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Kevin B

ChFC®, Series 63

Alburquerque, NM

The AmeriFlex Group

Kevin Brown is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including tenure at Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Stephen C

Series 63, Series 65

Albuquerque, NM

The AmeriFlex Group

Stephen Ciepiela is a financial advisor with The AmeriFlex Group who holds Series 63 and Series 65 licenses and has 46 years of industry experience. His career includes roles at Cambridge Investment Research, Kestra Financial Services, and Charles Stephen & Company Inc., which he founded. He also serves as Vice President of Lobo Development Corp., a volunteer position. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting using model asset allocations and manager relationships, with accounts custodied at multiple major firms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Joshua R

Series 63, Series 66

Albuquerque, NM

The AmeriFlex Group

Joshua Rowe is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Charles Schwab & Co., Bankers Life, and DoorDash. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection, and retirement consulting, utilizing customized strategies through model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Kelly F

CFP®, Series 63, Series 66

Albuquerque, NM

The AmeriFlex Group

Kelly Famiglietta is a CFP® professional with 27 years of experience in the financial industry. She is currently affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, Sagepoint Financial, Kestra Financial Services, and Charles Stephen & Co. She serves on the boards of the CNM Foundation and NDI New Mexico, and is president of the Retirement Advisor Council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various managed account platforms and ongoing client account monitoring.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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James J

Series 63, Series 66

Albuquerque, NM

The AmeriFlex Group

James Johnson Jr. is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Kestra Financial Services. He has served on the board of TechSource, LLC, and volunteers on the Los Alamos National Laboratory Benefit & Investment Committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Adam C

Series 66

Albuquerque, NM

The AmeriFlex Group

Adam Ciepiela is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Cambridge Investment Research, Kestra Financial Services, Sagepoint Financial, and Charles Stephen & Company. Outside of his advisory work, he serves on the boards of the Albuquerque Museum Foundation, Junior Achievement of New Mexico, and Capra Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations, discretionary manager relationships, and multiple custodians.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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