Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Thomas Goodson ChFC®, CLU®, CASL®

President

Thomas can be reached at:

Email: tom@theameriflexgroup.com
Direct Line: (702) 987-9731

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.”

Diana Heu, MBA

Chief Compliance Officer

Diana can be reached at:

Email: diana.heu@ameriflex.com
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.”

Jesse Kurrasch CFP®, RICP®, CFF®

Chief Operating Officer

Jesse can be reached at:

Email: jesse.kurrasch@theameriflexgroup.com
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.

Hannah Buschbom CFP®, CPWA®, CDFA®, CFF®

Chief Transitional Wealth Planner

Hannah can be reached at:

Email: hannah.buschbom@theameriflexgroup.com
Direct Line: 805-770-1356

Hannah Buschbom is the Chief Transitional Wealth Planner at The AmeriFlex Group®, where she ensures that the firm, its clients, and partner advisors receive comprehensive Transitional Wealth Planning services. With over a decade of experience in the financial services industry, Hannah specializes in guiding individuals through significant life transitions, such as retirement, business or real estate transactions, changes in marital status, and the loss of a loved one.

Hannah’s career is marked by her dedication to providing clients with the knowledge and confidence to make informed decisions about their financial futures. “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions,” she says.

Her comprehensive expertise is backed by her four professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Divorce Financial Analyst (CDFA™), and Certified Financial Fiduciary (CFF®) certifications. These qualifications ensure that she is well-equipped to address a diverse range of financial challenges.

In her pursuit of better serving her clients, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships within their communities. This led her to co-found The W Source®, a platform dedicated to empowering female professionals to connect, engage, and grow their professional networks.

Hannah and her husband, Brett Buschbom, welcomed their daughter, Navy Buschbom, in March 2023. The family resides in Santa Barbara, California, where they enjoy the vibrant community and beautiful surroundings.

Stephanie Shafer CFP®, ChFC®

EVP, Business Operations & Strategy

Stephanie can be reached at:

Email: stephanie@theameriflexgroup.com
Direct Line: (725) 331-2231

Stephanie began her career as an Investment Assistant with New England Securities in 2004. She was hired at SunAmerica Securities in 2005 to build out their first employee advisor model. From there she moved into a recruiting role for SagePoint Financial, and eventually moved to transitions where she found rewarding work in helping financial professionals move their businesses. She left for a year, working with the AmeriFlex team in Scottsdale, Arizona in 2016, but returned to the back office managing the transitions team for the 4 Advisor Group BDs until March 2024. A seasoned professional, she holds FINRA Series 7, 24, 4, 53 and 66 licenses, and Arizona life license along with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Her extensive industry knowledge and passion for helping financial professionals make her an invaluable asset to the team. Outside of her career, Stephanie enjoys reading and traveling, and spending down time with her cat, Maddie and 3-legged dog brother Jack.

Hannah Buschbom CFP®, CPWA®, CDFA®, CFF®

Chief Transitional Wealth Planner

Hannah can be reached at:

Email: hannah.buschbom@theameriflexgroup.com
Direct Line: 805-770-1356

Ivan Matherson, CFP®

Transitional Wealth Planner

Ivan can be reached at:

Email: ivan@theameriflexgroup.com
Direct Line: 702-670-0926

Ivan holds a Bachelor’s degree in Financial Planning from Arizona State University and is a CFP® professional. As a Premier Planner, his primary responsibility is to provide tailored, comprehensive financial planning services that help clients make informed decisions and stay confident through every stage of life. With multiple years of experience, he has worked closely with families, high net worth individuals, and business owners to navigate major life transitions, organize complex financial situations, and build clear, actionable strategies aligned with their priorities.

Ivan finds great fulfillment in guiding clients through their financial journeys and helping them achieve the milestones that matter most.

Tamrin Razo, FPQP®

Paraplanner

Tamrin can be reached at:

Email: tamrin@theameriflexgroup.com
Direct Line: 702-987-9739

Tamrin Razo, FPQP® is the newest member of the AmeriFlex Financial Planning team. With over 15 years of experience working in the financial services industry, she is excited to join a great team and be part of a collaborate client experience.

