Your Executive Team
We consider ourselves the Advisor’s Advisor. It’s not our team, it’s your team.
ChFC®, CLU®, CASL®
President
(702) 987-9731 Direct
[email protected]
Thomas Goodson, ChFC®, CLU®, CASL® - President
Mr. Goodson was an early adopter of financial planning. He is a Chartered Financial Consultant (ChFC©), Chartered Life Underwriter (CLU©) and Chartered Advisor for Senior Living (CASL©) and holds FINRA Series 6, 7, 22, 24, 26 and 63 securities licenses.
Mr. Goodson has been providing his knowledge and expertise in financial planning and wealth management for more than 30 years to businesses, non-profit organizations, families and individuals. He is dedicated to establishing a corporate culture at AmeriFlex® that emphasizes community outreach and sustainable philanthropy to help those who are less fortunate.
Tom takes pleasure in getting to know each client in order to learn about their personal lives and the goals they wish to achieve. He says, “I grew up on Navy bases on the East Coast and very early on I learned to adapt to my surroundings and read people – a skill that is useful in the wealth management profession. It’s fascinating to listen to everyone’s story because each one is unique. I appreciate my clients’ candor and intelligence; I hold them in high esteem. The thing that gives me the most satisfaction, is helping people succeed and grow. This also applies to working with my colleagues. I enjoy recognizing and developing the talent of our Wealth Managers and administrative staff at AmeriFlex®. This is a company where everyone can reach their full potential.”
ChFC®, CLU®, CASL®
President
(702) 987-9731 Direct
[email protected]
Thomas Goodson, ChFC®, CLU®, CASL® - President
Mr. Goodson was an early adopter of financial planning. He is a Chartered Financial Consultant (ChFC©), Chartered Life Underwriter (CLU©) and Chartered Advisor for Senior Living (CASL©) and holds FINRA Series 6, 7, 22, 24, 26 and 63 securities licenses.
Mr. Goodson has been providing his knowledge and expertise in financial planning and wealth management for more than 30 years to businesses, non-profit organizations, families and individuals. He is dedicated to establishing a corporate culture at AmeriFlex® that emphasizes community outreach and sustainable philanthropy to help those who are less fortunate.
Tom takes pleasure in getting to know each client in order to learn about their personal lives and the goals they wish to achieve. He says, “I grew up on Navy bases on the East Coast and very early on I learned to adapt to my surroundings and read people – a skill that is useful in the wealth management profession. It’s fascinating to listen to everyone’s story because each one is unique. I appreciate my clients’ candor and intelligence; I hold them in high esteem. The thing that gives me the most satisfaction, is helping people succeed and grow. This also applies to working with my colleagues. I enjoy recognizing and developing the talent of our Wealth Managers and administrative staff at AmeriFlex®. This is a company where everyone can reach their full potential.”
CFP®, RICP®, CFF®
Chief Operations Officer
(702) 987-9732 Direct
[email protected]
Jesse Kurrasch, CFP®, RICP®, CFF® – Chief Operations Officer
Jesse can be reached at:
Email: [email protected]
Direct Line: 702-987-9732
As a member of the AmeriFlex® Financial Planning team, Jesse Kurrasch works directly with clients to help them answer some of their most challenging financial questions. In order to better address the needs of his clients, Jesse pursued and earned his CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation, as well as the RICP® Retirement Income Certified Professional® designation, providing him with extensive background knowledge on the subject of retirement planning. While he is passionate about finance and investing, Jesse remarked that it is the clients, not the numbers that bring him the greatest satisfaction. As he sees it, “We are in the business of helping people. It’s the work we do with our clients each day that keeps me coming back for more.”
Jesse received his Bachelor’s degree in the History of Public Policy from the University of California, Santa Barbara, where he cultivated a curiosity and enthusiasm for finance. He holds FINRA Series 7 and 66 securities licenses and has his California Life & Health Insurance License.
CFP®, RICP®, CFF®
Chief Operations Officer
(702) 987-9732 Direct
[email protected]
Jesse Kurrasch, CFP®, RICP®, CFF® – Chief Operations Officer
Jesse can be reached at:
Email: [email protected]
Direct Line: 702-987-9732
As a member of the AmeriFlex® Financial Planning team, Jesse Kurrasch works directly with clients to help them answer some of their most challenging financial questions. In order to better address the needs of his clients, Jesse pursued and earned his CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation, as well as the RICP® Retirement Income Certified Professional® designation, providing him with extensive background knowledge on the subject of retirement planning. While he is passionate about finance and investing, Jesse remarked that it is the clients, not the numbers that bring him the greatest satisfaction. As he sees it, “We are in the business of helping people. It’s the work we do with our clients each day that keeps me coming back for more.”
