Executive Team

Jeremy M. Straub, CRPC, CFS®

Founder | CEO

954.331.5111

[email protected]

Max Farahani

Agency Chief Financial Officer

954.625.1630

[email protected]

Amy Hamer

Agency Chief of Staff

(954) 331- 5064

(954) 331-5050

[email protected]

Erin Kaulen

Director of Operations

[email protected]

Katie Rodriguez

Head of Technology

[email protected]

Clare Morris, LUTCF

Agency Supervisory Officer

Ryan Solle

Case Design Consultant

[email protected]

Anh Nguyen, CFA, MBA

Investment Director|Financial Planner| Investment Advisor Representative

[email protected]

Marc Vigeant

Recruiting Director

954-331-5042

[email protected]

Alberto Regueira

Agency Partner

[email protected]

Alejandro Mendieta

Managing Partner

305.929.4742

[email protected]

Christopher Price CFP®, RICP®, ChFC®

Associate Managing Director

(954) 625-1531

[email protected]

James Bonilla

Managing Director

954.625.1550

[email protected]

Jason Montgomery

Managing Director

312-533-1351

[email protected]

Joel Singer

Managing Partner

954-331-5048

[email protected]

Kenneth Fields

Managing Director

813-393-3609

813-393-3606

[email protected]

Neil E. Weiss

Managing Partner of the Palm Beaches

561.207.2300

[email protected]