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By JOHN C. COTEY john@NTNeighborhoodNews.com
The financial world is, for many, more precarious than ever these days.
Jobs and benefits are in flux, the stock market is all over the place, inflation is leaving a mark and the economy is either booming or teetering on destruction, depending upon who you ask.
Trying to decide how to shield your savings and investments from this potential storm isn’t a decision to be taken lightly. That’s why, when financial advisor William Morales is asked for one piece of advice, it’s this: come see us at Edward Jones.
“It doesn’t cost you anything, other than time,” says Morales, referring to Edward Jones’ free consultation. “That’s really it. That hour you sit down and talk with an Edward Jones advisor, you’ll get answers to questions you have and uncover questions that you never thought of yourself.”
At Edward Jones, a handful of financial advisors — Morales, Paul Elliott, Natalie Matos, Scott Peterson and Jimmy Tovar — are here to guide you from their new office on Bruce B. Downs (BBD) Blvd., which opened earlier this year in the Shoppes of Wesley Chapel across BBD from AdventHealth Wesley Chapel. The new office’s Grand Opening and ribbon-
The team at the new Edward Jones office on Bruce B. Downs Blvd. in the Shoppes of Wesley Chapel includes (l.-r.) William Morales, Jimmy Tovar, office administrator Karn Weigel, Natalie Matos, office admin Cathy Giacinto, Paul Eliot & Scott Peterson. (Photos by Charmaine George)
cutting ceremony were held on May 6.
Edward Jones offers a wide range of financial services, advising clients on retirement and college savings, business plans, wealth strategies and investments, life, long-term care and disability insurance, annuities and credit.
“We do everything,” Morales said. “The core of what we do is planning. The investments, that hasn’t changed, but it’s all about how we’re connecting with clients and understanding what their goals are…we know there’s a lot of people out there who should be talking to us that aren’t, so making sure we have a presence in our community is a big part of why things are moving differently.”
Morales has had his office in Wesley Chapel for years and has lived here since 1998, but now, sharing a larger workspace with other advisors with different levels of experience, different backgrounds and from different places, is a boon to clients.
“At the end of the day, it’s what can we bring to the client experience?,” says Elliott, who has been with Edward Jones since 2012. “In a single office, maybe I have an idea I want to run by someone. I tell the client I’ll make a phone call or check with an email, to ask what do you think? That’s very different from calling one of the other advisors in the office and getting maybe a different point of view. I think that’s good for the client.”
While there are many services offered, the most common questions are about retirement, by those already retired or those just getting there.
At Edward Jones, the approach is to build a relationship with clients before money and investments are even discussed.
That’s because instead of promising what they can do for you, at Edward Jones, the advisors are more interested in what you see when you look into the future.
“What are you trying to accomplish?,” Matos says is often the first question. Once a client has laid out their own plan, the investments to get them there act as the vehicle.”
Peterson, a University of Pittsburgh graduate who has worked in financial services for more than a dozen years, says he will ask clients to close their eyes and describe how retirement might look.
“Where are you, who is with you, what are you doing and what are your plans for that day?, “ he says. “Tell me about it,” and, whether you are at the
beach or in the mountains or babysitting your grandkids in another state, “there is no wrong answer. You tell me what you want it to look like, and then we’ll go from there.”
That is a message shared by every Edward Jones advisor.
“When people ask what I do, my break-the-ice answer is I make dreams come true,” says Morales, smiling. “I’m kind of joking but I’m not, because it is really what I do. We spend a lot of time trying to uncover what someone’s goals are, and what their vision of the future is, and then we try to build a personal plan towards that goal. Everything we do revolves around the client’s needs and goals.”
And, everyone is different. Some clients have grand plans for retirement, others just want to make sure they have enough to live well, and there are thousands of points in between.
Every answer is different as well, depending upon the current situation of the client. The team at Edward Jones says they don’t shy away from the tough conversations, when a client’s vision of retirement is clouded by some current realities.
