Business Innovators Radio

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well. Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States: Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation. Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt. Learn more: http://www.retirewithbam.com/ [http://www.retirewithbam.com/] Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement [https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement]

Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate. Learn More: https://victoriab360.com/ [https://victoriab360.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier [https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier]

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact. Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet. He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions. Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries. A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community. Learn more: https://www.capsurtaxandestateplanning.com/ [https://www.capsurtaxandestateplanning.com/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners [https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners]

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first. A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle. Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat. Learn More: https://www.completesolutions.insure/ [https://www.completesolutions.insure/] Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ [https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/] Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income [https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income]

Sydney Mauck serves as the Anschutz Military Collections Specialist at History Colorado, where she is dedicated to preserving and sharing the stories held within the museum’s extensive military collection. A Colorado native, Sydney developed an early appreciation for the state’s rich history, particularly that of the renowned 10th Mountain Division, through the influence of her father and grandfather. She went on to earn a bachelor’s degree in Anthropology from the University of Denver, with minors in History and Psychology, and a concentration in museum studies. Her passion lies in working with museum collections to interpret and present human experiences through exhibitions and public programs. Sydney’s professional background is rooted in museum collection management. She gained hands-on experience through internships with the Denver Art Museum, the Denver Zoo, and the National Park Service at Kalaupapa National Historical Park, Molokai, Hawaii. These opportunities deepened her expertise in handling and interpreting artifact collections for public engagement. From 2020 to 2021, Sydney contributed to History Colorado as both an intern and a contractor before joining the organization full-time in 2022 as the Anschutz Military Collections Specialist. In this role, she oversees a collection of more than 10,000 military artifacts and works to ensure its accessibility to the public. She also manages the 10th Mountain Division Resource Center, which History Colorado administers in partnership with the Denver Public Library. https://www.historycolorado.org/ https://www.facebook.com/10thmountainrc/ ************************************************************* Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future. As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning. Judy’s mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives. Learn More: https://judycarlson.com/ [https://judycarlson.com/] The Inspired Impact Podcast https://businessinnovatorsradio.com/the-inspired-impact-podcast/ [https://businessinnovatorsradio.com/the-inspired-impact-podcast/] Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-sydney-mauck-anschutz-military-collections-specialist-history-colorado [https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-sydney-mauck-anschutz-military-collections-specialist-history-colorado]