The Blackheath Team.

At Blackheath, we eliminate the corporate suits, we don’t cut corners, we dominate our industry and we bank on our skillset and experience.

We consider ourselves “cautiously arrogant”, but that’s because we are the leading experts in our field. We value trust, competence, integrity, and we lead with passion. Blackheath Partners is a one of a kind BGA.

Matt Eller, CEO, Founder & Partner

CFP®, CLU®, ChSNC®

Matt specializes in high-net worth and high-income estate planning and tax mitigation strategies. Matt believes a true partner requires a skillset to proactively identify opportunities, articulate strategies, and confidently convey the benefits to advisors and more importantly, their clients.

Preceding founding BHP, Matt served as Managing Director at MassMutual Strategic Distributors; responsible for brokerage and third party distribution within the Southeast- in this position Matt worked with advisors and producers to grow their practice and revenues by incorporating various insurance strategies. While at MassMutual, Matt was a perennial recipient of the prestigious President Award consecutive years in a row.

Prior to MassMutual, Matt served as the Southeast Insurance Specialist for Merrill Lynch incorporating insurance stategies into financial plans. Matt has also held the title of Regional Vice President and Internal Wholesaler at MetLife.

Matt’s start within the industry came as a college intern at Northwestern Mutual upon the completion of his collegiate football career at the University of Illinois Urbana-Champaign.

Matt is a CERTIFIED FINACIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and Chartered Special Needs Consultant (ChSNC®). He also holds FINRA Series 7, FINRA Series 63 licenses and North Carolina Life and Health.

Brokercheck.finra.org

Bill Walton, Partner & Co-Founder

Bill Walton is a global thought leader, coach, author, and speaker on business and biblical success principles. His work has impacted thousands of financial and business leaders, multi-billion dollar corporations, professional athletes, and the foremost leaders in Christian leadership and business. He has an international influence reaching across the U.S. and beyond.

Bill has founded and grown many successful businesses and currently owns and partners in 25+ diverse businesses, many of which he serves as the CEO. In the financial services industry, his firms have grown faster in a few years than most have grown in decades. He and his partner’s firms currently oversee and advise on billions in assets, businesses, and real estate. Because of Bill’s leadership and outstanding accomplishments, he has been featured in Fox Business, Forbes, S&P Dow Jones Indices television, and Fox Business.

Bill founded a nonprofit called EnReturn that focuses on rescuing children from sex trafficking as well as helping single moms. Bill is the author of Creating Your Best Life and founder of www.creatingyourbest.com

Sloane Herman, Chief Marketing Officer

Sloane has been in the world of financial marketing for the last decade and currently oversees the marketing campaigns for eight different companies and firms.

Sloane prides herself on the utilizing psychology, body language, design, marketing and advisor coaching to deepen the relationship between advisors and clients. She thoroughly enjoys implementing marketing campaigns, coaching advisors and their teams, and lead generation strategies.

Sloane is also a successful Interior Designer, having founded Times Ten Design in 2020. She has been featured on HGTV and the Colorado Springs Business Journal for her notable work. She is recognized for building one of the top Interior Design and Home Staging firms in Colorado and alludes her success to her knowledge of building a brand and implementing appropriate marketing strategies based on the company’s specific goals.

Natasha Eller, Director of New Business

A London England native, Natasha combines her experience as an independent insurance producer with her dedication to providing a streamlined process, she understands the importance of communication, urgency, and a concierge service to producers and their clients in order to provide white glove case management.

Prior to joining the insurance and financial services industry, Natasha had a successful career as manager within multi-family residential real-estate, in this position she closely monitored net operating income, property budgets, contracts and marketing of new developments across the company’s portfolio to ensure optimal occupancy and profitability for multiple concurrent properties.

She holds her North Carolina Life & Health License, along with non-residency in PR, TN, MN.

Natasha currently spends her time in PR & NC with her husband Matt and their 3 children, Madison, Maddox & Marin.

Javier Rivera, Puerto Rico Managing Director

LUTCF

Javier Rivera Ríos is a Puerto Rico native. He pursued a bachelor’s degree in marketing and finance from the Interamerican University and completed several master’s degrees in Business and Marketing. In 1998, he began his career in the insurance industry, dedicating 25 years of his life to it. He has had a long and successful career as an insurance and finance professional, earning a designation called Life Underwriter Training Council Fellow (LUTCF) from the American College of Financial Services. Javier served as the former insurance commissioner during Hurricane Maria, a prominent and historic experience from 2017-2020.

