[et_pb_section fb_built=”1″ fullwidth=”on” module_id=”home” _builder_version=”4.8.1″ background_image=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/chicago-up_web.jpg”][et_pb_fullwidth_header title=”We Value Every Client’s Goal As Our Own” text_orientation=”right” button_one_url=”#contact” background_overlay_color=”rgba(0,0,0,0.38)” logo_image_url=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/bohannon_logo_final_print_rev_web.png” content_max_width=”74%” content_max_width_tablet=”” content_max_width_phone=”100%” content_max_width_last_edited=”on|phone” _builder_version=”4.9.2″ content_text_align=”left” content_font_size=”21px” content_line_height=”26px” background_image=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/chicago-up_web.jpg” height=”750px” custom_margin=”||||false|false” custom_padding=”100px||||false|false” custom_padding_tablet=”” custom_padding_phone=”90px||||false|false” custom_padding_last_edited=”on|phone” content_text_shadow_style=”preset2″ text_shadow_style=”preset5″ text_shadow_horizontal_length=”0em” text_shadow_vertical_length=”0em”]<\/p>\n
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[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”about” _builder_version=”4.8.2″][et_pb_row _builder_version=”4.9.2″ custom_margin=”||||false|false” custom_margin_tablet=”” custom_margin_phone=”-8vw||-10vw||false|false” custom_margin_last_edited=”on|phone”][et_pb_column type=”4_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n
[\/et_pb_text][et_pb_divider show_divider=”off” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.2.1″][et_pb_column type=”1_2″ _builder_version=”4.2.1″][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Bohannon_Gordy-2_web.jpg” title_text=”Bohannon_Gordy 2_web” align=”center” _builder_version=”4.9.2″ width=”85%” width_tablet=”” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”right” custom_margin=”|-20%||20%|false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ text_font_size=”19px” text_line_height=”1.8em” background_color=”#004a71″ custom_margin=”-2vw|||-20%|false|false” custom_margin_tablet=”” custom_margin_phone=”-1vw|||-1%|false|false” custom_margin_last_edited=”on|phone” custom_padding=”20px|20px|20px|20px|false|false” custom_padding_tablet=”” custom_padding_phone=”16px|20px|20px|20px|false|false” custom_padding_last_edited=”on|phone”]<\/p>\n
Gordy Bohannon<\/span> 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.<\/span><\/p>\n Since starting Bohannon Financial, he has implemented a personal philosophy of treating every client\u2019s goal as his own.<\/span><\/p>\n 319-832-1104<\/span> [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.8.2″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_divider show_divider=”off” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Testimonial” _builder_version=”4.8.2″ background_color=”rgba(214,219,218,0.49)”][et_pb_row _builder_version=”4.9.2″ _module_preset=”default” background_color=”#1a3b59″ custom_margin=”-7vw||||false|false” custom_margin_tablet=”” custom_margin_phone=”-32vw||||false|false” custom_margin_last_edited=”on|phone” box_shadow_style=”preset2″][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ _module_preset=”default” text_line_height=”2.1em” header_letter_spacing=”5px” header_line_height=”1.6em” header_2_font_size=”24px” header_2_line_height=”1.4em” width=”100%” max_width=”99%” custom_padding=”5px|35px|5px|35px|false|false” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|phone”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.9.2″ _module_preset=”default” custom_margin_tablet=”” custom_margin_phone=”||-30px||false|false” custom_margin_last_edited=”on|phone”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_divider show_divider=”off” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.8.2″ _module_preset=”default” width=”100%” max_width=”80%” module_alignment=”center”][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Jason_web.jpg” title_text=”Jason_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#004a71″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_padding=”15px|10px|15px|10px|false|false”]<\/p>\n Jason Bohannon<\/span> 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.<\/span><\/p>\n 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.<\/span><\/p>\n 319.832.1104<\/span> \u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#1a3b59″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_margin=”|||0px|false|false” custom_padding=”15px|10px|15px|10px|false|false” border_color_left=”#FFFFFF”]<\/p>\n Matt Bohannon<\/span> 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\u2019s business.<\/span><\/p>\n 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.<\/span><\/p>\n 319.832.1104<\/span> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Matt-Bohannon.jpg” title_text=”Matt Bohannon” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.8.2″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ _module_preset=”default”]<\/p>\n For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com<\/a>.