“It’s powerful to tell a client, ‘I know you want to retire at this age but, according to the models, it’s not going to work…BUT, if we tweak this and change this up this look what happens,” says Tovar, a Wesley Chapel resident since 2003. “This is where we come in.”
Although the Wesley Chapel office is new, Edward Jones as a company has a 100-year track record of helping people get the most out of their money. Your Financial ‘Toolbox’
Edward Jones has a variety of answers for each situation.
“We’re not a one-trick pony,” Elliott says. “I like to think of myself as a contractor and I have a toolbox and no bias for any of my tools. I sit down with my clients like an architect and ask what are we going to build? If I only get to use my hammer that day, then that’s fine.”
And, because Edward Jones has no proprietary products or services, Peterson says there is no incentive to use a tool that may not be the best one. “The end result is the only thing that matters to us.”
That’s important to retirees and pre-retirees, who have a number of heady concerns when it comes to their respective futures. Things like health care costs (the No. 1 concern, according to most surveys), taxes, savings and investments are important issues. So, the toolbox has to be big.
At Edward Jones, financial advisors have Series 7 and Series 66 securities registrations, and many of them have acquired further credentials, including the CFP (Certified Financial Planner), AAMS (Accredited Asset Management Specialist), CRPC (Chartered Retirement Planning Counselor), ChFC (Chartered Financial Consultant) and state insurance licenses, according to its website.
That level of service, says Matos, is why so many families keep coming back. She says generations of families have stuck with her over the years, and she hopes to build a similar long-lasting clientele in Wesley Chapel at Edward Jones.
“We care about people, we care about the community and that’s why we’re here,” says Matos, a University of South Florida graduate who has worked in the financial industry for 28 years.
“That’s the bottom line.”
Edward Jones is located at 2653 Bruce B. Downs Blvd., Suite 120, in the Shoppes of Wesley Chapel. The new office’s hours are MondayThursday, 9 a.m.-5 p.m. , and 9 a.m.- 4 p.m. on Friday. For more information, call (813) 991-7034, visit EdwardJones.com or see the ad on page 28 of this issue.
By CELESTE MCLAUGHLIN Correspondent
As the much-anticipated KRATE container park at The Grove in Wesley Chapel is finally opening, people are flocking there to try all kinds of food and check out little shops. As they wander through the rows of converted containers, they also can pop into Budget Blinds for inspiration on how they might transform their home with blinds, shades, shutters and drapes.
Wesley Chapel residents Adriane and Mike Wonderlin own one of the top Budget Blinds franchises in the country, serving a territory that stretches all the way north to San Antonio and south to Palmetto and includes showrooms on W. Fletcher Ave. (near I-275, two exits south of Wesley Chapel’s S.R. 56 exit) and in Riverview, covering nearly 90 zip codes.
The Wonderlins employ a team of nearly 40 people, including design associates who come to your home with what Adriane describes as “a ton of samples” to help determine the best look and functionality for window coverings in your home.
But, for anyone who isn’t quite ready to have a design consultant come to their homes, a quick visit to Budget Blinds at KRATE will allow you to see the many possibilities.
Adriane describes it as almost like a kiosk, where visitors can see videos of the products in motion on the TVs, ask questions about how something functions or how it would look, and learn about the different types of window treatments.
There is a variety of styles from which to choose. Blinds come in vinyl, wood, fabric, faux wood and aluminum. Shutters are made from real wood or composite material that will not fade or warp.
In June, Budget Blinds is offering a special that gives anyone purchasing plantation shutters a free upgrade to an
The Budget Blinds location at the KRATE serves as a mini-showroom for the business run by Wesley Chapel residents Adriane and Mike Wonderlin. “invisible tilt” option, which eliminates the rod that typically runs down the middle of the shutters. The invisible tilt allows for an unobstructed view and is typically an expensive upgrade, but is being offered completely free for the month of June. If you prefer shades, you can choose from roller, pleated, Roman, cellular, woven wood, bamboo, sheer, solar or graphic, plus a variety of panels, valances and drapes. All of these options can be explored at the Wesley Chapel KRATE location, where Adriane says she and Mike are excited to support the growing Wesley Chapel community. “It’s almost like its own downtown area for Wesley Chapel,” she says. “You can bring your kids and your dog and come to a friendly area where people are gathered together. A couple of years ago there was nothing like that here.” Adriane says Budget Blinds signed its lease for a spot in the KRATE container park in December 2019, hoping to open by the summer of 2020. After a number of delays – including, of course, the Covid pandemic – the park is finally coming to life and with more than 70 percent of the converted shipping containers ready to go, the Grove has scheduled an official Grand Opening for June 4.
