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George Cattat

Founder, Investment Strategist

Office: 727-272-7249
Email: george.cattat@fouroaksfinancial.com

George Cattat is the founder of Four Oaks Financial, LLC.

As an Investment Strategist, over the past 20 years George serves as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.

Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

Kari Neller

Financial Professional

Office: 727-421-5154
Email: kari.neller@myifpadvisor.com

Kari Neller has been working in the securities industry since 2006. Kari holds the Series 6 & Series 65 as well as a State of Florida Life, Health, and Variable Annuity License.

Kari believes that clients deserve a personal focus. Whether your goal is wealth accumulation, retirement income planning or portfolio management, Kari will meet with you to discuss your needs and goals and help you create a plan tailored to meet them.

In Kari’s spare time she volunteers as a Guardian Ad Litem, representing abused or neglected children in court.

Schedule an appointment with us.

IFP Support Team

Four Oaks Financial is a member of the Independent Financial Partners (IFP) network of financial professionals. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.

Independent Financial Partners (IFP) is a full-service financial professional support firm. Financial professionals are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.

Aaron Gilman, CFA®, CFP®

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

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Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Four Oaks Financial.

Pete Nunley, CFA™

Director, Asset Management, IFP Asset Management

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

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Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Four Oaks Financial.

Jayne Alford

Divisional President, IFP Insurance Group

Jayne Alford represents IFP Insurance Group to independent financial professionals of all backgrounds and expertise. She consults on concepts, case design, on the use of risk transfer tools including life insurance, disability, long term care, and annuities.

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Ms. Alford is an employee of Independent Financial Partners and not affiliated with Four Oaks Financial.

Jeff Acheson

Chief Business Development Officer, IFP

Jeff Acheson leads IFP Plan Advisors with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to financial professionals focused on the retirement plan and advanced markets. His focus is on the delivery of a breadth of service, supported by a depth of tools and resources, all integrated and delivered through cutting-edge technology.

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Mr. Acheson is an employee of Independent Financial Partners and not affiliated with Four Oaks Financial.