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Our Management Team

Grace Staten, FSCP® Photo
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Grace Staten, FSCP®

Vice President, Marketing
Neil E. Weiss headshot

Grace Staten, FSCP®

VP of Marketing

P: 904-997-2361
E: gstaten@mycoastalwealth.com

Grace Staten works with Coastal Wealth, a MassMutual firm as Vice President, Marketing. In addition to advising producers on how to position their practices in the marketplace, she is responsible for the firm’s communication and marketing development efforts since 2006. She also directs media relations, branding, advertising and website development. She manages and oversees the agency’s sponsorships, events, community and charitable efforts.

Grace has dedicated much time throughout her career to community involvement, assuming leadership roles in both civic and charitable organizations. Her extensive involvement includes volunteering regularly with Gateway Council of Girl Scouts and Junior Achievement.

She is the incoming National President Elect for Accounting and Financial Women’s Alliance; the Publicity Chair of the Orange Park Charter Chapter of American Business Women’s Association and on the Membership Committee with NAIFA Florida.

Grace’s career began in the financial services industry in 1996 including working with Ameriprise (formerly American Express Financial Advisors) and later Calvert Investments. She obtained her master’s degree in Business Administration in 2004. She holds bachelor’s degree in Finance from San Jose State University. She earned the Financial Services Certified Professional designation and holds FINRA Series 6, 7, 24, 63 and 66 registrations.

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. Grace Staten is a registered representative of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202505-2411615

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Noah Kahn

Vice President, Business Development

Noah Kahn

VP of Business Development

P: 305-458-2490
E: nkahn@financialguide.com

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

I attended Florida Atlantic University, majoring in International Business and Marketing. I am an avid sports enthusiast and a native South Floridian. I pride myself on my charity work within the public sector and enjoy working with financially responsible people.

Neil E. Weiss Photo
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Neil E. Weiss

Vice President, Coastal Consulting
Neil E. Weiss

Neil E. Weiss

Managing Partner

P: (561) 207-2493
E: NeilWeiss@mycoastalwealth.com

Business Philosophy

My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As the Managing Sales Director, I am responsible for recruiting professional sales personnel for the agency and developing marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, especially focused on quality customer contact. We are focused on becoming a lifetime resource for each and every client.

  • 18 year resident of Delray Beach, FL
  • Family: Spouse: Lisa
  • Children: Savannah & Forest
  • Hobbies: Golf, Tennis, Stocks, Travel

Products and Services

  • Fixed and Variable Annuities
  • Charitable
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding 529 Plans
  • Group & Individual Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump-Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Unit Investment Trusts
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

Our representatives will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.

Qualifications

  • 17 Time Leaders Conference Qualifier (1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012)
  • 2 Time Management Conference Qualifier (2008, 2009)
  • Life Member of Million Dollar Round Table
  • Member of AEPi S. FL Alumni Association
James Winstel Photo
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James Winstel

Managing Partner

James Winstel

Managing Partner

P: (239) 322-0166
E: jwinstel@financialguide.com

Jim Winstel recently joined MassMutual South Florida in November 2014 as an Agency Managing Director in our new Ft. Myers, Florida district office.

Jim began his financial services career in 1997 with Northwestern Mutual in Phoenix, Arizona. He immediately became a role model and leader in helping his clients effectively meet their financial goals, estate strategies and insurance needs for 17 years. Jim, having grown up in Southwest Florida, decided to move his family back to Ft. Myers and was offered an opportunity to lead and develop a team of financial professionals at MassMutual South Florida.

As an Agency Managing Director, Jim is focused on making an impact in the community and to attract and develop financial professionals who can flourish in a supportive team environment. He enjoys building a team of individuals who are results-oriented, self-motivated, and have a strong work ethic.

Jim graduated from Barry University with a Bachelor’s Degree in Economics, and Finance. His licenses include FINRA series 6, 63, and a 2-15 (life, health and annuities).

Jim is an outdoor enthusiast who enjoys water sports, camping, bicycling, hiking and sports activities with his wife and children.

Jim Winstel is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC. Supervisory Office: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334; Phone: 954-938-8800.

Jason Auricchio, ChFC®, CFP® NFLPA Photo
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Jason Auricchio, ChFC®, CFP® NFLPA

Managing Director

Jason Auricchio, ChFC®, CFP® NFLPA

Managing Director

P: (305) 609-6065
E: JAuricchio@financialguide.com

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Jason Falick Photo
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Jason Falick

Managing Director

Jason Falick

Managing Director

P: (954) 554-5239
E: Jfalick@mycoastalwealth.com

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a Financial Services Representative.

It has been a privilege to work with Coastal Wealth, a MassMutual Firm (formerly MassMutual South Florida) since 2000 and I have had the opportunity to help so many talented Financial Professionals.  It is very exciting to bring a new Financial Services Professional into our business and watch them blossom and build a wonderful clientele for themselves! Coming from a long lineage, where my Father had been in the insurance industry for 55 years, I decided to enter the industry after realizing the type of difference that he made in so many people’s lives. My management philosophy is to educate and train Financial Professionals so they can help to provide the best possible assistance and solutions for their clients.

When I joined Coastal Wealth, a MassMutual Firm (formerly MassMutual South Florida) in 2000, I started with a new unit of Financial Services Professionals. I received the CLTC designation in 2002 for certification in Long Term Care education and training and became a member of GAMA, a professional development and leadership organization.  I have become proficient with many technology tools designed to help individuals have a holistic view of what might impact their finances and help them to increase and improve their efficiency and effectiveness with their finances. 

I was born in South Florida and graduated Florida Atlantic University in 1993. I am married and live in Coral Springs with my wife, Jodi, and have a 21-year-old daughter, who is a technology recruiter for a top firm.

Lester Hamrick Photo

Lester Hamrick

Managing Partner