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!
David started his financial services career in 2006 and enjoys making people feel comfortable through the organization of their financial lives. He believes in making a positive impact by offering high-quality strategies and services through extensive preparation. David brings a depth of knowledge and skill to Newport Wealth Advisors, along with a strong commitment to the firm's core values. Previously, David volunteered at Ronald McDonald House and at Sandieguito River VAlley Coservancy.
Jesse works in the Financial Planning Department as well as assisting with certain aspects of client services. Having a long history of working in the international luxury hospitality business, Jesse brings the skills necessary to deliver distinguished client service to each of our clients. Jesse holds his NASAA Series 65 license and is currently enrolled at the American College of Financial Services working towards his ChFC designation. When he is not at work, Jesse loves being outdoors with friends and family, golfing, scuba diving and skiing.
Betty Azmoon provides financial planning and wealth management services that help individuals and families obtain their financial goals and create a financial plan for the future. Betty works with individuals, including those going into retirement, divorcees and widows, to answer their most pressing financial questions and concerns, and then develops a well-thought-out financial plan that meets their individual financial goals.
Betty’s role at Griffin Financial is meeting with clients and prospective clients to educate them on the different financial and investment strategies that are available to help them reach their goals. She applies her extensive personal and professional experience in all areas of financial planning to help you pursue your goals. One of the benefits of working with Betty is her ability to provide clear, easily understood explanations of financial products and services.
Betty Azmoon is a Financial Planner and has been the CEO and owner of Griffin Financial for 19 years. She has worked in financial services, lending and credit management for 28 years. She holds her series 6,7,24 and 66 securities registrations, an insurance license, and stays current on all continuing education requirements. She is licensed to sell a variety of financial and insurance products and is registered in various states including, California, Nevada, Tennessee, and Utah. Licenses in additional states can/will be obtained as needed.
In her spare time, Betty enjoys spending time with her husband Ali.
Joe offers his years of experience, education, and expertise to implement personalized planning strategies for clients.Our firm, Avanti Wealth Management, specializes in full service, holistic financial planning, tax clarity, wealth management, estate legacy and protection planning.The Avanti core team has over 150 years of combined professional financial industry experience.We have successfully managed clients’ financial planning through an incredible range of market environments, building a reputation in the financial community for solid direction, integrity, and a commitment to client service.We truly are interested in our clients, -their families, livelihood, and legacy.We work with clients in their unique financial experience to realize their life vision and purpose through effective and insightful ideas that integrate both financial and spiritual values. Avanti offers innovative perspectives, providing clients with substantial, lasting growth and results that matter.
Joe is a Certified Financial Fiduciary ®, Chartered Financial Consultant ®, Certified Estate Planner®, Certified Kingdom Advisor®.He is a FINRA Registered Principal of GA Repple & Company, Broker Dealer and Registered Investment Advisor and COO of Avanti Wealth Management LLC, Investment Advisor. Hismemberships are current as a Member of the National Association of Certified Financial Fiduciaries, a Top of the Table qualifying member of the financial industry’s Million Dollar Round Table as well as a member of numerous national and local industry organizations such as the National Association of Insurance and Financial Advisors, Charter and Qualified Member - Kingdom Advisors, Society of Financial Service Professionals and C12 Group- a CEO Advisory Group.
Joe has served on charitable and business boards including Advent Health Planned Giving Board (formerly Florida Hospital) and has been honored numerous times as a “Million Dollar Advisor” for the foundation.Joe is a current member and past president of Probus, an Italian American business owners and professional association. Born and raised in Long Island NY and now living in Florida for over 30 years, Joe enjoys time on the water, good conversations and humor, great Italian food, and spending time anywhere with family and friends.Joe and his wife, Leisa, have two beautiful daughters and two lively grandchildren and they all live in Central Florida.
As a Fiduciary, Jake always puts his client's interests above all others. His dedication to his clients is the hallmark of his practice. His fee-only wealth management practice is built to emphasize client relationships over transactions. Jake has a bachelors degree in Business Administration with a Minor in Economics. He is currently working towards his CFP designation through the American College of Financial Services. He played football in college and still enjoys both football and baseball very much. He also enjoys the outdoors and exploring the mountains, lakes and rivers of the beautiful Pacific Northwest.
As your trusted advisor, I will guide you toward your financial goals with integrity, compassion, and diligence. I believe independent, objective advice serves my clients best. I believe in a strong personal relationship." Anita works closely with her clients to recommend financial plans based on the client's unique and specific needs.
