Jacksonville, FL Philips Highway Office

Teneshia La Faye is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has three years of industry experience. She is involved in estate planning education through Lspn Pro LLC and co-owns Affordable Care Agency, which assists clients with health insurance enrollment on the marketplace. She also provides referrals for will and trust documents through Net Law Group Inc. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory approach, supported by a large advisor network and multiple program platforms.

Leslie Theilacker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including College Loan Freedom, Florida Notary Public, Net Law Group Incorporated, and Continuous Process Improvement Consulting LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios, serving clients with discretionary and non-discretionary program options.

Diane Dewolfe is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. She previously worked at Debtmerica LLC for four years and has operated Foxx Business Consulting, Inc., a business providing accounting process consulting and software setup, since 2002. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Shawn Drake is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, College Loan Freedom since 2018, and ownership and management positions at Shawn Drake LLC and Wealthwave Jax Partner LLC. He is involved in student loan forgiveness services through College Loan Freedom and participates in benefit fairs via the Enroller Resource Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing billions in assets across discretionary and non-discretionary accounts.

Francis Demeno is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also leads Demeno & Associates, Inc. Outside of his advisory role, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach with third-party managers and platform sub-advisors and operates an integrated retirement plan ecosystem involving affiliated entities.

Marico Walker is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. His background includes roles related to estate planning services and client referrals, and he serves as a board member of Hopewell Church. Walker is also involved in community and estate planning activities outside his advisory role. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Barbara Tilka is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. Her background includes roles at Brighthouse Financial and Wealthwave Jax Partners LLC. Outside of advisory work, she is a business owner involved in the hospitality industry as a silent partner and serves as a board member of the Safe and Healthy Duval Coalition. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Maurice Ruhter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns and operates Maury Ruhrer Tax Service, providing income tax preparation services. His professional background includes long-term roles at Wfg and JEA. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory, supported by a large network of advisors and multiple program platforms.

Lisa Berndt is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. In addition to her advisory role, she is involved in several other activities including administrative and brand ambassador positions across multiple companies, such as Adamis Group and Trident Consulting and Services, as well as roles related to college loan repayment assistance and festival organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

William Barnett Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His background includes roles at TWZ II Inc DBA US Processing Solutions and College Loan Freedom, alongside ongoing ownership of Theatre Partners LLC, a professional dinner theatre. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Tien Pham is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Garcia Sahni, Better Taxshield Corp. d/b/a Innochamp Advisors, and Pham Tax Prep. He has been involved with organizations such as the National Association of Registered Social Security Analysts and World System Builders. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring both proprietary and third-party model portfolios, with program choices that can be discretionary or non-discretionary.

Rajendra Donepudi is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Wfgia, Florida Homes Realty and Mortgage, and Florida Blue Inc. In addition to his advisory role, he works as a real estate agent, facilitating property transactions on a part-time basis. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios alongside access to third-party money managers and a mix of fee-based and commission-based investment products.

Laura Williams is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience and holds a Series 66 designation. Her previous work includes a long tenure at Wells Fargo Advisors and roles with several organizations focused on insurance, estate planning, and student loan repayment services. She also refers clients periodically to businesses specializing in estate planning and student loan repayment assistance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Alexia Gooch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has held roles at several firms, including Alight (now Strada) and NetLaw Inc., and is involved in part-time work discussing Medicare and Medicaid options. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.