Jesse received his Bachelor’s degree in the History of Public Policy from the University of California, Santa Barbara, where he cultivated a curiosity and enthusiasm for finance. He holds FINRA Series 7 and 66 securities licenses and has his California Life & Health Insurance License.
MBA
Chief Compliance Officer
(805) 770-1354 Direct
[email protected]
Diana Heu, MBA – Chief Compliance Officer
Diana can be reached at:
Email: [email protected]
Direct Line: 805-770-1354
Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the OSJ Delegate, primarily responsible for compliance and supervisory tasks within the branch and satellite offices and serves as the Acting Chief Information Officer for AmeriFlex®.
Ms. Heu received dual Associate Degrees in Economics and Business Administration from Santa Barbara City College and a BA in Business Management from The University of Phoenix. She went on to obtain an MBA in Financial Planning from California Lutheran University in Thousand Oaks, California. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical manufacturing and engineering fields, where she gained expertise in quality and configuration management, auditing and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a California Life and Health Insurance license and is also a California Notary Public.
When asked about what makes AmeriFlex® a great company, Diana is quick to point out that “It’s a place where all team members are encouraged, empowered and supported in their professional growth. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients’ stories, goals and aspirations, and helping them achieve their financial goals.”
MBA
Chief Compliance Officer
(805) 770-1354 Direct
[email protected]
Diana Heu, MBA – Chief Compliance Officer
Diana can be reached at:
Email: [email protected]
Direct Line: 805-770-1354
Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the OSJ Delegate, primarily responsible for compliance and supervisory tasks within the branch and satellite offices and serves as the Acting Chief Information Officer for AmeriFlex®.
Ms. Heu received dual Associate Degrees in Economics and Business Administration from Santa Barbara City College and a BA in Business Management from The University of Phoenix. She went on to obtain an MBA in Financial Planning from California Lutheran University in Thousand Oaks, California. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical manufacturing and engineering fields, where she gained expertise in quality and configuration management, auditing and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a California Life and Health Insurance license and is also a California Notary Public.
When asked about what makes AmeriFlex® a great company, Diana is quick to point out that “It’s a place where all team members are encouraged, empowered and supported in their professional growth. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients’ stories, goals and aspirations, and helping them achieve their financial goals.”
CFP®, CPWA®, CDFA®, CFF®
Chief Transitional Wealth Planner
(805) 770-1356 Direct
[email protected]
Hannah Buschbom CFP®, CPWA®, CDFA®, CFF® - Director of Client Experience
Hannah can be reached at:
Email: [email protected]
Direct Line: 805-770-1356
Hannah Buschbom CFP®, CPWA®, CDFA®, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.
She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”
In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.
Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary (CFF®) designation.
As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.
In 2019, Hannah was named “Grassroots Champion of the Year”* by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP®, CPWA®, CDFA®, CFF®
Chief Transitional Wealth Planner
(805) 770-1356 Direct
[email protected]
Hannah Buschbom CFP®, CPWA®, CDFA®, CFF® - Director of Client Experience
Hannah can be reached at:
Email: [email protected]
Direct Line: 805-770-1356
Hannah Buschbom CFP®, CPWA®, CDFA®, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.
She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”
In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.
Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary (CFF®) designation.
As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.
In 2019, Hannah was named “Grassroots Champion of the Year”* by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Director of Operations
(702) 987-9735 Direct
[email protected]
Marshall Moua – Director of Operations
Marshall can be reached at:
Email: [email protected]
Direct Line: 702-987-9735
Marshall Moua is responsible for opening and maintaining client accounts as well as performing financial plan updates. He assists with the day to day operations of the branch office. Marshall has an extensive background in organization, time management and customer service where he developed during most of his college years working in the restaurant industry.
Marshall is a graduate of Cal Poly Pomona where he received his Bachelor’s degree in Finance, Real Estate and Law. Marshall currently holds a FINRA Series 7 and 66 securities licenses and a California Life Insurance license.
Director of Operations
(702) 987-9735 Direct
[email protected]
Marshall Moua – Director of Operations
Marshall can be reached at:
Email: [email protected]
Direct Line: 702-987-9735
Marshall Moua is responsible for opening and maintaining client accounts as well as performing financial plan updates. He assists with the day to day operations of the branch office. Marshall has an extensive background in organization, time management and customer service where he developed during most of his college years working in the restaurant industry.
Marshall is a graduate of Cal Poly Pomona where he received his Bachelor’s degree in Finance, Real Estate and Law. Marshall currently holds a FINRA Series 7 and 66 securities licenses and a California Life Insurance license.
