Meet Avonlea Financial Group
Avonlea Advisors and long time business partners, Gregory Sinatra and Katherine Gross, have brought together a team of specialists and developed a robust client service model to ensure their clients receive efficient, yet friendly financial planning and expertise. Years of business partnership and combined knowledge has allowed Avonlea Financial Group to broaden our reach and positively impact the lives of our clients.
"9 Two are better than one, because they have a good reward for their toil. 10 For if they fall, one will lift up his fellow. But woe to him who is alone when he falls and has not another to lift up him up!"
We will help lift you up toward your goals and work with you to implement a series of strategies that will help you to realize your vision for the future.
Certified Kingdom Advisors
More & more Christians are discovering that the worldview of their financial advisor is of critical importance – at times you need childlike faith. We are Certified Kingdom Advisors® who are among a principled class of Christian financial advisors. We have been trained in biblically wise financial advice to those seeking biblically wise financial counsel. Kingdom Advisors’ vision is to advance the provision of biblically wise financial advice by creating and maintaining a recognized and credible certification of Christian financial professionals committed to offering such advice. We are financial professionals who pursue a faith & work integration to the highest credentialed level in the financial advising world.
Community Is Our Best Investment
Thrivent Scout Community
Our advisors Greg Sinatra and Katherine Gross have found a passion for service through many collaborations with the local troops of Scouts BSA (formerly Boy Scouts of America). From administering swim tests to Personal Management and Bugling Merit Badge Workshops, our team works with the Thrivent Scout Community to bring our clients together with scouts of Boy Scouts of America to make an impact locally with cause organizations like The Sandwich Project to address food scarcity needs in metro Atlanta. We inspire them to spread generosity and to put purpose into action.
We Aim to Help Guide You Upstream
As competitive swimmer, our advisor Katherine is no stranger to diving in and streamlining toward client success. As a financial advisor she is an expert on assessing client needs and guiding her clients toward their financial goals. As a member of Swamp Water Aquatics of Gainesville and the holder of 2 gold metals and 2 silver metals, Katherine has a winning mindset that she utilizes outside of the water to ensure our team prioritizes peak performance.
Our Pledge to You
We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.
We Will Always:
- Strive to acquire and maintain a thorough understanding of your financial goals.
- Update your current financial information on a regular basis.
- Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
- Update you as and when appropriate by email, mail and phone.
- Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
- Treat you with utmost respect and professionalism
Meet Our Team
Gainesville FL Office
Every day, God gives me the opportunity to cater to my client’s needs, whether they are just starting out, in the throws of family life, or close to retirement; I am there to help them feel secure with their money management. I understand that life is a journey and that we all have a different path to follow, and I would love to help you along your path.
- State(s) Licensed
- AL , FL , GA , IN , KY , LA , MO , NC , OH , PA , TX
Gainesville, FL Office
CFP®, CAP®, FIC, CKA®
My calling is to guide families to be the best stewards of all that God has entrusted and blessed them. This journey can include providing comprehensive, financial guidance that reflects their goals and values. Whether it is helping them manage assets or protect their family, we partner to develop financial strategies that support the calling and stewardship that God has presented to them. Contact us today to orient your financial journey that is before you.
- State(s) Licensed
- AL , FL , GA , IL , IN , LA , MO , OH , OR , PA , TX
Marietta, GA Office
Destiny ensures that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query.
Insurance Office Professional
Marietta GA Office
Jonathan ensures that our team is prepared for every meeting to enhance your client experience. While not often seen, he is a key part of our back-office to support Katherine and Greg with implementing your strategies and tactics. This includes confirming your appointments and follow-through after we meet with you.
Gainesville FL Office