Executive team
Vincent Munno
CFP®, CLU®
President & CEO
Nathan Medin
Senior Partner
Jorge Villar
Executive Partner,
Advisor Development
Email Jorge
Steven Heller, CES
Executive Partner,
Business Development
Email Steven
Natalie Vasacas
Executive Partner, Operations
Email Natalie
Carly Mirando
Executive Partner, Marketing
Email Carly
Jeff Mowry
Executive Partner, Financial Designer
Email Jeff
Sales & Marketing
Dan Demarco, CLU®
Advisor Development Consultant
Email Dan
727-493-0741
David Smith
Advisor Development Consultant
Email David
727-475-1244
Gavin Boyden
Advisor Development Consultant
Email Gavin
727-475-5810
Jacob Brigati
Advisor Development Consultant
Email Jacob
727-390-4099
Justin Powell
Advisor Development Consultant
Email Justin
727-231-4758
Scott Saffe
Advisor Development Consultant
Email Scott
727-477-2987
Kyle Milani
Advisor Development Consultant
Email Kyle
727-475-4850
Trey Petro
Advisor Development Consultant
Email Trey
727-230-8050
Michael Mulvihill
Advisor Development Consultant
Email Mike
901-230-3894
Karen Mathews
Annuity Specialist
Email Karen
727-493-0741
Patrick Gawrych
Advisor Development Consultant
Email Patrick
727-474-0324
Brad Jensen
UFC Wealth Advisor
Email Brad
727-474-0104
Benjamin Clark, CFP®, CES
UFC Wealth Advisor
Email Ben
727-476-3050
Michael Gilbert
UFC Wealth Advisor
Email Michael
727-739-8756
Richie Holle
UFC Wealth Advisor
Email Richie
727-474-1802
Financial Design
Tia Wilson
Financial Design Specialist
Email Tia
727-475-2757
Andrew Wonch
Financial Design Specialist
Email Andrew
727-456-8455 [/wpmem_logged_in]
Hunter Moreland
Financial Design Specialist
Email Hunter
727-304-3547
Premium Finance
James Gray
First Year Finance Team Leader
Email James
727-474-0214
Jennifer Joyner
Finance Funding & Renewal Specialist
Email Jennifer
727-408-6821
Connie Minaca
Renewal Specialist
Email Connie
727-538-0778
Kristopher Hill
Renewal Specialist
Email Kris
727-219-9342
Commissions, Contracting, and Underwriting
Anna Marie Munno
Accounting Manager
Email Anna
727-475-4638
Nancy Ridge
Commissions Specialist
Email Nancy
727-239-4985
Reginald Macon
Contracting Specialist
Email Reginald
727-475-6937
Tiffany Gross
Sr. Underwriting Specialist
Case Management
Anita Castellano
Sr. Case Management Specialist
Email Anita
727-475-4638
Carmen McNally
Case Management Specialist
Email Carmen
727-316-5018
Sue Asberry, ALMI®, ACS®
Sr. Case Management Specialist
Email Sue
727-475-4549
Operations
Alicia Cassano
Operations Specialist
Email Alicia
727-408-6930
Grace Imseis
Operations Specialist
Email Grace
727-214-1499
Hazely Lopez
Marketing Event
Coordinator
Email Hazely
727-316-5014
Sara Benavides
Executive Sales Support
to 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