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.2″ _module_preset=”default” background_image=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Latttice_web-1.jpg” max_width=”63%” max_width_tablet=”” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”7%||||false|false” custom_padding=”30px||35px||false|false”][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.9.2″ background_enable_image=”off” width=”100%” width_tablet=”” width_phone=”” width_last_edited=”on|phone” max_width=”1242px” max_width_tablet=”” max_width_phone=”100%” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin=”||||false|false”][et_pb_column type=”2_5″ _builder_version=”4.9.2″ custom_padding=”||||false|false” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|phone”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.9.2″ custom_padding=”|0vw||9vw|false|false”][et_pb_text _builder_version=”4.9.2″ _module_preset=”default” background_color=”#353a41″ custom_margin=”-6vw|22vw||-29vw|false|false” custom_margin_tablet=”” custom_margin_phone=”|0vw||0vw|false|false” custom_margin_last_edited=”on|phone” custom_padding=”30px|30px|30px|30px|false|false” custom_padding_tablet=”” custom_padding_phone=”|||30px|false|false” custom_padding_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” box_shadow_style=”preset2″ box_shadow_horizontal=”10px” box_shadow_vertical=”10px”]<\/p>\n \u00a0<\/span><\/p>\n Bohannon Financial\u2019s mission is to help people\u00a0<\/span>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. \u201cCoach Hayden Fry just sold us on where we were going, not where we had been.\u201d<\/span><\/p>\n 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\u00a0successful financial services business focused on helping individuals, families, and businesses.<\/span><\/span><\/p>\n <\/span><\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.9.2″ _module_preset=”default” background_color=”#1a3b59″ width=”100%” module_alignment=”left” custom_margin=”-11vw|-6vw|-7vw|10vw|false|false” custom_margin_tablet=”” custom_margin_phone=”0vw|0vw|0vw|0vw|false|false” custom_margin_last_edited=”on|phone” custom_padding=”30px|30px|30px|30px|false|false” box_shadow_style=”preset2″ box_shadow_horizontal=”10px” box_shadow_vertical=”10px”]<\/p>\n <\/span><\/p>\n 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.<\/span><\/p>\n 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.<\/span><\/p>\n At Bohannon Financial, our advisors focus on what is important; they help you craft a disciplined,\u00a0diversified, risk mitigated approach to investing. Each day Bohannon Financial takes their\u00a0commitment to you seriously; making your goals their own and applying their skills, insights, and\u00a0care to help you reach your goals. The financial advisors who are part of Bohannon Financial are committed and believe that \u201cYou\u201d are their \u201cWhy\u201d for being in this business.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”planning” _builder_version=”4.9.2″ _module_preset=”default” custom_margin=”9vw||||false|false” custom_margin_tablet=”” custom_margin_phone=”-1px||||false|false” custom_margin_last_edited=”on|phone”][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”how” _builder_version=”4.8.2″ background_color=”#353a41″ custom_margin=”0px||-150px||false|false” custom_padding=”||0px||false|false”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.8.2″ width=”78%” module_alignment=”center” custom_margin=”0px|25vw|||false|false” custom_padding=”1px||||false|false”][et_pb_column type=”1_2″ _builder_version=”4.2.1″][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/AdobeStock_176068142_web.jpg” title_text=”AdobeStock_176068142_web” align=”right” align_tablet=”” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.9.2″ _module_preset=”default” module_alignment=”right” custom_margin=”-14vw|-179px|1px|-4vw|false|false” custom_margin_tablet=”” custom_margin_phone=”-29vw|0px||0vw|false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.8.2″ background_color=”#004b72″][et_pb_text _builder_version=”4.9.2″ text_text_color=”#ffffff” text_font_size=”18px” text_line_height=”1.8em” module_alignment=”left” custom_padding=”15px|15px|15px|15px|false|false” text_font_size_tablet=”” text_font_size_phone=”15px” text_font_size_last_edited=”on|phone” box_shadow_style=”preset2″]<\/p>\n <\/span><\/p>\n 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:<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.9.2″ width_tablet=”” width_phone=”” width_last_edited=”on|phone” max_width=”1079px” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone”][et_pb_column type=”1_2″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.9.2″ text_text_color=”#ffffff” text_font_size=”18px” text_line_height=”1.8em” background_color=”#cccccc” module_alignment=”left” custom_margin=”-10vw|||-10vw|false|false” custom_margin_tablet=”” custom_margin_phone=”0vw|||0vw|false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|15px|15px|15px|false|false” text_font_size_tablet=”” text_font_size_phone=”15px” text_font_size_last_edited=”on|phone” box_shadow_style=”preset2″]<\/p>\n