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The AmeriFlex Group® Welcomes $93 Million in AUA with MBA Capital Advisors and Ballek Wealth Management

Drew Santibanez, David Hehn, Richard Holtan, and Jeff Ballek partner with The AmeriFlex Group® with offices in Las Vegas, NV and Woodbury, MN

Las Vegas, NV – The AmeriFlex Group® (TAG) recently expanded their network of Transitional Wealth Planners by partnering with MBA Capital Advisors and Ballek Wealth Management, helping members of their communities achieve their financial goals with customized financial planning solutions.

Hehn says, “We performed due diligence on more than ten firms trying to find the best Broker-Dealer/RIA to fit the needs of our clients and our planning-first, quantitatively driven approach to wealth management.  Before we met TAG, we were in negotiations with three finalists – but it felt like an exercise in picking the ‘least worst’ candidate.  Then we met The AmeriFlex Group®, and immediately dropped all other candidates.  Their service and technology will fully support our data-driven, systematic approach.” 

Thomas Goodson, President & CEO of TAG commented, “We are proud that Drew, Richard, David, and Jeff have decided to partner with us. Their dedication to the relationships they’ve built in their area is a great example of the level of excellence we strive for within our organization. We are looking forward to collaborating with them and being a resource that they can use to further benefit their clients.”

TAG is recognized as The Home for Hybrids® – BD/RIA transitional wealth planners (financial advisors). The RIA is owned-and-operated by its advisor members & partners.