Wealth Insights

Taking care of business

Starting a business is an American dream. What do you need to know?

Episode 05 - Regions Wealth Podcast Series

It’s called the American dream, but owning a business is tough, and even the most seasoned entrepreneurs find themselves in need of small business guidance from time to time. In this episode, Wealth Planning Executive Bryan Koepp walks us through the stages of starting and growing a business: funding it, running it, growing it, and facing the business expansion hurdles that may come along the way.

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Meet the Speaker

Bryan Koepp is Wealth Planning Executive for Regions Private Wealth Management in the East. Bryan’s experience includes business succession and M&A planning, as well as advanced estate and trust planning. He brings to the team more than 20 years of wealth management experience, the past four with Regions. In addition to earning his law degree, Bryan is also a CERTIFIED FINANCIAL PLANNER^TM practitioner and a registered Trust & Estate practitioner with the Society of Trust and Estate Practitioners for international planning. Want to find an advisor like Bryan? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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Find more helpful resources on business ownership:

Steps to Starting a Business: Going from Idea to Execution