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.

Aaron J. Maassel

Esquire | Certified Financial Fiduciary | Founder

 Aaron is the founder & owner of Voyageur Advisory Group. He attended The Ohio State University for his undergraduate studies and received his Bachelor’s of Arts Degree in 1999. He furthered his education at Case Western Reserve University School of Law where he earned his Juris Doctorate.  Aaron is a Certified Financial Fiduciary  and holds several licenses in various states across the country and works as a Retirement Planner and Team Based Model Consultant with Voyageur and an attorney, licensed to practice law in both Ohio and

Michigan.

At Voyageur Advisory Group we strive to build lifetime relationships as we work proactively on your behalf in all areas of retirement to ensure we are the last advisors you will ever need. It is our mission to perfect individualized holistic plans that inspire confidence and peace of mind through all seasons of life.  Our proprietary planning process was developed to design and implement comprehensive retirement plans, ensuring both stability and growth through our broad array of services and team of professionals that through coordinated efforts and designs, provide our clients with a truly holistic retirement and estate preservation plan.  The professional team that Voyageur has brough together includes insurance agents, financial planners, brokers, registered investment planners, elder law attorneys, real estate attorneys, accountants, CPAs, and VA accredited agents and many more, to ensure that you, as our client, get the best, most bullet-proof plan available, ensuring you not just arrive in retirement, but that you enjoy the journey!

Brandon founded Coastline Complete Wealth with one goal in mind – to better serve his clients.  He had a 13 year career with a large national firm; where he mentored many advisors, won several awards, and served in numerous leadership roles.  

“We believe a great financial plan is more than just monitoring an investment portfolio.  It's making sure our clients have a clearly defined estate plan that aims to maximize earnings potential, is tax efficient, and helps to achieve clients' long term financial goals.  Perhaps the most important part of this is consistent communication with our clients and making the necessary adjustments as their lives change."

In 2023, Brandon was recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina.  He is a graduate of Ball State University, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Financial Fiduciary® and he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.  

Being from the Midwest, Brandon is still excited about all the Lowcountry has to offer.  He and his wife of 15 years, Amanda, love to be outdoors with their two young daughters, Hannah and Caroline.  

*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.