We Value Every Client's Goal As Our Own

 

ABOUT US

Gordy Bohannon
Senior National Sales Director
Series 6, 63, 26, 65
Investment Adviser Representative

Gordy graduated from the University of Iowa in 1982 with a Business Degree. After growing up in South Pasadena, California, he created a path of his own at Iowa by playing football and leading the Iowa Hawkeyes to the Rose Bowl. Upon graduation, his leadership mindset allowed him to begin building a financial services business that would become Bohannon Financial.

Since starting Bohannon Financial, he has implemented a personal philosophy of treating every client’s goal as his own.

319-832-1104
gordy.bohannon@primerica.com

Two of his sons, Jason & Matt are an integral part of Bohannon Financial. Jason and Matt are active in the business development activities and engage personally with our clients.

Jason Bohannon
Regional Vice President
Series 6, 63, 26, 65
Investment Adviser Representative

Jason graduated with a Business Degree from the University of Wisconsin in 2010. Following his graduation, he played professional basketball in Germany. He started his career in financial services in 2011.

At Bohannon Financial, he has developed an unwavering commitment to help his clients reach their goals by focusing on their financial needs. Jason has comprehensive knowledge in investment and retirement planning.

319.832.1104
jason.bohannon@primerica.com

 

Matt Bohannon
Series 6, 63, 26, 65
Investment Adviser Representative

Matt graduated from the University of Northern Iowa in 2016 with a degree in Finance & Accounting. Following graduation, he worked at a Big Four accounting firm. In 2017, he decided to begin his financial services career by joining his father’s business.

He was drawn to the financial services industry after seeing his father, Gordy, and brother, Jason, develop a business that focuses on helping clients reach their goals by helping them better understand their finances. He is committed to educating and teaching others about how to handle their finances throughout the various phases of life and to continue to carry on the Bohannon Financial legacy.

319.832.1104
mbohannon@primerica.com

For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.

Why We Do It

 

Bohannon Financial’s mission is to help people achieve their financial aspirations. This genuine pursuit of goals is engrained deeply in the Bohannon Family. In 1981, Gordy Bohannon was on the University of Iowa football team that went to the Rose Bowl; the first time in over 20 years. He was inspired by his coach who mentored him in how to reach his goals. “Coach Hayden Fry just sold us on where we were going, not where we had been.”

Gordy took what he learned from the Iowa Football program and instilled those values in his personal and professional life. With those values as his foundation, Gordy built a successful financial services business focused on helping individuals, families, and businesses.

Gordy and his wife Brenda have raised four sons, each of whom has experienced success in athletics and their respective careers. Gordy attributes much of this success to the influence and support his sons received from family, mentors, and coaches along the way.

In business, Gordy draws parallels between receiving guidance from coaches and mentors, to working with a financial advisor. Investing in financial markets comes with ups and downs, and sometimes it feels as if there is too much risk and emotion. However, with the support and guidance of a financial advisor you can evaluate risk, focus on facts, and address the challenges of investing head-on.

At Bohannon Financial, our advisors focus on what is important; they help you craft a disciplined, diversified, risk mitigated approach to investing. Each day Bohannon Financial takes their commitment to you seriously; making your goals their own and applying their skills, insights, and care to help you reach your goals. The financial advisors who are part of Bohannon Financial are committed and believe that “You” are their “Why” for being in this business.

How We Do It

At Bohannon Financial, each of our advisors use a Client Focused Planning Process. This process has been developed to focus on key beliefs to help our clients develop and implement a financial plan. By following the process, your financial advisor can:

  • Evaluate the level of risk in your current program
  • Determine whether any changes could help improve your financial situation
  • Implement changes as needed
  • Help keep you on track to reach your goals

Step 1 – Discovery:
This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.

Step 2 – Analysis and Development:
We analyze the information gathered in Step 1. We have access to financial
software that enables us to run a variety of allocation and investment scenarios, providing you with a deeper
understanding of your current financial
picture and various courses of action to achieve your goals.

Step 3 – Developing, Presenting and
Implementing Recommendation(s):
Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will select an investment strategy that aligns with your objectives and risk tolerance.

