Jared Leifert

Jared Leifert

Jared Leifert

Retirement Income Specialist

About Me

Jared is a Retirement Income Specialist with over a decade of experience in the financial services industry, helping individuals and families build confidence, clarity, and peace of mind around their financial future. Having served thousands of satisfied clients, he has earned a reputation for integrity, thoughtful guidance, and a truly client-first approach.

Rather than focusing on a product, his philosophy centers on providing comprehensive and well-rounded solutions tailored to each client’s unique goals and concerns. Known for listening carefully and asking the right questions, he approaches every relationship as an educator first—empowering clients with the knowledge they need to make informed and confident decisions about their retirement and long-term financial security.

Through partnerships with multiple financial institutions, Jared maintains complete independence and objectivity. He has no allegiance to any single company, which allows him the flexibility to truly advocate for his clients’ best interests and recommend strategies based solely on what aligns with their needs. At the heart of his practice is a deep commitment to integrity, service, and gratitude for the opportunity to help change lives by providing peace of mind for the future.

Outside of work, Jared is a devoted husband and father. He is married to the love of his life, Danielle, whom he met while serving together on their church’s praise and worship team. They were married in an intimate backyard ceremony during the pandemic in 2020 and welcomed identical twin daughters, Layla and Lainey, in 2024. A longtime resident of Nashville, Tennessee for over 25 years, he previously lived in Missouri and Los Angeles, experiences that have shaped his perspective and appreciation for diverse backgrounds and goals.

He looks forward to the opportunity to work alongside you, helping you navigate important financial decisions as he helps you build a future with confidence and peace of mind.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Jessica Enriquez

Jessica Enriquez

Retirement Income Specialist

About Me

I’ve been a licensed life insurance professional for over 20 years, and I’m passionate about helping people plan for retirement in a safe, secure, and tax-efficient way. As a Retirement Income Planner, my goal is to help each client create a strategy that ensures their income lasts a lifetime—while reducing taxes and protecting against market risk.

I live in Texas with my husband, and together we’ve raised six children who have blessed us with seven grandchildren (and counting). Family means everything to me, and my love for them is at the heart of what I do. I care deeply about helping other families protect their financial futures because I’ve seen firsthand how important that protection can be.

When I was a young 20-something mom, I lost my sister when she was just 30 years old. She left behind three beautiful children, and that experience shaped my perspective on financial security forever. It inspired my commitment to helping families safeguard their incomes and retirements so that, no matter what life brings, they can move forward with confidence and peace of mind.
Every plan I design is personal. I take the time to truly understand each client’s goals, values, and concerns—because retirement planning isn’t just about numbers, it’s about ensuring the people and legacies we love are cared for and protected for generations to come.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Laura-Beth Christensen

Laura-Beth Christensen

Laura-Beth Christensen

Retirement Income Specialist

About Me

For 30 years, Laura-Beth has been passionate about guiding clients to a more secure financial future. She blends seasoned expertise with a personal touch, empowering people to define and conquer their income goals. Her mission is to ensure every client feels confident and in control of their financial destiny

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Caleb Law

Caleb Law

Caleb Law

Retirement Income Specialist

About Me

Retirement Income Specialist and founder of Leverage — known for a no-nonsense, results-driven approach to helping high-income clients build safer, smarter financial futures.

With over 13 years in the insurance and financial industry, Caleb Law has built his career on results, integrity, and clear communication. After years as an agent, he grew frustrated with being limited in how he could help clients — not wanting to push products; he wanted to build real solutions. That drive led him to create Leverage Benefits Consulting, expanding options and strategies to fit each client’s unique goals. As Leverage grew, so did its reach — serving more high-income professionals, business owners, and real estate agents who wanted safer, smarter financial outcomes. That evolution led Caleb to discover and partner with JBP Group, a collaboration that magnifies how he helps clients — faster, easier, and with even greater results.
Caleb is highly experienced, passionate, and unapologetically direct. You won’t get fluff or sales talk — just clear math, straight answers, and a loud enthusiasm for helping people win.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Thomas Scheurer

Thomas Scheurer

Thomas Scheurer

Retirement Income Specialist

About Me

My name is Tom Scheurer. I specialize in helping my clients financially prepare for retirement, often through the strategic use of Roth conversions.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Tatiana Maciel

Tatiana Maciel

Retirement Income Specialist

About Me

Tatiana Moreira Leite Maciel, MBA, MS in Marketing Retirement Income Specialist | Financial Agent with over 18 years of experience in business development, financial planning, and investments, Tatiana Maciel helps individuals and business owners create strategies to turn their savings into lasting retirement income. Tatiana combines her expertise in retirement planning, tax-efficient strategies, and income forecasting to simplify complex financial decisions. Her focus is on helping clients protect their wealth, reduce risk, and ensure that their money lasts through every stage of retirement.
Whether guiding pre-retirees through Social Security and RMD planning, designing tax-free income strategies, or helping small business owners maximize their retirement benefits, Tatiana is committed to being a trusted partner in building secure and confident retirements.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Matthew Swinford

Matthew Swinford

Retirement Income Specialist

About Me

Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences.

When fatherhood called louder than the late nights and weekends, he left the restaurant industry and returned to Florida to be closer to his daughter.
That life-changing move inspired a new mission: helping families secure their futures and achieve financial freedom.

Today, Matthew brings the same precision, care, and dedication from world-class hospitality to crafting financial strategies tailored to each client’s unique goals.

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Patrick McGillivary

Patrick McGillivary

Patrick McGillivary

Retirement Income Specialist

About Me

I was raised in Ohio and still live here as well. I have five daughters and four grandchildren. My degree is in finance. I have 31 years of experience in the insurance and financial industry with more than a dozen of those years helping federal employees better understand their benefits and retirement. I have a love and passion for educating people to empower them to make the best decisions for themselves and their family regarding their retirement. My philosophy, “People don’t know what they don’t know. So, why not take some time to learn about one of the most important events in your life that will wholly impact the next several decades of your life?! Learning just one thing can have a profound impact on your retirement life. If not, you’ve at least ‘Sharpened the saw!’” as Steven Covey wrote.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Ardie Baxter

Ardie Baxter

Ardie Baxter

Retirement Income Specialist

About Me

My goal is to understand what matters most to you and make sure your goals are met. That happens through open conversation, not me talking at you. Together, we’ll look at your numbers, talk through where you are today, and explore where you’d like to be in the future. I’d be grateful for the chance to walk alongside you in that process.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210

Deborah Zanelotti

Deborah Zanelotti

Deborah Zanelotti

Retirement Income Specialist

About Me

I’m from Chesapeake Beach MD, married for 25 years, we have 3 children, 2 are active duty in the military and 2 grandchildren. I worked in the accounting field for over 20+ years and decided it was time for a change. I found my way to the finance industry almost 15 years ago and became a Retirement Income Professional. I find great satisfaction helping my clients plan for retirement and make the transition as painless as possible. I’m passionate about educating and helping my clients, who can count on unbiased recommendations and impartial guidance based directly on their needs and goals.

Contact Details:

Licensed Advisor For:

Areas of Service:

JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.
CONTACT INFO
Email: support@jbpgroup.com
11 Willow St. Nashville, TN 37210