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.
President & Founder
Jeannette Bajalia has one mission: 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.
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.
Mark Sizemore, CPA
President, Petros CPAs
Mark is President of Petros CPAs, the merger of Petros Tax Services and Sizemore & Associates, CPA’s. He has been our firm’s CPA for several years, and brings over 25 years of expertise and knowledge to our clients. Mark holds bachelor’s degrees from the University of Florida and the University of North Florida, and a Master of Accountancy with a concentration in Taxation from the University of North Florida. As one of the top certified tax coaches in the U.S., Mark has been featured in the American Institute of Certified Tax Planners book, Thinking Outside the Tax Box. He shares our common goal for creating deep relationships and going the extra mile for every client, and his attention to detail and dedication to treating clients like family makes him the right partner for our firm.
L. Angelique Gerlach
Director of Operations
Angelique has served our clients for over 15 years in various positions and currently is the Director of Operations for Petros Financial Group and Woman’s Worth®. She attended Franciscan University of Steubenville, OH, and holds a FL 2-15 Life, Health and Variable Annuity license. Angelique grew up in Orange Park, FL and currently resides in Jacksonville, FL. She has a lovely daughter in college and enjoys reading, going to museums and art galleries, kayaking, biking and spending time with family and friends. She truly enjoys getting to know each of our clients and their families and takes pride in helping them live out their retirement dreams.
Client Relations Specialist and Marketing Associate
Morgan is a Client Relations Specialist and Marketing Associate for Petros Financial Group and Woman’s Worth®. Morgan graduated from Florida Agricultural and Mechanical University with a Bachelor of Science degree in Broadcast Journalism. She was born and raised in Jacksonville, FL. Morgan enjoys spending time with her family and friends, traveling, cooking, sewing, and running marathons with her mother.
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.
Mickie is the Executive Assistant to Jeannette Bajalia for Petros Financial Group and Woman’s Worth®. She has been serving our clients for over five years. Previously, she worked with Prudential Insurance Company, Wells Fargo, Fifth Third Bank and Chico’s Boutique. She grew up in and currently resides in Jacksonville, FL. She enjoys crafts, reading, and taking care of her six grandchildren, three of which are triplets.
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.
Para-Planner and Client Service Associate
Yuly is a Para-Planner and Client Service Associate for Petros Financial Group and Woman’s Worth®. Yuly was born in Colombia and grew up in New York City, and relocated to the Orlando area in 2015 with her 3 children. She joined Petros in October 2020 and holds a FL 2-15 Life, Health and Variable Annuity license. She is also a Notary Public. Yuly enjoys building 1,000 piece puzzles, spending time with her children and four dogs, and baking—especially red velvet cake.
I was put on earth to serve those who want a purposeful journey to and through retirement.</em
– Jeannette Bajalia