• Tom is a fee-based Holistic Planner, Certified Financial Fiduciary®, and National Social Security Advisor (NSSA®) certificate holder.
• Tom was born and raised in Edwardsville, Illinois, where most of his family still live. He played just about every sport growing up as a child, but basketball and golf were the two that really caught his interest in high school. Tom was then fortunate enough to receive an athletic scholarship to play Division 1 golf at Eastern Illinois University. Tom lives his life motto by a quality that his mother instilled in him, “treat others the way you want to be treated”.
• Upon graduating college, Tom immediately stepped into the financial services industry. Tom worked for Brokerage Unlimited, Inc. right out of college where he helped assist advisors with many of their cases regarding Life Insurance, Long Term Care and Annuities. He then worked for Slagle Financial, LLC for several years where he specialized in Medicare Planning for their client’s who were nearing the appropriate age. Tom also specialized in Life Insurance and Tax Efficient Income Strategies. Tom also was a contributing writer for advisory firms across the U.S. and local tv broadcast shows, publishing dozens of articles about retirement plans. With the wide variety of experience related to retirement planning, Tom is now able to bring that together as he specializes in Holistic Financial Planning at The Chamberlin Group. He truly enjoys helping families reach their true peace of mind in retirement by providing a holistic approach that involves all aspects of retirement.
• Tom now resides in Kirkwood, Missouri with his wife Cate and their yellow lab, Lute. They married in June 2023. They enjoy spending time together, going to dinners, hanging out with family and friends, and catching up on shows that they enjoy watching together. Tom also spends his free time staying active, playing golf, as well as setting up numerous golf outings and charity events. Tom runs an annual golf trip with 32 guys consisting of his high school and college friends. The goal for this trip is to play golf in all 50 states over their lifetime (and potentially overseas too). He also runs a large Charity Golf Event that donates to a Cancer Foundation in the Fall every year with his friend. They run this in memory of Tom’s father who passed away way too early to cancer, as well as for his friend who he runs the tournament with, who battled cancer at a young age and defeated it. 

Former stockbroker.
Former insurance manager.
Former sales trainer.

After years of winning trophies and trips, I decided to STOP SELLING.

Disillusioned with our transaction-based, high-commission and inherently conflicted financial industry, I became an independent investment advisor, full-fledged financial fiduciary and holistic financial planner.

I advise. I teach. I invest using Nobel Prize-winning academic research.

And I help create that moment of relief when investing/insurance/estate planning/charitable giving/trust & will creation/tax management/Medicare/Social Security/long-term care/wealth transfer/omg becomes... simple.

I'd love to answer any questions or point you in the right direction (and away from the sales people).

Note: 

I am a licensed Investment Adviser Representative (Series 66) of my Registered Investment Adviser firm. 

I earn no commissions when acting as an advisor. 

If I act as an insurance agent, commissions are generated by the insurance carrier—but I donate 100% of all commissions so I can maintain my Fiduciary position with my clients.

This is my attempt to eliminate conflicts of interest, by design.

I am Fiduciary-Only, Fiduciary-Always.

And I am at your service.

Sherri founded The Athena Team with the goal of providing clients with the best options and strategies for safe-money growth, lifetime income, tax-efficient retirement planning, and insurance and legacy protection. Sherri aims to take the worry out of planning while offering clients peace of mind, knowing their assets and legacy are protected with the loyalty and dedication of a warrior.

“I’m very much a fighter for people,” says Sherri. “The reality is, I can’t keep bad things from happening, but I can help people figure out how to protect what they have now and work toward something for the future that they can be proud of and feel good about.”

Sherri is a financial professional who goes beyond the conventional role of advisor, positioning herself as a tenacious advocate, solutions provider and change champion for her clients. She specializes in financial protection and distribution, takes a holistic approach to retirement planning and is aligned with strategic partners who help further empower clients.

When she’s not helping clients, Sherri loves spending time with her 3 children and grandchildren. She also loves warm weather, beaches and scuba diving.

Blanca Tinoco-Nava is a Financial Paraplanner at Pacific Capital. She graduated from Brandman University with a Bachelor of Business Administration (BBA) degree with a concentration in Finance, Magna Cum Laude. Prior to joining Pacific Capital, she spent nearly a decade working as a financial paraplanner and financial advisor at Ameriprise in Southern California. Blanca is a Certified Financial Fiduciary®️ and is responsible for financial planning strategy research, tax and estate planning coordination, and making sure client’s goals are being reached efficiently. Blanca enjoys being involved with her local PTA and volunteering her time at her kids' school. When Blanca is not in the office, she enjoys trying out new restaurants, dancing, singing, traveling, and spending time with her husband Octavio, their two kids, and their family dog, Baxter.