Javier Rivera Rios brings a wealth of expertise to the table, encompassing financial planning and analysis, insurance market research, asset management, strategic planning, risk assessment, client relationship building, and a profound understanding of insurance law and regulations.

For 25 years, he has advised and managed a variety of portfolios to the benefit of individuals and corporations, utilizing a wide range of financial instruments to protect the personal and business interests of clients, their families, and their assets. Creator of a strong network of loyal clients through a direct approach, consistently providing honest service and robust recommendations that contribute to achieving client goals and meeting their needs.

His affiliations include serving as the Chairman of the Board for ACAA (Administración de Compensaciones por Accidentes de Automóviles), Chairman of the Board for CFSE (Corporación del Fondo del Seguro del Estado), membership in the Premier Association, Million Dollar Round Table (MDRT), and as a Board Member of ASES (Administración de Seguros de Salud).

Internationally, Rivera has been a prominent figure in various forums, serving as a Key Speaker at events such as the Dominican Republic Convention for Local Producers, GB Green Week in Lloyds of London, event of the Global Warming Commission in the UK, and more. He has also participated in conferences and conventions across Latin America, further solidifying his influence in the insurance industry.

Luke Vanzo, Director of Annuities & Investments

Luke graduated from Michigan State University in 2002 with his B.A. in Business Finance. Drawing on 20 years’ experience in the industry, he has spent time at New York Life as a Partner and Investment Product Consultant overseeing some of the largest investment offices in the company; followed by becoming the Vice President for Business Development for Market Guard.

Luke’s experience and expertise have always revolved around the conference room table solving people’s most challenging financial hurdles. He is an essential asset to the Blackheath team as he helps advisors to breakthrough the sales cycle with clients and take their business production to new heights.

Luke resides in Castle Rock, Colorado with his wife Nicole of 23 years and three boys Elijah, Ari and Kai.

Richard Nummi, Chief Compliance Officer

Richard (“Rick”) M. Nummi has served as a compliance consultant to Accelerated Wealth Advisers since 2019. In September of 2022, he accepted the role of Chief Compliance Officer. Prior to his affiliation with Accelerated Wealth Advisors, he was managing the securities compliance consulting firm, Nummi & Associates. Nummi & Associates, founded in 2005, performed broker/dealer and investment advisor risk assessment reviews, mock regulatory audits and branch office inspection/reviews. He has represented numerous clients before the SEC and FINRA proceedings. Rick has been a frequent guest speaker at numerous securities industry conferences on various investment advisor and broker/dealer compliance and regulatory topics and has a twenty year career working with clients on a myriad of compliance issues. Prior to founding Nummi & Associates, Rick was a Senior Attorney at the Office of Compliance Inspections and Examinations (“OCIE”), a Division of the Securities and Exchange Commission (SEC). Previous to that, he served as VP, CCO and General Counsel at several major financial services firms.

Rick holds a Juris Doctorate from The Stetson University College of Law, a Bachelors Degree from The Virginia Wesleyan University and an Associates Degree from Columbia. He served with distinction in the United States Navy for 13 years in the Naval Aviation and Naval Intelligence areas.

Tess Murphy, New Business Coordinator

With over six years of experience in the financial services industry, Tess has honed her expertise in client relationship management. As a New Business Coordinator, she is committed to providing clients with an exceptional, personalized service experience, ensuring seamless communication and precise execution of new business processes.
Before taking on this new role, Tess served as a Senior Client Account Specialist, where she was a key point of contact for clients, assisting advisors with building and implementing their client’s financial plans with meticulous attention to detail. Additionally, Tess has a proven track record in mentoring teams, streamlining operations, and finding solutions to any problem.
Tess is licensed in Life and Health Insurance in the state of Colorado and Arizona and is deeply passionate about providing exceptional service and communication at every step of our client’s journey.
Tess was born and raised in Alaska where they receive 24 hours of sunlight during the summer. She now resides in Arizona enjoying the outdoors with her German Shepherd, Mary.

Monica Santiago, New Business Coordinator Puerto Rico

Let our team be an extension of your team.

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