“A lot of these local small businesses have been around for a long time, but you only see them in passing as a food truck, for example,” Adriane says. “They haven’t had the opportunity to be open year ‘round, until now.”
She hopes that as others gather and enjoy the area – even if they’re not shopping for window treatments – they may stop in and be inspired.
“There’s always a new trend,” she says. “You can always come in and see it because we’ll be switching up the displays.”
The trends right now, Adriane says, are motorization and draperies.
“The functionality of the shutter is great and the look is classic,” she says, “but now we’re adding a soft piece of fabric, too. In the 80s and 90s, draperies were everywhere, but in the 2000s, no one did drapes because it looked like your mother’s house. But now, it’s back.”
She says that motorization continues to improve, with motors that are nearly completely silent and a trend that continues to make these “smart home” features more affordable.
For high places you can’t reach, motorization is ideal. It’s also great for businesses to set times to automatically open as the business opens, or to automate window shades to help kids or teenagers wake up in the morning.
With these options, you can use the traditional wand in the window, or you can use a smartphone, remote, wall switch or even voice command to open or close your window coverings.
While Adriane says you can get ideas from the showrooms or the container at KRATE, the best way to determine the ideal products for your unique home is for the design consultant to spend time there with you.
Kristine Dugas, who lives in Land O’Lakes, says she has used Budget Blinds twice and they have now covered almost every window in her house. She says she highly recommends the company.
“Budget Blinds was by far the best value and had the best selection,” says Kristine. “They have tons of selections to choose from, and the design process was fun and easy.”
She says the designer who came to her home was on time, professional and helpful, and so were the installers, who left everything clean and tidy when they finished the job.
“My experience with the office, customer service and communication with Budget Blinds was top notch,” Dugas says. “If I had any questions, they got back to me right away, the ease of scheduling my appointments to work around my busy schedule was wonderful.”
Budget Blinds was founded in 1992 in Orange County, CA, and has more than 1,000 franchises in the U.S. and Canada. The Wonderlins’ franchise, which they purchased in 2018, was awarded Budget Blinds’ national Franchise of the Year for 2020, the franchise’s third such honor since 2016.
To schedule a complimentary in-home consultation or learn more about the June promotion of a free upgrade to invisible tilt on plantation shutters, call (813) 968-5050. For now, the KRATE location is only open on the weekends. Call (813) 340-3360 to check when it’s open. For more information, follow @BudgetBlindsofGreaterTampa on Facebook or Instagram, visit BudgetBlinds.com/ NorthTampa or see the ad on page 32 of this issue.
Mike Wonderlin (white shirt) leads the sales team at Budget Blinds.
By JOHN C. COTEY john@ntneighborhoodnews.com
Second-grade teacher Corinne Staney has retired once before, in 2005, before moving to Wesley Chapel.
But this time, she says, after 53 years in education — including the last 15 at Sand Pine Elementary — it’s for good.
“I promised my granddaughter this would be the last year,” Staney says. “I’m looking forward to spending time with my family, that’s really important, and now’s the time.”
May 27 will be the last day of school for Staney, 75, who lives in Meadow Pointe with her husband Joseph, a retired educator who spent 36 years as an administrator and coach. She has left a lasting legacy that will be hard to replace.
“It’s going to be a huge loss for us,” says Sand Pine principal Christina Twardosz, “but we are super excited for her to be able to spend some time spoiling herself.”
