Tom can be reached at:

Email: [email protected]
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 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 Chief Compliance Officer who manages a team responsible for the compliance program at The AmeriFlex Group® and the supervision of 100+ Advisors.

Ms. Heu earned her MBA in Financial Planning from California Lutheran University. She also has a Bachelor of Science degree in Business Management from The University of Phoenix in addition to dual Associate of Art Degrees in Economics and Business Administration from Santa Barbara City College. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical device manufacturing and engineering fields, where she gained expertise in quality assurance, configuration/document management, auditing, and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a Life and Health Insurance license.

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 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.

Michael can be reached at:

Email: [email protected]
Direct Line: 702-987-9733

Michael Pashak brings over 20 years of insurance and investment experience to AmeriFlex, having spent the majority of his financial career as an independent agent. His financial experience provides clients with comprehensive wealth management strategies including retirement & college planning, insurance coverage, and employer-sponsored retirement plans.

Michael graduated from Queen’s University in Kingston, Ontario, Canada with a bachelor’s degree in Kinesiology & Mathematics as well as a bachelor’s degree in Education from Western University in London, Ontario, Canada. After re-locating to the United States, Michael earned his FINRA Securities Series 6, 7, 24, 26, 63 and 65 registrations held through SagePoint Financial, as well as his life, health and variable annuity insurance licenses. He attained the AIF® credential in 2016. Attainment of the AIF® credential demonstrates understanding of the Prudent Practices and methodology.

“I am looking forward to making AmeriFlex a household name in Las Vegas and the surrounding area,” says Mike when asked about what he would like to accomplish.

Michael can be reached at:

Email: [email protected]
Direct Line: 714-394-8301

Mike began his career at PaineWebber and left his position at Wells Fargo Advisors after 17 years to join the AmeriFlex® Team. Mike has dedicated over 31 years to adding structure to savings and investment planning. He uses his extensive personal and professional experience in all areas of investment planning to help clients specify clear goals, develop a detailed plan, then implement and monitor that plan on an ongoing basis. Mike offers all aspects of financial services specializing in Retirement and Investment Planning.

When asked why he choose AmeriFlex®, Mike responded that “I joined the AmeriFlex® Team after careful consideration and research. It was an easy decision once I came to know the people and the processes they offer.”.

Taina can be reached at:

Email: [email protected]
Direct Line: 702-987-9734

Qualifications, Licenses, and Education

• Joined the industry in 2002
• Securities: Series 6, 7, 63, and 65
• Life, Health and Variable Insurance
• S. in Business Administration & Finance from Arizona State University, Tempe, AZ

Experience

Taina joined the financial services industry in 2002 after she relocated to Boulder City, NV to start a family. Her passion to help clients plan for their future and manage their financial resources has kept her focused on the importance and necessity of holistic financial planning.

Taina grew up in Tucson, AZ, and prior to joining the industry, she spent over 17 years in the airline industry, and 5 years in the mining industry.

Specialty in my field:

Taina believes that holistic comprehensive financial planning is underutilized. It has always been her preferred way of doing business, as it can help clients make informed financial decisions. Planning for the unexpected is what allows Taina to instill confidence in her clients.

Business philosophy:

Always put clients and their priorities FIRST. Each client relationship is unique. The financial markets and economy may change, but her commitment to helping clients focus on what is important to them has not.

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.