Interviewers

Small Business Insight  The concept for Small Business Insight was born out of a group of small business owners in the Hampton Roads area who experience a common need. Having searched for a publication to discuss the countless issues of importance to someone developing a growing company, we finally decided to take the entrepreneurial approach and start our own publication to fulfill that need. We hope Small Business Insight  will give area business owners a way to better communicate with each other as well as a forum to learn, develop relationships and share both the difficulties and joys of growing a business. We offer a variety of articles on small business issues as well as profiles of successful local companies. We also wanted to build a community of small business people by offering a variety of networking experiences by which we can all learn from each other.

Todd Bailey

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Independent Financial Planner KRB Financial GroupWork Work 2000 Aerial Center Parkway Morrisville NC 27650 Work Phone: 919-518-7728
Biography

Todd Bailey is an Independent Financial Planner and owner of KRB Financial Group , specializing in consulting with small business owners to assist in personal financial planning. Having been a former business owner with employees and a Marketing Consultant to small business owners, Todd has a particular set of skills that cater to the unique needs of owners. Having worked with hundreds of business owners across the Triangle, he has developed a process that is personal and helpful to small business owners in preparing for their financial future. Todd’s perspective comes from having “been there, done that” in regard to business ownership. Prior to small business ownership and consulting, Todd was also business development director for several non-profit organizations during the first 17 years of his career.

Karen Boone

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Agency Owner State Farm Insurance Company Work 5603 Creedmoor Rd Raleigh NC 27612 Work Phone: 919-782-6666 Website: Karen Boone Agency
Biography

Karen Boone is a native of Virginia Beach, Virginia. Raleigh, NC has been her 2nd home for the past 16 years. She is a graduate of Norfolk State University (Norfolk, VA), where she obtained a B.S. Degree in Mass Communications.
Shortly after college, Karen embarked upon a brief career in radio and TV broadcasting. Then she made a career change and accepted a position with State Farm Insurance Company . With this career change, Karen developed a new passion by helping people ” manage the risks of everyday life, recover from the unexpected and realize their dreams”. Her career with State Farm has spanned 25 years, and Karen has worked in several different capacities: Auto Claim Representative; Litigation/Mediation Claim Handler; Agency Field Leadership and an owner of her own State Farm Agency for the past 5 years. Karen has found her voice running her own small business and experiencing true entrepreneurialism. When she meets with clients and discusses what’s important to them, and lets them know how she and State Farm can assist them in their endeavors, Karen experiences an “all – time high” in the world of Insurance and Financial Services. She is committed to her clients and enjoys passing on knowledge and building a relationships with them.

Karen has been married to Vincent for the past 26 years, and they have 3 wonderful children: Vincent, Jr. 22; Tyler 18; and Kassidy 13. The family has 2 dogs: a Pomeranian named Mario and a Maltese named Lola. In her downtime, Karen enjoys spending quality time with her family, traveling, reading, cooking gourmet meals and working out.

Bill Davis

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Team Nimbus of North Carolina, Inc. Work 3801 Computer Dr. Suite 101 Raleigh NC 27609 Work Phone: 919-926-9810 Website: Team Nimbus
Biography

Bill Davis is a business coach and owner of Team Nimbus of North Carolina, a small business advisory firm specializing in coaching and training small business owners and sales professionals to grow their businesses to provide them with the resources and time to live the lives they want. He is also publisher of Small Business Insight.

Tanya Dial-Bethune

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SVP/Senior Commercial Loan Officer M&F Bank Work 101 Beatties Ford Road Charlotte NC 28216 Work Phone: 704-332-2121 Website: M&F Bank
Biography

Tanya Dial-Bethune is a veteran banking professional whose background includes branch management, retail and commercial lending, and business development. Ms. Dial-Bethune currently holds a position with M&F Bank as Senior Vice President/ Senior Commercial Lender for the Charlotte area.

In addition to her responsibility for developing and managing client relationships and developmental growth for the overall Charlotte area, Ms. Dial-Bethune also frequently conducts workshops on financial literacy for schools, community organizations and businesses.
Ms. Dial-Bethune was honored by Who’s Who in Black Charlotte in 2012.

Don Emmett

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Managing Director Entrust Associates Work 4700 Homewood Ct Suite 200 Raleigh NC 27609 Work Phone: (919) 881-9997 Website: Entrust Asssociates
Biography

Don Emmett is Managing Director of Entrust Associates, a Raleigh-based firm that specializes in business transactions. Don has more than 30 years of experience in small businesses and related entrepreneurial activities, having served as Vice President of Sales and Marketing and a principal for a $20 million group of electronic component distribution companies. Since selling his interests in the electronics industry, Don has invested in, helped manage and successfully sold many businesses, crediting some of his business success to “putting himself in the other guy’s shoes.” This credo has enabled him to see sellers from a buyer’s point of view and conversely buyers from seller’s viewpoint.

