Jeannette is the President of Petros Estate & Retirement Planning, where she has designs and implements innovative insurance & estate planning strategies for clients and their families. She is also the Founder and President of Woman’s Worth®, where she has specialized in the unique needs facing women as they plan for their retirement.
Jeannette has over 40 years of leadership experience as an independent business owner and as an Insurance & Retirement Planning Professional. She is an Ed Slott Master Elite Advisor, a published author, a radio host, and has also appeared as a guest on First Coast Living on WTLV & Look Local. She was also recognized as one of 20 Women of Influence by The Jacksonville Business Journal in 2012. She has been featured in the Wall Street Journal, Growing Bolder, Forbes, Jacksonville and Orlando Business Journal, Yahoo! Finance, CNBC, Bloomberg Businessweek, and several other local publications. She is often seen on Growing Bolder Financial Institute, a digital media firm specialized in rebranding aging.
In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She has a passion for ensuring individuals have a Retirement Lifestyle Protection Plan® that allows them to enjoy a successful retirement and they are treated with dignity and respect through their various life stages.
Jeannette has lived in Ponte Vedra Beach for over 18 years. She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville and is a proud aunt to 32 nieces and nephews.
Jeannette acts as a solicitor for Payne Capital Management, LLC, an SEC Registered Investment Advisor.
Michael K. Macke, CFP®
Vice President, Principal Advisor
Michael is vice-president and co-owner of Petros Estate & Retirement Planning, a company headquartered in Jacksonville, Florida with offices in St. Augustine and Winter Park. He believes in education, transparency, honesty and integrity, qualities he learned from his grandparents and parents. He feels Petros and Woman’s Worth is here to serve others, and there is great nobility in that cause. Michael takes a great deal of time in getting to know every person he sits down with so their retirement plan is customized to them and designed to achieve their unique goals.
Michael joined the firm in the summer of 2013 after over 13 years as an advisor with a large retirement investment group. He has over 20 years experience in banking and financial services and has been a CERTIFIED FINANCIAL PLANNER® professional for more than 10 years. Michael focuses on personal financial planning and wealth preservation for those close to and already in retirement, their families and legacy planning for their heirs. He brings a passion for helping people identify, achieve and protect their retirement lifestyle dreams.
As a CFP® professional, Michael has completed extensive training and experience requirements and is held to rigorous ethical standards. He understands the complexities of the changing financial climate and will always make recommendations that are in his client’s best interests.
Michael has lived in Jacksonville for most of his life, having moved to the area in 1980. He has worked with various local organizations professionally and personally, including Community Hospice of NE Florida, UF Health, and Goodwill Industries of NE Florida and is an active member of the Notre Dame Club of Jacksonville. When he is not working, Michael enjoys spending time with family and friends, playing golf, and relaxing at the beach.
Michael is an Investment Advisor Representative with Payne Capital Management, LLC, an SEC Registered Investment Advisor.
To schedule a time to discuss the protection of your retirement lifestyle, contact us at email@example.com or call us at (904) 824-5656 today!