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!
Veronica Bell, along with her husband, Kenneth Bell, is the co-owner of Bell & Associates Consulting Firm, LLC, a multi-million dollar producing insurance and financial brokerage firm.
Veronica Bell has been in the financial industry for over 13 years. A two time graduate from the School of Accountancy and School of Business with a concentration in Human Resource Management at the University of MS, budget and financial counseling has always been her passion. Veronica fell into the insurance industry during an “experimental” phase, during her college years and found that the industry went hand in hand with her passions. From there, she was able to start her own business, counseling seniors for medicare, legacy planning, retirement planning, and insurance.
When she married her husband, Kenneth, in 2014, Bell & Associates was born. Pairing the skills of her and her husband catapulted Bell & Associates into the company that it is today, employing 20+ people and growing, contracting 20 brokers, with 3 offices and satellite offices and servicing thousands of clients in MS and 8 other states. Bell & Associates Consulting Firm is the top firm that insures the most Mississippians under affordable health insurance. Veronica is on the council for both Humana MS and Ambetter as a front line partner to ensure the experience of Mississippians with their insurance plan. Veronica is also a member of elite President’s clubs in a couple of professional organizations. Veronica was awarded top 10 business women by the Mississippi Business Journal.
Veronica is a mother of 5 with 2 currently in college. She is also a praise and worship leader at her local church and also the International Pentecostal Churches of the Apostolic Faith. In February 2020, Veronica was named as one of the top 10 business women in Mississippi.
Derek Bell has over 20 years of experience in the Financial Services arena. He has a Bachelor's Degree and Master's Degree in Accounting and has used those degrees to help his clients with managing their investments with taxes in mind. Through the years Derek has helped countless clients navigate Tax, Investment and Estate Planning issues. Derek has become an expert in the areas of Medicare, Medicaid, Estate Planning, and Investment Management. With his attention to detail and his keen sense of what clients need and want, Derek has built his business around a velvet rope approach. Derek currently holds an Accident, Life & Health Insurance license as well as a Series 7, 24, 31, 63, and 65 FINRA licenses.
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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.