Breakfast Series Speakers


Come join the BGS breakfast speaker series!
Grove Forum
A free continental breakfast will be served!!

 



James DeGaetano - November 2, 2017 9:30 - 10:30 a.m.

James DeGaetano - November 2, 2017 9:30 - 10:30 a.m.

Jim DeGaetano is the President of Diamond Wealth Advisors.  His passion is helping others achieve a better return on life through strategic planning for his clients.  Jim puts his clients first, listens well, and is there for his clients when their lives intersect with their finances to provide clarity for both major and minor decisions.  Jim is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. 

Jim was previously a Financial Advisor with First Command Financial services from June 2007 until February 2017.  He was consistently a top producer for the firm, and recognized annually for his accomplishments and service to his clients.  However, after thousands of client meetings, Jim had a vision of a world where he could bring the world's top technology and investment platforms to his clients, giving them immediate access to their complete financial lives, while also providing them access to an advisory relationship that is reliable, straightforward, and strategic.  

His vision is now the advent of Diamond Wealth Advisors, a Registered Investment Advisory firm, affiliated with LPL Financial, the nation's largest independent broker/dealer.  LPL's proprietary technology, comprehensive clearing services and independent research provide a robust support structure to compliment Diamond's tailored services for each client.   

Jim's background is unique, serving as an audit manager, senior accountant and broker as well as experience running a $50M company. His business travels took him to China, Europe and across North and South America for a variety of financial projects.   He is a graduate of Carlisle High School and played football, basketball, and track back in those days. 

Jim graduated from Shippensburg University with a Bachelor of Science degree in Accounting and Widener University with a Master of Business Administration degree. He holds Series 7, 63 and 66 securities licenses plus state life, health, and property-and-casualty insurance licenses. 

He is a Certified Financial Planner® and Certified Public Accountant.  He is a member of the Financial Planning Association, the Financial Services Institute, and the Pennsylvania Institute of CPAs.  Jim is the Past President of the Rotary Club of Carlisle.  He also volunteers with Junior Achievement, is a member of the Finance Advisory Council for Shippensburg University, and a member of the Carlisle Chamber of Commerce. 

His areas of focus include:

  • Comprehensive financial, tax, and estate planning
  • Retirement income planning and 401(k) rollovers
  • Investment strategies
  • Education funding solutions
  • Asset allocation and management
  • Insurance solutions and risk management

 His past local recognitions include: 

  • 2015 and 2016 Central PA Financial Leader as shown in Harrisburg Magazine
  • 2014 and 2015 FIVE STAR Wealth Manager as shown in Philadelphia Magazine
  • 2013 Shippensburg University Outstanding Alumnus Award
  • 2012 Central PA Business Journal's “Top Forty Under 40”
  • He is consistently voted “Best of Cumberland County - Financial Advisor'

 Jim lives in Carlisle with his wife Jen and his two kids Anna and Garrett.  He is a member of St. Patrick's Church.  He loves the community in which he grew up, enjoys the four seasons, sports, spending time with his family and friends.

Nora Habig - April 13, 2017- 9:30-10:30 a.m.

Nora Habig - April 13, 2017- 9:30-10:30 a.m.

Mrs. Nora Habig is a Beta Gamma Chapter honoree.  Mrs. Habig graduated from SUNY Albany with a degree in Economics.  Mrs. Habig has an extensive career in the banking industry.  Mrs.  Habig began her career as Treasury Management Sales Representative at the Bank of America in 1982.  In 1990 she became the Senior Vice President in charge of the treasury management business for Dauphin Deposit Bank and Trust.  Throughout her career she saw Dauphin Deposit sold to First National Bank of Maryland and later became Allfirst where she was the Relationship Manager in the Middle Market Group.  In 2003, Mrs. Habig transitioned to Waypoint Bank and assumed the role of Relationship Manager in the Middle Market Group.  In 2005 she became the Group Manager-Middle Market of M&T Bank where she now is responsible for managing the team of relationship managers in the Dauphin, Cumberland & Franklin Counties.   

Mrs. Habig is an active member of the John L. Grove College of Business Advisory Board; Holy Spirit Finance and Audit Committees; and the Holy Spirit Subsidiary - SPSI board; Board member of Harrisburg Regional Chamber of Commerce.  

Mrs. Habig is married to her husband Michael since 1987 and has two children - Erin age 22 and William age 19.

Bill  Rodruan - February 16, 2017- 9:30-10:30 a.m.

Bill Rodruan - February 16, 2017- 9:30-10:30 a.m.

Bill Rodruan grew up in Shillington, PA, graduating from Governor Mifflin High School in 1972.  He elected to pursue his higher education at Shippensburg State College, and graduated with honors in May1976 with a Bachelor's of Science degree in Business Administration.  He was in the first class that majored in Management Science.   

Bill immediately began working for the Armstrong Cork Company (which was later re-named Armstrong World Industries, Inc.) in Lancaster PA, starting as an analyst / programmer.  He remained at Armstrong for the next 37 years, progressing through 15 different positions (and four geographic relocations) that included serving as the Company's Chief Accounting Officer for nine years and Interim Chief Financial Officer for one year.  His last position before retiring in May 2013 was the Vice President Finance for the Global Flooring organization.  In 2012, Armstrong had annual sales of roughly $2.6 billion, operated 32 plants in 8 countries, and employed over 8,500 people around the world.

 

John Varcaris - November 10, 2016 - 9:30 a.m.

John Varcaris - November 10, 2016 - 9:30 a.m.

John has over 37 years of business and financial experience, including positions as a Partner at EY, and Chief Financial Officer and Senior Vice Presi-dent at Old  Mutual US Life/Fidelity & Guaranty Life Insurance Company.    In his executive team role at Best Doctors, a global organization doing business  in over 100 countries, John directed the company's international financial and operational strategy to  support Best Doctors' continuing expansion.  For his leading role in both strategic management and  revenue growth at Best Doctors, John has been recognized by numerous high-profile organizations and  publications in-cluding the International Business Awards, the American Business Awards, CFO magazine,  and the Boston Business Journal - as a finalist for CFO of the Year award.      

John's 21 year career at EY included audit and consulting engagements in the insurance, financial  services and real estate industries for large public companies as well as entrepreneuri-al businesses in  the Mid Atlantic area.  In 2000, John joined a client of his, Fidelity & Guaranty Insurance Com-pany, as  SVP and CFO to provide financial leadership of its sale from Travelers, Inc. to Old Mutual plc, and its  double digit growth following the transaction.      
John graduated cum laude from Shippensburg University with a Bachelor of Science in Business  Administration, and holds a Master of Science in Finance degree with honors from Loyola College in  Maryland, where he has taught several graduate and undergraduate courses as an Adjunct Professor. 

In retirement, John looks to give back to students, charities and companies through Board roles,  teaching roles and mission work.  John has experience with numerous Board roles with charities and  private companies, and has participated in several mission trips with his church. John, and his wife Jody (also a Shippensburg University BSBA gradu-ate), enjoy traveling and spending  time with their 5 children and 4 grand-children.