Team
Leadership
Jerry Hemmer
Owner & CEO
(239) 210-9250
Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian
Michael Kochis
Owner & President
(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...
Michael Longo
Managing Director
239-210-9255
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...
Associates
Adam Redenshek
Financial Representative
(239) 210-9236
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....
Anne Limongelli
Financial Representative
Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian.
Bart Singleton
Financial Representative
(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...
Bill Franz
Financial Representative
(239) 210-9225
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
Brian Simon, ChFC
Financial Representative
(239) 210-9203
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
Cassie Miller
Financial Representative
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian.
Chad Sokoloff
Financial Representative
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
Cliff Theodat
Financial Representative
(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...
Damon Brist
Financial Representative
239-210-9253
Registered Representative and Financial Advisor of Park Avenue Securities LLC, Financial Representative of Guardian
Danielle Lucht
Financial Representative
239-210-9228
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 Watson II
Financial Representative
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...
Doug Gribin
Managing Director / Financial Representative
(239) 210-9206
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
Eliot Sokalsky
Financial Representative
(239) 210-9248
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...
Fred Kettler
Financial Representative
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
Graham Lucht
Financial Specialist
(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...
Jared Traum
Financial Representative
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
Financial Representative
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...
Jeanne Hill, AAMS®
Financial Advisor
(239) 210-9224
John Nastasi, ChFC, CLU
Agency Control Officer
(239) 210-9223
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.
John J. Bellino, ChFC
Financial Representative
(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...
John Davis
Financial Representative
(239) 210-9289
Justin Ash
Financial Representative
239-210-9244
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...
Katherine Bongiorno
Marketing Director
(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...
Lou Rendemonti, CLU, ChFC
Financial Representative
Luisa Bravo, ChFC
Financial Representative
(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...
Lynne Kimmich
Financial Representative
(239) 210-9215
Registered Representative of Park Avenue Securities, Financial Representative of Guardian.
Michael Tisch
Financial Representative
(239) 210-9262
Michael Jacobson
Financial Representative
(561) 369-0731
Randall Ellington
Financial Representative
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...
Rebecca Hiemstra
Financial Representative
(239) 210-9204
Financial Representative of Guardian
Richard Bonchick, ChFC, CLU
Financial Representative
Richard Pope
Financial Representative
516-677-6858
Robert Goehring
Financial Representative
Roger Campbell
Financial Representative
(239) 210-9240
Ron Gottfried
Financial Representative
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
Stacey Adams
Financial Advisor
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...
Steven Phillips
Financial Representative
(239) 210-9249
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...