Executive Team Jeremy M. Straub, CRPC, CFS® Founder | CEO 954-331-5111 JStraub@mycoastalwealth.com Harris Fishman CLU ChFC Chairman (610) 766-3033 hfishman@mycoastalwealth.com Max Farahani Chief Financial Officer 954-331-5119 mfarahani@mycoastalwealth.com Roger Dominey, CLU, ChFC, CFP Executive Vice President 904-997-2312 srdominey@mycoastalwealth.com Amy Hamer Agency Chief of Staff 954-331-5064 AHamer@mycoastalwealth.com Erin Sloss Chief of Staff 954-331-5046 ESloss@mycoastalwealth.com Clare Morris, LUTCF Head of Operations 954-331-5083 ClareMorris@mycoastalwealth.com Marc VigeantCalendly Head of Recruiting 954-331-5042 Mvigeant@mycoastalwealth.com James Bonilla Head of Training and Development 954-465-6558 jbonilla@mycoastalwealth.com Claudia Spence Head of Compliance 954-625-1503 claudiaspence@mycoastalwealth.com Roy Perez Head of Business Development 954-689-9422 royperez@financialguide.com Jason E. Heller, Ph.D., CFP, CIMA, MSFS, RICP, ChFC, CLU, CAP, CMFC, AAMS, CRPC, CFS, FSCP, AWMA, CRPS, BCAA, AEP, CFBS, CDFA, RMA, CIS, CAS, CES, AIF, BFA, APMA, CFEd® Head of Planning Solutions Group 954-689-9409 jasonheller@mycoastalwealth.com Grace Staten Head of Marketing 904-997-2361 gstaten@mycoastalwealth.com Jessica Goncalves Head of Finance 954-689-9463 jgoncalves@mycoastalwealth.com Kristine Laut Executive Assistant to Jeremy Straub, CEO 954-331-5122 Klaut@mycoastalwealth.com Rachel Zamora Executive Assistant to Harris S. Fishman, Chairman 954-689-9470 rzamora@mycoastalwealth.com Scott Rosen, LUTCF Head of Brokerage 954-689-9427 srosen@massmutualbrokerage.com
