Jeremy M. Straub, CRPC, CFS®
Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn’t ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.
Through Coastal Wealth, Jeremy created a firm with a family feel – where financial professionals are treated like clients, and clients have experienced professionals at their fingertips to address most aspects of their financial lives. This is at the core of what Coastal Wealth was built on and every day work is put in, to continue to learn, adapt and grow across all areas of life. This shows evident in the firm’s mission: to navigate opportunities and redefine what is possible.
Over the past 4 years, Jeremy has grown Coastal Wealth into the largest firm in Southeast Region and leads a team of more than 400 financial professionals, agents and support staff with over 28 offices across Florida and Georgia. Coastal Wealth focuses on financial planning, protection planning, and group/executive benefits. The key values Straub upholds within Coastal Wealth that shape the decisions, the direction, and the team are anchored in Integrity, Diversity, Innovation, Collaboration, and Responsibility. Today, Coastal Wealth services over 100,000 clients[1] with over $20 billion of life insurance in force[2] and $12 billion in assets serviced.
Originally from Bethlehem, Pennsylvania, Jeremy’s entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy’s top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the “mind of a capitalist and heart of a social worker,” by helping clients reach their financial goals while living his personal dream as an entrepreneur.
Jeremy graduated from Moravian College in Bethlehem, PA with a Bachelor of Arts degree in Finance and Political Science. Jeremy is a Chartered Retirement Planning Consultant (CRPC®) designee, which helped him discover his passion for helping people prepare for the accumulation and distribution phases of retirement. He is also a Certified Funds Specialist® (CFS) designee. Jeremy holds a Series 7, 9, 63, 66 and 24 registrations with FINRA, and is a registered principal with MML Investors Services, LLC.
Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs. Jeremy lives in Fort Lauderdale and enjoys spending time with his two young children, daughter, Kayla, and son, Kai, as well as traveling, archery, boating and snowboarding.
Awards & Accolades
Apogee Award Honoree
South Florida Business & Wealth 2019
40 under 40 Honoree Award
South Florida Business Journal 2017
“Cracking the Code to Success” with business guru Brian Tracy.
Co-Author 2017
Crystal Achievement Award
MassMutual 2019
MassMutual Chairman’s Trophy
Gold: 2020 Gold: 2019 Gold: 2028
Silver: 2017
Best Year Ever
MassMutual 2019
Burvin E. Pugh Building Award
MassMutual 2017
[1] An insured, owner, or payer of a MassMutual policy or contract.
[2] Amount of individual life insurance in force as of [12/31/19] related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.SIPC.org) 1000 Corporate Dr., Ste 700, Fort Lauderdale, FL, 33334. 954-331-5100. Agency officers are not officers of MassMutual. CRN202211 - 274151
Harris Fishman, CLU, ChFC
Harris’s storied 30+ year career began in 1989, when he launched his financial services practice with MassMutual and quickly established himself as a leader in the industry. He would rise quickly through the ranks of management, being named a Sales Manager (1993), Associate General Agent (1997), Managing Partner (2000) and General Agent (2003). Under his leadership, MassMutual Greater Philadelphia (MMGP) grew from 40 to over 175 financial professionals, expanded its geographical footprint to 20 offices across Pennsylvania, New Jersey and Delaware and serves over 54,000 clients.
Harris currently serves as General Agent Emeritus and continues to be involved in the strategic direction of MMGP. As the Chairman of Coastal Wealth, Harris is focused on investing in progressive initiatives and strategies to better serve the evolving needs of the firm and its clients. Coastal Wealth services over 90,000 clients1 with over $19 billion of life insurance in force2 and $6 billion in client policies and accounts3.
As a sought-after speaker, Harris delivers on topics such as industry trends, leadership, company culture and corporate philanthropy. He is an advocate for providing financial literacy programs to families and champions the access of resources and valuable government benefits for special needs families and their children.
Harris graduated with honors from the University of Delaware with a Bachelor of Science in Finance and attended Darden Business School’s Executive Leadership Program. Harris is a Chartered Life Underwriter designee and Chartered Financial Consultant designee from the American College of Financial Services. He holds Series 7, 6, 65, 63 and 24 registrations with FINRA, and is a registered principal with MML Investors Services, LLC. He served as President of MassMutual’s General Agent’s Association in 2013. He resides in Pennsylvania and Florida with his wife Ellen and two daughters Rachel and Emily.
Awards & Accolades
Crystal Achievement AwardMassMutual (2003‐2019) MassMutual Chairman’s Trophy Gold: 2008, 2010, 2015, 2016 + 2018, 2020 - Silver: 2017 & 2019 - Bronze: 2012 & 2013 MassMutual Best Year Ever MassMutual Best Places to WorkPhiladelphia Business Journal (2007‐2016)Top Work PlacePhiladelphia Inquirer (2010‐2013, 2015-2019)Top CEO Philadelphia Inquirer (2012)CEO of the Year AwardMain Line Chamber of Commerce (2012)CEO Philanthropy AwardExecutive Leadership Radio (2012)Most Admired CEO Philadelphia Business Journal (2015)Corporate Culture AwardSmartCEO (2015)Most Admired CEO’s Change Driver AwardPhiladelphia Business Journal (2016)Master Agency AwardGAMA International (2016)Future 50 AwardSmartCEO (2016)Top Leadership AwardPhiladelphia Inquirer (2016 & 2017)Velocity 50 AwardCEO Report (2018)Corporate Philanthropy Leadership AwardPhiladelphia Inquirer (2018)Influencer of Finance Award3Philadelphia Inquirer (2019)
1An insured, owner or payor of a MassMutual policy or contract as of December 31, 2020.
