Meet Our Team

EXECUTIVE

Jeremy M. Straub, CRPC, CFS®

FOUNDER | CEO

Harris Fishman, CLU, ChFC

CHAIRMAN

Luis (Wicho) Hernandez

PARTNER

Erin Sloss

CHIEF OF STAFF

Roger Dominey, CLU, ChFC, CFP

EXECUTIVE VICE PRESIDENT NORTH REGION

James Bonilla

EXECUTIVE VICE PRESIDENT SOUTH REGION

Martin Montana, CRPC

EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT

Roy Perez

EXECUTIVE VICE PRESIDENT | HEAD OF COASTAL CONSULTING, A DIVISION OF COASTAL WEALTH

Jason E. Heller

CHIEF OF STAFF

MANAGEMENT

Grace Staten, FSCP®

VP OF MARKETING

Neil E. Weiss

VP COASTAL WEALTH CONSULTING

James Winstel

CHIEF OF STAFF

Jason Auricchio, ChFC®, CFP® NFLPA

MANAGING DIRECTOR

Jason Falick

MANAGING DIRECTOR

Lester Hamrick

MANAGING DIRECTOR

PLANNING SOLUTIONS

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

SENIOR EXECUTIVE VICE PRESIDENT

Reed Willett

VICE PRESIDENT – PLANNING SOLUTIONS GROUP, A DIVISION OF COASTAL WEALTH

Sam Eppy, CPFA

HEAD OF FINANCIAL PLANNING

Dave Leali, CLU, ChFC®

HEAD OF FINANCIAL PLANNING

Michele Friedlander, RHU, REBC®

DI/LTC SPECIALIST

Marcia Dryjowicz, CLU, ChFC®

LIFE SPECIALIST

Ryan Solle

DIRECTOR OF ADVANCED MARKETS

Nick Tranghese

LIFE & ANNUITY SPECIALIST

Anh Nguyen, CFA®, CFP®, MBA

INVESTMENT DIRECTOR | FINANCIAL PLANNING | INVESTMENT ADVISOR REPRESENTATIVE

Janett Eichenberger

COORDINATOR

PRIVATE CLIENT GROUP

CW Private Client Group Logo 2024

Coastal Wealth Private Client Group, a division of Coastal Wealth, provides customized solutions for businesses owners, high net worth individuals, and athletes. Those with significant wealth face unique challenges that require an integrated approach of specialists with diverse skillsets. With our 100 + years of combined experience, including CPAs*, CFP’s, CFA’s, JDs*, & MBA’s, Coastal Wealth’s Private Client Group Division delivers efficient and sustainable strategies, tailored to your individual needs.

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

SENIOR EXECUTIVE VICE PRESIDENT

Chad Tourin, JD*, CPA*

PRESIDENT OF COASTAL WEALTH PRIVATE CLIENT GROUP, A DIVISION OF COASTAL WEALTH

Alejandro Mendieta

PRESIDENT OF COASTAL WEALTH PRIVATE CLIENT GROUP, A DIVISION OF COASTAL WEALTH

Reed Willett

VICE PRESIDENT – PLANNING SOLUTIONS GROUP, A DIVISION OF COASTAL WEALTH

Anh Nguyen, CFA®, CFP®, MBA

INVESTMENT DIRECTOR | FINANCIAL PLANNING | INVESTMENT ADVISOR REPRESENTATIVE

Ryan Solle

DIRECTOR OF ADVANCED MARKETS

Our team is highly skilled in complex areas like business continuation and succession planning, tax strategies, executive benefits, estate planning, and charitable giving. We also emphasize tax conscious portfolio analysis, asset protection, and risk management strategies to help ensure that the wealth you built is not depleted by eroding factors such as taxes, fees, and inflation.

Whether you are looking to take your success to the next level, facing an isolated complex situation, or simply looking to identify areas of high risk in your current plan, Coastal Wealth’s Private Client Group Division has the resources and capabilities to help the financial outcome for you, your family and future generations.

Requirements for Client Private Group’s High Net Worth Investors:

Minimum net worth $5 million or above

SERVICES

BENEFITS

BROKERAGE

John B. Hitchcock

HEAD OF BROKERAGE

Michele Friedlander, RHU, REBC®

BROKERAGE DIRECTOR

Ryan Solle

DIRECTOR OF ADVANCED MARKETS

Angela Duncan

BROKERAGE DIRECTOR

Lawrence Holzberg LUTCF®, LACP®

BROKERAGE DIRECTOR

SPECIAL CARE PLANNERS

Dexter Baker

dexterbaker@financialguide.com

Tallahassee, FL

(850) 320-6245

Robert Devine

robertdevine@financialguide.com

Jacksonville, FL

(904) 997-2330

Joseph Eppy

joe@levantiwealth.com

Ft. Lauderdale, FL

(954) 271-7888

Craig Eppy

craig@levantiwealth.com

Ft. Lauderdale, FL

(954) 271-7888

Adam Fenster

afenster@financialguide.com

Fort Lauderdale, FL

(954) 873-6336

Hiram Hernandez

hiramhernandez@mycoastalwealth.com

Miami, FL

(786) 525-4272

Harlan Singer

hsinger@financialguide.com

Fort Lauderdale, FL

(954) 689-9448

Michael Sousou

msousou@mycoastalwealth.com

Orange Park, FL

(904) 621-0445

Veronica Strauss

vstrauss@financialguide.com

Fort Lauderdale, FL

(954) 689-9528

Veikko Vasara

vvasara@mycoastalwealth.com

Port Richey, FL

(727) 378-8569