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Diana H

Series 66

Las Vegas, NV

The AmeriFlex Group

Diana Heu is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, and SAGEPOINT FINANCIAL, Inc. She also serves as president of AmeriFlex Group Securities, Inc. 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 and financial planning using a variety of model allocations and manager relationships, with client accounts held at multiple custodians and monitored regularly.

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

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.

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

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Jesse Kurrasch is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Ameriflex Financial Services, and Sagepoint Financial. Outside of his advisory role, he owns Offroad Aviation, LLC, a business based in Las Vegas. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

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

CFP®, Series 63

Las Vegas, NV

The AmeriFlex Group

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Stephanie Shafer is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Las Vegas, NV. Her prior experience includes roles at Sagepoint Financial, Inc., OSAIC, FSC Securities Corporation, and Woodbury Financial, Inc. She is affiliated with both The AmeriFlex Group and Cambridge Investment Research, Inc. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Christian Lemke is a CFP® professional with seven years of industry experience, currently affiliated with The AmeriFlex Group in Las Vegas, NV. His career includes roles at Cambridge Investment Research, Commonwealth Financial Group, and several other firms. Outside of his advisory work, his filings note real estate ownership in South Carolina. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized financial planning and portfolio management solutions, utilizing model allocations and both discretionary and non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

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

Series 66

Las Vegas, NV

The AmeriFlex Group

Daniela Dunne is a financial advisor at The AmeriFlex Group in Las Vegas, NV. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Anderson Financial Solutions & Insurance Services and Cambridge Investment Research, Inc. 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 with customized strategies delivered via diverse investment platforms and manager relationships.

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

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Hannah Buschbom is a CFP® with 15 years of industry experience, currently serving at The AmeriFlex Group. Her work history includes roles at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Ameriflex Financial Services. She is the founder of The W Source, a networking organization, and is also an author and speaker. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

Series 66

Las Vegas, NV

The AmeriFlex Group

Andrew Rores is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cambridge Investment Research, Sagepoint Financial, OSAIC, and Ameriprise Financial Services. He serves as a committee member for Saint Anthony Greek Orthodox Church. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

Series 63, Series 65

Las Vegas, NV

The AmeriFlex Group

Michael Pashak is an investment adviser representative at The AmeriFlex Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Sagepoint Financial, LPL Financial, and Mutual Bank of Omaha. He is also involved in insurance and benefits consulting. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

Series 66

Las Vegas, NV

The AmeriFlex Group

Marshall Moua is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial Inc., and The Boiling Crab. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered through various 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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Taina G

Series 63, Series 65

Las Vegas, NV

The AmeriFlex Group

Taina Gude is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 24 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Waddell & Reed, Inc. She is involved in several community organizations, including serving as newsletter editor for the Boulder City Republican Women and holding leadership roles with the Boulder City Lions Club and Boulder Business Development. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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

Series 63

Las Vegas, NV

The AmeriFlex Group

Joey Mecham is a financial advisor at The AmeriFlex Group with 32 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Sagepoint Financial, and Cambridge Investment Research. Outside of his advisory work, he is the owner of Infinite Possibility and has been an independent insurance agent since 1995. 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 manager selection, and retirement plan consulting, customizing advice through model asset allocations and discretionary and 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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