Broker Check

Team

Leadership

Jerry Hemmer

Owner & CEO

(239) 561-2900

(239) 210-9250

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

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Michael Kochis

Owner & President

(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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Associates

Adam Redenshek

Financial Representative

239-561-2900

(239) 210-9236

[email protected]

I am a key financial professional who builds strategies and a critical thinker for the families and businesses I work with. I place a strong emphasis on cash flow management, risk mitigation, savings, and efficiency of money....

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Angela Jordan

Financial Representative

Angela Jordan is an accomplished Agent for over 8 years. She loves her career, clients, and family she interacts with. Angela had firsthand experience after the passing of her mother a few years ago how having the right amount of...

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Bart Singleton

Financial Representative

239-561-2900

(239) 210-9269

Since 2010, Bart Singleton has solidified his reputation as the trusted wealth advisor of medical professionals in all practices. While he specializes in an array of financial services, from investment and student loan strategies to...

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Bill Franz

Financial Representative

239-270-5410

(239) 210-9225

[email protected]

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

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Brian Downey

Financial Representative

239-321-6690

(239) 561-2975

[email protected]

Brian Simon, ChFC

Financial Representative

239-561-2900

(239) 210-9203

[email protected]

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

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Chad Sokoloff

Financial Representative

352-219-7191

[email protected]

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

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Cliff Theodat

Financial Representative

239-561-2900

(239) 210-9241

[email protected]

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...

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Damon Brist

Financial Representative

239-561-2900

239-210-9253

[email protected]

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

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Danielle Lucht

Financial Representative

(239) 561-2900

239-210-9228

[email protected]

Danielle A. Lucht, RICP Financial Representative When clients talk about Danielle Lucht, they describe more than a financial advisor. They see her as a friend, an ally, and a steward dedicated to helping them navigate the unknowns of...

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David Watson II

Financial Representative

(407) 774-6343

[email protected]

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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DeAnna Graziano

Director of Business Development

239-561-2900

(239) 210-9275

[email protected]

Doug Gribin

Managing Director / Financial Representative

239-270-5315

(239) 210-9206

[email protected]

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

[email protected]

Helping Medical & Dental Professionals Get Organized via a Financial MRI If 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...

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Fred Kettler

Financial Representative

305-669-9109

[email protected]

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

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Graham Lucht

Financial Specialist

239-561-2900

(239) 210-9243

[email protected]

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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Jared Traum

Financial Representative

(239) 561-2900

(239) 210-9331

[email protected]

Jared Traum Financial Specialist A 12-year veteran of the insurance and financial services industry, Jared represents the third generation of his family in the business. He takes a down-to-earth approach to planning as he helps clients...

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Jason Greene

Financial Representative

(407) 774-6343

[email protected]

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, AAMS®

Financial Advisor

(239) 561-2900

(239) 210-9224

[email protected]

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

Agency Control Officer

(239) 561-2900

(239) 210-9223

[email protected]

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

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John J. Bellino, ChFC

Financial Representative

(239) 561-2900

(239) 210-9205

[email protected]

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...

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John Davis

Financial Representative

(239) 561-2900

(239) 210-9289

[email protected]

Registered Representative & Investment Advisor of Park Avenue Securities
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Justin Ash

Financial Representative

239-561-2900

239-210-9244

[email protected]

I work with pilots and their families to create a financial strategy uniquely matched to the pilot life. As a pilot with a long career history in general aviation, corporate aviation, airline flying and management, I have a personal...

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Katherine Bongiorno

Marketing Director

(239) 561-2900

(239) 210-9214

[email protected]

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...

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Kelly Shultis

Financial Representative

(239) 561-2900

(239) 210-9254

[email protected]

C.
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Lou Rendemonti, CLU, ChFC

Financial Representative

(941) 915-1084

[email protected]

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian
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Luisa Bravo, ChFC

Financial Representative

(305) 971-8522

(305) 971-8928

[email protected]

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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Lynne Kimmich

Financial Representative

239-561-2900

(239) 210-9215

[email protected]

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

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Michael Tisch

Financial Representative

(239) 561-2900

(239) 210-9262

[email protected]

Registered Representative of Park Avenue Securities, Financial Representative of Guardian
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Michael Jacobson

Financial Representative

(561) 369-0730

(561) 369-0731

[email protected]

Registered Representative of Park Avenue Securities, Financial Representative of Guardian
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Randall Ellington

Financial Representative

14077746343

[email protected]

Randall E. (Randy) Ellington is the founder and owner of SmartWealth® LLC, a Maitland, Florida firm working with financially successful individuals, professional practices, and businesses in the areas of estate, business, and...

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Rebecca Hiemstra

Financial Representative

239-561-2900

(239) 210-9204

[email protected]

Financial Representative of Guardian

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Richard Bonchick, ChFC, CLU

Financial Representative

(954) 344-7844

[email protected]

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

Financial Representative

516-677-6212

516-677-6858

[email protected]

Richard A. Pope, Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardia
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Robert Goehring

Financial Representative

239-561-2900

[email protected]

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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Roger Campbell

Financial Representative

(239) 561-2900

(239) 210-9240

[email protected]

Providing strategies for today's complex retirement life and long term care needs. Roger joined Alliance Financial in April 2014. He has had an extensive background of over 30 years owning his own agency in Kentucky providing property,...
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Ron Gottfried

Financial Representative

9546472267

[email protected]

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

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Stacey Adams

Financial Representative

239-561-2900

[email protected]

Stacey Adams Financial Representative Stacey Adams is an award-winning journalist who had a fulfilling 24-year career in the broadcast news industry. Throughout her career, Stacey Adams has been committed to providing information that...

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Steven Phillips

Financial Representative

(239) 561-2900

(239) 210-9249

[email protected]

Approaching 10 years in the financial services industry, Steven Phillips is a rare commodity in the business: a CPA with a sense of humor! While he understands that planning is no laughing matter, he strives to bring both personality...

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