David is a Certified Estate Planner®, Certified Senior Advisor®, Investment Advisor Representative, Licensed Insurance Agent, and a member of Ed Slott's Elite IRA Advisor Group. David has over 40 years of experience in the financial industry and is one of the authors of the recently published, "Have You Ever Been Bitten by an Elephant? The Definitive Guide for Retiring Well."
He began his career in the banking industry in 1973 working up to Senior Vice-President of a regional bank in central Kentucky. After realizing that his passion was in serving the needs of individuals and families, David founded Blackston Financial Advisory Group, LLC in 1998. His steadfast dedication to client needs and financial expertise has built a financial firm that prides itself in client service and family-oriented values.
David's unique approach to financial planning includes investment advisory services, tax forecasting, and estate planning — all working together to provide a comprehensive plan for clients. His methods include safe money, risk money, and how these two competing worlds can be brought together to provide a worry-free lifestyle. Blackston Financial Group is also a member of the Better Business Bureau.
David is active in his church and is an individual partner with different ministries around the globe. He is married to Andrea Blackston and has two children, Drew, also an advisor in the office and Kyle, who is a professional golfer.
A native of Elizabethtown, KY., Drew is a national Investment Adviser Representative, Registered Financial Consultant®, Certified Retirement Counselor®, registered insurance agent, Notary Public for the State of Florida, and member of the National Ethics Association. He is also one of the authors of the recently published, "Have You Ever Been Bitten by an Elephant? The Definitive Guide for Retiring Well." Drew has also been featured in Forbes Magazine and on Kiplinger.com.
Drew has been working in the financial services industry since graduating from the University of South Florida in 2008 with a bachelor's degree in Business Administration. He began his career focusing on market research, analysis, and financial planning. After spending two years on the investment policy committee and involved in the day-to-day trading of client accounts, Drew decided to move into the individual financial planning field.
His unique perspective during the financial and credit crisis prepared him for the future not only with stock market research and analysis, but with asset preservation and retirement planning. Drew has completed the prerequisite education to become a Certified Financial Planner® through Kaplan University.
Travis Bender, a financial advisor at Blackston Financial Advisory Group, has been in the financial services industry since 1997 and offers comprehensive retirement strategies to retirees and pre-retirees. He focuses on: Estate planning,
Assistance with rollovers (401(k), 403(b), IRA, Roth),
Retirement income strategies,
Social Security strategies,
Asset preservation, and
Tax minimization strategies. He specializes in investment strategies, stock market analysis, and asset preservation. Travis is a national Investment Adviser Representative.
Born and raised in Michigan, Travis’ dedication to family and meaningful work are the result of his tight-knit family upbringing. He attended Western Michigan University, where he earned a Bachelor of Science degree. Travis holds a life and health insurance license in the state of Florida.
Travis is committed to developing long-term relationships with all of his clients. Honor, integrity and a strong work ethic were instilled in him by his parents and are themes that run deep in his personal and professional life. He wants to be your trusted insurance professional and will work to help ensure that your retirement assets are protected for the future, while offering flexible financial strategies for your retirement needs.
Bio coming soon!
As Director of Marketing, Andrea oversees the day-to-day execution of action items in the greater marketing plan. Her responsibilities include creating and developing all advertising-based marketing material, including brochures, proposals and radio scripts. She also designed, coordinated and implemented the company’s Partnership Referral Program and the extensive drip marketing campaign.
A native of Rockport Ind., Andrea is a graduate of the University of Kentucky. She began her career as an account executive for WVJS-WSTO radio stations in Owensboro, Ky., before taking on her role for Blackston Financial Group in 1998. Andrea's detailed approach to marketing and budgeting uniquely qualifies her for marketing in the financial industry.
She is married to David Blackston and has two children, Drew, an advisor in the office, and Kyle, who is a professional golfer.
As Director of Client Operations, Bernadette coordinates multiple responsibilities to provide smooth office operations and efficient client services. Her duties include client coordination, managing advisors calendars, facilitating both internal as well as external communications, assisting the Director of Marketing, and helping with day to day needs of both clients and staff.
Bernadette’s passion is making clients feel comfortable and welcome so that from the moment they walk through the door, they feel like a part of the Blackston Financial Group family. She has an executive administration background and strong customer service skills.
Born in Scotland and raised all over the world thanks to her Father, a twenty year Navy Veteran. Her greatest accomplishment is being Mom to Alexander; a United States Air Force Veteran & Gabrielle; a student at the University of South Florida studying Environmental Science. She is married to Rob, an Occupational Therapist who, as a graduate of Penn State does not share her love of Florida football!
As Client Service Representative for Blackston, Krista’s primary focus is client services, including but not limited to, communication with all new and existing clients, work flow processes, and responding to client inquiries/administrative questions.
Krista graduated from Hodges University in Naples Fla., with a degree in Accounting. While working full time, she attended college as well and earned Dean’s List 4 consecutive years. She gained prior knowledge and experience working at various institutions in accounts receivable/payable, customer service, and tax preparation. Krista's future plans include pursuing her insurance and Series 65 investment license, and Certified Financial Planner® designation.
Krista is a native of Central Florida and the mother of one son, Rhylan.
As Client Services Administrator, Samantha works with the Advisors to make sure that all processes are run smoothly and efficiently. She assists with the advisor's daily needs, and works with the clients to ensure all their needs are met with a high level of efficiency.
Samantha has a Bachelor’s Degree from The University of Central Florida with a major in Finance. Samantha is using her education and experience to pursue becoming a Financial Advisor.
Samantha is currently pursuing her Insurance Licensing.
Samantha is a native of Lake County, and she currently resides in Mount Dora. In her free time, Samantha likes to spend time with her family and her two dogs.
As Client Services Administrator, Laura works to make sure that the business process is ran smoothly and efficiently. She assists with client paperwork & communicates with the clients to answer their questions and concerns by working hand-in-hand with the Advisors and Director of Client Operations.
Laura has several years of management experience in customer service and administration, as well as tax preparation. She takes great pride in her profession and dedication to client’s needs.
Born in Connecticut, raised in Central Florida, Laura currently resides in Fruitland Park with her three children, Victoria, Courtney and Brandon. When not working. Laura enjoys spending her time outdoors with her children.
Dot Goodson, our director of first impressions, is an integral part of daily operations. She has an administrative assistant and customer service background and loves making clients feel welcome, comfortable and a part of the family at Blackston Financial Group. Born and raised in Palm Beach County, Dot grew up at the beach for most holidays and has yet to see snow. She lives in Tavares, Florida, with her husband, Brandon, and her sons, Adrial and Austin.
It is important to feel you have control over your future. At Blackston Financial Group, we offer our experience and knowledge to help you design your own strategy for financial independence.
Contact us today to schedule a complimentary introductory meeting! Call us at (352) 633-9046.
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