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!
Debra’s career in the financial industry has spanned over 28 years. From passing her exams at Emory University to her start with IDS American Express, when it was still known as Investors Syndicate which was the first company to introduce mutual funds to the investing world. Longing to expand her career and broaden her horizons using her financial background, she partnered with NFL Hall of Fame quarterback Fran Tarkenton in his financial management company. After several years of travel and investing for some very influential people, she longed to return to work closer to home and family. During this time her 19 year old son joined the Navy and Debra saw a need to help veterans receive aid and assistance from the VA. After working with veterans and retirees she realized she loved working with retirees and had a passion for helping them keep their hard earned money and helping them invest in areas where their money could grow safely and provide them with better financial security. This inspired her to start her own business and Secure Health and Wealth was born.
Here at Secure Health and Wealth. Management, we pride ourselves on a no pressure approach to financial management. We work WITH you to develop a plan to fit YOUR needs and goals. Furthermore, we are not captive with one company, we represent many companies to give you the greatest selection possible. We are also your one stop shop for all your financial needs; life insurance, annuities, long term care insurance, Medicare Advantage and Supplemental plans, and our specialty, retirement planning. We also have extensive knowledge of TSP plans and the various options you have whether you are retired or still working.
As a Certified Financial Educator®, Tim comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns spans over 35 years.
Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50’s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement.
From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping clients preserve their assets and save for retirement.
After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped families in Dave Ramsey principles of money management and giving.
Since then he has been working as a fiduciary for people near or in retirement.
Tim has been married to his amazing wife Kathy for 39 years, has four adult children and 12 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.
Jonathon W. Aggen (Principal) founded Midwest Investment Services in 2015. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He has an associates degree in Electronic Engineering Technology, a BA from the University of Illinois, and is 9 hours from an MBA at the University of Phoenix. He is an Independent Financial Advisor and Insurance Broker who holds Series 7,66, Life, Health, Property and Casualty licenses. He maintains offices in East Peoria, Illinois as well as South Florida. Both of his sons (Zach and Weston) are also working in the agency.
Jeff, a financial advisor for 14 years, has a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management.
His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.
Jeff currently resides in West Grove with his wife Honey Beth, and their son, Brady, and daughter, Emmy. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son’s hockey and soccer teams.
Prior to forming Amadeus Wealth Alternatives, a firm with expertise in Alternative Investments Ed ran the investment division of a New Jersey regional accounting firm as well as the New York office of a Boston based advisory firm as Managing Director. Ed has lectured for the New York State CPA Society at the Exempt Organization Conference on Fiduciary Investing for Endowments and Foundations as well as the New Jersey State CPA Society, Essex Chapter. His publications include “Developing an Investment Process for the Foundation and Endowment,” co-authored with Donald Trone (Journal of Practical Estate Planning), “Institutional Investing for Individual Investors,” (Physician’s Money Digest), "Current Trends in Hedge Funds" (The CPA Journal) and "Investing in Rare Violins and Cellos" (WealthManagement.com).
He received his B.A. from Wesleyan University and M.B.A. from New York University. Mr. Papier is a member of the Investments & Wealth Institute (formerly IMCA), the Society of Estate Planning Practitioners (STEP), the National Association of Certified Financial Fiduciaries (NACFF) and the Estate Planning Council of New York City. He has completed the Consultant’s Certification Course sponsored by the University of Pittsburgh’s Center for Fiduciary Studies and the Chartered Alternative Investment Analyst Association’s (CAIA) Fundamentals of Alternative Investments Certificate Program. In his spare time, Mr. Papier is a classical pianist. Please join him in New York each May for his annual recital.
R. Scott Batchelar is a financial services professional who has been working in the field for 25 years. Currently, he is a Financial Advisor in Massachusetts who provides top tier financial planning to his clients.Before starting his career, Scott attended Bryant University in Rhode Island.He received a Bachelor of Science degree in Business Administration with a concentration in marketing in 1994. Right after graduation, Scott began working within financial services. His first role was as a Credit Manager for Wells Fargo Financial in Connecticut. Working at Wells Fargo at the beginning of his career helped him to gain positions at some of the largest banks in the retail, mortgage, and financial planning space.
Scott spent two years working as a Credit Manager before becoming a Senior Loan Officer at Key Bank in Massachusetts. This role helped him to gain expertise in assisting clients with their monetary situations by providing financial solutions.
Soon Scott’s financial services career began to take off. Over the next eight years, he continued to learn and grow, allowing him to take on roles such as Branch Manager, Wholesale Account Executive, and AVP – Mass Affluent Financial Advisor. As the Branch Manager for Countrywide Financial, he was responsible for managing the branch and supervising the staff of Loan Officers and operational personnel. His management skills and knowledge of various types of loans increased exponentially in this role.Next he became a Wholesale Account Executive for Citigroup in 2005. Mr. Batchelar built and maintained business relationships and leveraged his networking skills to continue to grow his network of industry contacts. During his three years at Citigroup, Scott regularly ranked in the top 15 percent of the national Account Executive base.
The role of AVP – Mass Affluent Financial Advisor, was held by Scott in 2008 at Bank of America Investment Services. He used an advice-based sales model to assess the needs of his clients and recommend financial solutions. Mr. Batchelar’s skills helped to deepen relationships with Brank of America Mass Affluent clients by strengthening the trust and confidence in clients through the use of problem-solving and managing complex products.
In late 2008, Robert Scott Batchelar became the principal owner and operator of Federal Benefit Specialists, a benefit planning advisory. For ten years he provided federal employees with superior alternative options to their benefits packages. Currently, Scott Batchelar is an Investment Advisor with Brookstone Capital Management, where he uses his vast knowledge of business and finance to provide speccialized retirement planning advice. He focuses on the distribution phase of financial planning, retirement, and career changes while using advice-based methods.
G. Wade Evans, CFP®, RICP®, Certified Financial Fiduciary®
Evans Investment Advisors, LLC
6713 Perkins Road
Baton Rouge, LA70808
●Phone: (225) 761-7870
●Fax: (225) 761-8581
●Email:wade@eia-br.com
Wade Evans, the founder of Evans Investment Advisors, LLC, has over 35 years of experience in the financial services industry and holds distinctions as a CERTIFIED FINANCIAL PLANNER™ professional (CFP)®, a Retirement Income Certified Professional® (RICP)® and as a Certified Financial Fiduciary® (CFF).He currently holds his Series 7, Series 24, Series 65 and Series 63 registrations as well as a Life and Health Insurance License.As an Investment Advisor Representative, Wade is gratified to have partnered with his clients over the years assisting them in building and preserving their wealth.Wade has a saying that guides his work ethic, “People don’t care how much you know until they know how much you care.”
Wade received a bachelor’s degree from Louisiana State University where he played as a forward on the LSU basketball team.He earned All-SEC Academic honors and in 2006 was inducted to the Hinds Junior College Hall of Fame.Wade currently resides in Baton Rouge, Louisiana, with his wife Allison and has four children, Bart, Helen, Tori and Megan.He is active in his church and community, loves sharing meals with his friends and family, and is an avid outdoorsman.Wade’s life principle is faith, family, and friends.
Richard Allison is a Certified Financial Fiduciary® as well as an independent Investment Advisor Representative (IAR). Richard has been a licensed advisor since 2003.
As a financial planning practitioner, Richard’s focus is on holistic retirement planning and investment strategies. Richard utilizes a combination of behavioral finance, technology, and experience gained from helping hundreds of clients successfully improve their finances and their lives.
Richard is driven by his clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries and fears.
Richard works with business owners, state government employees, educators as well as individual clients and families.
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.
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