Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® 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!
The reality is that navigating the benefits system is not easy! Electing the wrong choice can cost you and your loved ones potentially thousands of dollars.
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Sharon Betts, a native of Tupelo, MS, is the Agency Manager/Broker for Bell & Associates Consulting Firm and assist customers in gaining coverage for Healthcare, Medicare, Life and Retirement “I love my job because it allows me to be a servant unto God by demonstrating his love and compassion to serve his people in their insurance needs,” said the Herzing University alumna. In her free time, the mother of three enjoys reading, shopping, and spending time with her family.
Mike Riedmiller is the President of Riedmiller Wealth Management. His passion is helping clients enjoy retirement with less stress and more fun. Your future should be spent experiencing things you enjoy with the people most important to you. He thinks everyone deserves values based financial planning with a goal of turning your dreams into reality. An educated investor is an empowered investor, he believes. Because of this, he dedicates his time and energy to helping clients gain a complete understanding of their personal financial situation.
As a Certified Financial Fiduciary, Mike’s focus is to serve his clients to the best of his ability through experience, knowledge, and a high level of professionalism. He is also a best-selling author, and has written a number of educational articles about investing and retirement planning.
Mike and his wife, Carisa, have been married since 1995. They have three children they are very proud of. Mike and Carisa enjoy spending time with family and friends, traveling, bike riding, meeting new people and helping others.
Luke Bland is a fee-based holistic financial planner offering 15+ years of industry experience. Before joining The Chamberlin Group, Luke worked for Fortune 500 companies including MetLife and Wells Fargo where he held a role as a Securities Trader.
Luke is a graduate of Eastern Illinois University, Lumpkin School of Business and has a Bachelor of Science degree in Management. As an entrepreneur, Luke decided to leave the corporate world to start his financial firm where he specialized as an advisory for Veterans.
Taking a holistic approach, he helps educate his clients about navigating their assets during retirement and planning for the unexpected.
When Luke is not planning and working with clients, he enjoys spending time with his beautiful wife, Mary, and two amazing children.
During his free time, Luke spends time on the golf course and outdoors. He is also an avid photographer and videographer, a new passion he recently acquired.
Tim has been helping retirees reach their goals for over 20 years. He's thoroughly familiar with the issues that affect seniors during retirement. With quality service and honest, experienced advice, he helps them meet those issues head on, and plan for lasting financial independence. He can do the same for you.
Away from the office, Tim Sharer volunteers his time helping high school and college students make the transition from adolescence to adulthood. He challenges them to search within themselves, to ask the crucial questions: “What kind of life do you want to lead? What are the things that matter most to you?” He asks his clients the same questions. After all, a successful retirement investment strategy is about more than money. It’s about using your assets to achieve your personal goals.
Tim enjoys mentoring young adults in the community encouraging them to seek greater meaning in their lives.
Tim and his wife Debbie are proud parents of their two daughters, Jessica and Katelyn, and proud grandparents of their four grandchildren, Beckham, Caden, Kambrey, and Collin.
Thomas specializes in wealth management and financial planning with an emphasis in retirement distribution and tax planning. Having started his career as a FINRA registered rep and life insurance agent, Thomas dropped his FINRA registrations and kept his series 65 registered Investment Advisor Representative status to transition his practice into a fee based fiduciary model. Not only is Thomas a CFF, he is also “Ethics Approved” by the IARFC and is one of only a handful of financial advisors in Texas to receive the coveted “Best Financial Advisor” by the National Association of Senior Advocates.
Thomas utilizes a “top-down” approach to planning that not only evaluates risk tolerance, but also closely examines goals, passions, and pitfalls to prepare for and hedge against the things that can derail a retirement plan. With asset protection, long-term care needs, Medicaid planning, and estate preservation strategies Thomas is known as more than a builder of nest eggs, his clients also consider him the weaver of safety nets. Thomas and his wife live in Pecan Plantation Southwest of Fort Worth, TX and they enjoy spending their spare time teaching STEM education to underserved youth and competing in combat robotics competitions.
Peter Pavlakis is President and Founder of Avenue Wealth Management and has provided thirty years of comprehensive wealth management services and personalized financial planning advice to affluent clients throughout the country. Most of his experience was working with clients in New York City but he is now currently residing in Dallas, Texas. He is a sought after wealth advisor who enjoys educating clients on estate preservation, retirement income strategies and succession planning strategies for business owners.
Mr. Pavlakis holds his FINRA Series 7, Series 63, Series 66 and the State of Texas Life, Accident and Health and Variable Annuity Insurance Licenses as well as the State of Texas Property and Casualty insurance license. He is married to his wife Angela and they have two grown children Nicholas and Alejandra.
What quality of yours makes you best suited to what you do?
I love helping people – it brings me so much joy to see someone happy and fulfilled. I try to incorporate that into my daily tasks – doing my part to help be transparent to the client and be understanding of their needs.
How should people think about their wealth?
When you have trusted advisors looking out for you – the only worry should be what do I want to do with my wealth and how can I make this world better than how I found it.
Favorite Quote or Personal motto
Don’t worry, be happy!
How do you spend your time outside of work?
With my family – I especially love to fly with my husband (who’s a pilot!)
What accomplishments are you most proud of?
Paying off my student loan debt and saving for my first home.
Scott Marion, WMS℠ , Certified Financial Fiduciary®
Scott Marion left a consulting manager position at a blue-chip Fortune 100 company to become a financial advisor because he finds higher value in protecting families from financial calamity and preparing them to accommodate future cash needs.
As a Certified Financial Fiduciary®, Scott is required to put your needs first and do the right thing for each person he has the privilege of serving. Scott thoroughly researches and carefully presents financial plans to meet his clients’ needs at whatever stage they find themselves - whether it’s debt elimination, saving for college and retirement, or investment strategies to build your financial dreams and goals.
Scott is also a SmartAsset SmartAdvisor residing in and serving Knoxville, Tennessee and the surrounding areas. He firmly believes you must understand where your money is going, instead of wondering where it went.
An accredited Wealth Management Specialist and National Social Security Advisor, he is uniquely qualified to guide SSA/SSI and SSDI recipients through the complexities of the federal Social Security Administration’s benefits programs.
Scott’s passion is helping people protect their ability to make money and to grow their assets with an eye toward complete and lasting financial freedom. “I help those who are seeking to build wealth learn the secrets of reaching their dreams more quickly than they might think, and I help those who have attained great wealth enjoy and preserve it”. No matter where you find yourself today you can trust Scott based on his character and integrity to get you where you want to be financially. “I’m in this with you,” says Scott. “I want to be on the journey with you and to coach you through it. I help make the complex, simple.”
Scott currently resides in Knoxville, Tennessee and is committed to serving the community with his great ideas and strategies. He and his wife Nada have triplets; two boys and one girl. Scott enjoys outdoor activities, and family activities with the kids.
Scott Marion, WMS℠ , Certified Financial Fiduciary®