She is passionate about building relationships and helping people achieve their financial goals. Each client has a unique situation and learning their story is the most enjoyable aspect in the process. She holds her Financial Paraplanner Qualified Professional FPQP designation. She also holds her California Life& Health Insurance License.

Daniela Dunne

AmeriFlex Premier Planner

Daniela can be reached at:

Email: daniela@theameriflexgroup.com
Direct Line: 805-885-1680

Daniela holds a degree in Economics from UC Santa Barbara, and as a Premier Planner her primary responsibility is to provide tailored financial planning services to clients.

Drawing from her previous career as a professional equestrian, Daniela excels in working with clients to build actionable plans and set strategic goals. Her extensive experience in buying and selling horses, teaching, and rehabilitating equine athletes has equipped her with a unique perspective on client relationship management and goal development. Daniela finds great fulfillment in guiding clients through their financial journeys and helping them reach the milestones that matter most to them.

Alex Mueller, CFP®

Transitional Wealth Planner

Alex can be reached at:

Email: alex@theameriflexgroup.com
Direct Line: (702) 329-4729

Alex Mueller is a Financial Planner at The AmeriFlex Group®. His primary responsibility is to provide thorough, customized Transitional Wealth Planning services to partner advisors and their valued clients. He enjoys working with ambitious investors, helping smoothly transition wealth between generations, aiding widows in finding financial clarity and security, and strategic planning with highly concentrated stock positions. Alex is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Additionally, he holds his FINRA Series 7 and Series 66 licenses. Alex has a Bachelor of Science in Economics from Saint Louis University. Outside of work, I enjoy spending time with my wife and son, serving at our church, watching the Chiefs and Cardinals, and shooting film and digital photography– all accompanied by a quality cup of coffee!

Christian Lemke CFP®, CPWA®, CEPA

Transitional Wealth Planner

Christian can be reached at:

Email: christian@theameriflexgroup.com
Direct Line: (702) 987-9741

Christian Lemke is a Financial Planner at The AmeriFlex Group®. His primary responsibility is to provide thorough, customized Transitional Wealth Planning services to partner advisors and their valued clients. His extensive knowledge and skills enable him to work with clients to identify, meet, and ultimately exceed their planning goals. Christian gets tremendous joy out of working with clients to reach the milestones that are most important to them and their families. Christian is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a CPWA® advisor. Additionally, he holds his FINRA Series 7 and Series 66 licenses. Christian has a Bachelor of Science in Finance from Liberty University. Christian grew up in Buffalo, NY but now resides in Myrtle Beach, SC with his wife, Jessica and daughter, Paisley.

Mark Miller CFP®, CIMA®

AmeriFlex Premier Planner

Mark can be reached at:

Email: mark@theameriflexgroup.com
Direct Line: (702) 987-9741

Mark Miller is a Premier Planner with The AmeriFlex Group, where he provides individualized Transitional Wealth Planning services customized to help clients pursue the financial goals they value most. He understands that while the financial planning landscape is complex and constantly evolving, every individual and family brings a unique set of values, priorities, and aspirations that deserve to be reflected in a truly customized plan.

Mark’s passion for helping clients build sound Transitional Wealth Plans is deeply rooted in his upbringing. Although his family owned a successful business, there was no formal financial planning in place to build lasting wealth or ensure long-term financial security. Witnessing his parents face the consequences of that lack of planning inspires Mark to help others avoid similar challenges and gain confidence in their financial future.

Mark is a Certified Financial Planner® professional and a Certified Investment Management Analyst®. He also holds the Series 7 and Series 63 licenses and earned a Bachelor of Science degree in Economics & Finance from the University of Scranton.

Born and raised in Central New Jersey, Mark now resides in Myrtle Beach, South Carolina with his wife, Donna.

Kendall Matrisian

Paraplanner

Kendall can be reached at:

Email: Kendall@theameriflexgroup.com
Direct Line: 725-331-9746

Kendall is a dedicated financial professional currently pursuing a Bachelor’s Degree in Finance with a Minor in Personal Wealth Management at The University of Alabama. Set to graduate in May 2025, Kendall has a mission to design and implement financial plans that reduce stress and simplify the financial lives of clients.

