Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Connolly Financial Group, LLC is a financial services firm with over 22 years of experience. We have a tested and proven business model that we continuously refine with a fresh, new way of thinking. We are dedicated to helping you achieve financial independence by developing a comprehensive financial relationship and ensuring your retirement plans work in concert with all pieces of your financial strategy. At Connolly Financial Group, LLC, we empower you to safely navigate today's professional and retirement paths. We work with you to identify your financial goals and implement a strategy to achieve your retirement plans.
Gary Ybarra, is a CFF (Certified Financial Fiduciary) and as one of the Managing Partners of Gemlife Financial, Gary is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income, preservation and legacy. Gary enjoys helping people protect their retirement money and create guaranteed income for life. He is specifically skilled in retirement income planning, asset protection and tax minimization strategies. Gary is a member of National Association of Certified Fiduciaries (NACFF), the National Association of Insurance and Financial Advisors (NAIFA) and his of his local Chamber of Commerce in Pasadena Ca.
Gary has been featured on news outlets for his industry experience and trusted guidance, including AM870 The Answer radio. He serves business owners, residents and their families in the state of California, as well as surrounding states.
Gary enjoys spending time with friends and family, playing golf and attending sporting events and contributes regularly to local and national non-profit works.
Don Chamberlin,CFEd®, CFF®, CFEI Certified Financial Educator CFEd®
Don Chamberlin has devoted 34 years as a financial advisor to helping people plan a comfortable future. In fact, he originally founded The Chamberlin Group in 2002 with the goal of assisting families who wish to preserve their legacy for themselves rather than Uncle Sam. By combining tax, income, estate, and insurance planning, he created a one stop shop to assist St. Louisans with their complete financial future.
Don is a member of The National Association of Tax Consultants, as well as The National Association of Tax Professionals. In St. Louis, Don has conducted nearly 500 educational workshops over the past 15 years. His topics are as varied as tax reform, estate preservation, asset protection, and as simple as organizing your important papers, and reducing expenses; establishing himself as a leader in educating his community on tax and retirement issues.
As the President of the St. Louis Chapter of the American Financial Education Alliance (AFEA) Don has taught classes for this non-profit National Education organization at University of Missouri St. Louis, Missouri Baptist University, the St. Louis City & County library system, as well as at Fortune 500 companies.
In the National media Don has been published in articles from Money Magazine, USA Today, U.S. News & World Report, Financial Planning Magazine, Retirement Advisor Magazine, Financial Times, Life Health Pro, and several others.Locally he has been quoted by the St. Louis Post-Dispatch, Crain’s St. Louis Business and Illinois Business Journal as well as being a contributor on KTVI Fox 2 St. Louis in the Morning.
Don is a member of the Million Dollar Round Table’s (MDRT) elite Top of the Table. MDRT is the Premier Association of Financial Professionals where members are recognized for their outstanding professionalism and knowledge related to financial topics.
In January 2019 Don was recognized in St. Louis’ Small Business Monthly as one of the “Most Admired Business Leaders” in our city for The Chamberlin Group’s contributions to the community.Don was also awarded a certificate of excellence by The American Financial Education Association (AFEA) , a 501(c)(3) non-profit financial education organization with 200 chapters nationwide for conduction more educational classes in 2018 than any other educator in the country.
Don has been married to Susie (Shipman) Chamberlin for 34 years. Susie is always supportive of Don helping people in their community with retirement issues. They both love their two dogs and are huge fans of the St. Louis Cardinals and love going to the home and road games.
Don Chamberlin,CFEd®, CFF®, CFEI Certified Financial Educator CFEd®
John Medwin of East Bend, NC has been helping clients with their finances since 2006.He has expertise in Long Term Care, annuities, Medicare and Life insurance.He helps clients ensure that they never run out of money in retirement, how to protect their assets from market loss, reduce or eliminate costly hidden brokerage fees, reduce taxes in retirement, pass money tax free to their heirs and how to ensure that health issues won’t derail one’s retirement.His extensive working knowledge and creative product lines offer solutions to most every situation.
John has hosted workshops, seminars, and worked with federal employees.He can show business owners how to recover substantial funds through property tax mitigation, cost segregation studies, hiring incentives and R & D tax credits, and how to leverage their retirement dollars and retire with tax free money.
John has run his own agency in the past with as many as 1,000 agents in his network and is license currently in 10 states.He has been a part of the Forecast Financial Team since 2017.
I have been a licensed CA mortgage broker in Southern California since 1981. I work with first time buyers, move up buyers, investors, as well as seniors who may be in need of a reverse mortgage.
In addition to the mortgage brokers license I also hold a CA Life and Health Insurance license. My goal is to educate my clients on how they can achieve a true TAX FREE retirement by using a safe, long term investment with no risk of principle loss what so ever. It’s time to retire your 401(k) and set up your own private reserve to fund your TAX FREE retirement. Call me and I will show you how.
Specialties: Conventional, FHA, VA, commercial loans, reverse mortgages, real estate investments, life insurance, and annuities.