2Life insurance coverage in force as of December 31, 2020 related to products issued by Massachusetts Mutual Life Company and its subsidiaries, C.A. Life Insurance Company and MML Bay State Life Insurance Company.
3Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202408-644421
Luis (Wicho) Hernandez
Erin Sloss
Roger Dominey, CLU, ChFC, CFP
S Roger Dominey, CLU, ChFC, CFP
Executive Vice President North Region
P: (904) 997-2312
E: Rdominey@mycoastalwealth.com
Roger Dominey, a native of Charleston, South Carolina and a graduate of The Citadel, began his insurance career in 1979. Roger is a Qualifying and Life Member of the Million Dollar Round Table with over 30 years of membership holding the honor of MDRT Quarter Century. He is a member of the Court of the Table representing those members who are in the top 1% of insurance sales worldwide. He was named Jacksonville Advantage’s 2014 Small Business Top 50 Small Business Influencer.
He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) certification from the College of Financial Planning in Denver, Colorado. He is Past-President of the Hilton Head Association of Life Underwriters and Past-Vice President of the Hilton Head Estate and Financial Advisors. He is Past President of National Association of Insurance and Financial Advisors—Jacksonville Chapter and Past President for the Estate Planning Council of Northeast Florida. Roger sits on the Board of Directors for the Children’s Home Society of Northeast Florida.
Roger is a member of the Jacksonville Rotary Club and GAMA International. Since 2008, Roger has received the Diamond International Management Award from GAMA.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Stanley Roger Dominey is a Registered Principal of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954)938-8800. CRN202503-2118794
James Bonilla
James Bonilla
Executive Vice President South Region
P: (954) 465-6558
E: jbonilla@mycoastalwealth.com
James graduated from the University of South Florida with a double major in international business and biology. He became a financial advisor in 2001. He has also qualified for the Million Dollar Round Table every year since 2004. James has been in leadership since 2007, and a Bronze and Silver Bowl qualifier for field leadership in 2018 and 2019 with MassMutual.
Roy Perez
Roy Perez
Executive Vice President | Head of Coastal Consulting, a Division of Coastal Wealth
P: 954-689-9422
E: royperez@financialguide.com
Roy Perez graduated from Florida State University (FSU) with a bachelor’s degree in Finance and Entrepreneurship. After graduation, Roy began his financial services career as a Financial Consultant in Miami, while continuing to be active in the Florida State University Alumni Association as well as his local community.
Roy joined MassMutual South Florida as an Agency Sales Director South in July 2012. Prior to joining MassMutual South Florida, Roy served as a Financial Consultant with John Hancock.
Roy currently leads a team of Financial Associates in his new position with Coastal Wealth as an Agency Director in Fort Lauderdale and Miami. His goal is to make financial independence a reality for thousands of Americans. In addition to serving the needs of his own personal clients, Roy is focused on recruiting, training and cultivating recent college graduates who are enthusiastic, coachable, organized, ethical, and are entrepreneurial in nature.
Roy is actively involved in providing valuable financial education for Dade and Broward County public schools. He is also a founder of the South Florida Professionals Golf Club, dedicated to business networking through golf and charitable giving.
Roy lives in Miami, Florida and enjoys boating, snorkeling and occasionally attempts to play a decent round of golf.
His licenses include FINRA Series 7 and 66 and a 2-15 (life/health/annuities).
Dr. Jason Heller, Ph.D., CFP, CIMA, MSFS, RICP, ChFC, CLU, CAP, CMFC, AAMS, CRPC, CFS, FSCP, AWMA, CRPS, BCAA, AEP, CFBS, CDFA, RMA, CIS, CAS, CES, AIF, BFA, APMA, CFEd®
Jason E. Heller, Ph.D., CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CAP®,
CMFC®, AAMS®, CRPC®, CFS®, FSCP®, AWMA®, CRPS®, BCAA, AEP®, CFBS®,
CDFA®, RMA®, CIS®, CAS®, CES®, AIF®, BFA™, APMA®, CFEd®, ChSNC®, AFC®,
WMCP™, LACP®, CPFA®, C(k)P®
Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
P: (954) 689-9409
E: JasonHeller@mycoastalwealth.com
As the Head of Coastal Wealth's Planning Solutions Group, a Division of Coastal Wealth, Dr. Jason Heller plays a critical role at Coastal Wealth, leading a professional team of para-planners, product line specialists, financial planners and advance market professionals, who work together to help you make informed decisions that can help maximize your client relationships. Jason’s experience includes the development and implementation of strategies to help clients achieve their goals of growing, preserving and transferring their wealth.
Prior to joining our firm, Dr. Heller worked as an Investment Specialist at MassMutual South Florida and Guardian Life Insurance after managing his own private practice for several years. In 2007, Guardian named Jason their National Investment Specialist of the year. Jason is a lifetime qualifying member of the Million Dollar Round Table and a qualifying member of the Court of the Table in years 2010/12/14/15/16/17/18/19/20 and 2021. Jason has qualified for Top of the Table once (2021).
Dr. Heller is not only a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), he has earned thirty industry designations, including the Certified Investment Management Analyst® (CIMA®), a designation given jointly by the Wharton School of Business and the Investments & Wealth Institute, along with the Retirement Income Certified Planner (RICP). Jason has received his Ph.D. from the American College (’20) in financial and retirement planning. He also has two Masters degrees in Financial Services from the Institute of Business & Finance (’05) and the American College (’16).
Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Jason is married to Jessica, a third-generation Massachusetts Mutual Life Insurance Company (MassMutual) agent. They live in Ft. Lauderdale with their two children, Cameran and Jackson. A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. [Reg. Rep. Name] is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202303-280499
Claudia Spence
Rachel Zamora
