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!
Fortunato (Fortune) Puleo was born in Sicily and moved to the United States at the age of 6. By the age of 10, he worked with his family in their pizza place and quickly learned the value of work ethic. Early mornings and late nights were just things he thought everyone did. Fortune later learned the mason trade from his father and became a union bricklayer. By 19 years of age, he became the youngest journeyman in his local and was helping 30-year-old rookies with the skill of masonry.
In 1988, Fortune’s passion turned to the financial industry and realized the work ethic he embraced at an early age would be a major benefit for his clients. When Fortune founded Vista Finance Group, LLC, he set out with the objective to help clients eliminate as much confusion as possible in the planning of their financial futures.
Fortune is very diligent in helping his clients achieve their long-term financial objectives by utilizing sound insurance products.Fortune believes everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated for their financial plans.
Fortune is a lucky husband and proud father of two wonderful children, Dante and Giselle.
Kelly Lesnick has a diverse background that provides her with many perspectives and experiences. She has worked in all aspects of the restaurant business, retail, banking, dry cleaning, and healthcare. Kelly also served for 10 years in the United States Air Force as a Healthcare Administrator. In the Air Force and all over the globe, she served in medical logistics, group practice management, resource management, and managed care.Today, she applies these experiences to help clients efficiently plan for life goals, manage their financial lives, and create strategies that foster lifelong prosperity.
Kelly lives in Boerne, TX with her husband and General Patton, their super cute American Pointer.She is the American Financial Education Alliance (AFEA) Chapter President for the Boerne area and manages Lesnick Company’s Hill Country location along with company operations, analysis, and design of your desired financial outcomes.
Even interactions with clients who have accumulated significant wealth revealed most were poorly or never educated how to create a perpetual retirement income for themselves and their spouse. Few are preserving, protecting and perpetuating their wealth to their children and charities of they wish to endow.
Specializing in wealth management, retirement and legacy planning along with income continuation plans, Mark offers an array of services depending on your goals. Holding credentials including, FINRA Series 6, 63, 26 and 65, Life and Health Insurance licenses, being a Certified Annuity Specialist (CAS) and being a Certified Financial Fiduciary (CFF), Mark possesses the licensing and tools necessary to assist you in all aspects of financial planning to: Maximize your income today while protecting, preserving and perpetuating your wealth for tomorrow!®
Mark resides with his wife and business partner, Terry Charnet, in Wayne, NJ. Mark and Terry have been happily married for 32 years, and have 4 children. As well as being an accomplished alpine skier, captain of his own boat, pianist and composer, Mark has served on multiple charitable boards and raises money for various charities and organizations across the globe. In Mark’s opinion charitable giving is the world’s best preventative medicine.
Hoyt Robey was born on Long Island, New York, raised in an aviation and farming family in Kansas City, Missouri. He married his college sweetheart, LeeAnn, in Bellevue, WA and is the father of five children and eight grandchildren (and counting!). His mother once said the only thing they had against him is that he is a 'yankee'.
He is an avid outdoorsman, even riding a self supported bicycling tour from Bountiful, UT to the North Rim of the Grand Canyon for his oldest son Jencen's senior trip. In the wintertime you will find him cross country skiing or Fat biking at the Ogden Nordic North Fork trails and in the summer kayaking at Pineview or Causey resevior's. His earlier awards as an Eagle Boy Scout have also helped him to be an active volunteer in the community, giving back with a significant amount of his personal time.
After serving a church mission for two years in Utah he is now thrilled to be Utah resident with the people and mountains that he loves! Most recently he and his wife have fulfilled an 18 month mission serving in the Ogden, Utah, Young Church Service Mission. "What an honor it has been to mentor these Young people with special challenges".
Even after several years’ experience in lending & financial services I still get exited every time I am able to see my clients positioned for success. I had the privilege of serving my country and my community as an Airman in the United States Air Force and as a Fireman/Medic here in central Texas. Every day I carry that same spirit of service and commitment into my practice to better the lives of every person I come in contact with.
Mr. Bute has been helping investors protect their assets and invest wisely for over 20 years.His practice focuses on helping retirees and those preparing to retire implement a “Living in Retirement Plan” that focuses on protecting their retirement assets, guiding the selection of the right method of creating retirement income that can last a lifetime and guide the selection of insurance products addressing LTC, Health, Final Expense and Estate planning.
Mr. Bute was selected as a 2013, 2014 and 2015 5-Star Wealth Manager.The Five Star Wealth Manager selection is the largest and most widely published financial services award program in North America.Mr. Bute holds the National Social Security Advisor and Certified Financial Fiduciary designations.
