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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Sep 22, 2020

Curtis Ray founded SunCor Financial, LLC and serves as the President and CEO. In 2014, Curtis was introduced to the world of financial planning & insurance. Through years of research, Curtis observed that the traditional investment strategies of the 401(k), IRA, Real Estate, and Insurance were not living up to...


Sep 8, 2020

John Vuong is the Founder and CEO of Local SEO. The fourth child of Vietnamese immigrants to Canada, John is very familiar with hard work. He was born and raised in Hamilton, and worked from a young age to help his family while also having some pocket money to have fun. John has had almost too many jobs to count,...


Sep 3, 2020

Lorilyn Wilson is a CPA and firm owner based in Portland, OR. Her passion is working with business owners to piece together the best accounting systems and tax strategies that align with their business and life goals.


Sep 1, 2020

Marc Staut, Chief Innovation & Information Officer at Boomer Consulting, Inc., helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning, and coaching. He feels that “technology should be an enabler – something that’s approachable,...


Aug 27, 2020

Eric Pierre is a certified CPA with a long-established career in the tax and finance industry. His knowledge of and expertise in those areas is only eclipsed by his passion for people. He loves nothing more than to help both individuals and businesses not only save money on taxes, but also achieve their most ambitious...