Her favorite part of her job is building and fostering strong relationships with her clients, and is driven by a passion for creating paths that guide clients toward achieving their financial and personal goals.

Kendall grew up in Walnut Creek, CA, but now resides in Tuscaloosa, AL. (Roll Tide!) In her free time, Kendall can be found on the golf course or pickleball courts, in the gym, or walking her dog, Franklin.

Kristan Bjorkman

Client Service Representative

Kristan can be reached at:

Email: kristan@theameriflexgroup.com
Direct Line: (702) 356-5963

Kristan Bjorkman brings over 25 years of experience to her role as Customer Service Representative. Kristan is a detailed-oriented administrative assistant with many years of customer service experience in the financial service industry. Kristan began her career with Integrated Partners serving as Director of New Business Processing for 2 Financial Advisors: for 21 years.

Kristan’s expertise in customer service started with her education in Hospitality Management. She earned her Bachelor’s Degree from Johnson & Wales University in beautiful Providence RI.

In Kristan’s personal life, she enjoys gardening, long walks with her dog and watching a good movie. Kristan spends time with her friends and family, especially with her husband and two children.

Marshall Moua

Senior Transition Consultant

Marshall can be reached at:

Email: marshall@theameriflexgroup.com
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.

Christina King

Director of Transitions

Christina can be reached at:

Email: christina@theameriflexgroup.com
Direct Line: (702) 987-9743

Christina King is a seasoned professional in the financial services industry, currently serving as the Director of Transitions. With a robust career that spans multiple facets of the industry, Christina initially honed her skills in Compliance and Supervision before moving into a pivotal role within the Transitions Department. Christina’s professional acumen is supported by her Series 7, 66, and 24 certifications, ensuring a comprehensive understanding of the financial industry’s regulatory landscape. She holds a bachelor’s degree in business management and accounting from Pace University.

Growing up in the vibrant and fast-paced environment of New York City has uniquely prepared Christina for her role in transitions. The city’s dynamic nature has instilled in her the ability to adapt quickly, manage multiple priorities, and thrive under pressure—skills that are essential in navigating the complexities of financial transitions.

In her current role, Christina guides financial professionals looking to join AmeriFlex alongside her esteemed colleagues Quy Nguyen, Marshall Moua, and Kayla Reinhardt. Throughout her career, Christina has demonstrated a commitment to excellence and a passion for helping clients navigate the complexities of financial transitions. Her deep knowledge and experience make her an invaluable asset to both her clients and her colleagues.

Beyond her professional pursuits, Christina finds joy in diverse interests. An avid street photographer, she also indulges in her passion for cooking. Family holds a special place in her heart, as she relishes spending time with her husband and three children.

Quy Nguyen

Transitions Specialist

Quy can be reached at:

Email: quy@theameriflexgroup.com
Direct Line: (702) 987-9744

I have spent nearly a decade in the financial industry, where I’ve had the opportunity to develop a rich and varied career. Over the years, I have navigated numerous roles and responsibilities, allowing me to build a comprehensive skill set and a deep understanding of the financial world.

My journey into the financial sector began nine years ago. I entered the industry with a strong passion for operations and a determination to succeed. My background in operations has provided me with a solid foundation in the fundamentals of financial management and organizational efficiency.

Over the past nine years, I have dedicated myself to excelling in the financial industry. For six of those years, I specialized in transitional roles. These roles required a high level of adaptability and problem-solving skills, as I was often tasked with navigating changes and ensuring smooth transitions within the organizations I worked for. My ability to manage these transitions effectively has been a significant aspect of my career.

In addition to my practical experience, I have also pursued professional certifications to further enhance my expertise. I currently hold Series 7, 63, and 66 licenses. These certifications have equipped me with the knowledge and qualifications necessary to provide top-tier financial services and advice to my clients.

