Built to Support People and the Professionals Who Serve Them
Better financial outcomes start with the right relationship. Real support, proven systems, and business growth that compounds over time.
Book a Discovery CallPARTNERS
The founders and principals behind Coastal Wealth.
EXECUTIVE TEAM
The leaders who drive strategy, operations, and growth across the platform.
Learn MoreJason E. Heller
Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
Learn MoreRoy Perez
Executive Vice President | Head of Sales
Learn MoreJames Bonilla
Executive Vice President, South Region
Learn MoreS Roger Dominey, CLU, ChFC, CFP
Executive Vice President, North Region
Learn MoreKeir Dillon
Interim Chief Marketing Officer
Learn MoreClaudia Spence
Head of Compliance
Learn MoreSuzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA
Vice President of Underwriting & New Business
CHIEFS OF STAFF
Operational leaders who ensure the partners and executive team execute at the highest level.
MARKET LEADERS
Your local leadership. These are the people who run your market and serve as your day-to-day strategic partner.
PLANNING SOLUTIONS & BROKERAGE
The product engine. Case design, underwriting support, and brokerage access that powers your practice.
Planning Solutions Group
Learn MoreNick Tranghese
Vice President of Advanced Planning
Learn MoreJose Behar
Annuity Specialist
Learn MoreTammy Gazi
PSG Coordinator
Learn MoreNeil E. Weiss
Annuity Specialist
Learn MoreReed Willett
Vice President – Planning Solutions Group, a Division of Coastal Wealth
Learn MoreMichele Friedlander, RHU, REBC
DI/LTC Specialist
Learn MoreJohn Henson
DI Specialist
Learn MoreJim Winstel, CLU, RICP, CLTC
Managing Partner
Learn MoreMarcia Dryjowicz, CLU, ChFC®
Life Specialist
CONSULTING & PRACTICE DEVELOPMENT
Dedicated resources to help you build, optimize, and scale your practice from day one.
TRAINING & ADVISOR DEVELOPMENT
A structured path from new advisor to top producer. Coaching, curriculum, and hands-on development at every stage.
RECRUITING
The team responsible for identifying and onboarding the next generation of Coastal Wealth advisors.
MARKETING
In-house creative and strategy support to help advisors build their personal brand and drive client acquisition.
FINANCIAL PLANNING
Centralized planning resources so advisors can deliver comprehensive solutions without building their own back office.
OPERATIONS & SUPPORT
The infrastructure that keeps the platform running. Compliance, HR, licensing, and administrative support.
Special Care Planners
- Dexter Bakerdexterbaker@financialguide.comTallahassee, FL(850) 320-6245
- Robert Devinerobertdevine@financialguide.comJacksonville, FL(904) 997-2330
- Joseph Eppyjoe@levantiwealth.comFt. Lauderdale, FL(954) 271-7888
- Craig Eppycraig@levantiwealth.comFt. Lauderdale, FL(954) 271-7888
- Adam Fensterafenster@financialguide.comFort Lauderdale, FL(954) 873-6336
- Hiram Hernandezhiramhernandez@mycoastalwealth.comMiami, FL(786) 525-4272
- Harlan Singerhsinger@financialguide.comFort Lauderdale, FL(954) 689-9448
- Michael Sousoumsousou@mycoastalwealth.comOrange Park, FL(904) 621-0445
- Veronica Straussvstrauss@financialguide.comFort Lauderdale, FL(954) 689-9528
- Veikko Vasaravvasara@mycoastalwealth.comPort Richey, FL(727) 378-8569
