Jason E. Heller

Jason E. Heller

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….

S Roger Dominey

S Roger Dominey

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…

Harris Fishman

Harris Fishman

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…