Twardosz says if anyone deserves it, it is Staney, who is always one of the first to arrive and among the last to leave every day at Sand Pine.
What will Staney do on May 28, her first day as a retiree? She’s going to start off with a book to read just for enjoyment, for the first time in forever. She may work on her cooking and rediscover a few hobbies. Michaels is her favorite store, so maybe a little crafting here and there. And, she has a daughter, Lisa Couture, and a son, Tim, as well as grandkids Dom, Ryan and Maddy, and of course, her husband to keep her days filled.
Her family may want to keep her away from tutoring or volunteering at any schools, however. When she retired the last time, it was a tutoring gig that led to a year of being a preschool teacher that then led to her applying for an opening at Sand Pine.
Teaching, she says, is in her blood. Her grandmother taught in a one-room schoolhouse, and because her parents — her dad managed a meat department in a grocery story and her mom had to turn down a scholarship and became an executive secretary — couldn’t go to college because they had to work during World War II, they emphasized the importance of education to their daughter.
Staney cut her teaching teeth in Worcester, MA, at a number of different schools, always in grades K-5. She was active in the teacher’s union, joined a group of education researchers at nearby Clark University, absorbed herself into the field of teaching and eventually “retired” to Florida. But, she says she was called back to the classroom, as retirement turned into more of a very short sabbatical. “I was bored…and I just love what I do,” Stanley says. “I love working with kids, I love learning new things, I love having a job that makes you want to get up in the morning and go. Kids are phenomenal.
Sand Pine Elementary second grade teacher Corinne Staney is retiring after 53 years as an elementary school educator. (Photos: Charmaine George)
Every year is a fresh new start, a chance to be better, and a chance to be a part of a group of people that want to teach and learn. It’s fantastic.”
Staney says teaching won’t make you rich, but if you can find joy in it, it can make you happy.
“Her love and joy for children is inspiring,” says Twardosz.
As this issue is reaching your mailbox, there’s still a few days of classes left, and Staney plans to enjoy every minute of what’s left. She has given away many of her books, to a new teacher and another who teaches children with special needs, and her Christmas tree. Her most prized teaching possession — a ceramic apple that she was given by her fellow teachers to mark her 50th year as a teacher — will be displayed at home.
She could, quite honestly, teach forever, and that’s why, some days, as her final year as a teacher winds down, she has to hold back the tears.
“I didn’t cry until I thought about all of the years and all of the kids,” Corinne says. “But every year when school is ending I have a hard time.”
When she closes her eyes, she says she can still see her first class in 1969 at Woodland Street School in Worcester, and most of her classes since.
But, she says her last class may just be her most special one.
“All of them were adorable,” Stanley says. “I just look at their faces and have such high hopes for them. They clap for each other, encourage each other, all for one and one for all. The future looks pretty bright if you just look at the kids’ faces.”
By JOHN C. COTEY john@ntneighborhoodnews.com
Spring football always presents a host of questions for area coaches to answer.
Who is going to start here, who is going to block there, and who is going to step up in the fall?
But, in Wesley Chapel this month, all three local high schools have at least one question in common:
Who is going to play quarterback?
The game’s most important position at Wiregrass Ranch (WRH), Wesley Chapel (WCH) and Cypress Creek (CCH) was handled by seniors Rocco Becht, Ethan Harper and Owen Walls, respectively. Together, the trio passed for more than 4,300 yards and 45 touchdowns. Their backups threw a combined five passes, completing one.
So, who will line up under center on May 19 when Cypress Creek hosts a jamboree against Pasco and St. Petersburg Catholic and Wiregrass Ranch visits Berkeley Prep at 7 p.m., or May 20 when Wesley Chapel hosts Land O’Lakes at 7 p.m.?
Good question.
Nowhere does the quarterback search seem more of a necessity than at WRH, where the Bulls are flush with a pair of fantastic, dare we say once-in-a-
The WRH Bulls know Ohio State commit Bryson Rodgers (kneeling) will catch passes this season, but will they be thrown by Brendan Collela (far right) or Elijiah Brown? (Photo: Charmaine George) lifetime wide receivers.