Outside of my professional life, I reside in Kent, Washington, with my loving wife and our 9-month-old child. Our family life is filled with joy and adventure, and I cherish the time we spend together. Living in Kent has provided us with a wonderful community and a beautiful environment to raise our child.

Jesse Kurrasch CFP®, RICP®, CFF®

Chief Operating Officer

Jesse can be reached at:

Email: jesse@theameriflexgroup.com
Direct Line: 702-987-9732

Kayla Reinhardt

Partner Advisor Concierge

Kayla can be reached at:

Email: kayla@theameriflexgroup.com
Direct Line: (702) 987-9738

Marshall Moua

Senior Transition Consultant

Marshall can be reached at:

Email: marshall.moua@theameriflexgroup.com
Direct Line: 702-987-9735

Christina King

Director of Transitions

Christina can be reached at:

Email: christina@theameriflexgroup.com
Direct Line: (702) 987-9743

LaQuandra Meyhew

Partner Affiliations Consultant

LaQuandra can be reached at:

Email: LaQuandra@theameriflexgroup.com
Direct Line: (702) 356-2412

With 18 years of broker-dealer experience, LaQuandra brings extensive industry expertise of Advisor support to the firm. For 15 years, she worked directly with Financial Advisors, guiding them through onboarding/affiliation, transition management, and day-to-day operational needs. With her strong relationship-building skills, LaQuandra is dedicated to creating a seamless affiliation experience for Advisors by helping them understand all of their affiliation options and resources.

Quy Nguyen

Transitions Specialist

Quy can be reached at:

Email: quy@theameriflexgroup.com
Direct Line: (702) 987-9744

Shantia McMillon-Anderson

Transitions Specialist

Shantia can be reached at:

Email: shantia@theameriflexgroup.com
Direct Line: (702) 814-3407

Shantia McMillon-Anderson is a client-focused financial services professional specializing in advisor transitions, onboarding, and service experience. She partners closely with financial advisors and their teams to deliver seamless platform integrations, hands-on training, and operational support that drive efficiency and confidence. Known for simplifying complex processes and building strong relationships, Shantia brings a solutions-oriented approach rooted in clear communication and attention to detail.

She holds a Bachelor’s degree in Accounting and maintains an active Series 7 license. Based in Charlotte, North Carolina, Shantia is passionate about helping advisors and organizations thrive through streamlined, supportive experiences.

Ginger Heller

Partner Affiliations Associate

Ginger can be reached at:

Email: ginger@theameriflexgroup.com
Direct Line: (702) 707-9697

Ginger serves as a Partner Affiliations Associate with The AmeriFlex Group, where she partners with financial advisors to help them navigate career transitions to support their career growth.

With a background in advisor recruiting and business development, Ginger has spent the past several years building strong relationships across the industry and gaining insight into what drives successful transitions. She takes a highly personalized approach- focusing not just on production, but on culture, lifestyle, and long-term alignment.

She is based in Oklahoma and enjoys a busy, beautiful life with her husband, and four children.

Diana Heu, MBA

Chief Compliance Officer

Diana can be reached at:

Email: diana.heu@ameriflex.com
Direct Line: 805-770-1354

Lisa Mays

Director of Compliance

Lisa can be reached at:

Email: Lisa@theameriflexgroup.com
Direct Line: 702-356-2815

Lisa Mays is an accomplished financial services executive with over 30 years of experience building, leading, and strengthening compliance programs for broker-dealers and registered investment advisers. She has earned a reputation as a trusted, hands-on leader who integrates regulatory compliance with business growth and innovation.

Throughout her career, Lisa has served in senior compliance leadership roles, including Chief Compliance Officer at HUB International, Foothill Securities, and Financial Telesis, and Deputy Chief Compliance Officer at Osaic. She has successfully guided firms through large-scale growth and mergers, managing compliance for multiple RIAs and broker-dealers, overseeing due diligence for acquisitions, and developing scalable compliance frameworks that align with evolving regulatory standards. Known for her approachable leadership style, Lisa emphasizes communication, education, and the smart use of technology to maintain proactive compliance cultures.