AmeriFlex Premier Concierge
(702) 987-9736 Direct
[email protected]
Stacy Leal – AmeriFlex Premier Concierge
Stacy can be reached at:
AmeriFlex Premier Concierge
(702) 987-9736 Direct
[email protected]
Stacy Leal – AmeriFlex Premier Concierge
AmeriFlex Premier Concierge
805-770-1457
[email protected]
Natalie White - AmeriFlex Premier Concierge
AmeriFlex Premier Concierge
(805) 770-1457
[email protected]
Natalie White - Administrative Assistant
Compliance and Supervision Principal
(702) 598-9124 Direct
[email protected]
Mendy Morgan – Compliance and Supervision Principal
Compliance and Supervision Principal
(702) 598-9124 Direct
[email protected]
Mendy Morgan – Compliance and Supervision Principal
Administrative Assistant
(702) 987-9737 Direct
[email protected]
Alejandra Avalos - Administrative Assistant
Administrative Assistant
(702) 987-9737 Direct
[email protected]
Alejandra Avalos - Administrative Assistant
Your Consulting Team
AmeriFlex Group Consultants consist of unique and seasoned planners – all are dedicated to the success of their clients. Our singular goal is to always meet and exceed your expectations.
The AmeriFlex Group believes in a community of collaboration – it is common to “team-up” with a TAG specialist to address and solve client-specific challenges.
(Click on the consultant to learn more)
CFP®, RICP®
High Net Worth Financial Planning
(702) 987-9732 Direct
[email protected]
Timothy McConnell, CLU, ChFC & Brian McConnell
Specialty:
Tim and Brian McConnell provide a high level of expertise into the complex world of life insurance and its myriad of products and designs. Offering a logical and easy to understand body of solutions based on their experience with complex life cases, they pride themselves on being professional, non-threatening educators sharing ideas and concepts that clients are currently implementing. Our ideal clients are business owners and individuals with significant wealth.
Example:
Specializing in sophisticated wealth transfer and insurance advisory services, they have proven success working with one of the region’s largest independent accounting firms for over twenty years. Utilizing forty-five years of combined experience in the high net-worth life market, they are uniquely qualified to assist you and your clients in all areas including personal, corporate and business solutions.
Hannah Buschbom CFP®, CDFA®
Specialty
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process:
- Financial Expertise and Strategy
- Data Collection and Analysis
- Expert Presenter and Litigation Support
Example
If the client has a complex set of assets or income sources, we can assist the client(s) and their attorney to navigate the best potential financial outcome post-divorce. Often with some creative planning that minimizes taxes and additional legal costs, high-net-worth clients can achieve a more considerable amount of their must-haves after the divorce, by showing a couple of scenarios that go beyond splitting everything down the middle.
Rylan Rozell
Specialty:
Accredited Investors interested in selling their investment property, deferring capital gains via a 1031 exchange. They are unfamiliar with the DST (Delaware Statutory Trust) as an option for their replacement property and will need assistance understanding the new ownership vehicle as well as time sensitive process on both ends of their real estate transaction. The team will work with the client’s CPA or tax advisor, real estate advisor and the Qualified intermediary to effectively execute the transaction within the IRS parameters regardless of the location of the client.
Example:
An individual or family that has owned real estate for a long period of time that has exhausted the most of, if not all, of the tax benefits of their investment. They are no longer interested in the day to day management of the property or compensation a property management firm on behalf of the property. Additionally looking to diversify their real estate portfolio via multiple sectors and locations.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
Marcus Moran
Specialty:
Marcus is dedicated to educating the senior community regarding their rights and options about Medicare. As a specialist, Marcus works with the clients of Momentum Financial Partners to provide counseling allowing our clients to make the most informed choices given their unique financial plan and family circumstances.
Example:
“Every year, the complexity of Medicare is put on display when seniors choose their Medicare plans for the following year.” said Marcus Moran, Medicare Specialist at Momentum Financial Partners. “People make mistakes, pay penalties, or go without coverage for long periods of time. My interest in Medicare came as a result of my mother asking me to help her when she reached the age of eligibility. Learning from that experience; I thought about how many other seniors I could help navigate the dizzying array of Medicare enrollment rules – and a new career was born.”
*Marcus Moran is neither registered nor affiliated with SagePoint Financial, Inc.
Jesse Kurrasch, CFP®, RICP®
Jesse Kurrasch focuses on family-office-lite planning for the high-net-worth client. These individuals have a specific set of needs – chief among them is the simplification of time-consuming financial burdens and solutions to complex financial problems. We work to make sense of our clients’ financial lives using technology and data aggregation and an integrated investment approach, providing ease of access to all of their financial data in one simple and easily accessible location.
Example:
A small-business owner or individual with a net worth of approximately $5 million – $50 million who is struggling to make sense of multiple sources of financial information. They may be inundated with information from multiple brokers and advisors of all disciplines and are looking for a quarterback to pull it all together. We provide simple solutions to their complex problems, so that they can get back the one resource that money can’t buy – time.