As an Edward Jones financial advisor, Benjamin believes it’s important to invest his time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. He can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Heather Borders serves on the South Council Board and chair of the Spotlight Speaker opportunity where one member has 5 minutes to tell the group more about their organization.
Heather is a Registered Dietitian and Chief Empowerment Officer of Kailo Nutrition. The company mission is to “Taste Life” and this is fulfilled through three types of programming: counseling, community, and culinary. Kailo Nutrition combines traditional nutrition counseling with engaging culinary education. Heather believes a healthy lifestyle is not about restrictions, it’s about creating new habits. To learn more about Kailo Nutrition, visit: https://www.kailonutrition.com/.
Joseph (AKA Joe) Serves as Chairman of Business Grants & Business College Scholarships with JAX Chamber South Council. Outside of the council, Joe serves as Branch Manager at 121 Financial. He has over 15 years of financial banking experience specializing in to rated customer service. At 121 Financial CU, we believe in providing our members with one on one service providing solutions for your personal and business financial goals. To learn more about 121 Financial CU visit: https://www.121FCU.org/.
Core values he possesses and practices professionally and personally consist of Commitment to Members, Creating Trust, Continuous Improvement, Collaboration, Creativity and Innovation, Community Focus. Joe also enjoys the outdoors by taking occasional bike rides and walks. One of Joe’s favorite quotes is “There is no such thing as the best, there is only trained and un-trained” – Denzel Washington, “Man on Fire” Movie Film.
With over 20 years marketing and operations experience in the restaurant, wine and retail industries, Sarah Marie Johnston serves with her husband, Chef Tom Gray, as Co-Owner and Marketing Director for Prati Italia at the Town Center and Town Hall restaurant in San Marco. Together, they are also the founders of CuliVino, a hospitality management and consulting firm. She was named the Jax Chamber 2017 Overall Small Business Leader of the Year and served as South Council President in 2019.