#308: Building a Faith Based Wealth Advisory Practice for Veterans and Business Owners with Michael Mandarino, USMA ’96
Service Academy Business Mastermind
Release Date: 01/18/2025
#320: From Navy Command to Executive Coaching: Building Transformative Teams with Jeff Servello, USNA ‘02
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Jeff Servello is a seasoned leader and trusted Principal Advisor specializing in executive coaching, leadership development, and crisis response. A U.S. Naval Academy graduate, he also holds a Master of Professional Studies in Leadership, Education, and Development from the University of Maryland. Over the past 20 years, Jeff has led award-winning teams, managed billion-dollar resources, and coached cross-functional units to high performance in...
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#319: How LCAB Holdings Is Redefining Commercial Construction with Jeff Tegman, USMA ‘07
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Jeff Tegman is the Vice President of LCAB Holdings, a veteran-owned holding company redefining how the commercial construction industry attracts talent, maintains quality, and drives operational excellence. An Army veteran with an MBA in Engineering Management, Jeff leads LCAB’s strategy of acquiring specialized construction companies, building a resilient network that addresses industry fragmentation and labor shortages while raising the standard for...
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#318: From Billion Dollar Success to Redemption: The Journey of Jeff Martinovich, USAFA ‘88
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Jeff Martinovich is a seasoned business advisor, entrepreneur, and U.S. Air Force veteran with a background in finance, leadership, and strategic growth. A former Gulf War officer, he went on to build a billion-dollar investment firm, gaining firsthand experience in high-performance leadership and navigating complexity under pressure. After a highly public legal battle that reshaped his views on resilience and integrity, Jeff now channels his experience into...
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#317: Scaling Success: From Restaurants to Real Estate with Mike Brumagin, USMA ‘89
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Mike Brumagin is a U.S. Army veteran, West Point graduate, and co-founder of Battle Monument Group, a private real estate investment firm specializing in single-tenant net lease properties. After earning the Bronze Star for his leadership during Operation Desert Storm, Mike spent over a decade building and managing national restaurant franchises before shifting his focus to real estate. At Battle Monument Group, he has led the acquisition of more than 100...
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#316: Building the Business Beyond the Battlefield Conference with Patrick Alcorn, USMA
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Patrick E. Alcorn is a business strategist, veteran, and leadership coach committed to empowering entrepreneurs and organizations. As Director of the Veterans Business Outreach Center, he supports military-connected business owners at every stage of growth. A former combat engineer and West Point graduate, Patrick applies strategic thinking and leadership to drive economic development and innovation. He founded Business Beyond the Battlefield...
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#315: The Steady Leader: The Entrepreneurial Balancing Act with Schuyler Williamson, USMA ‘05
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Schuyler Williamson is an accomplished leader with a background in business, real estate, and mentorship. A West Point graduate and former college baseball player, he brings a competitive mindset and strategic approach to every endeavor. As the founder of Williamson Group Real Estate, he has built a thriving business as a real estate professional, investor, and entrepreneur. As the author of The Steady Leader, Schuyler shares his expertise in...
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#314: Scaling an Office Snack Business Nationwide with Claude Burns, USNA ‘06
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Claude Burns is a visionary entrepreneur, veteran, and startup founder transforming the workplace food and beverage industry. A former Navy Officer, he brings a mission-driven approach to leadership, strategy, and innovation. As the Founder and CEO of Office Libations, he is redefining B2B food service with a tech-driven model that optimizes inventory, reduces costs, and enhances service. Competing with industry giants, Office Libations has rapidly...
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#313: Leveraging AI and the ‘Grit Factor’ to Turn Your Dreams into Reality with Corey Reiser, USMA ‘11
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ Corey Reiser is a former Army Artillery Officer, real estate investor, and founder of School of Grit. A Division I lacrosse player at the U.S. Military Academy, he built the discipline and resilience that shaped his career. After leaving the military, Corey applied those same principles to real estate, creating a successful portfolio and achieving financial freedom at a young age. Through School of Grit, he shares hard-earned lessons on mental toughness,...
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#312: Creating a Print on Demand Apparel Business for Schools, Sports, and the Military with David Baska, USAFA ’13
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in San Antonio, TX on June 11th & 12th? Visit: ____ David Baska is a dynamic leader with expertise in operations, finance, and strategic planning. As Chief Operating Officer at Swift Brands, he spearheads the company’s mission to revolutionize military-branded apparel and the broader apparel industry through innovative technology and U.S.-based on-demand manufacturing. A former officer in the U.S. Air Force, David served in space and military operations, earning honors such as the Defense Meritorious Service...
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#311: Financial Planning with Private Investments, Tax Loss Harvesting & Charitable Giving with David Chepauskas, USMA ‘77
Service Academy Business Mastermind
Need financing for your next investment property? Visit: ____ With 33 years of experience, David Chepauskas specializes in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees. He is a partner at Summit Financial LLC, a leading independent financial planning firm serving the NJ Tri-State area. David is passionate about working with veterans and service academy graduates, leveraging his network to help them achieve their business goals and build meaningful relationships. His expertise spans retirement,...
info_outlineNeed financing for your next investment property? Visit: https://www.academyfund.com/
Want to join us in Tampa on January 28th? Visit: https://www.10xvets.com/events
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Michael Mandarino is a seasoned financial advisor with over 20 years of experience in investment advisory and financial planning. As the owner of 123 Investing LLC and CEO of Soterios LLC, an SDVOSB, he specializes in faith-based investing, tax-advantaged strategies, retirement planning, and charitable giving solutions. Michael is dedicated to serving transitioning military officers, religious organizations, charities, and small businesses, offering expertise in planned giving and biblical-responsible investing. A West Point graduate and former U.S. Army Platoon Leader, Michael collaborates with CPAs and Enrolled Agents to ensure comprehensive financial oversight. His work has been featured in Proactive Advisor Magazine, and he educates others about investing through his YouTube channel.
MIchaal Mandarino’s Securities & Investment Advisory Services are offered through G.A. Repple & Company, a Registered Broker/Dealer & Investment Advisor Member FINRA & SIPC, 101 Normandy Road Casselberry, FL 32707 T. 407-339-9090.
The Vision Behind Faith-Driven Finance: Turning Experience into Purposeful Wealth Strategies
- Michael’s Journey: From West Point graduate and Army Platoon Leader to financial advisor in 2002.
- A Faith-Driven Mission: How a pivotal moment in 2012 led to specializing in biblical-responsible investing.
- Serving Veterans: Helping service members navigate military benefits and transitions.
- Expanding Expertise: Assisting high-net-worth clients with complex tax strategies and capital gains planning.
- Educational Impact: Growing a YouTube channel to 55,000+ subscribers with compliant financial content.
- Future Growth: Mentoring junior advisors and acquiring books of business to expand his practice.
Timestamps:
- 00:47 Michael's Background and Career Journey
- 02:37 Finding a Niche in Financial Advising
- 05:35 Faith and Business: A Unique Approach
- 09:48 Short and Long Term Goals
- 13:11 The YouTube Endeavor
- 19:47 Challenges and Support
Connect with Michael
- YouTube
- 123-Investing
- Email: [email protected]
- Phone or text: (813) 710 - 4123
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A special thank you to Michael Mandarino for joining me this week. Until next time!
-Scott Mackes, USNA ’01