Team

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

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...

Michael Longo, 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. Alliance...

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....

Financial Representative of Guardian

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

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...

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

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

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

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

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...

Connor ClaytonFinancial Representative Connor has always had a coaching mentality and knows what it takes to be a good leader. After playing college baseball and becoming a baseball coach, he wanted to take what he’s learned and...

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

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...

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...

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

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...

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

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...

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

Since 2006 I have been working with executives, attorneys, and business owners on efficient and effective financial decision making. The overall objective being to improve net worth and reduce risk, so they can enjoy more security,...

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...

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...

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

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...

Financial Representative of Guardian

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

"I am devoted to assisting pilots with their one-of-a-kind financial planning needs. As an airline pilot myself, I have a personal understanding of aviation benefits, risks, and family matters. My mission is to provide a financial...

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...

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

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...

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

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

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

Nadean Amer Marketing Director As Alliance Financial Group’s Marketing Director, Nadean is well-equipped and committed to ensuring AFG is well respected, progressive, and remembered. Through marketing consultations, graphics and...

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...

Financial Representative of Guardian

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

Richard A. Pope, Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian

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

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

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...

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...