Step 1 \u2013 Discovery:<\/span><\/strong> Step 2 \u2013 Analysis and Development:<\/span><\/strong> Step 3 – Developing, Presenting and<\/span><\/strong> Step 4 \u2013 Staying on Track:<\/span><\/strong> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.8.2″ custom_padding=”|0vw|0px|0px|false|false”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/4-process_white2.png” title_text=”4-process_white2″ align=”center” force_fullwidth=”on” _builder_version=”4.8.2″ _module_preset=”default” module_alignment=”right” custom_margin=”|||0vw|false|false” custom_padding=”35px|||25px|false|false”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.2″ _module_preset=”default” custom_margin=”||||false|false” custom_margin_tablet=”” custom_margin_phone=”||-25vw||false|false” custom_margin_last_edited=”on|phone”][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”advisors” _builder_version=”4.8.2″ _module_preset=”default”][et_pb_row _builder_version=”4.8.2″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_text _builder_version=”4.8.2″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.8.2″ _module_preset=”default”]<\/p>\n 1580 Boyson Rd\u00a0 \u00a0|\u00a0 \u00a0Suite 1\u00a0 \u00a0|\u00a0 \u00a0Hiawatha, IA 52233<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.9.2″ _module_preset=”default” width=”100%” max_width=”80%” module_alignment=”center”][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Barb_web.jpg” title_text=”Barb_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#004a71″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_padding=”15px|10px|15px|10px|false|false”]<\/p>\n Barb Wiltgen<\/span> 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.<\/span><\/p>\n 319.832.1104<\/span> \u00a0<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#d6dbda” custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”#d6dbda” custom_margin=”|||0px|false|false” custom_padding=”15px|10px|15px|10px|false|false” border_color_left=”#FFFFFF”]<\/p>\n Diane Martinsen Diane has been in financial services since 1986.\u00a0She believes in customer focus, attention to each\u00a0client\u2019s individual needs\u00a0 and the ability to find\u00a0solutions for every situation. She has a passion to help individuals of all ages and backgrounds,\u00a0<\/span>which has been evident throughout her\u00a0 career.<\/span><\/p>\n 319.480.1919 [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Diane_web.jpg” title_text=”Diane_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.8.2″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_divider show_divider=”off” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_divider][et_pb_text _builder_version=”4.8.2″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.8.2″ _module_preset=”default”]<\/p>\n 1400 East Touhy Ave. \u00a0|\u00a0 \u00a0Suite 170\u00a0 \u00a0|\u00a0 Des Plaines, IL 60018<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.8.2″ _module_preset=”default” width=”100%” max_width=”80%” module_alignment=”center”][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Angel_web.jpg” title_text=”Angel_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#353a41″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_padding=”15px|10px|15px|10px|false|false”]<\/p>\n Angel Sapundzhiev<\/span><\/strong> Angel started his financial services career in\u00a02005. He is focused on becoming a valuable\u00a0resource for his clients. He helps his clients\u00a0create an investment plan that focuses on risk,\u00a0tax preferences, and diversification.<\/span><\/p>\n 224.522.2413<\/span> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#004b72″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_margin=”|||0px|false|false” custom_padding=”15px|10px|15px|10px|false|false” border_color_left=”#FFFFFF”]<\/p>\n Esther Rades<\/strong><\/span> 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\u2019 personal goals in order to develop customized financial strategies to reach them.<\/span><\/p>\n 773.732.2223<\/span> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Esther-2_web.jpg” title_text=”Esther-2_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.8.2″ _module_preset=”default” width=”100%” max_width=”80%” module_alignment=”center”][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Maria_web.jpg” title_text=”Maria_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#d6dbda” custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.8.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_padding=”15px|10px|15px|10px|false|false”]<\/p>\n Maria Yanez<\/strong> Maria has been in financial services since 1994. 847.809.7005 <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default” background_color=”#1a3b59″ custom_padding=”||||false|false” box_shadow_style=”preset2″][et_pb_text _builder_version=”4.9.2″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” custom_margin=”|||0px|false|false” custom_padding=”15px|10px|15px|10px|false|false” border_color_left=”#FFFFFF”]<\/p>\n Mike Marino<\/span><\/strong> Mike has been in financial services since 2007.