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Our Executive Team

Jeremy M. Straub, CRPC, CFS® Photo

Jeremy M. Straub, CRPC, CFS®

Founder | CEO
Harris Fishman CLU ChFC Photo

Harris Fishman CLU ChFC

Chairman
Roger Dominey, CLU, ChFC, CFP Photo

Roger Dominey, CLU, ChFC, CFP

Executive Vice President North Region
James Bonilla Photo

James Bonilla

Executive Vice President South Region
Roy Perez Photo

Roy Perez

Executive Vice President | Head of Coastal Consulting, a Division of Coastal Wealth
Dr. Jason Heller, Ph.D., CFP®, CIMA®, MSFS, ChFC®, CLU Photo

Dr. Jason Heller, Ph.D., CFP®, CIMA®, MSFS, ChFC®, CLU

Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
Erin Sloss Photo

Erin Sloss

Chief of Staff
Clare Morris, LUTCF Photo

Clare Morris, LUTCF

Executive Vice President | Head of Operations
Jessica Goncalves Photo

Jessica Goncalves

Executive Vice President | Head of Finance
Claudia Spence Photo

Claudia Spence

Executive Vice President | Head of Compliance
Kristine Laut Photo

Kristine Laut

Executive Assistant to Jeremy Straub, CEO
Rachel Zamora Photo

Rachel Zamora

Executive Assistant to Harris S. Fishman, Chairman