Centrus Financial Strategies

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 Centrus Financial Strategies, 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 certified in The Bucket Plan asset positioning philosophy.

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

Our Team

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