<\/span> 847.227.5191<\/span> <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/01\/Mike_web.jpg” title_text=”Mike_web” _builder_version=”4.8.2″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.8.2″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.8.2″ _module_preset=”default”][et_pb_text _builder_version=”4.9.2″ _module_preset=”default”]<\/p>\n For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com<\/a>.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”investments” _builder_version=”4.2.1″ saved_tabs=”all”][et_pb_row _builder_version=”4.2.1″][et_pb_column type=”4_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.2.1″][et_pb_column type=”1_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n Mutual Funds<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n Annuities<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n 529 Plans<\/strong><\/p>\n <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n 401(k) Plans<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.2.1″][et_pb_column type=”4_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.2.1″ custom_padding=”||0px|||”]<\/p>\n Focused on Client\u2019s Lifecycle Needs: The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client\u2019s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.<\/p>\n 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.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.2.1″][et_pb_column type=”4_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/06\/Equity-1.jpg” align=”center” _builder_version=”4.2.1″ module_alignment=”center” min_height=”750px”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.2.1″][et_pb_column type=”4_4″ _builder_version=”4.2.1″][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/bohannon.rholmesdesigns.com\/wp-content\/uploads\/2021\/06\/Taxible-FI.jpg” align=”center” _builder_version=”4.2.1″][\/et_pb_image][et_pb_text _builder_version=”4.2.1″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.2.1″]<\/p>\n The below descriptions are the types of Tax-Managed Offerings Available. These offerings are available for Non-Qualified Account Registrations.<\/p>\n \n
Senior National Sales Director<\/span>
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
gordy.bohannon@primerica.com<\/span><\/p>\nTwo 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.<\/span><\/h2>\n
Regional Vice President <\/span>
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
jason.bohannon@primerica.com<\/span><\/p>\n
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
mbohannon@primerica.com<\/span><\/p>\n<\/span><\/h1>\n
Why We Do It<\/span><\/h1>\n
How We Do It<\/span><\/h1>\n
\n
This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.<\/span><\/p>\n
We analyze the information gathered in <\/span>Step 1. We have access to financial<\/span>
software that enables us to run a variety of allocation and investment scenarios, <\/span>providing you with a deeper<\/span>
understanding of your current financial<\/span>
picture and various courses of action to <\/span>achieve your goals.<\/span><\/p>\n
Implementing Recommendation(s):<\/span><\/strong>
Sound decisions are based on facts and <\/span>careful research, not emotions. Building <\/span>on Steps 1 and 2, we will select an investment strategy that aligns with your objectives and risk tolerance.<\/span><\/p>\n
Circumstances can and will change for clients. Whether your goals and objectives have evolved, you\u2019re worried about market volatility, or you\u2019d 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.<\/span><\/p>\nIowa Advisors<\/h1>\n
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
bwiltgen@primerica.com<\/span><\/p>\n
Series 6, 63, 65
Investment Adviser Representative<\/p>\n
dmartinsen@primerica.com<\/p>\nMetro-Chicago Area Advisors<\/h1>\n
Series 6, 63, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
asapundzhiev@primerica.com<\/span><\/p>\n
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
erades@primerica.com<\/span><\/p>\n
Regional Vice President
Series 6, 63, 26, 65
Investment Adviser Representative<\/p>\n
She enjoys helping her clients develop a
personalized plan and assisting them in building financial security today and for generations to come.<\/p>\n
myanez.gat07@primerica.com<\/p>\n
Series 6, 63, 26, 65<\/span>
Investment Adviser Representative<\/span><\/p>\n
His main objective is to help clients reach<\/span>
their financial goals by creating individualized<\/span>
plans for retirement. He is committed to being available for his clients to help them stay on track. His client\u2019s well-being is his highest priority.<\/span><\/p>\n
mmarino.kvle9@primerica.com<\/span><\/p>\nBEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.<\/h1>\n
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Managed Accounts: Primerica Advisors Lifetime Investment Platform<\/h2>\n
LIFETIME INVESTMENT PLATFORM<\/h1>\n<\/div>\n
EQUITY OFFERINGS AND ASSET ALLOCATION MODELS<\/h3>\n<\/div>\n
TAXABLE FIXED INCOME OFFERINGS<\/h3>\n<\/div>\n
TAX MANAGED OFFERINGS<\/h3>\n<\/div>\n