Earlier in her career, Lisa began on the Pacific Stock Exchange Options Floor in San Francisco and held key compliance and supervisory positions with firms such as Charles Schwab, and Smith Barney.

Lisa lives in the Bay Area. When she’s not working Lisa enjoys traveling and quality time with her family. She and her wife, Kim, have 5 children and love being grandmothers to two granddaughters.

Mendy Morgan

Compliance and Supervision Principal

Mendy can be reached at:

Email: mendy@theameriflexgroup.com
Direct Line: 702-598-9124

Mendy Morgan works with a team responsible for the compliance program and supervision of over 100 advisors. She has over 25 years experience in the securities industry. Prior to her role in compliance and supervision, she was an investment representative.

When asked what she likes most in her current role, Mendy replied “I believe this experience gives me a better understanding of the relationship between compliance and the advisors and how we can all work together to make the experience better for the client.” Mendy currently holds the following FINRA securities licenses: Series 4, 7, 24, 53. 63, 65 and 66.

Jory Head

Compliance & Supervision Principal

Jory can be reached at:

Email: Jory@theameriflexgroup.com
Direct Line: 702 329-9859

Jory’s been working in the financial services industry since 2016 starting out as a financial representative for Northwestern Mutual in which he obtained his health and life/annuity insurance licenses. After a short stint with Northwestern Mutual, Jory started his journey as a principal for Capital Financial Services in Minot, North Dakota which was purchased by Calton and Associates. At Capital Financial he obtained his series 7, 66 and 24 licenses which allowed him to learn the compliance and supervision aspect of the industry.

When Capital Financial Services was purchased in 2019 Jory began working at Advisor Group (now Osaic). He started with Osaic as a Registered Supervision Principal for their Central Supervision department in charge of review correspondence, email, and personal securities account monitoring. In 2021, Jory became a Team Lead for the department where he learned and developed as a leader and subject matter expert.

In 2022, he began working with the Field Supervision department as a Regional Supervision Manager with the overall goal of helping each financial professional develop and manage a successful practice with focus on running a compliant office.

Jory has been married to his lovely wife since 2014 and has two amazing children. Jory also has two dogs that the kids love playing with. His family occupies much of his time outside of work and wouldn’t trade it for anything.

Ryan Laux

Compliance & Supervision Principal

Ryan can be reached at:

Email: ryan@theameriflexgroup.com
Direct Line: (702) 846-3607

I have 27 years of experience in the securities industry. 8 of those years I worked as an FA, and the last 17 years I have been supervising annuity products and complex investments. I have been an annuity subject matter expert for 17 years working in compliance and supervision for brokerage firms. I have the FINRA Series 6, 7, 9, 10, 24, 63, 65, 66, and Missouri Life/Health/LTC licenses. I also have the AAMS designation, Accredited Asset Management Specialist.

In my spare time for the last 20 years, I have enjoyed working as a Firefighter, Critical Care Paramedic, and board-certified Flight Paramedic (FP-C).

Joel Aragon

Virtual Administrative Assistant

Joel can be reached at:

Email: Joel@theameriflexgroup.com
Direct Line: (702) 329-4707

With over a decade of experience in wealth management, Joel is recognized for his professionalism, organizational expertise, and dedication to delivering exceptional client experiences. In his role as a Virtual Admin, he provides comprehensive operational and strategic support to multiple advisors, helping streamline workflows and ensure the highest level of client-focused service across the board.

Originally from Long Beach, CA, Joel now calls Vancouver, WA home. When he’s not supporting advisors, he enjoys exploring the outdoors with his two dogs, attending live concerts, and pursuing travel adventures—always with a few destinations still left on the bucket list.

Ines Andino

Virtual Administrative Assistant

Ines can be reached at:

Email: Ines@theameriflexgroup.com
Direct Line: (702) 987-9745

As a Virtual Admin, Inés plays a pivotal role in assisting advisors with account operations, serving as a primary point of contact for clients, ensuring their needs are met with accuracy, efficiency, and professionalism. With a deep understanding of financial processes—including account maintenance, onboarding, transfers, documentation, and compliance— she helps clients navigate their financial journey with clarity and confidence.

