Your Executive Team

We consider ourselves the Advisor’s Advisor. It’s not our team, it’s your team.

Thomas Goodson

ChFC®, CLU®, CASL®
President
(702) 987-9731 Direct
(702) 987-9740 Fax
[email protected]

Thomas Goodson

ChFC®, CLU®, CASL®
President
(702) 987-9731 Direct
(702) 987-9740 Fax
[email protected]

Jesse Kurrasch

CFP®, RICP®, CFF®
Chief Operations Officer
(702) 987-9732 Direct
(702) 987-9740 Fax
[email protected]

Jesse Kurrasch

CFP®, RICP®, CFF®
Chief Operations Officer
(702) 987-9732 Direct
(702) 987-9740 Fax
[email protected]

Diana Heu

MBA
Chief Compliance Officer
(805) 770-1354 Direct
(702) 987-9740 Fax
[email protected]

Diana Heu

MBA
Chief Compliance Officer
(805) 770-1354 Direct
(702) 987-9740 Fax
[email protected]

Hannah Buschbom

CFP®, CPWA®, CDFA®, CFF®
Director of Client Experience
(805) 770-1356 Direct
(805) 898-0759 Fax
[email protected]

Hannah Buschbom

CFP®, CPWA®, CDFA®, CFF®
Director of Client Experience
(805) 770-1356 Direct
(805) 898-0759 Fax
[email protected]

Marshall Moua

Director of Operations
(702) 987-9735 Direct
(702) 987-9740 (Fax)
[email protected]

Marshall Moua

Director of Operations
(702) 987-9735 Direct
(702) 987-9740 (Fax)
[email protected]

Stacy Leal

Operations and Events Specialist
(702) 987-9736 Direct
(702) 987-9740 (Fax)
[email protected]

Stacy Leal

Operations and Events Specialist
(702) 987-9736 Direct
(702) 987-9740 (Fax)
[email protected]

Mendy Morgan

Compliance and Supervision Principal 
(702) 598-9124 Direct
(702) 987-9740 (Fax)
[email protected]

Mendy Morgan

Compliance and Supervision Principal 
(702) 598-9124 Direct
(702) 987-9740 (Fax)
[email protected]

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)

Timothy McConnell,
Brian McConnell

CLU®, ChFC®
High Net Worth Risk Management
(719) 440-5027 Direct

Jesse Kurrasch

CFP®, RICP®
High Net Worth Financial Planning
(702) 987-9732 Direct
[email protected]

Hannah Buschbom

CFP®, CDFA®
AmeriFlex Premier™
(805) 770-1356 Direct
[email protected]

Rylan Rozell

MBA, CDFA®, CFP®
Rozell Wealth Management
(480) 237-5787 Direct
[email protected]

Kelly Famiglietta

AIF®, C(k)P®, CPFA®, CFP®
(505) 884-0451 Direct
[email protected]