Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

JERRY HEMMER

General Agent/Owner

2395612900

239-210-9250

Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian

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ADAM REDENSHEK

Financial Representative

(239) 561-2900

(239) 210-9269

Angela Thompson

Financial Representative

(239) 561-2900

(239) 210-9209

Helping individuals, families and small business owners secure their financial future.I work with families, business owners, executives and professionals who ask my firm to provide them with wealth-preservation strategies to avoid...

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BART SINGLETON

Financial Representative

2395612900

(239) 210-9269

Brian Downey

Financial Representative

(239) 561-2900

(239) 561-2975

CLIFF THEODAT

Financial Representative

239-561-2900

239-210-9241

Like many Floridians, Clifford (Cliff) Theodat’s origin is not from Florida. Born in Brooklyn, New York, Cliff migrated to Florida with his mother and sister in 1989. Growing up in Charlotte County, has given Cliff the opportunity to...

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CYNDI DORAGH

Financial Representative

239-561-2900

239-210-9279

I assist my clients by identifying potential threats to their retirement income, financial disorganization and real cost of living, then help work towards establishing more optimal results and financial balance. Financial...

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DOUG GRIBIN

Senior Managing Director /Financial Representative

239-561-2900

239-210-9206

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

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ELIOT SOKALSKY

Financial Representative

239-561-2900

239-210-9248

Helping Medical & Dental Professionals Get Organized via a Financial MRIIf offered Tiger Woods’ golf club vs. Tiger Woods’ golf swing, everyone would take his swing. It is the skill that makes him so successful, not just the club in...

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GRAHAM LUCHT

Financial Specialist

239-561-2900

239-210-9243

I specialize in designing financial strategies, and work with professionals and business owners all across the country to answer one of the most important questions of their financial lives... "How am I going to retire on what I've...

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HILDA MILLER

Financial Representative

239-561-2900

239-210-9263

I am honored to announce that I have accepted the position of Financial Representative with the Alliance Financial Group in Ft. Myers, Florida. This transition will allow me to better serve my expanding practice coast-to-coast, while...

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JARED TRAUM

Financial Representative

239-561-2900

239-210-9331

A LEGACY OF SERVICE After graduating from film school, Jared spent five years working on commercials, television shows for the Discovery Channel, press junkets for NBC News, and episodic TV shows such as The Apprentice and The Amazing...

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Jason Greene, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239)561-2900. Securities products/services and advisory services offered through PAS, a...

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JEANNE HILL

Financial Representative

239-561-2900

239-210-9224

Showing individuals and families ways to organize and focus in order to secure their financial futureThrough a well focused philosophy of care, balance and uncommon knowledge we challenge traditional financial thinking and block the...

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JOHN J BELLINO ChFC

Financial Representative

239-561-2900

239-210-9205

Many of us are likely to live through two financial periods in our lifetime, an accumulation phase and a distribution phase. And throughout them, a series of common and unique financial threats exist for each that risk our lifetime’s...

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.

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KATHERINE BONGIORNO

Agency Coordinator/Marketing

239-561-2900

239-210-9214

As agency coordinator/marketing, I work closely with our management team, creating strategic opportunities to develop client relationships by means of project coordination, workshops and seminars. I coordinate and oversee our firm’s...

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LUISA BRAVO ChFC

Financial Representative

305-971-8522

305-971-8928

I have been providing insurance and financial strategies to business owners, professionals and individuals for the last 30 years. My approach can allow for the eliminations of financial fears or myths through client education and...

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MICHAEL KOCHIS

General Agent/Owner

239-561-2900

239-210-9214

Michael Kochis began his career in 1984 and quickly moved into Management. Prior to joining Alliance Financial Group in 2002, Michael managed an agency in Cleveland, Ohio for 18 years. During his career, Michael has been the recipient...

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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

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ROGER CAMPBELL

Financial Representative

239-561-2900

239-210-9240

Providing strategies for today's complex retirement life and long term care needs.The Guardian Life Insurance Company of America (Guardian), New York, NY.Alliance Financial Group is not an affiliate or subsidiary of Guardian.

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REBECCA HIEMSTRA

Financial Representative

239-561-2900

239-210-9204

Financial Representative, The Guardian Life Insurance Company of America (GuardianFinancial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.Alliance Financial Group is not an affiliate or...

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STEVEN PHILLIPS

Financial Representative

239-561-2900

239-210-9249

WILLIAM FRANZ

Financial Representative

239-561-2900

239-210-9225

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

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JOHN DAVIS

Financial Representative

239-561-2900

239-210-9289

Registered Representative & Investment Advisor of Park Avenue Securities

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Stacey Adams is an award winning journalist who had a fulfilling 24 year career in the broadcast news industry. Her career as a news anchor/reporter led to anchoring jobs in Texas, Michigan, Tallahassee, Tucson and finally to Fort...

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MICHAEL TISCH

Financial Representative

239-561-2900

239-210-9262

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

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JORGE BARRERA

Financial Representative

2395612900

239-210-9230

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

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KELLY DAVIS

Financial Representative

2395612900

239-210-9254

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian.

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CHUCK REYNOLDS

Financial Representative

2395612900

239-210-9273

Chuck Reynolds is a Registered Representative of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239)561-2900. Securities products/services offered through PAS, a registered broker/dealer. Financial...

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Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

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LYNNE TARMAN

Financial Representative

2395612900

239-210-9215

Registered Representative of Park Avenue Securities, Financial Representative of Guardian.

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BRIAN SIMON ChFC

Financial Representative

2395612900

239-210-9203

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

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Louis Rendemonti, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor....

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MICHAEL JACOBSON

Financial Representative

561-369-0730

561-369-0731

Michael E. Jacobson, Registered Representative of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products and services offered through PAS. Financial Representative, The...

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Chris Edwards

Financial Representation

2396337744

2392109242

David’s passion to help others ultimately led him to the financial industry in 2014 where he began working as an independent broker at SmartWealth, LLC. At SmartWealth, he helps clients sift through the overwhelming influx of...

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