Jerome Gray

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SVP/Senior Commercial Loan Officer M&F Bank Work 100 S Murrow Blvd Greensboro NC 27401 Work Phone: 336-373-8500 Website: M&F Bank
Biography

Jerome Gray is a Sr. Commercial Lender at M& F Bank for the Triad Area. As a commercial lender, he provides business advisory services help sustain communities. This may be in the form of: working capital, increasing efficiencies, and financing commercial projects.

As a banker for over 20 years, Jerome has seen the financial industry go through many changes. The one constant that remains is great customer service and giving back to the community wins long term relationships. Jerome’s passion to work with small business owners has captivated an audience across the Triad Region. This body of work with small business owners includes being named SBA’s Minority Small Business Advocate of the year, growing a local Community Development Fund, and a leader in small business production in the Triad Region back to back years while with Wachovia Bank.

Jerome inspires youth to explore mathematics hoping to introduce that young person to the world of Actuarial Science and all it has to offer. Jerome holds a Bachelor of Science Degree in Economics from Northern Illinois University and resides in the Greensboro Metro Area with his wife and two sons.
Jerome Gray is a Sr. Commercial Lender at M& F Bank for the Triad Area. As a commercial lender, he provides business advisory services help sustain communities. This may be in the form of: working capital, increasing efficiencies, and financing commercial projects.

As a banker for over 20 years, Jerome has seen the financial industry go through many changes. The one constant that remains is great customer service and giving back to the community wins long term relationships. Jerome’s passion to work with small business owners has captivated an audience across the Triad Region. This body of work with small business owners includes being named SBA’s Minority Small Business Advocate of the year, growing a local Community Development Fund, and a leader in small business production in the Triad Region back to back years while with Wachovia Bank.

Jerome inspires youth to explore mathematics hoping to introduce that young person to the world of Actuarial Science and all it has to offer. Jerome holds a Bachelor of Science Degree in Economics from Northern Illinois University and resides in the Greensboro Metro Area.

James Hamilton

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Forecast Financial Group Home 65 Glen Road Suite 339 Garner NC 27529 Work Phone: (800) 678-2045 Website: Forecast Financial Group
Biography

After serving nearly a decade in the United States Army, James Hamilton has achieved success in the business world as an entrepreneur, creating and leading several corporations. In less than eight years, James grew a corporation from inception to 20 million dollars in annual revenue. He is now focused on creating strategies that help individuals plan and achieve financially stable futures for themselves and their families. As CEO of Forecast Financial Group, James leads a team that is committed to providing clients with financial education and resources to help identify their retirement goals and forge a path to create and preserve predictable income in retirement years. The foundational premise of his business model is building a strong clientele based on one-on-one professional relationships and not clients who simply buy products.

Under his leadership, Forecast Financial Group has implemented the philosophy that every client deserves to be empowered through financial education. Clients are empowered to create a safer financial future, based on their current assets and future goals, by positioning their portfolio for growth with little to no risk of loss. He also spends much of his time traveling the country and training other retirement and asset strategists to do the same for their clients. In addition to his educational seminars and financial services business, James is a motivational speaker and business consultant.

James and his wife Matisha have one daughter, and reside in the Raleigh, NC area. They are very active in their community as leaders and philanthropists.

Rusty Mills

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SVP/Senior Commercial Loan Officer M&F Bank Work 101 Beatties Ford Road Charlotte NC 28216 Work Phone: 704-332-2121 Website: M&F Bank
Biography

Albert “Rusty” Mills is the Senior Commercial Lender at M&F Bank. He is responsible for business development, commercial loan production, and relationship management in the Charlotte, NC market area.

Prior to joining M&F Bank, Rusty worked for Fannie Mae where he served as Senior Product Development Manager, Southeast Regional Director for Fannie Mae’s Community Development Business Center (NC, SC, GA, AL, TN, and FL), Senior Underwriting Manager, and Senior Business Manager.

Prior to joining Fannie Mae, Rusty served as Vice Predsident of Community Development Finance at Wachovia Bank (now Wells Fargo). In addition, Rusty previously held positions in the Commercial Real Estate Division with First Union Bank in the Carolinas, Virginia, Maryland, and Georgia.

Rusty has served on several non-profit boards, task forces, and as an advisor – all focused on economic development, affordable housing, and the creation of sustainable communities.

Rusty volunteers annually for the Room In The Inn Program in Charlotte that provides shelter and meals for the homeless during the winter season.

Rusty graduated from the University of North Carolina at Charlotte with a degree in Business Administration.

 

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