About Mainstay Financial Group 

HOW ARE WE DIFFERENT?

We are a fiduciary and trust-based wealth management firm, meaning we put your best interest first and foremost and believe in genuine and authentic relationships with our clients. Our client engagement process involves unique steps designed to identify your goals and opportunities, educate you to make decisions, empower you to take action, and monitor your progress.

Because we are a truly independent wealth management firm, we help protect our clients by separating duties through partnerships with carefully selected entities. We also have strong relationships with attorneys, accountants, enrolled agents, trust companies and others, allowing us to fulfill a myriad of obligations to our clients. These relationships allow us to approach planning in a truly comprehensive and holistic way.

Our goal is to do what is best for you today and for your heirs in years to come.

The Mainstay Core

Mainstay Financial Group offers advocacy and personal financial guidance for all stages of life.
We believe your financial plan should be as unique as you are.

We welcome the opportunity to educate others. We aim to explain things in ways you understand, to provide reasons behind our suggestions, and to patiently allow you the time you need to make good decisions.

We are dedicated to exemplary service and caring relationships, empowering you to arrive at clear, straightforward answers.

torn

Bob Beargie

Investment Advisor Representative

Bob has guided his clients and served as a fiduciary to families and individuals through the inflationary and high interest rate environment of the 1980’s and 1990’s, the technology bubble of the early 2000’s, the financial crisis and subsequent real estate bust of 2008, and, most recently, through the COVID-19 global pandemic of 2020. Bob enjoys working with his clients and their families; learning, preparing, and helping them define their needs and wants, their hopes and dreams; helping them accomplish their long term goals and objectives; and, through careful one-on-one planning and providing specific solutions, prepare them for their future and encourage them to enjoy the journey.

Bob grew up in Lexington, Kentucky and attended the University of Kentucky and St. Thomas More University, earning degrees in both Economics and Business Administration. In 1988 Bob graduated from the University of Louisville School of Law and practiced law, primarily in the area of wills, trusts and estate planning. In 1991 he earned his MBA from the University of Miami and moved to Cleveland, Ohio to serve as a corporate fiduciary in the trust and wealth management industry. In 1998, Bob and his growing family of seven left the Midwest and moved South to the Gulf Coast, where he continued to serve as a fiduciary and investment advisor in the wealth management industry.

Bob was fortunate to grow up surrounded by the selfless love, affection and support of his parents, who instilled in him and his four siblings a strong work ethic and an appreciation in the value and beauty of providing for one’s family. In his professional career, he was also fortunate to find a business partner in Annalee Leonard who shared these same values; who challenged and supported each other, expanded their level of service above and beyond traditional delivery channels, and perform their craft at the highest and most professional level possible.

Bob learned early on that it is not solely about investment returns and what you make; but more about what you get to keep and pass on to your family, your loved ones, and the causes you believe in. With over 30 years of investment and wealth management experience, Bob brings a unique perspective and value to his clients with his extensive background in law, taxation, and retirement and estate planning. He considers it an honor and a privilege to serve his clients. It is a vocation, passion project, and a tremendous responsibility that he does not take lightly. It is Bob’s most sincere goal and professional objective to exceed his clients’ expectations in all matters; to earn their trust and confidence in him every day; and to continue to serve his clients and their families in the most caring, compassionate and professional manner he knows.

Outside the office, you can find Bob and his wife, Connie, on long walks with their dog, Luna, or on a sightseeing bike ride in one of many historic towns along the Gulf Coast. They enjoy dining on all types of seafood and authentic Mexican foods. Bob and Connie also enjoy road trips up North and out West to visit their seven children and three grandchildren.

Phone: (877) 860-7752
Email: admin@MainstayFG.com

Katie Beargie

Wealth Advisor

Katie joined Alphastar Mainstay Financial Group in 2022 as a Wealth Advisor. She is passionate about educating clients and providing tailored investment and retirement planning solutions to help clients meet their long-term goals.

Katie has a Master of Business Administration from the University of Colorado and a Bachelor of Accounting from Loyola University in New Orleans. She spent her early career working primarily for large law and accounting firms. More recently, she worked for an investment firm in New Orleans, as a Financial Planner at Northwestern Mutual, and for Fidelity Investments in Denver as a Wealth Transition Specialist. Through this specialized work, involving estates, trusts, and various asset transfer issues, Katie learned the value of comprehensive retirement and estate planning.

