Your Team

Jesse can be reached at:

(702) 987-9732 Direct
jesse@homeforhybrids.com

As a member of the AmeriFlex® Financial Planning team, Jesse Kurrasch works directly with clients to help them answer some of their most challenging financial questions. In order to better address the needs of his clients, Jesse pursued and earned his CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation, as well as the RICP® Retirement Income Certified Professional® designation, providing him with extensive background knowledge on the subject of retirement planning. While he is passionate about finance and investing, Jesse remarked that it is the clients, not the numbers that bring him the greatest satisfaction. As he sees it, “We are in the business of helping people. It’s the work we do with our clients each day that keeps me coming back for more.”

Jesse received his Bachelor’s degree in the History of Public Policy from the University of California, Santa Barbara, where he cultivated a curiosity and enthusiasm for finance. He holds FINRA Series 7 and 66 securities licenses and has his California Life & Health Insurance License.

Thomas can be reached at:

(702) 987-9731 Direct
tom@homeforhybrids.com

Mr. Goodson was an early adopter of financial planning. He is a Chartered Financial Consultant (ChFC©), Chartered Life Underwriter (CLU©) and Chartered Advisor for Senior Living (CASL©) and holds FINRA Series 6, 7, 22, 24, 26 and 63 securities licenses.

Mr. Goodson has been providing his knowledge and expertise in financial planning and wealth management for more than 30 years to businesses, non-profit organizations, families and individuals. He is dedicated to establishing a corporate culture at AmeriFlex® that emphasizes community outreach and sustainable philanthropy to help those who are less fortunate.

Tom takes pleasure in getting to know each client in order to learn about their personal lives and the goals they wish to achieve. He says, “I grew up on Navy bases on the East Coast and very early on I learned to adapt to my surroundings and read people – a skill that is useful in the wealth management profession. It’s fascinating to listen to everyone’s story because each one is unique. I appreciate my clients’ candor and intelligence; I hold them in high esteem. The thing that gives me the most satisfaction, is helping people succeed and grow. This also applies to working with my colleagues. I enjoy recognizing and developing the talent of our Wealth Managers and administrative staff at AmeriFlex®. This is a company where everyone can reach their full potential.”

Diana can be reached at:

(805) 770-1354 Direct
diana@homeforhybrids.com

Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the Chief Compliance Officer who manages a team responsible for the compliance program at The AmeriFlex Group® and the supervision of 100+ Advisors.

Ms. Heu earned her MBA in Financial Planning from California Lutheran University. She also has a Bachelor of Science degree in Business Management from The University of Phoenix in addition to dual Associate of Art Degrees in Economics and Business Administration from Santa Barbara City College. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical device manufacturing and engineering fields, where she gained expertise in quality assurance, configuration/document management, auditing, and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a Life and Health Insurance license.

When asked about what makes AmeriFlex® a great company, Diana is quick to point out that “It’s a place where all team members are encouraged, empowered and supported in their professional growth. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients’ stories, goals and aspirations, and helping them achieve their financial goals.”

Hannah can be reached at:

(805) 770-1356 Direct
hannah@homeforhybrids.com

Hannah Buschbom CFP®, CPWA®, CDFA®, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.

She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”

In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.

Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary (CFF®) designation.

As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.

In 2019, Hannah was named “Grassroots Champion of the Year”* by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

diane.carlton@theameriflexgroup.com
732.309.3366
LinkedIn

I like to see people prosper. Especially in an environment that is constantly changing — culturally, technologically, and economically.

In my role as an Advisor Strategy Consultant, I help financial advisors thrive and flourish and become the best version of themselves. That can mean making a change in Broker-Dealers, choosing a hybrid RIA to better serve their clients, or designing a succession plan to care for their clients when considering an exit strategy.

As a former reporter and writer, I’ve interviewed hundreds of people about pivotal moments in their lives. As a compassionate, intuitive storyteller, I’ve honed my ability to listen and communicate. That has become my superpower and it enables me to pinpoint an advisor’s goals – both personally and professionally. I can recognize both conscious and unconscious motives – by what people say and don’t say. And I’m driven to help them understand, talk through, self-coach and discern a path forward. I’ve been described as a “think tank in your pocket.”

The financial advisors I work with have built a business with intention and passion. They’ve spent years loving, planning and caring for their clients. But like the shoemaker with worn out shoes, their laser focus on their clients can lead many of them in need of guidance
in regard to their own future. My role is to help them transition to the next — or final — phase of their practice. By taking what they’ve worked so hard to build to monetize ensure their clients are taken care of when they retire.

When I’m not working with my advisors, I enjoy beach time with my family, teaching yoga, and serving my community as a budget and cashflow coach. To me, the key strategy for living an enriched life is being present – and living that life with (and on) purpose of mind, body, spirit (and financial!) connection.

jason.benham@theameriflexgroup.com
619.961.0122
LinkedIn

I help financial advisors evaluate the hybrid RIA and BD environment so that they can find the best home when transitioning their business. In my 25-years working in financial services, I’ve learned that every practice is as unique as the individual advisor and clients they serve. While there are some commonalities across practices, listening intently to each advisor’s concerns ensures that their needs are met and that their next firm, is their last.

My strongest asset is being resource for advisors who want to outsource their uncertainties and partner in the process from beginning to end.
In partnering with The AmeriFlex® Group I am excited to introduce the innovative approach taken to succession planning, financial planning, and RIA ownership. With a national presence and recognition as a true differentiator in our industry, The AmeriFlex® Group sets a new standard for an advisor-first firm through its planning-centric culture and a focus of driving true value for its partner advisors.

When not helping advisors transition their practice, I enjoy spending time with family, exercise, and cooking. A successful and fulfilling life begins at home!