In addition, I am uniquely qualified as an AIM professional to provide information in the following areas:Tax-Free Retirement Planning
Pat joined the Chamberlin Group after a 12-year career at Scottrade. There, he started out in their national call center, improving the clients understanding of the financial markets and the tools and resources available to them. He then worked in a branch office in Dallas, Texas as an investment consultant. He continued to focus on educating clients and providing them with the information they needed to make the best possible decisions about their finances. After approximately 2 years in Texas, Pat was promoted to a role in Scottrade’s corporate headquarters in St. Louis where he trained, coached and managed branch associates. Pat is one of the first advisors in the State of Missouri to achieve the National Social Security Advisor Certificate setting him apart as a leader in Social Security & Income Planning.
Pat graduated from the University of Dayton with a degree in Finance. He later returned to school at Webster University and achieved a Master’s in Business Administration (MBA). Pat lives in South City with his wife Laura, son Owen, and daughter Molly
Mark Alan Vosika was born in Grand Island, Nebraska in 1960. He graduated from the University of Northern Colorado in 1982 with a Bachelor of Science Degree in Marketing/Finance. Mark completed the Financial Para-Planner Program from the College for Financial Planning in 1997. In 2004 he received his Registered Financial Consultant (RFC®) designation from the International Association of Registered Financial Consultants. He received his Certified Financial Educator (CFEd®) designation in 2008 from the Heartland Institute of Financial Education (HIFE-usa.org) and is active in community financial education. Mark also received his Certified Financial Fiduciary® (CFF) certification in 2018.
Mr. Vosika has worked in the financial services industry since 1993, establishing long term relationships with his clients based on trust and integrity. He is currently an Investment Advisor Representative registered with the SEC, as well as a multi-line Insurance Producer to meet every need & concern, including help with Wills and proper medical POA’s.
He has successfully passed the FINRA Series 7 General Securities Representative Exam, the Series 65 Uniform Investment Advisor Law Exam, the Series 6 Investment Company Products/Variable Contracts Representative Exam, and the Series 63 Uniform Securities Agent State Law Exam. Additionally, he holds an active Colorado Insurance Producers License in the fields of Life, Health, and Property/Casualty Insurance.
Mark’s real passion is in Financial Education. He designs specific strategies for people to help them achieve their financial goals, and most importantly establish financial peace of mind. He focuses on wealth preservation strategies, maximum yields with minimum risk, safety of assets, reduction of taxes, and protection of life savings from catastrophic illness and/or nursing home expenses. He subscribes to a team concept in managing his client’s affairs, and is happy to work with their Attorneys, Accountants, personal family, or any other professionals. Mark accepts calls at (303) 482-6421 for discussion on estate, insurance, investment and/or retirement planning needs.
Candidates for the Registered Financial Consultant (RFC®) Designation are required to complete a graded self-study curriculum consisting of ten volumes mirroring that of the CFP preparation that covers the following six topics:
• Financial Planning Process • Insurance Planning
• Investment Planning • Income Tax Planning
• Retirement Planning • Estate Planning
Candidates must additionally meet the following education, experience and ethical requirements:
➢ Candidate either has attained a professional designation (i.e. CLU, ChFC, and CFP), or has earned a baccalaureate or graduate degree in financial planning with strong emphasis on subjects relating to economics, accounting, business, statistics, finance and similar studies; this granting institution must offer an IARFC-approved or CFP equivalent college curriculum and be an accredited college or university. Candidates must maintain proficiency via annual Continuing Education requirements.
➢ Met a minimum four years of experience, providing evidence of having met license requirements for securities plus life and health insurance, or submit RIA affiliation information.
➢ Candidate must have a sound record of business integrity with no suspensions or revocation of any professional licenses, and must subscribe to the IARFC Code of Ethics.
Joshua was born in Atlanta, GA, but at a young age his family moved to Chesapeake, VA, where he was raised. He attended Norfolk State University where he was on the Dean's List, named Mr. School of Business, and was a member of the football team from 2006-2009. He was featured in the November-December 2015 Edition of the Coastal Virginia Magazine for his dedication as a mentor and tutor for the literacy program with the Life Enrichment Center in Norfolk, VA.
Professionally, Joshua has been a financial coach for over 8 years. During his career he has gained in depth knowledge and expertise in the areas of life insurance, long-term care planning, irrevocable funeral trust, IRA maximization, final expense planning, retirement income planning, and many others. He has also received special training on Federal Employee Benefits.
Joshua works daily with clients to assist them with creating a holistic financial game plan that will allow them to reap the benefits of a well-planned financial future. He is also part of a national Mastermind group that develops systems and processes to enhance financial practices across the country.
Phimar Patterson, CFP®, is the founder of Blue Clover Financial, LLC. He holds both a finance graduate degree and an undergraduate degree in accounting from Krannert (Purdue University). He has over 20 years in corporate America working for MassMutual and Metlife, in various financial planning functions and within Fortune 100 companies, including AT&T, Coca-Cola Enterprises and Hewlett-Packard.
In 2013, Phimar decided to leverage his corporate financial planning experience and passion for different types of financial vehicles to the financial services arena to assist families and small businesses in meeting their financial goals.
Blue Clover Financial, LLC is a boutique wealth management firm that focuses on small to medium sized businesses and families. We specialize in financial plans and implementation of customized investment solutions that utilize an array of investment options.
Phimar and his wife of 18 years have two children and love spending time with family. In his free time, Phimar is an avid soccer player and coach. He also enjoys scuba diving and holds a Dive Master certificate. Phimar believes there is nothing as peaceful as laying on the bottom of the ocean looking up and watching the world swim by.
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