, the stunts, and the 350+ appearances a year that defined the early days of Jaguars football.Media & Storytelling: How Curtis transitioned from silent stadium antics to becoming a prominent local voice.Conservation First: Why the Jacksonville Zoo is a cornerstone of the city's future and how you can get involved.Jacksonville Pride: Exploring the "Good Stuff" that makes our community a unique place to live and work.