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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.


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Mission Statement

“Anchor Certified Planners Group, Inc. is a comprehensive financial services firm committed to helping our clients achieve their long-term financial success. Utilizing our experience, we offer customized programs designed for preservation and growth of our clients’ wealth. ”


Clients Are "Extended Family" in Bill's Book

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

 If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 386-615-PLAN (7526).

About Us

Bill Grigat, CFP® Photo

Bill Grigat, CFP®

Financial Advisor
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Bill Grigat, CFP®

If you find yourself navigating towards a new direction when charting your retirement, Bill Grigat can certainly understand your reasons. A New Jersey native who moved to Florida in 1978, Bill finds the warmer climate and abundance of active lifestyle choices more to his liking, as well.

The Grigats place an emphasis on family and look forward to the moments they can share.

CLIENTS ARE "EXTENDED FAMILY" IN BILL’S BOOK

Bill and his wife live in Ormond Beach because they enjoy all the activities and community organizations to which they lend their time and efforts. Bill has always been particularly fond of golf, and in Florida he can play year-round. He likes to unwind on the links with his clients, accomplishing two things: a chance to surpass his personal best on the course-just as he does in the office every day and the opportunity to get to know his clients better. Establishing one-on-one relationships is important to Bill, and he views those who entrust him with their retirement planning as part of his "extended family."

MAPPING A PATH THAT STAYS ON COURSE

As a dedicated father, son, and husband, the importance of family does not escape Bill. That’s why he works just as hard to help navigate you and develop a strategy so you can face your retirement with confidence. In his financial planning career, Bill sees himself as a financial architect, setting his sights on your financial goals and mapping out a plan designed to allow you the opportunity to live your retirement dreams with less worry. After all, you’ve worked hard your entire life and have certainly earned the right to relax with less worry in your golden years.

PLAN WELL, INVEST WELL, LIVE WELL

As owner and president of Anchor Certified Planners Group, Inc., Bill Grigat is on a mission. To put over three decades of financial planning and investment experience to work, mapping out strategies so you can enjoy your retirement without worry. If you’re retiring in Florida, contact The Man with the Plan for Retiring Floridians to discuss a customized strategy to help navigate through today’s financial challenges and chart a course to your retirement destination.


Karrie Grigat Harman Photo

Karrie Grigat Harman

Financial Advisor
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Phone800-782-1662

E-Mailkarrie@billgrigat.com

Karrie graduated from Florida State University in 2001 with a Bachelor of Science in Finance. She joined her father’s business in 2003 and currently works with clients as an Investment Adviser Representative. Karrie holds the Series 6, 7, 63, 66, and Florida Life, Health and Variable Annuity Licenses. Having graduated from the College for Financial Planning in 2007, Karrie is now working towards the CFP® designation.

She and her husband, Rich, have a daughter, Leena, and two sons Liam and Luke. Karrie enjoys running with her three dogs, traveling, and staying active in the community.

Richard E. Harman, III, AIF® Photo

Richard E. Harman, III, AIF®

Financial Advisor
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Richard E. Harman, III, AIF®

Phone800-782-1662

E-Mailrich@billgrigat.com

Originally from Pennsylvania, Rich attended La Roche College in the Pittsburgh area. He moved to Florida in 2004, where he worked for two major residential housing builders in the area. After he married Karrie in 2006, he showed a strong interest for the financial industry and decided to join the business in March, 2007. Rich holds his Series 7, 66, 24 and Florida Life, Health and Variable Annuity Licenses. Currently working as a Financial Advisor and Registered Principal. He is also studying for additional designations within the financial planning profession to help further his career at Anchor Group. 

Rich has a passion for all the activities the great outdoors has to offer, including boating, fishing, golfing and hunting. His three children Leena, Liam and Luke are his real true loves in life, along with his wife, Karrie.


Colin Gray Photo

Colin Gray

Financial Advisor
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Colin Gray

Phone386-455-0015

E-Mail: colin@billgrigat.com

Colin graduated from the University of South Florida in 2009 with a Bachelors degree in Communications. He joined the firm in 2011 and holds the Series 7, 66, and Florida Life, Health, and Variable Annuity Licenses. Currently working as a Financial Adviser, he is also studying for additional designations within the financial planning profession to help further his career at Anchor Group. Colin has a passion for the outdoors, including fishing, boating, golfing, and mountain biking. 

Colin is married to his high school sweetheart Lauren and have three children, Blake and Bennett and Annalise. They also have a boxer named Emma.


Laurie Taylor, CDFA Photo

Laurie Taylor, CDFA

Financial Advisor
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Laurie Taylor, CDFA

Phone800-782-1662

E-Mail: laurie@billgrigat.com

Originally from Michigan, Laurie attended Michigan State University and graduated from Kellogg Community College summa cum laude.   After residing in Southern California and Montana, Laurie left behind careers in travel and emergency communications to move to Florida in 2005.  Since then, she has worked in the financial services industry attaining comprehensive knowledge of banking, insurance, investments, and financial planning.  Laurie has obtained several Securities Licenses (Series 7, 6, 66, 63, 26) and the Florida Life, Health and Variable Annuity License.  

Laurie is a Certified Divorce Financial Analyst (CDFA™).  She works with divorcing clients to determine the short and long-term impact of proposed settlements.  Her assistance helps clients avoid tax mistakes and common divorce pitfalls.  Laurie will also assist clients after the divorce to move forward with their lives by developing a comprehensive financial plan.