Her background and credentials allow her to select the plan best suited to each client. Anita currently holds FINRA Series 7, 63, and 66 licenses and, in addition to the Certified Financial Fiduciary, has earned the Accredited Asset Management Specialist (AAMS ® ) designation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Anita Ritter Financial and Cambridge are not affiliated.
As your trusted advisor, I will guide you toward your financial goals with integrity, compassion, and diligence. I believe independent, objective advice serves my clients best. I believe in a strong personal relationship." Anita works closely with her clients to recommend financial plans based on the client's unique and specific needs.
Her background and credentials allow her to select the plan best suited to each client. Anita currently holds FINRA Series 7, 63, and 66 licenses and, in addition to the Certified Financial Fiduciary, has earned the Accredited Asset Management Specialist (AAMS ® ) designation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Anita Ritter Financial and Cambridge are not affiliated.
I get to come to work every day and do something that I love,” says Momentum Financial Partners co-founder, Brett Fallon. “In fact, the best part is figuring out various ways to inspire people to develop and execute a foundational financial plan to achieve their goals,” said Brett, “It really is amazing to help families organize, analyze, and plan the complexities of their financial lives.
In addition to maintaining his Chartered Retirement Planning Counselor® designation, Brett recently completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA).
Brett is a Certified Financial Fiduciary®. Designees agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
"I believe that all advisory relationships must be borne in an environment of trust, objectivity, and free from conflicts of interest. Our relationship with our clients’ is founded on the idea that capability and experience are the keys to helping them find financial success as they choose to define it,” Brett explains.
Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:
Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest
Business Owners – Coordinate various professionals to manage before, during, and after a business liquidation or sale
Change in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets
Inheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real property
Job/Career Transition – Aggregation of retirement accounts and investment management needs
We help you navigate through these transitional periods with our knowledge, experience, and integrity.
Jason began his career in the financial services industry in 1997 with American Express Financial Advisors after graduating from the University of Texas at Austin. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. In addition to being a fiduciary, Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: U.S. Navy, the City of San Diego, athletes, municipalities, entertainers, local banks and large corporations.
His areas of specialty include:
Investment Management Tax Reduction Strategies
Retirement Planning Employee Education
Business Consulting 401k Plans
Stock Options Asset Protection
In addition to his career, Jason serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.
Growing up in rural Southwest Wisconsin, at a young age I developed a passion and great appreciation for agriculture. Working on different dairy and beef operations, I have developed a strong understanding of the uniqueness of agricultural businesses. As a Financial Advisor I focus on partnering with and helping farm families in rural Southwest Wisconsin communities. One of the most challenging decisions they will make is when to transition out of the only thing they’ve ever done, farming, and into retirement. I want to help them be confident in this decision, allowing them to enjoy their retirement.
I believe, to successfully help individuals achieve their goals, it is my responsibility to be an expert in understanding the needs of clients. I’m continually enhancing my knowledge through educational programs to stay on top of the ever changing financial industry. I also believe in having strong relationships with professionals that specialize in areas outside of my area of expertise, such as; estate attorney’s, tax professionals, and loan officers, among others.
Aside from being a registered FINRA series 7 and 66 licensed advisor. I also am a Certified Financial Fiduciary®, helping to ensure that the Best Interest of Clients is my #1 priority. I aspire to support local communities of Farmers Savings Bank, by successfully achieving client’s individual investment needs.
A graduate from Southwest Wisconsin Technical College and the University of Wisconsin Platteville, I obtained both an Associate’s and Bachelor’s degree.
My wife, Elaine, and I have two daughters; Lennon (5) and Sullivan, a.k.a. Sully (2), and we currently reside in Oregon, WI. When I’m not working or with my family, which is where you will find me 99% of the time, I do have a few part-time hobbies; which are fishing, hunting, shooting trap, getting in the occasional round of golf, and supporting local communities with local service organizations.
If there are any topics or requests you would like to review, please do not hesitate, and reach out to me with the Investment Center at (608) 987-5020, or stopping by to catch me at 305 Doty St, Mineral Point, WI 53565.
Thank you for taking the time to briefly learn about me, and I look forward to the opportunity to serve you. Make it a Great Day!
The financial advisors of Farmers Savings Bank Investment Center offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Not FDIC Insured Not Bank Guaranteed May Lose Value. Farmers Savings Bank is not a registered broker-dealer or Registered Investment Adviser. Farmers Savings Bank and Commonwealth are separate and unaffiliated entities.
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