Meet The Team
The team behind Petros Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jeannette Bajalia President
Jeannette is the president of Petros Estate & Retirement Planning, where she designs and implements innovative insurance and estate planning strategies for clients and their families. She is also the founder and president of Woman’s Worth,® where she specializes in the unique needs of women as they plan for their retirement.
Jeannette has over 40 years of leadership experience as an independent business owner and insurance and retirement income planning professional. She is an Ed Slott Master Elite Advisor, a published author, a radio host and appeared in a variety of publications and TV and radio shows, including 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. Jeanette was also recognized as one of 20 Women of Influence by The Jacksonville Business Journal in 2012.
In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She’s passionate about ensuring individuals have a Retirement Lifestyle Protection Plan® that helps to ensure a successful retirement and dignity and respect throughout their various life stages.
Jeannette has lived in Ponte Vedra Beach, Florida, 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.
Michael K. Macke, CFP® Vice President, Principal Advisor
Michael is vice president and co-owner of Petros Estate & Retirement Planning. He believes in education, transparency, honesty and integrity — qualities he learned from his grandparents and parents. Michael feels Petros Estate & Retirement Planning and Woman’s Worth are here to serve others, and he takes a great deal of time getting to know each client to create strategies 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 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 in his clients’ 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 Northeast Florida, UF Health and Goodwill Industries of Northeast Florida. He is also 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.
Ready to Take The Next Step?
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