About Mainstay Financial Group 

Annalee Leonard

Annalee Leonard
Founder & President

Mainstay Financial Group

Annalee Leonard has been helping clients with retirement and legacy planning since 1989. She established Mainstay Financial Group in 2001 so she could ensure her clients were being served ethically and fairly. As an Investment Advisor Representative she has a fiduciary responsibility to each of her clients. That responsibility means that she always act in the client’s best interest.

Annalee is also a member of Ed Slott’s Master Elite IRA Advisor Group™, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients.

A native of Morgan City, LA, Annalee has lived in the Pensacola area since 1989. When it is time to relax you may find her playing on the golf course, traveling or enjoying her three miniature schnauzers, Beau, Jolie and Bella!

Dr. Joan Connell, PhD, CSA, CLTC, LTCP
Medicare & Long Term Care Planning Specialist

Mainstay Financial Group

Joan Connell joined the Mainstay Financial Group team in 2001 after retiring from the Nursing Department Head position at Pensacola Junior College in Pensacola, FL. In 2002, she retired from the US Army Reserves Nurse Corps at the rank of Lt. Colonel.

In addition to her nursing credentials as a registered nurse (RN), she became certified in long term health care insurance through the Corporation for Long Term Care (CLTC) and American Health Insurance Plans (LTCP). Her 32 years of nursing practice combined with her insurance experience enables her to be Mainstay’s Long Term Care and Medicare options specialist.

HOW ARE WE DIFFERENT?

Being an independent financial advisory firm allows us to serve you in very unique ways. As a fiduciary, we have the responsibility to place your personal financial needs before anything else. We do this by educating you with specific information so you can determine what is best for your unique and individual financial plan. We also have developed partnerships with CPA’s, Enrolled Agents, and attorneys and can refer you , as needed, to further help guide you through the maze of retirement and estate planning.

Our goal is to do what is best for you today and for your heirs in years to come by helping you achieve the peace of mind that comes with knowing that you have been educated and taken action on the road to financial security.

The Mainstay Core

Mainstay Financial Group offers advocacy and personal financial guidance, in a caring environment, where you learn about choices available to you in
your particular situation. We believe your financial plan should be as unique as you are.

We will always treat you with respect, care and warmth. We will inform you clearly, and patiently allow you the time you need to make good decisions. We will explain things in ways you understand and the reasons behind our suggestions.

We dedicate ourselves to exemplary service and caring relationships, focusing on helping clients arrive at clear, straightforward answers.

Jolie, Bella & Lance Schnauzers
Smile Committee

Jolie and Bella are the office entertainers and client greeters. Each of them have been working at the office since they were 10 weeks old!  Lance is our newest edition and he is learning the ropes from Jolie & Bella.

They love coming to work and seeing everyone and it is not unusual to find one of them asking to sit in your lap while you are meeting with Annalee.

Jolie loves everyone from afar, Bella is the talker and Lance is the energizer puppy! Regardless of where you see them in the office you are guaranteed to smile!

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Bob Beargie

Investment Advisor Representative

Bob Beargie serves as an Investment Advisor with Mainstay Financial Group.  With over 25 years of investment and wealth management experience, Bob brings additional perspective and value to his clients with his extensive background in law, taxation, and retirement and estate planning.

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 on-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.

Bob 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 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 two grandchildren.

Kristen Colla

Administrative Assistant

Born and raised in South Texas, Kristen met her husband Joe Colla while both attending college in Austin, Tx. Together they relocated to Pensacola in 2016, after falling in love with the area on vacation. There is no where else they would rather call home! When Kristen isn’t working, you can find her spending time outdoors with her husband of 10yrs, their 9yr old son, and 2 dogs!