Professional Implementation by a Dedicated Team
Effective planning solutions become most powerful when each step is implemented with uncompromising dedication. For this reason, Successful Retirement Planning has followed a service philosophy built upon high quality personal service that focuses on meeting and exceeding our clients’ expectations. Each client is serviced by an experienced team member that is a licensed, seasoned professional dedicated to providing uncomplicated solutions and excellent service. This approach and dedication has helped Successful Retirement Planning become one of largest financial advisory firms on Florida’s West Coast.
Team Bios
Mark Chmielewski, Managing Director
The clients of Successful Retirement Planning truly benefit from the guidance of Mark Chmielewski, one of the most capable financial professionals on Florida’s West Coast. Mark attended the nationally renowned Wharton School of Business where he received the prestigious Certified Investment Management Analyst (CIMA) professional designation. His “Preserving Your Income” radio program was a source for the same level of retirement, estate and financial planning advice that benefited Tampa Bay retirees for over 20 years. The American Association of Retired Persons (AARP) also recognized Mark’s expertise when they invited him to participate as an instructor for their Women’s Financial Information Network.
Ken Allgood, Production Manager
Ken has over 25 years of experience in accounting and taxation and has managed his own private practice since 1992. He has been in the financial services industry since 1994. His primary responsibilities as Production Manager include overseeing the quality and accuracy of the documents delivered to clients, analysis and design of allocation models, and assisting with tax planning considerations of portfolio management. In addition, Ken has his own client base that he is transitioning to United Capital since joining the firm in April of 2006. His broad scope of knowledge coupled with his technical and analytical skills are a great asset to the firm. Ken has spent most of his life in the Tampa Bay area but has also lived in Chicago and Phoenix. He lives with Elizabeth, his life-partner of 14 years, and is the father of two sons and one granddaughter.
Sheila Bewley, Senior Case Manager/Advisor, CSA®
Sheila has more than 12 years experience in the financial industries field. She holds a “Certified Senior Advisor” CSA® designation and is licensed in all areas of securities and insurance. Sheila’s extensive knowledge of all aspects of financial planning has given her the tools to be successful at maintaining client relationships. She has a deep dedication to her clients. Her strong leadership skills and organizational abilities help her to ensure clients receive consistent, excellent service at all times. Sheila is a Florida resident and resides in New Port Richey with her husband Eddie of seven years and has one daughter and three step-sons.
Janet Christiansen, Operations Manager
Janet is responsible for establishing and maintaining the operational concerns and paperwork associated with customer accounts. She also assists the case managers by handling incoming inquiries from our clients and managing the scheduling. Janet brings 20 years of customer service experience to the Successful Retirement Planning team, 3 of those in the financial services industry. Her radiant smile and cheerful personality help provide a welcome atmosphere for our clients. Janet has lived in Port Richey, FL with her husband Chad and their two daughters Lindsey and Hannah for 15 years.
Beth Phillips, Case Manager/Advisor
Beth began her career in the financial industry over 14 years ago at Great Western Bank. She has since then acquired her series 7 license, series 66 license, her Health Life and Variable Annuity license, and is currently studying for her series 24 license. Over the 14 years, she has had the privilege to work with and learn from some of the industry’s leading advisers and institutions. Beth had the honor to work with Franklin Templeton and was a specialist in their retirement department where she created a powerpoint presentation that was used in California and Florida to give employees a better understanding of the securities industry. Beth believes in building relationships with clients and takes great pride in making sure that they make the most of their one best financial life. Beth has been married to her husband Ron for 32 years. They have two children, Kris and Kerri, and one granddaughter, Alex Elizabeth, who Beth says is the “light of her life.”
Kim Walker, Practice Manager/Senior Case Manager/Advisor
Kim has 29 years of experience in the financial services industry. Kim uses her strong leadership skills, organizational capabilities, and her ability to communicate efficiently and effectively with clients to ensure that they receive the highest quality of service. As Practice Manager, Kim is responsible for the operation of the local office and integration of operations with the national office. Her practical experience in operations, client services, compliance, and investments, are highly valued by the national office which regularly seeks her opinion in regard to improving operations and the implementation of best practices. Kim and her husband Skip have two children and live in St. Petersburg, Florida.
Kim Pagliaro, Receptionist
Kim is the newest addition to our office. She has lived and worked in the New Port Richey area for 25 years. We are all excited to have her on our team. Kim and her husband Jerry enjoy RV’ing on the weekends with their dogs TJ & Maxx.
