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!
Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s research and portfolio strategy group. At Bell Rock, we focus on building wealth for individual and families as well as 401k advisory services including on-going monitoring of investments and employee education. Ms. Reeves is a resource to the national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media. Our mission is to deliver returns consistent with client goals.
Jackie serves as a Trustee board member with the YMCA of South Palm Beach County. She is an executive Board member of the Greater Boca Raton Chamber of Commerce, a 2013 DIAMOND Award recipient, a 2010 recipient of the Chairman’s Award, and chaired the 2011 Leadership Boca class. Jackie volunteers with the George Snow Scholarship Fund and the Junior League of Boca Raton. Ms. Reeves was a Soroptimist Award recipient in 2013 and a Woman Volunteer of the Year nominee for the Junior league of Boca Raton in 2017. Jackie is a Past President of the Junior League of Boca Raton, the JLBR Endowment Fund and the Spirit of Giving network.
Ms. Reeves holds the Certified Financial Fiduciary®, AIFA® and PPMTM designations. The AIFA Designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. The PPC Designation certifies that the recipient has specialized knowledge of retirement plan compliance requirements, common plan services, and plan administration.
Chris entered the financial services industry in 1982 working with individuals and small business owners by first understanding their Needs, Wants and Wishes. Chris works closely with his clients using a holistic comprehensive refined process to discovery. This strategy nurtures a mutual understanding so that together they can navigate towards their financial goals.Chris holds the CFF Certified Financial Fiduciary® and the LUTCF Life Underwriters Training Council Fellow professional designation along with his FINRA Series 6,7,26,24 & 65 licenses as well as his Life, Health, Property and Casualty licenses.
Chris has held a number management positions over the years for several Broker Dealers. As Technology Implementation Manager, Chris mentors’ financial advisors and managers of his current Broker Dealer on how to incorporate technology tools in their day to day practice such as financial planning software.
When Chris is not working, he is involved in his church as a Eucharistic Minister and sits on the Board of Directors of the James T. Reedy, Sr. Memorial Scholarship Trust as Vice President of the 501(c) 3 charitable organization. He and his wife Colette, who teaches 1st grade at a local public school, enjoy hiking, sports, traveling and spending time with their son Dante along with family and friends.
Brad Pistole, is the CEO of Trinity Insurance & Financial Services in Ozark, MO. He graduated with a BS in Education from Arkansas Tech in 1993. He holds his Life and Health licenses in Missouri, Arkansas, Kansas, and Oklahoma. He is a member of the National Ethics Association and the Ozark Chamber of Commerce. Brad is a Certified Financial Fiduciary® and a Certified Annuity Specialist®. He has been recognized with Ed Slott and Company as a Master Elite IRA Advisor since 2010. He has also been a member of the MDRT – Million Dollar Round Table “The Premier Association of Financial Professionals” from 2011-present. He was awarded “Top of the Table” honors in 2015-2020 and was recognized as a “Lifetime Qualifier” in 2020. Brad was named the 2018 Safe Money Radio Advisor of the Year. He is the Author of the #1 Best Selling book, SAFE MONEY MATTERS, and he hosts Safe Money Radio each week on several stations in Missouri and Arkansas. You can reach Brad by phone at 417-581-9222 or by email at guaranteedsafemoney@gmail.com. You can learn more about Brad at www.guaranteedsafemoney.com
Abby is a Retirement Income Certified Professional® and a Certified Financial Fiduciary®. She also holds her Series 65 and life, accident and health insurance licenses. Abby loves helping people craft their customized retirement plans. After years of working in operations and client servicing, Abby recognized her love for helping people retire confidently and made the transition to retirement planner. She strives to create the most transparent experiences possible with both new and existing clients and enjoys educating families through retirement classes, podcasts and guest appearances on Retiring Today with Loren Merkle.
Abby earned a Bachelor of Science degree in Integrative Physiology from the University of Iowa. She and her husband, Clint, enjoy spending time with their sons, Nash & Eli. They’re also devoted Hawkeye fans and enjoy playing volleyball, biking and almost anything outdoors.
Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states. Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/LTC.
Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.
Dina is married with three children and lives in Oak Park, CA.
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.
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