Life With People
We pull from our extensive professional and personal experience to provide honest and compassionate advice as well as planning that addresses your total well-being.
Lead Advisor, Author, Speaker, and Founder of Women’s Worth®
Jeannette Bajalia has one mission: to provide visionary leadership both for clients and a new generation of advisors. She honed her leadership skills during a long and storied career in corporate positions within the life and health insurance industries, where she was viewed as the “go-to problem solver” who could be relied upon to get the job done. After retiring from the corporate world, Jeannette joined Petros Planning in 2007 and purchased the company in 2009. That same year, she also founded Woman’s Worth®, where she specializes in the unique needs of women as they plan for retirement.
The personal experience shaped not only Jeannette’s career path but also her passion for helping others plan their financial futures. When her father unexpectedly died when Jeannette was 26, he left behind no financial resources and no plan to care for Jeannette’s mother. Jeannette became the physical and financial caretaker for her mother and great-aunt for the next 31 years.
During her search for a financial advisor to help her with her own retirement planning, Jeannette discovered that there was a need in the financial services industry for advisors who would focus on the person, not the profits. She followed God’s leading to begin a second career, dedicating her practice to transforming how individuals and families are served in the financial services industry.
Jeannette’s builds client relationships on honest conversations and open communication. She encourages clients to express their financial fears, issues, and concerns so she can identify customized solutions to address and overcome those fears. As a speaker, educator, and coach, Jeannette also mentors other advisors, showing them how to create people-first practices.
Bryan Bibbo, AIF, NSSA, BPC
Accredited Investment Fiduciary | National Social Security Advisor
Bryan Bibbo is a retirement planning professional who assists with estate and financial income planning. Bryan has been educating clients on personal finance and retirement planning strategies since 2015. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial strategies to help individuals achieve total wealth optimization and a reliable income source in retirement. He strives to ensure every client feels confident, at ease, and content with their financial future.
He is a Partner at JL Smith and holds the following licenses: Life and Health Insurance, Series 65, and the Annual Filing Season Program (AFSP) with the Internal Revenue Service. In addition, he holds the following designations: National Social Security Advisor, Accredited Investment Fiduciary, and Bucket Plan Certified®.
Bryan’s best advice is to have a roadmap retirement plan that encompasses: withdrawals, taxes, risk tolerance, long-term care mitigation & inflation. And, to be able to adjust that plan as laws, taxes, and the economy change. There is no perfect, set-it-and-forget-it financial plan
When he is not helping his clients, he loves spending time with his wife, Amanda, and their 2 children, Athena and Achilles. Together, they meticulously collect vintage monies, artifacts, and collectibles. Bryan also works in his garden, and enjoys cooking, being active, and reading.
“ A penny saved is a penny earned.” – Benjamin Franklin
Accredited Investment Fiduciary® (AIF®) The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company). The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six-hour federal tax law refresher course with a test. Series 65- The Series 65, Uniform Investment Adviser Law Examination, is an exam consisting of 130 multiple-choice questions that are administered in a 3-hour testing time.
Cliff Guthrie, CFP®
Cliff Guthrie, CFP®, is a Financial Advisor with Petros Financial Group and Woman’s Worth®. Cliff is a Certified Financial Planner certificant, holds a FINRA Series 66 license, and FL 2-15 insurance license. He graduated from Jacksonville University with a degree in Finance. He was born and raised in Jacksonville, Florida and has been in the financial industry for over ten years. Prior to joining Petros, Cliff worked with CUSO Financial and Merrill Lynch. In his spare time Cliff enjoys reading, cycling, and sailing on the St. Johns River.
Lee Sasser, CFP®
Lee Sasser, CFP®, is a Financial Advisor with Petros Financial Group and Woman’s Worth. Lee holds his 63 and 65 licenses. He graduated from Florida State University with degrees in Finance and Multinational Business Operations. He was born and raised in Jacksonville, Florida and has been in the financial industry for 14 years. Prior to joining Petros, Lee worked with Fidelity Investments and Merrill Lynch. In his spare time Lee enjoys spending time with his wife and two boys, watching football, sailing, and golfing.
Gary J. Pelfrey
Director of Business Development | Advisor
Gary J. Pelfrey is an 18-year veteran of the financial services industry. He attended The Ohio State University studying arts and sciences. He currently holds a Life and Health Insurance license. He is also a certified public notary. He is a resident of North Ridgeville, Ohio, and is very active in his community coaching youth sports. He enjoys boating, fishing, sport, and most of all spending time with his family.
Nikki is the Marketing Director for Petros Financial Group and Woman’s Worth®. She graduated from the University of Florida with a Bachelor of Science degree in Communications. She has over 22 years of experience in public relations, marketing, event and conference planning. She grew up in Okeechobee, FL and resides in Jacksonville, FL with her husband, Kevin, a PGA Professional and native of Jacksonville. They have one son, Mason and a happy Golden Retriever named Quinn. She loves Gator football, watching Mason play sports and spending time with her family.
Ashley Bracha Leibowitz
Ashley Bracha Leibowitz is the Managing Partner of Atlantic Retirement Solutions and handles the Medicare and Property and Casualty portion of their business. With her nursing and business background, Ashley is the perfect fit to our team in helping the senior community with all their retirement needs. Ashley possesses a FL 2-15 Life, Health and Variable Annuity license as well as her Property and Casualty License. Her expertise is simplifying the complex details of Medicare and educating retirees on the different types of Medicare plans, as well as shopping around to make sure our clients have the right insurance coverage for the best price. Ashley donates a lot of her spare time to the Orlando Jewish Community where her husband, Ed, works as a rabbi. She also enjoys raising their five beautiful children, Shira, Danny, Avi, Chana Leah and Bluma.
I was put on earth to serve those who want a purposeful journey to and through retirement.
– Jeannette Bajalia