Laurie believes volunteering and education are critical to a vibrant community.  She has taught financial programs for area businesses, the YMCA, and Junior Achievement.  Laurie has been a featured speaker for the Women's Council of Realtors and the Estate Planning Council.  She is a graduate of the Ormond Beach Leadership Program; a former co-chair for the American Cancer Society's inaugural Bark for Life; and served on the Board for the Estate Planning Council of the Fun Coast.  She currently serves on the Board for the Holly Hill Chamber of Commerce and the Holly Hill Firefighter's Pension Board.


Elias Chaikin, CFP®, EA Photo

Elias Chaikin, CFP®, EA

Financial Advisor
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Elias Chaikin, CFP(R), EA

Phone800-782-1662

E-Mailelias@billgrigat.com

Originally from California, Elias entered the personal financial planning field in 2012 and completed his Certified Financial Planner® (CFP) certification in 2015.  Elias worked as a financial analyst for Lincoln Financial Advisers specializing in retirement distribution planning and hospital executive retirement plans.  Additionally, he is an active Enrolled Agent who has experience in tax representation and preparation.  He utilizes a holistic approach to financial planning, focusing on investment tax strategies.

Elias has a passion for developing and growing the community he works in.


E. Keith Jones, ChFC® Photo

E. Keith Jones, ChFC®

Financial Advisor
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E. Keith Jones, ChFC®

Phone386-455-0015

E-MailKeith@anchoradvisorgroup.com

Keith has 28 years experience in the financial industry and holds the Chartered Financial Consultant designation, Series 6,7,66 and the Florida Life, Health, and Variable Annuity Licenses. Keith completed his financial studies regarding Financial Planning and Investments through the American College of Financial Services. Keith has played an important role in helping many area families reach their financial goals and dreams.

Keith is a lifelong resident of this area. He and his wife Dawn have been married for 28 years. They have two children and two grandchildren. He devotes his time weekly as the Praise Team leader at his church. Keith has a passion for boating, singing, exercising and enjoying the outdoors. He also loves spoiling his grandchildren every chance he gets.   


Nancie Moody Photo

Nancie Moody

Financial Advisor
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Nancie Moody

Phone(386) 299-3698

Originally from South Carolina, Nancie has lived most of her life in Daytona
Beach.
Having 25 years experience in the financial services industry, Nancie has been
passionate about the relationships she has developed helping clients reach their
financial goals for the past 6 1/2 years as their Financial Adviser.  She holds
her series 7, 66, Florida Life, Health and Variable Annuities Licenses.
Nancie enjoys being involved in the community and has volunteered for Habitat
For Humanity in numerous capacities since 2003.  She is currently serving as a
Board of Director.
Nancie has a daughter who is married, a son who is engaged and a granddaughter. She loves
spending time with her family and being outdoors with her two dogs.


JoAnne Bowlus Photo

JoAnne Bowlus

Office Manager
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JoAnne Bowlus

Phone800-782-1662

E-MailJoAnne@billgrigat.com

Originally from Long Island New York, JoAnne moved to Florida in 1989. She joined Anchor Group in 2009 as Bill’s personal assistant. JoAnne has her Bachelors in Business Management & Supervision. She holds her Series 6 license as well as Life Health and Variable Annuity. She has two children, Shaun and McKenzie. 

In her free time, JoAnne enjoys playing golf, going to the beach, and spending quality time with her children.


Alyssa Ray Photo

Alyssa Ray

Marketing Director
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Alyssa Ray

Phone800-782-1662

E-Mailalyssa@billgrigat.com

Alyssa Ray is the marketing director at Anchor Group. She also prepares account servicing paperwork. Alyssa is an Ormond Beach native and joined the Anchor Group in May of 2014.  She attended Daytona State College and the University of South Florida. Alyssa married her husband in 2018. 

In her free time, she enjoys traveling and boating. 


Roberta Ford Photo

Roberta Ford

Administrative Assistant
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Roberta Ford

Phone: 800-782-1662

E-Mail: roberta@billgrigat.com

Originally from South Carolina, Roberta received her Bachelors in Business Administration from Claflin University.  She is the spouse of 20 years to a Retired United States Marine.  Together they have one daughter.  

She enjoys family time, watching her daughter compete and volunteering with the youth.


Paula Bolwerk Photo

Paula Bolwerk

Administrative Assistant
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Paula Bolwerk

Phone386-455-0015

E-Mail: paula@billgrigat.com

Paula is originally from White Oak, Pa and moved to Ormond Beach in 1978. She graduated from Seabreeze High School and Daytona State College. Paula joined Anchor Group in February 2017 as an Administrative Assistant in the Port Orange branch office. Paula has completed her Life, Health, and Variable Annuity certification.

Paula enjoys spending time with her children whenever possible.


Barbara Grigat Photo

Barbara Grigat

Administrative Assistant
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Barbara Grigat

Phone800-782-1662

Married to Bill for the past 44 years, Barbara has always held an active role at Anchor Group. A graduate of William Patterson University, Barbara taught primary grades for 25 years and with Bill raised three daughters. 

After retiring from teaching in 1999, Barbara officially joined the staff in 2000 helping in the office with the bookkeeping. She enjoys traveling, golfing, spending time with family, and especially being a grandmother.


Rachel Frances Photo

Rachel Frances

Receptionist
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Rachel Frances

Phone800-782-1662

Originally from Melbourne Australia, Rachel moved to Ormond Beach when she was two. She graduated from Seabreeze High School and is currently attending Daytona State College.

Rachel enjoys traveling, boating and most importantly, spending quality time with her family & friends.


About Our Company

Anchor Certified Planners Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide our most comprehensive and personal service available to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to help you find financial independence.



Our Commitment:

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do we want our clients to find our team members knowledgeable, we also want them to discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.



Our Principle:

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 386-615-PLAN (7526).

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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?