Broker Check

Executive Team

Max Farahani

Max Farahani

Agency Chief Financial Officer

954.625.1630

Amy Hamer

Amy Hamer

Agency Chief of Staff

(954) 331- 5064

(954) 331-5050

Erin  Kaulen

Erin Kaulen

Director of Operations

Clare Morris, LUTCF

Clare Morris, LUTCF

Agency Supervisory Officer

Sonia  Schall

Sonia Schall

Director of Recruiting & Training

Ryan  Solle

Ryan Solle

Case Design Consultant

Anh Nguyen, CFA, MBA

Anh Nguyen, CFA, MBA

Investment Director|Financial Planner| Investment Advisor Representative