A Few Words About
Our Firm
We coach, encourage, inform and advocate to assist you in your
financial planning so you can live your BEST life imaginable.
Growth and Protection – our daily process.
Centrus Financial Strategies combines 80 years of tax strategy and financial planning expertise from two distinct, yet complementary advisors; J. Michael Mott, CFP®, and Jude H. Wilson, CWS®, MBA.
Jude now leads the team, carrying on the firm’s philosophy based on proven strategies that focus on the success of clients during the most critical period of their retirement planning process. This period is known as the Retirement Red Zone. Routinely clients plan wisely leading up to retirement but experience real difficulties allocating those assets to last a lifetime.
Jude’s dedication to advocating and supporting our clients’ plans for an active, fulfilling retirement starts with a comprehensive approach to their financial plan. This encompasses every aspect of our clients’ financial life, including strategic financial planning, insurance, investments, taxes, and estate planning.
Chief Wealth Strategist
Jude H. Wilson, CWS®, MBA
Chief Wealth Strategist at Mott & Associates and founder of Wilson Group Financial, Jude has over 24 years of retirement planning experience. Jude earned his bachelor’s degrees in marketing and finance from Florida State University, an MBA from the Rollins College Crummer School of Business and holds his Series 7, 63 and 65 licenses. He is also a Certified Wealth Strategist, CWS®, a Registered Representative with JW Cole and is Bucket Plan Certified.
CONSULTANT
J. Michael Mott, CFP®
Bradenton native and Mott & Associates founder J. Michael “Mike” Mott has nearly 40 years of accounting, tax and financial planning experience. Mike is a graduate of Georgia State University with a major in accounting. He began his professional career in 1972 in the Orlando area, returned to Bradenton in 1976 and opened the firm’s doors in 1982. Mike is a Certified Financial Planner™ practitioner and is also a Registered Representative with JW Cole.
CERTIFIED PUBLIC ACCOUNTANT
Barbara A. Mott, CFP®
Licensed to practice as an Enrolled Agent before the IRS and a former tax course instructor, Barbara has 40 years of tax preparation and planning experience. Barbara holds the CFPTM designation and is a registered sales assistant with JW Cole Financial.
Operations Manager
Lauren Perry
Lauren serves as operations manager where she is an integral part of the day-to-day operations. Lauren works tirelessly to make sure clients are satisfied and understands the firm’s extensive financial planning process. Originally from New Orleans, she attended the University of New Orleans and was privileged to work with Chef Emeril Lagasse for many years. Lauren also serves as a volunteer Bible educator.
Certified Financial Planner
Vikki Weaver, CFP®
Vikki coordinates with the team to create and maintain client’s financial plans. Vikki graduated from the University of Georgia’s Family Financial Planning program with a Bachelor of Science in Family and Consumer Sciences. She then went on to earn her CFP® designation and has been working in the financial services industry for the past 7 years. She is a native Floridian from the Ft. Lauderdale area and now resides in Ocala, FL. In her spare time, Vikki enjoys gardening and home improvement projects with her husband and son.
Client Service Associate
J.P. Launay
J.P. assists the advisors in financial planning while managing account related services for clients. J.P. graduated from ELON University in North Carolina with a Bachelor of Economics with honors, has earned his series 7 & Insurance licenses and is a Registered Representative of JW Cole Financial, Inc.
Client Service Associate
Becky Pollock
Becky manages new business and account related services for clients. Becky’s goal has always been to build strong, long term relationships in her professional life. She believes customer service is an essential part of any business and uses this philosophy to constantly improve our process thereby ensuring that the services provided by Wilson Group Financial not only meets but exceeds our client’s expectations. Becky has earned her License 0215 – Life INCL Var Annuity & Health.
Client Service Associate
Jeff Keil, Jr.
Jeff assists Jude and the Financial Planning Team with creating and managing plans for clients while also handling client account related services. Graduate of Bentley University in Boston, Massachusetts with his Bachelor’s degree in Economics and Finance. Jeff has earned his Securities Industry Essentials (SIE), Series 7 and is currently working toward his Certified Financial Planner designation.
Client Service Associate
Martha Grimshaw-Killian
Martha assists Jude and the Financial Planning Team with managing the financial planning process while building, developing, and maintaining client relationships with the goal of helping clients achieve personal and financial success. Martha also handles client account related services. She has over 25 years of experience in the financial services industry and holds her series 7, 63 and 66 security licenses as well as Life, Health and Variable Annuity insurance licenses. Martha graduated from Indiana University of Pennsylvania with a Bachelor of Science in Communications. Martha is a Registered Representative with JW Cole Financial. She lives in Bradenton with her husband Steven and her three dogs.
Director of Client Services and Marketing
Samantha “Sam” F. Wilson, MBA
Sam is the Director of Client Services and Marketing for Wilson Group Financial and Mott & Associates with more than 10 years of experience. Sam received her Bachelor of Science in Sociology from Florida State University and earned her MBA from the Crummer School of Business at Rollins College.
Administrative Assistant
Jennifer Angelo
Jennifer’s steadfast pursuit of excellence in creating and maintaining client relationships is essential in growing our firm. Through the implementation of various marketing strategies, Jennifer seeks to introduce new clients to our holistic approach to financial planning. With several years in the financial services industry, she strives to ensure the highest standards of compliance are met. Jennifer graduated from Penn State University with a Bachelor in Art History and lives in the Bradenton area.
352
Projects Completed
120+
Happy Customers
12
Awards Received
15
Years In Service
Meet Our Team
A descriptive paragraph that tells clients how good you are and proves that you are the best choice.
Sam Smith
Lead Interior Designer
Diane Banks
Interior Decorator
Mike Straut
Interior Designer