Katie is insightful and genuine and understands the importance of building meaningful and personal relationships with her clients. She is thrilled to join her dad here at Alphastar Mainstay Financial Group to continue learning from his wealth of knowledge and experience. She brings a fresh perspective and enthusiasm to the firm, furthering our goal of helping each client define and create the financial future they dream about.

While in college, Katie played on the varsity tennis team and was named a Capital One Scholar Athlete in 2011. She also spent a year studying abroad at Thammassat University in Bangkok, Thailand.

Katie holds numerous FINRA Securities Licenses as well as Insurance Licenses for Health, Life, Long-term Care, and Annuities.

Katie is excited to be back in her hometown of Pensacola, Florida, establishing roots close to her family and lifelong friends. When she’s not working, she spends most of her time with her boyfriend, David, and their big Saint Bernard named Boone. She enjoys local festivals and all the activities the Gulf Coast has to offer. She loves traveling, playing tennis, trying her hand at golf, and spending time with friends and family. Coming from a large family of nine, Katie is one of seven children. With four smart, well-rounded sisters and two adventurous brothers, her family gatherings never lack good conversation and entertainment!

Phone: (850) 437-3127
Email: katie@MainstayFG.com

Hillary Hughes

Office Manager

Hillary Hughes became the Office Manager at Mainstay Financial Group in April 2021. She manages the relationships between each client and their advisor. That relationship between the advisor and their client is what sets Mainstay Financial Group and Hillary apart from other firms. They know that building ongoing trust happens when you take time to get to know each client personally, not by focusing on the Financials.

Hillary has been in the Financial industry since 2011, working as an Office Relationship Manager, so she knows how to
discern what’s important to each client. She keeps files updated, sets appointments, and keeps clients informed of significant account changes. Hillary is also the point of contact when advisors need information for both clients and prospects. Long before joining Mainstay Financial, she was a turbine engine mechanic on Chinook helicopters in the U.S. Army.

Hillary grew up in Ohio in a time when it was safe to leave your doors unlocked, and electronics were only futuristic movie ideas. Her parents instilled in her a strong work ethic and enough self-confidence to know she can make a difference in these challenging and changing times. Hillary stakes her work and personal reputation on faith, honesty, and trust.

Hillary has been married to Bob since 1978, and together they have three wonderful sons. Each son is married, which has graced Hillary and Bob with ten grandchildren! They enjoy traveling the world, with Uzbekistan and Israel being Hillary’s favorite places to visit. She and Bob also lead mission trips—each one providing a lasting impression and a host of incredible memories.

Phone: (877) 860-7752
Email: hillary@MainstayFG.com

Tina Loveren

Client Services Associate

Tina joined Alphastar Mainstay Financial Group as a Client Services Associate in September 2021. She supports the financial professionals in the office and is the first line of contact for current clients and prospects. Her ability to problem solve, exceed client expectations, and foster strong client relationships has made Tina an invaluable team member.

“Keep your face always toward the sunshine, and shadows will fall behind you.” This quote by Walt Whitman is the inspiration behind Tina’s diligent work ethic and positivity.

Prior to joining The Alphastar Mainstay team, Tina worked in various industries, including banking, aviation, and property management. Tina served as a Commercial Deposit Associate at Key Bank in Manchester, New Hampshire. She also performed as an Underwriter in the Mortgage Origination Industry for Capital One Bank. Most recently, Tina served as the Office Manager / Lead Property Manager for 35+ rental properties in Atlanta, Georgia. While working in the aviation industry, she was named a Top 50 Customer Service Representative and was nominated for this honor by numerous pilots from across the country.

Tina and her husband, Jeremy, have one son and they cherish their time together as a family. Tina loves living on the Gulf Coast and her move to the area has brought a constant and steady stream of family and friends to visit as well. When she’s not in the office, you can find Tina baking, golfing, biking, hiking, and traveling—with her favorite destination being anywhere near a beach.

Phone: (877) 860-7752
Email: tina@MainstayFG.com