Jeff McNaney and Lucas Dancy-Cabeal partner with The AmeriFlex Group®
Las Vegas, NV October 27, 2023 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional wealth planners. Jeff and Lucas bring extensive experience as trusted advisors and will operate under The AmeriFlex Group® name.
Lucas says, “Jeff and I have had a very good career in the financial services industry. We have enjoyed building a practice, client by client. We have always tried to find the best support, services, and products for our clients. The world is changing, and we know that we need to stay flexible and adapt to the current environment. This is why we decided to join The AmeriFlex Group® – with TAG as a partner, we have access to a plethora of tools and services to better serve our clients. We are very excited to be a part of an organization that is an advisor-focused community of planners first. This culture and community will allow us to continue to adapt to whatever changes come in the next couple of decades. We have put a lot of time into this decision, and we are very happy we made it.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Jeff and Lucas have all the qualities you would want in your trusted financial advisor: honesty, integrity and professionalism. As The AmeriFlex Group® continues its growth plans throughout the eastern United States, we are hopeful to associate with more partners such as Jeff and Lucas. We are very proud and excited that they have decided to partner with us.”
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 & partners.
# # #
If you would like more information, please contact Jesse Kurrasch at (702) 987-9732 or email at email@example.com or visit us at www.theameriflexgroup.com.