President & Founder
Jeffrey D. Bliss, CEP, RFC began his financial services career in 1978. In February 2009 Jeff established himself as an Investment Adviser Representative (IAR). Being an IAR carries with it a fiduciary duty—meaning, “client best interests first.” During the past several years Jeff has conducted educational workshops for professional groups, union members, non-profit organizations, retirees, and, groups of active employees seeking information to help preserve and protect their savings and retirement. Jeff specializes in working with clients who desire strategies and methods to increase their potential for growth and lifetime income while lowering fees, risk and other costs associated with investing. He strives to achieve these results while providing the highest level of integrity and professionalism. Jeff has 35 years experience. Jeff speaks frequently on the subjects of wealth building & income strategies. Jeff has formed strategic alliances with other professionals such as CPA’s, Attorney’s and other experienced specialists in order to facilitate the implementation of strategies and methods to fulfill the goals and objectives of his clients. Jeff can assist in developing a successful financial model. This new model may generate more wealth and help preserve it in a more efficient manner than typical “boiler-plate” methods.
Investment Advisor - Financial Planner
John joined Bliss Wealth Management early in 2016. He serves as a junior advisor and assistant to Jeff Bliss. His diverse background and training enables him to help our clients pursue their long-term financial goals through comprehensive, individualized financial planning. His client-focused approach ensures that the recommended programs encompass each client’s financial goals, time frames, and risk tolerance. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, and retirement planning. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals, and make adjustment as economic or lifestyle conditions warrant. In 2005, John graduated from St. Thomas Aquinas and earned a Bachelor’s Degree in Business Management and Marketing from the University of Central Florida.
Director of Operations
Loni has been with us since the beginning. She has provided her support and direction in much of the firm's growth and ventures. She has proved herself to be a valuable asset to the Bliss Wealth Management team. Loni oversees daily operations and helps manage the firm's finances while directing supplies and acquisitions. She is highly motivated and trained in all aspects of customer care and client services. She has been happily married to Jeff Bliss for 36 years and they have two adult daughters.
Receptionist - First Level Customer Service
Tatiana is one of the new faces at Bliss Wealth Management. As one of the front desk specialists, she meets all clients with a bright smile and warmly welcomes them. She takes charge of scheduling clients to meet with Jeff, in addition to assisting the team with any needs that arise.
With her experience in humanitarian volunteering as well as in the medical field, she has met people from all walks of life and has developed a sincere care and interest in others.
In her free time, Tatiana loves to travel abroad with her Husband and is attempting not to wipe out while snowboarding.