Inés brings with her a wealth of experience, having spent eight years in the industry, notably with Strategic Financial Partners, Merit Financial Advisors, and most recently at Morgan Stanley as the Operations Lead and Senior Client Service Associate.

Inés’ extensive background in operations, proven track record of fostering relationships, attention to detail, passion for client service, and strong interpersonal skills make her a tremendous asset to the team.

On a personal note, Inés is dedicated not only to her professional growth but also to her family and community. She enjoys spending time with her three college-aged children and has a passion for charity work, event planning, and marketing. Outside of the office, you might find her at the gym, attending concerts, hiking, or hosting gatherings.

Cindy Balsamo

Virtual Administrative Assistant

Cindy can be reached at:

Email: cindy@theameriflexgroup.com
Direct Line: (702) 605-5906

Cindy Balsamo is an experienced client service professional with over 20 years in financial services. She specializes in client support, communication, and relationship management, with a strong commitment to delivering consistent, reliable service.

Cindy holds Series 6, Series 63, and Life & Health licenses and earned her bachelor’s degree at Iowa State University while growing up in Iowa.

Outside of work, she values family time and enjoys outdoor activities with her husband and three boys.

Kimberly Fritcher

Virtual Administrative Assistant

Kimberly can be reached at:

Email: kimberly@theameriflexgroup.com
Direct Line: (725) 246-1189

Kimberly Fritcher is a seasoned professional with 20 years experience in the financial services industry, serving as Virtual Administrative Assistant. Kimberly started in the Industry as CSR at Haylor, Freyer & Coon Inc. Insurance before moving to Cadaret Grant & Co. Kimberly really honed her financial industry skills at Cadaret Grant as Back Office Staff, Transitions and Licensing before moving to the role as Team Assist Specialist/Virtual Administrative Assistant. Kimberly also assisted financial advisors through with the merger of Cadaret Grant & Co. to Atria Wealth and then again with the most recent merger of Atria Wealth to LPL Financial.

Kimberly is from Upstate NY and takes advantage of the diverse landscape enjoying outside activities hiking in the Adirondack Mountains and boating on Lake Ontario with her daughter and husband.

Alejandra Avalos

Business and Reporting Manager

Alejandra can be reached at:

Email: alejandra@theameriflexgroup.com
Direct Line: (702) 987-9737

Alejandra provides overall administrative support to the Las Vegas team. She has over 10 years experience in customer service and management. Motivation, communication, problem solving, positive can-do attitude are just some of the attributes that makes Alejandra a great team player.

When asked what she loves most about AmeriFlex®, she replied “I love the company culture and the work-life balance flexibility. There are so many awesome and welcoming people here, I genuinely enjoy being a part of this team”.

Stacy Leal

Marketing and Events Manager

Stacy can be reached at:

Email: stacy@theameriflexgroup.com
Direct Line: 702-987-9736

With over 10 years’ experience in the banking industry and client service, Stacy Leal is responsible for servicing new and existing client accounts, onboarding new clients, as well as general team support. In addition, Stacy oversees TAG events, as well as marketing for both AmeriFlex Premier+ and SuccessionFlex.

Elisa Morales

Administrative Assistant

Elisa can be reached at:

Email: elisa@theameriflexgroup.com
Direct Line: (702) 763-6650

Elisa serves as an Administrative & Office Support Professional, bringing a strong background in office administration, organizational management, and operational coordination. With experience supporting internal teams and managing day-to-day business functions, she helps maintain efficient systems, organized workflows, and structured processes across the office. Elisa’s attention to detail, reliability, and proactive approach contribute to a professional, well-managed environment that supports overall business operations.

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Your Team

Executive Team

Premier + West Coast

Premier + Mountain Region

Premier + East Coast

Operations Team

Affiliation and Transition

Compliance

Virtual Admin

Additional Members

Executive Team

Premier + West Coast

Premier + Mountain Region

Premier + East Coast

Operations Team

Affiliation and Transition

Compliance

Virtual Admin

Additional Members