Ari Baum, CFP®
With over 27 years of experience in the financial services industry, Ari Baum, CFP® works closely with his clients to develop comprehensive wealth optimization strategies, empowering them to achieve both a work-optional lifestyle and generational wealth. Before founding Endurance Wealth Partners in 2014, Ari held senior roles at prestigious institutions such as Morgan Stanley, UBS Financial Services, JPMorgan Chase, and the American Stock Exchange. Ari’s deep industry knowledge drives his firm's mission to help clients "Conceive. Believe. and Achieve." their financial aspirations.
Ari holds a Bachelor of Science in Business Management and Finance from Brooklyn College and maintains several securities licenses, including Series 7, 31, 63, and 66. He is registered in AL, AZ, CA, CO, CT, DE, FL, GA, HI, MA, MD, ME, MI, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, PA, SC, TX, VT, VA, VI, & WA. He also holds his Life, Health and Variable Annuity Insurance Licenses in AZ, FL, NJ, & NY.
In addition to his professional endeavors, Ari is deeply committed to philanthropy and community service. He serves on the Board of Directors for the Council of Jewish Organizations of Flatbush and Congregation Shaare Shalom. He volunteers at The Next Step, the sole organization in Israel dedicated to the comprehensive support of amputees and as a career coach with SBH, mentoring young financial professionals . As a running coach for Team SBH, Ari has guided over 400 high school students through their first Disney Half Marathon, raising more than $1 million annually for the organization.
An accomplished athlete, Ari is a recognized Ironman "All World Athlete" and a sub-3-hour marathoner. He resides in Brooklyn, NY with his wife, Sima, and their four remarkable children: Sammy, Michelle, Elie, and Jennifer.
Jonathan Khalavsky, CFP®, AIF®
With a passion for helping others shape their financial destinies, Jonathan’s journey began 18 years ago in the Wealth Management division of UBS Financial Services during college. From there he transitioned into a Financial Advisor at Merrill Lynch and FFP Wealth Management. As a Certified Financial Planner™ and Accredited Investment Fiduciary® his love for the financial world comes full circle, bringing unparalleled satisfaction to both him and his clients.
Beyond the numbers, Jonathan cherishes family time with his wife, Inga, and their two children Ariella and Mavric. As former school soccer player turned tennis enthusiast, Jonathan is now training for his first half marathon.
Adelle Perkins
Originally from the UK, and a dancer in her youth. Adelle became interested in finance after her father, a very down to earth Yorkshire man said “Lovey, people will always have money and they’ll always need some where to keep it” so she decided banking was a good place to be. Coming to America in 2003, she has over a quarter century of experience in the financial industry. Including work in commercial lending, private equity, real estate investments, and private wealth management.
Adelle’s primary responsibilities include assisting clients with their account management needs. Her competency and skillset will enable us to better service your accounts from account opening, maintenance, checks, wires, etc...
Adelle has four children who give her the greatest joy. Outside of spending time with them, she enjoys exploring the outdoors, biking, cooking, and volunteering in her community.
Tabatha Nieves
Tabatha became interested in the finance industry after completing her college externship. Earning her Associate’s Degree in Specialized Business. She was an executive assistant to two senior advisors of a Mass Mutual affiliate for seven years. She brings extensive experience in many fields within the industry and knowledge to achieve exceptional client service, operational impacts, and efficiency.
Tabatha's greatest achievement and joy are her two daughters with her husband, who is an Airman of the United States Air Force. Outside of spending time with them and her career, she enjoys coaching her daughters cheer squad, running and lifting weights.
Paul Keeton
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Endurance Wealth Partners.
Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm’s investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt. Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.
Hilary Pluemer, CFP®
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children.
AJ Sheeder
AJ graduated from Iowa State University with a BA in Spanish and minors in Design Studies and Military Science. AJ brings nearly 20 years of investment & insurance industry experience, including roles in transitions, compliance, operations, and as a registered sales assistant. She is FINRA Series 24, 7, and 66 registered. Away from work, AJ enjoys music, performing arts, quilting, traveling, and all types of motorsports.
Marco Galvan
Marco oversees our firm’s technology systems and support services. His previous roles include serving in non-profit program management and call center operations, spanning over 12 years. Marco graduated from Austin College with a BA in Psychology and earned a Masters in Education, with a concentration in Counseling, from University of Texas San Antonio.
Away from the office, he enjoys spending time with his wife and two daughters, going to the movies and gaining more education on the advancement of technology.
Jadzia James
Jadzia is our dynamic Marketing and Branding expert, she brings a creative flair and strategic vision to our team. With a robust background in multimedia, she has seamlessly blended innovation and market dynamics to elevate our brand presence.
Jadzia's has honed her skills in crafting compelling narratives and impactful brand strategies. Armed with a B.A. in mass communication from Xavier University of Louisiana and a M.S. in communications from Syracuse University. She is not only well-versed in the latest industry trends but also possesses an intuitive understanding of consumer behavior.
Outside the office, Jadzia finds inspiration through her travels, volunteerism, and faith. She is commited to pushing the boundaries of creativity in the ever-evolving marketing landscape.
Chris Bravender
With over 2 decades of market-making experience, Chris Bravender brings a deep understanding of the tax-exempt and taxable fixed income markets and the role these assets can play in client portfolios. In addition to managing the firm’s bond inventory for client purchase, Chris is also responsible for developing trading strategies in tax-exempt municipal bonds, taxable municipal bonds, Corporate bonds & Government bonds.
He began his career as an intern at Dorsey & Company in 1999 before he was promoted to the Fixed Income Trading Desk where he worked on underwriting, distribution and secondary market trading of Louisiana and Mississippi tax-free municipal bonds. Chris joined the Endurance Wealth Partners team in 2021. Aside from his trading and strategy role, Chris also builds customized tax-exempt and taxable fixed income portfolios that match the unique goals and objectives of each client.
Kim Utz
As Director of Advisor Services, Kim is responsible for the firm’s Launch, Relationship Management, and Marketing efforts. She oversees the advisor onboarding and transition process, directs the relationship management program, and leads the firm’s marketing, communications, and conference efforts. With 30 years of industry experience, she previously served in leadership roles at Wells Fargo Advisors. At Prospera, Kim is committed to our advisors and their teams with a results-oriented, process-driven, and relationship-based approach. She is a graduate of Washington College and the Securities Industry Institute at the Wharton School of Business and Commerce.