Executive team
Vincent Munno
CFP®, CLU®
Partner
Nathan Medin
VP Business Development
Jorge Villar
VP Business Development
Email Jorge
Steven Heller, CES
VP Business Development
Email Steven
Natalie Vasacas
VP Business Development
Email Natalie
Carly Mirando
VP Business Development
Email Carly
Jeff Mowry
VP Business Development
Email Jeff
Sales & Marketing
David Smith
Advisor Development Consultant
Email David
727-475-1244
Jacob Brigati
Advisor Development Consultant
Email Jacob
727-390-4099
Eno Starova
Advisor Development Consultant
Email Eno
727-331-8180
Karen Mathews
Annuity Specialist
Email Karen
727-977-9390
Ernie Bates
Advisor Development Consultant
Email Ernie
727-630-9180
Kyle Milani
Advisor Development Consultant
Email Kyle
727-475-4850
Gavin Boyden
Advisor Development Consultant
Email Gavin
727-475-5810
Mateo Estrada
Advisor Development Consultant
Email Mateo
727-231-4758
Michael Mulvihill
Advisor Development Consultant
Email Mike
901-230-3894
Patrick Gawrych
Advisor Development Consultant
Email Patrick
727-474-0324
Ricardo Martinez
Advisor Development Consultant
Email Rico
727-270-9602
Trey Petro
Advisor Development Consultant
Email Trey
727-230-8050
UFC Wealth Advisor Team
Benjamin Clark, CFP®, CES
Financial Advisor
Email Ben
727-476-3050
Brad Jensen, CLU®, LUTCF®
Financial Advisor
Email Brad
727-474-0104
Michael Gilbert
Financial Advisor
Email Michael
727-739-8756
Richie Holle III, MBA, CLTC®
Financial Advisor
Email Richie
727-474-1802
Financial Design
Alfredo Gonzalez
Financial Design & Illustration Specialist
Email Al
727-239-4953
Stephen Knaust
Financial Design & Illustration Specialist
Email Stephen
727-387-3291
Andrew Wonch
Financial Design & Illustration Specialist
Email Andrew
727-456-8455
Tia Wilson
Financial Design & Illustration Specialist
Email Tia
727-475-2757
Blue Phillips
Financial Design & Illustration Specialist
Email Blue
727-477-2987
Hunter Moreland
Financial Design & Illustration Specialist
Email Hunter
727-304-3547
Premium Finance
Kristopher Hill
Finance Funding & Renewal Specialist
Email Kris
727-219-9342
Ricci Venslavicius
Finance Funding & Renewal Specialist
Email Ricci
727-349-0335
James Gray
Finance Funding & Renewal Specialist
Email James
727-474-0214
Sean Russell
Finance Funding & Renewal Specialist
Email Sean
727-477-8184
Jennifer Joyner
Finance Funding & Renewal Specialist
Email Jennifer
727-408-6821
Jeremy Bitzel
Finance Funding & Renewal Specialist
Email Jeremy
727-472-5998
Accounting
Anna Marie Munno
Accounting Manager
Email Anna
727-475-4638
Nancy Ridge
Commissions Manager
Email Nancy
727-239-4985
Case Management
Anita Castellano, NCCM®
Sr. Case Manager
Email Anita
727-475-4638
Carmen McNally, NCCM®
Sr. Case Manager
Email Carmen
727-316-5018
Sue Asberry, ALMI®, ACS®, NCCM®
Sr. Case Manager
Email Sue
727-475-4549
Operations
Alicia Cassano
Marketing Assistant
Email Alicia
727-977-8564
Hazely Lopez
Marketing & Event
Coordinator
Email Hazely
727-316-5014
Nikki Cranz
Project Assistant
Email Nikki
727-314-7376
Sara Benavides
Executive Assistant, Nathan Medin
Email Sara
303-854-9128
Contact Us
Tell us about your business development ideas, ask a question or just say hello. Whether it’s a professional business assessment, or you’re ready to take it to the next level, we’re here to create a tailored solution. From dream to reward, let us inspire you.
1499 Gulf-to-Bay Blvd
Clearwater, FL 33755
Office: 1-800-661-6596
Fax: 727-799-3869
Email: info@UFC.bz