Comprehensive Personal Financial Planning, Simplified

Do you own a business and want to get out? Are you a highly-compensated executive who is hearing rumblings about corporate downsizing and would find it difficult landing another job--or any job--with the same pay? We can help you make those terrifying transitions with confidence.

Bshapiro Financial is an independent financial services firm. We help our clients make a financial plan and follow it through. We help design and model your cash flows; review your investments, tax returns, legal documents, insurance policies, work benefits; measure your risk tolerance and time horizon to your current investment allocations; and collaborate with your other financial and legal professionals. The result is a comprehensive financial plan that helps predict your probability of the successful attainment of your goals, which we implement and monitor.

We know how unsettling and often overwhelming transitions can be. Talk to us. We make it simple.

Disclosures: Securities and Advisory Services offered through Commonwealth Financial Network®, Member https://www. FINRA.org /https://www. SIPC.org, a Registered Investment Adviser.

The Financial Advisor associated with this website may discuss and/or transact business only with residents of states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.

Brandon King comes from a strong retirement planning background. After working in the financial services industry for over 9 years, he discovered a passion for helping others meet their financial goals. Brandon has spent a majority of his professional career as a Sr. Retirement Consultant at Allianz Life. In his role, Brandon assisted financial professionals in developing retirement strategies in order to help their clients meet their long- term financial objectives.

Eager to diversify his professional career and skill set, Brandon has earned his Bachelor of Science in Entrepreneurship and obtained his Certified Financial Fiduciary®, Series 7, 63, 99, and Minnesota Life insurance licenses. Brandon intends to further his designations and knowledge of the financial services industry.

Nicholas Carini knew early on in his life he would pursue a career in the financial services industry. Watching his father, Jack Carini, help individuals achieve their financial goals through hard work, dedication and care was something he admired greatly. It was only natural then when he decided he wanted to take on the family business, and so he graduated from Saint Joseph’s University in Philadelphia with a Bachelor of Science degree in Financial Planning. Nicholas is now the co-owner of Carini Financial, LLC where he manages individuals and small businesses with their financial planning needs. To further his commitment to his clientele, Nicholas went on to earn his Certified Financial Fiduciary® designation and is currently enrolled in The American College of Financial Services pursuing the CFP®, ChFC®, and the CLU® designations. When he is not working he enjoys spending time with his family, as well as working in his woodshop and garden.

Lucille Townsend Biography

Lucille Townsend has worked in the financial services industry for more than 20 years.  She began her career with The Manufacturers Hanover Trust Company of New York, The First Chicago Trust Company of New York, The Industrial Bank of Japan, and JP Morgan Chase.

Lucille holds a Masters Degree in Business Administration and has earned the designation of Certified Financial Fiduciary to offer her clients a higher standard of service founded on integrity, care, loyalty, and good faith.

Lucille currently works with World Financial Group, Transamerica Financial as a licensed financial professional. She believes that everyone should have access to the highest quality financial advice and strategies.  Lucille assists clients of moderate means, as well as uber, high net worth individuals, families, and businesses achieve their financial goals and create and preserve wealth.

Lucille also hires and trains business partners to assist in this endeavor.

Lucille credits her faith as a born-again Christian for her strength, abilities, and success.

Passionate about helping individuals and families achieve their financial goals and secure their future. With years of experience in the financial industry, I have had the privilege of working with clients from various backgrounds and guiding them toward financial success.
 

Using a personalized and holistic approach to your financial plan. I understand every client is unique and tailor my strategies to meet your needs and aspirations. By carefully assessing your financial situation, risk tolerance, and long-term objectives, I will create a customized tax-efficient plan that provides a roadmap to financial security.

Tim has been in financial services since January 2008. Tim relocated to Florida from Wisconsin in 2004. Tim, Heather, and their daughter Kieralyn live in Eustis, Florida, and attend The Church of the Lakes in Leesburg, Florida. Tim enjoys traveling with his family, watching and playing sports, and scuba diving. He is an avid outdoorsman and hunter.