Financial Professionals
 |
Travis Bender Prior to joining Amerity Financial Travis Bender started his investment services career in 1997 working within a |
 |
April Cummings April is the the Director of RichLife Women and serves her clients and the community by building meaningful relationships and providing free education to help women live a healthy, wealthy, fulfilled life on purpose.
|
 |
Dan Glazier Dan has been a financial advisor for over 20 years having managed for Prudential and Metropolitan . In addition to working as a stockbroker for Raymond James Securties. A Charlotte area resident since 1992 he has been a financial columnist for a local newspaper as well as hosting a radio call in show. He and his wife Elsie have 3 children and she is a local pediatric nurse practioner for the Carolina Healthcare Systems Group. His focus is on protecting your assets from any possible loss in value and providing income you cannot outlive. |
|
 |
John Hunt John Hunt started in the Financial Service business in 1984. John’s training and experience taught him how to help clients with their Estate, Financial, Insurance and Investment planning. Since joining First Amerity Financial in 2007, John has specialized in the protection of client’s savings and retirement money, with products that keep both your principal and your interest gains safe from any losses. He also shows clients how they can guarantee their income will live as long as they do, with a way to receive increasing income during retirement years. |
 |
Kristi Hurley Kristi Hurley started her career in February of 1994. She helps retirees to make well informed financial decisions so they can achieve and surpass their retirement and income needs. |
 |
Joe Manassa Joe Manassa has been licensed for 10 years in the financial services industry and has been helping customers protect their assets and legacy ever since. With his experience and extensive training he is able to take a professional approach when helping people choose the right path for their financial needs and goals. Joe specializes in preserving and growing what people have worked so hard for all their lives. Retirement! |
 |
Paul V. McCarthy Paul has distinguished himself in the Tulsa area thru educating his community and helping retirees safeguard retirement assets from loss. Paul believes, “Once retirees understand their retirement planning options they’re empowered to make critical retirement planning decisions.
|
 |
Herb Perez Herb Perez has been in the business of servicing people for many years. He knows the importance of safety and security when it comes to retirement. With a family of his own, Herb understands how crucial it is to have one's investments protected, providing a secure future for loved ones. |
 |
Kelly Phillips Kelly Phillips has worked in the financial industry for the past twenty years; employed by the two top financial institutions such as JPM Chase and CITI Bank. He specializes in working with those in pre-retirement planning and retirees alike. His goal is to help his clients in making sound decisions concerning their assets and to help preserve those hard earned dollars from places that include chance of loss or risk. |
 |
Charlie Price |
 |
Tad Scott Prior to joining Amerity Financial Tad Scott spent over twenty years in the financial services industry. He trained on Wall Street, then worked for the largest banks and brokerage houses in the world. Since leaving the banking world, his focus has been on finding tax efficient products with bank like safety, that yield slightly higher rates to his clients. |
 |
Rick Stahl Rick Stahl earned a BBA degree in Finance and Economics from Stetson University in Florida and has been an advisor and manager in the financial services industry for over 20 years. His experience in executive management as a VP of Marketing and Commercial Product Director created a unique opportunity within the financial services industry. Rick's clients benefit through a professional and personal approach using proven tax advantage financial strategies which include investments, life insurance, health insurance, and retirement planning. |
 |
Diane Stubbs Diane has been helping individuals and small business owners with financial solutions since 1997. She is experienced in understanding what type of legacy a person wishes to leave for their loved ones as well as solving the monetary needs of beneficiaries. She believes in the importance of educating clients on the strongest options available for their unique situations so they can implement the best course of action for their family or business. |
 |
Kenn Yarina Prior to joining Amerity Financial in 2007, Kenn was an independent insurance advisor offering estate planning services that included life insurance, and retirement financial products. His combined education and executive management experience enables him a unique ability to take an in-depth analytical and extremely professional approach when dealing with people and finances. Kenn specializes in Retirement Income Planning. |
 |
Beau Henderson Beau Henderson is a financial advisor, author, coach, radio personality, and CEO of RichLife Advisors. Over the last 12 years, he has helped over 3,000 clients to not just improve their relationship with money, but to live the life of their dreams. |