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!
Charles R. Heuring is CCO and Managing Partner of IAMS Wealth Management. As an SEC Registered Investment Advisor with independent advisors throughout the country, Charles splits his time between business development, supporting the firm’s advisors, and working directly with his own clients. As a Series 65 licensed advisor himself, Charles gets the most fulfillment out of providing advisors peace of mind with their businesses so they can then do the same for the firm’s clients and their investments.
Charles’ mission is to help advisors, both experienced and new to managed money business, succeed as fiduciaries. He leads by example as a Certified Financial Fiduciary® himself, passing along insights to the firm’s advisors as they help navigate clients and prospects through their financial challenges. His goal is to instill the belief throughout the firm that when you fully educate clients and equip them with risk-adjusted strategies that reflect their priorities, you offer them the best chance at success.
Charles graduated with a BA in Marketing and Sports Management from Loyola University Chicago’s Quinlan School of Business. Prior to entering the financial industry Charles worked in event management for the Athletic Department at Duke University where he coordinated all Baseball and Volleyball events. When he’s not in the office Charles is most likely working on his golf game, traveling on a weekend getaway, or cheering on one of his favorite sports teams.
Dionicio (Dioni) Trevino has been in the securities industry for over 10 years now. He obtained his MBA in Finance from Ball State University in 2002. Prior to that, he graduated from The University of Florida with a bachelors in animal science. In 2013, he earned the LUTCF designation from The American College.
Utilizing an all encompassing approach, Dioni enjoys helping people secure their financial independence through the products and services he offers. "Being able to offer fee-based solutions along with security products, my clients can be assured that I put their interests first." -says Dioni
As an active member of the National Association of Insurance and Financial Advisors (NAIFA), Dioni enjoys being envolved in the community. His main interest is spending time with his family. He also enjoys bow hunting, fishing, major league baseball and watching college football. (Especially the Gators!)
Noah has over 23 years of experience in the Financial Services Industry, including experience in the insurance, banking and securities sectors. Noah has a focus on providing Financial Planning Solutions to help attain Financial Security. Noah is a licensed Realtor, and provides clients with guidance on the best strategies for buying and selling primary homes or investment properties. Noah has worked with fans of Dave Ramsey as a member of the Endorsed Local Provider Team since 2009, and Noah is currently a Dave Ramsey SmartVestor™ Pro for investments, servicing the greater Chicagoland area.
Education:
Noah has an Undergraduate Degree in Economics from the University of Pennsylvania and a Masters in Business Administration from the Kellogg Graduate School of Business at Northwestern University.
Personal:
Noah is actively involved in his local ministry, has been married for over 21 years, and has two children.
Joel J. Garris is the President and Chief Executive Officer of Nelson Financial Planning, Inc. and Nelson Investment Planning Services, Inc. Mr. Garris joined the firm on December 5, 1999.
Mr. Garris specializes in bringing all the various parts of an individual’s finances into focus. His areas of expertise include retirement income planning, cash flow planning, retirement planning, tax planning and estate planning. He recommends effective solutions for efficiently managing cash to meet all needs and develops plans to properly provide retirement income. In addition, Mr. Garris also provides successful strategies to reduce both income and estate taxes.
Prior to joining NIPS, Mr. Garris was a securities law attorney at the law firm of Dickstein Shapiro LLP, a large multi-practiced firm with more than 400 attorneys in Washington, DC. He specialized in initial public offerings, mergers and acquisitions and debt financing for a wide array of corporate clients, including Fortune 500 companies. Prior to becoming an attorney, he worked as an engineer at Central Maine Power Company.
Mr. Garris is a Certified Financial Planner, a Certified Financial Fiduciary and a member of the Massachusetts and Washington, DC bar. He holds various securities licenses including, Series 7 – General Securities Representative, Series 24 – General Securities Principal, Series 27/28 – Financial and Operations Principal and Series 51 – Municipal Fund Securities Principal.
Mr. Garris is the Treasurer of the Delaney Park Neighborhood Association and an Assistant Scoutmaster for Troop 24 chartered by First Presbyterian Church of Orlando. He has served as a youth sports coach on numerous occasions for Delaney Park Little League, Association of Christian Youth Sports, YMCA and Upward. He is also a member of various organizations, including Mensa, and has been a volunteer for Literacy Volunteers of America and the Veterans’ Administration.
Mr. Garris is the current host of Central Florida’s longest running radio show, which was started in 1984 by Jack Nelson. “Dollars and Sense” is heard live from 9:00 AM to 10:00 AM every Sunday on WFLA 102.5 FM/540 AM . Previously, Mr. Garris was the host of “Moneywise”, a financial call-in talk show on WORL 660 AM, for five years. Mr. Garris also taught a personal enrichment class entitled “Analyzing and Solving Life’s Financial Matters” through Orange County Public Schools.
