Contact: Jesse Kurrasch
Telephone: (702) 987-9732
Greg Wikelius, CFP®, ChFC®, CLU® and Clarisa Hernandez, CFP®, ChFC®, CPFA partner with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With combined experience of 50 years in helping individuals, families, first responders, and business executives achieve their financial goals, Greg and Clarisa are operating under the name, “One Vision Financial.”
Greg says, “The AmeriFlex Group® (TAG) is exactly the type of home we wanted for One Vision Financial. Clarisa and I were looking for a long-term home, and partnership with other advisors who share our conviction in financial planning at the core of our client service model. In The AmeriFlex Group®, we found just that, and the partner advisors we have met in the group are dedicated to placing the needs of their clients first. We will be able to maintain independent ownership, branding, and the identity of our firm while at the same time partnering with 100 advisors countrywide, and many of whom are nearby in Denver. We feel like we are home.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Greg and Clarisa make an amazing team. They are both committed to providing their clients with world-class financial planning services. The AmeriFlex Group® is proud to be a partnership of independents, and we are honored to be partners with Greg and Clarisa. We are excited to say they are now part of the TAG Family.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned and operated by its advisor members and partners.