Rising senior Bryson Rodgers recently committed to Ohio State — which had two wideouts drafted in the first round of last month’s NFL Draft — and rising junior Izaiah Williams picked up a college offer from national champion Georgia last week, to go with those he has received from the likes of Florida State, Cincinnati and Michigan.
Bulls coach Mark Kantor admits it’s not ideal to have to find a new, unproven quarterback for a roster that arguably has the two best receivers in school history, but he has his fingers crossed that the answer emerges from the spring battle between last year’s backup Elijiah Brown and junior varsity starter Brendyn Collela. “They’re even right now,” says Kantor. While Kantor would like to see a starter emerge that can take advantage of his star receivers, who combined for 1,200 yards and 18 TDs last year, he does have the area’s top returning running back in Kenneth Walker, who scored seven TDs last year.
Quarterback aside, Kantor does have other issues. He has an offensive line to replace, though he feels good about the spring efforts so far and thinks he has found four of the five future starters, and his defense has to be better.
Last fall, the Bulls lost four of their last five games and surrendered an average of 37 points in those losses.
He is counting on guys like rising senior Nick Johnson (LB) and Elijiah Westbrooks (CB), rising junior Jaden Bering (MLB) and rising sophomore Ola Omaloye (MLB) to pack some extra punch into the defensive unit.
“We’ve got to get back to playing physical defense,” Kantor says. “I gotta find some dudes who want to crack-a-lack.”
CCH Grooming Neimann
Meanwhile, at Cypress Creek, Walls’ departure will hurt, but coach Mike Johnson likes what he has seen in jayvee starter and rising junior Jack Neimann this offseason.
“I think we’ve got some great guys trying to fill those shoes,” Johnson says. “Jack is a guy who has been productive,
and we have a lot of confidence in him.”
While quarterback may be the biggest loss, the entire offense is in need of a spring overhaul. Even if Neimann can prove to be the answer at QB, he will need blockers, pass catchers and running backs and the Coyotes went into spring looking for all those things.
Dylan Lolley, a 6-3, 225-pound tight end, is a great route runner and had 28 catches for 329 yards last year, so he’ll be counted on to replace a lot of the 1,200 receiving yards and 10 touchdowns lost to graduation. And, rising senior running back Tre Gibson is expected to take over in the backfield.
As for the offensive line, Johnson says a torn ACL, back surgery and dislocated elbow will keep three of his veteran offensive/defensive linemen sidelined this spring, but he feels good about the fall.
Defensively, it’s been a five-year battle to find a unit that can produce like Johnson wants it to. In the team’s brief history, the Coyotes have been allowing more than 30 points a game.
Can The ‘Cats Run To Wins?
While the Wildcats (6-4 last season) also need a quarterback, they don’t rely on the pass as much as their area counterparts.
Harper threw for 600 yards last season, so whoever inherits the reigns between rising senior Dillon McGinnis, junior Colin Opperman and sophomore Desmond Devore won’t be asked to do too much.
Instead, how they lead WCH’s runfirst offense will be the key.
“Whoever shows the leadership for the position will be the guy,” says coach Anthony Egan.
Egan has rising senior bookend tackles in Max Hambrecht (6-4, 325) and Ryan Warren (6-3, 270) and tight end Conner Libby (6-5, 230) to anchor his offensive line, so look for the Wildcats to do what the coach likes best and pound the rock while controlling the clock. The loss of 1,000-yard rusher Jaylan Blake needs to be replaced, and Egan says last year’s fullback Mason Quinn could be that guy.
On the defensive side of the ball, linebacker Josh Poleon will anchor the unit, which is in rebuilding mode. The hardest part about rebuilding, whether it’s finding one player like a quarterback or an entire defensive line, are the number of choices. At Wesley Chapel, Egan’s biggest spring battle could be finding enough players.
“We’re still struggling with numbers,” says Egan, who had about 45 kids out this spring. “It definitely presents some special challenges. We have good kids, with great skills, but we need more of them.”