Mr. Garris married Stephanie Nelson on February 13, 1999. Mrs. Garris is the Executive Director of Grace Medical Home and previously served as the Executive Director of the Orlando Metro Area for the American Cancer Society. She is also a past President of the Junior League of Greater Orlando. They have three sons Nelson who attends Boone High School and Ethan, and Connor who attend The Christ School in downtown Orlando.
Bob is the founder and President of Williams Wealth Management, an Independent Financial Planning, Investments and Insurance firm, based in Apex, NC. Williams Wealth Management was formed to serve families with independent financial planning excellence. With over two decades of experience in the financial services industry, Bob brings a prudent risk-managed approach to helping families work toward achieving their financial planning goals. Bob is an experienced Financial Planner, Investment and Insurance Professional, Certified Wealth Strategist® Practitioner, and Certified Insurance Counselor. In the community, Bob is active with Resurrection Lutheran Church, The Rotary Club and The Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.
As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his Retirement Income Certified Professional (RICP®) designation, whichThe American College created to prepare financial advisers to help retirees make sure their nest eggs last and have greater peace of mind during retirement. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Michael has also completed The Bucket Plan® Certification.
Michael also manages our Individual Tax Preparation practice and holds the designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA’s are “America’s Tax Experts,” subject to the most rigorous continuing education and ethical requirements in the industry.
Michael earned his B.S.B.A. with Accounting and Finance concentrations from Bryant University in Smithfield, RI. He is a long-time member of Mensa as well as a member of the National Association of Enrolled Agents and the National Association of Certified Financial Fiduciaries.
Michael is a die-hard Packers fan who can be found yelling at his television on football Sundays.
A seasoned professional with more than 25 years of experience in the financial services industry, Member of FINRA and SIPC, Scott Mondeau is passionate about helping clients achieve financial success.Scott founded FieldStone Wealth Management in Bridgewater, MA with one goal in mind – to provide a personalized customer experience focused on building long-lasting relationships.
Scott, along with the staff of FieldStone Wealth Management, specializes in creating logical solutions for both common and complex challenges.He concentrates on working hand-in-hand with clients in their pursuit of financial success and creating opportunities to offer valuable financial education that is necessary in building a desired financial future.
From retirement, estate, and full-scale financial planning to business owner and executive benefits, FieldStone Wealth Management offers a variety of services to fit an array of needs.Scott also makes an effort to meet and get to know his clients’ families in order to gain a well-rounded perspective on each individual’s financial needs while helping them make informed decisions that support their objectives.Each team member of FieldStone Wealth Management ensures that their clients receive personal attention and service, and they strive to exceed expectations.
Not only is Scott an experienced and intelligent professional, but his kindness and positive outlook truly shine through in everything he does.He hopes to continue serving the needs of his clients and his community for years to come.
Scott has been married to Lainie for 28 years and they have two sons, Brian and Thomas.During his time off, he enjoys coaching and playing hockey.He also has three Braque Francais, Chauncey, Piper, and Stella, that he bird hunts with.
Rob Field is a Financial Planner with Nelson Investment Planning Services, Inc. (NIPS) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).Mr. Field joined NIPS in September of 2015.
Mr. Field holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts.
Prior to joining NIPS, Rob was associated with various investment companies, including Shearson Lehman Hutton, Nationwide Financial Services, and Transamerica Investments and Retirement. His background includes financial planning, investment analysis, and customer solutions.
Rob earned his Bachelor of Business Administration in General Business from Sam Houston State University in Huntsville, Texas. Additionally, Rob has earned his Certified Funds Specialist designation from The Institute of Business and Finance.
Rob is the father of twins, Robert and Elizabeth, both currently attending college. He is also an avid tennis fan and plays regularly.
Rob is active in the community, staying involved with the Paralyzed Veterans Association, Fresh Start Ministries, and the SPCA.
In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable contracts. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Clay has also completed The Bucket Plan® Certification.
Clay is also a member of the National Association of Medicare Supplement and Medicare Advantage Producers (NAMSMAP). Their mission is to provide Medicare beneficiaries with the best possible knowledge, in order for the consumer to make educated choices in their Medicare Insurance selections. He has over a decade of experience in the healthcare industry and has focused on the Medicare field since 2015.
Clay has a passion for yoga and eastern medicines. He also enjoys participating in bowling and dart leagues.
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Michael also manages our Individual Tax Preparation practice and holds the designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA’s are “America’s Tax Experts,” subject to the most rigorous continuing education and ethical requirements in the industry.
Michael is a die-hard Packers fan who can be found yelling at his television on football Sundays..jpeg)
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