Weekly Brief
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Weekly Brief
Weekly Brief
Thursday, December 11,2025 
Featured Vendors
Scott Butler, CFP, Retirement Income Planner
Klauenberg Retirement Solutions helps individuals move from saving for their retirement to comfortably living off their savings in their golden years. It provides ongoing, personalized financial planning that integrates income strategy, tax efficiency, investment management and risk protection to help ensure steady income source and financial peace of mind throughout retirement. Read more ‣
Mark Jrolf, Co-Founder and Managing Senior Partner, Nickie Norris, Co-Founder, Senior Partner, COO, CCO, Charles K Gifford Jr., Co-Founder and Senior Partner
New Heritage Capital is a Boston-based private equity firm with a twenty-year history of partnering with growing, middle market, founder-owned businesses. With its innovative investment structures like the Private IPO®, Heritage provides founders with a combination of liquidity and growth capital while allowing founders to maintain control of their business. With decades of experience at managing growth, Heritage gives its partners the strategic, operational and financial guidance to help its companies reach their growth objectives. Read more ‣
Industry Contributors
By David Robertson, Director of Enterprise Architecture, Exeter Finance
I serve as the Director of Enterprise Architecture at Exeter Finance, a premier auto finance company. Read more ‣
By Dan Niemiec, Executive Vice President & Chief Credit Officer, 1st Franklin Financial Corporation
With a Master of Applied Statistics degree from The Ohio State University and over three decades of experience, Read more ‣
By Chris N. Phillips, VP, Procurement and Vendor Risk, Lendmark Financial Services
As Vice President of Procurement and Vendor Risk, my role centers on balancing two critical objectives: enabling business growth through strategic sourcing while safeguarding the organization against third-party risks. Read more ‣
Feature of the Week
When selecting an investment strategy, it's crucial to consider your objectives. Several criteria determine which category your investing style will fall into: Your age, financial situation, and even degree of comfort doing it yourself will all influence how your portfolio turns out.
Read more ‣
The integration of blockchain technology in the precious metals market is progressing swiftly, enabling asset tokenization for fractional ownership and reducing barriers for smaller investors. Blockchain verification systems improve transaction transparency, ensure authenticity, and reduce fraud ris Read more ‣
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