Step 4 – Staying on Track:
Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.

Iowa Advisors

1580 Boyson Rd   |   Suite 1   |   Hiawatha, IA 52233

Barb Wiltgen
Series 6, 63, 26, 65
Investment Adviser Representative

Barb has been in financial services since 1987. Barb is committed to helping her clients identify and achieve their goals. She assists clients by educating them and working together to put strategies in place that set them on course to being properly protected, debt free, and financially independent.

319.832.1104
bwiltgen@primerica.com

 

Diane Martinsen
Series 6, 63, 65
Investment Adviser Representative

Diane has been in financial services since 1986. She believes in customer focus, attention to each client’s individual needs  and the ability to find solutions for every situation. She has a passion to help individuals of all ages and backgrounds, which has been evident throughout her  career.

319.480.1919
dmartinsen@primerica.com

Metro-Chicago Area Advisors

1400 East Touhy Ave.  |   Suite 170   |  Des Plaines, IL 60018

Angel Sapundzhiev
Series 6, 63, 65
Investment Adviser Representative

Angel started his financial services career in 2005. He is focused on becoming a valuable resource for his clients. He helps his clients create an investment plan that focuses on risk, tax preferences, and diversification.

224.522.2413
asapundzhiev@primerica.com

Esther Rades
Series 6, 63, 26, 65
Investment Adviser Representative

Esther has been in finanical services since 2009. She understands that each individual is in a different financial phase of their life. She provides a client-focused approach to fit each unique situation. Esther is dedicated to learning about her clients’ personal goals in order to develop customized financial strategies to reach them.

773.732.2223
erades@primerica.com

Maria Yanez
Regional Vice President
Series 6, 63, 26, 65
Investment Adviser Representative

Maria has been in financial services since 1994.
She enjoys helping her clients develop a
personalized plan and assisting them in building financial security today and for generations to come.

847.809.7005
myanez.gat07@primerica.com

 

Mike Marino
Series 6, 63, 26, 65
Investment Adviser Representative

Mike has been in financial services since 2007.
His main objective is to help clients reach
their financial goals by creating individualized
plans for retirement. He is committed to being available for his clients to help them stay on track. His client’s well-being is his highest priority.

847.227.5191
mmarino.kvle9@primerica.com

 

For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.

BEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.

Mutual Funds

  • American Century Investments
  • American Funds
  • Fidelity Advisors
  • Franklin Templeton Investments
  • Invesco
  • MFS
  • Putnam

Annuities

  • AIG
  • Brighthouse Financial
  • Equitable
  • Lincoln Financial

529 Plans

  • American Funds
  • Fidelity Investments
  • Franklin Templeton Investments
  • Scholar’s Choice

 

401(k) Plans

  • American Funds
  • CUNA
  • Equitable
  • Fidelity Advisors
  • Voya
  • July Services Managed Account 401k Launch and Liberty
  • July Services Cash Balance Plans
  • ADP
  • PayChex

Managed Accounts: Primerica Advisors Lifetime Investment Platform

Focused on Client’s Lifecycle Needs: The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client’s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.

Access to Professional Asset Managers: The platform provides access to professional asset managers who have well-established track records in asset allocation and security selection, including exchange traded funds, mutual funds and individual stocks and bonds. Each asset manager was selected based on their people, philosophy, process and performance.

LIFETIME INVESTMENT PLATFORM

EQUITY OFFERINGS AND ASSET ALLOCATION MODELS

TAXABLE FIXED INCOME OFFERINGS

TAX MANAGED OFFERINGS

The below descriptions are the types of Tax-Managed Offerings Available. These offerings are available for Non-Qualified Account Registrations.

Tax-Exempt These strategies are focused on generating tax-exempt income through direct ownership of municipal bonds, or through ownership of Exchanged Traded Funds that hold municipal bonds.
Tax Aware These strategies invest in mutual funds that seek to reduce capital gains tax exposure by limiting turnover of equity securities and reduce income taxes through municipal bond holdings.
Tax Loss Harvesting Managers will actively monitor gains and losses associated with individual stocks and will harvest losses (sell) to offset gains and limit capital gains taxes.

The individuals identified as Bohannon Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.