Mr. Bute graduated with a B.S. from Nicholls State University and earned his MBA from Tulane A.B. Freeman including International Finance studies in Brussels, Belgium.He served as a Business Analyst for Fortune 500 companies prior to entering into the financial services industry.
After the devastation resulting from Hurricane Katrina, Mr. Bute opened Destiny Investments to help rebuild the future of the individual, the family, and the community.
Rodger is all about financial education. He has helped clients for 25 years. He is passionate about empowering people with the education and information necessary to make smart decisions with their money.
Rodger has been featured in Forbe's Magazine, The Kansas City Star and Proactive Advisor Magazine.
Rodger has had his own radio show on 980 KMBC and 710 KCMO. He also has been interviewed on the financial show "Right on the Money" weekly talk show.
He believes financial education is key. He has taught "Preparing for Retirement" classes at the University of Kansas Edwards campus and the K-State Olathe campuses. He has also taught Dave Ramsey's Financial Peace University (FPU) for over 15 years.
Rodger is a member of the National Ethics Association and the Better Business Bureau. Rodger holds several different financial licenses with a 7, 63 and 65.
An active financial consultant as well as founder of Liberty Advisory Group, Peter Laliberte has spent his entire career--more than 25 years--in financial services. Peter has served in the public and private sector as a chief financial officer in the past, including the American Red Cross where is still an active volunteer, but he has been a self-employed entrepreneur since 1996. Peter draws on all of his professional as well as personal experiences to help his company’s clients.
“I have spent the last 10 years of my life focusing solely on income planning for retirees and pre-retirees. The world changed after 9/11, and again after the recession of 2008. I focus on financial security and safety for my clients, because none of us can afford to lose any money ever again,” says Peter. “I watched what happened to my parents who didn’t have a plan in place, and that’s why I am in this business—to make sure it never happens to anyone else.”
Peter holds a master’s degree in business and education from Cambridge College, but in his opinion, he never stops learning. “We are always trying to get better at what we do. For instance, I am part of a mentoring group, acting as both mentor and mentee, where we meet often, sharing ideas and concepts with the goal of continually learning to be better at what we do. That is where The Bucket Plan® was developed”.Peter is an independent licensed Securities Advisor and insurance agent, and is one of the few people in Florida who holds the designation Certified Bucket Plan® Specialist. “The Bucket Plan®” is a trademarked and registered income planning strategy.
Most importantly to him, Peter has been married to the love of his life Tonie since 1995. Peter and Tonie, who is also a financial consultant, have three children: Spencer, Kurtis, and Blake. The family has lived in Ponte Vedra Beach for 21 years and they are all active members of Christ Episcopal Church. They enjoy many beach activities and deep sea fishing together. Peter says, “Our shared mission is to make a positive difference in the lives of everyone we meet. We operate under the 5 “F’s” rule: Family, Faith, Finance, Fitness, and Fun. If you have your 5 “F’s” in order you’ve got it made!”
Jeff has been teaching various Retirement Planning Courses for over 20 years. He has a passion for teaching and helping his clients reach their retirement goals. During his 28 years in the financial services industry, he has specialized in assisting clients preserve wealth, increase assets and income, and implement tax saving strategies. Jeff’s uses holistic planning that considers all aspects and factors that could impact his clients lives in retirement. This approach begins with client education and knowledge of all options for their specific situation. He helps his clients with a flexible type of retirement planning that acts in the client’s best interest and focuses on what is most important to them. Jeff Holmes is an Investment Advisor Representative (IAR) with Virtue Capital Management, LLC, a Registered Investment Advisory firm. Jeff is Series 66 licensed which is a securities license required by most states for individuals who act as investment advisors. The Uniform Investment Advisor Law Examination covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities. He is also licensed in Life, Accident & Health, Disability and Property & Casualty Insurance which ensures that he is knowledgeable with general insurance concepts, insurance policies, provisions, and major tax considerations. Jeff also holds two certifications. He is a Certified Financial Fiduciary (CFF) and a member of the National Association of Financial Fiduciaries (NACFF).* He also has the Certified Estate Planner designation from the American Academy of Certified Estate Planners (AACEP).** He is active in his church and enjoys spending time with his family, exercising and playing tennis. His degrees include a Bachelor of Science degree in Civil Engineering Technology as well as a Master’s of Business Administration from New Mexico State University (NMSU). During his college years, he played for the NMSU tennis team. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Assured Financial LLC are independent of each other. * The CFF (Certified Financial Fiduciary) designation is granted by the National Association of Certified Financial Fiduciaries. ** The designation Certified Estate Planner is issued by the AACEP
.jpeg)
.JPG)
.jpg)
.jpg)
.jpeg)
 (002).jpg)
.png)
.jpg)
