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]

Hali Utstein

VP Marketing

9543315073

[email protected]

Erin Kaulen

Director of Operations

[email protected]

Renee' Caputi, MBA, JD, LLM

Director, Advanced Markets

(954) 625- 1507

[email protected]

Katie Rodriguez

Head of Technology

[email protected]

Clare Morris, LUTCF

Agency Supervisory Officer

Sonia Schall

Director of Recruiting & Training

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]