Field Leadership

Our field leadership is responsible for each of the firms that make up our network of 1847Financial firms.


Each firm has its unique culture that focuses on supporting your practice as a financial professional with all the help you’d need to expand your footprint, grow your business, retain your clients, and build a succession plan that allows for your firm’s legacy to continue after your own retirement. Talk to any of our field leaders below about how we can best support you.

 Head of 1847Financial

Heather Nagengast

Head of 1847Financial

 Managing Principal – Headquartered in Edison/Saddle Brook, NJ

Ed Barrett, ChFC

Managing Principal – Headquartered in Edison/Saddle Brook, NJ

 Managing Principal – Headquartered in Conshohocken/Philadelphia, PA & Boca Raton, FL

Lisa Davis

Managing Principal – Headquartered in Conshohocken/Philadelphia, PA & Boca Raton, FL

 Managing Principal – Headquartered in South Jordan/Salt Lake City, UT

Jeffrey C. Johansen

Managing Principal – Headquartered in South Jordan/Salt Lake City, UT

 Managing Principal – Headquartered in  New York, NY and Wakefield, MA

Michael Kane

Managing Principal – Headquartered in New York, NY and Wakefield, MA

 Managing Principal – Headquartered in Oklahoma/Kansas

Ken Kolosso

Managing Principal – Headquartered in Oklahoma/Kansas

 Managing Principal – Headquartered in Brentwood/Nashville TN

Dewane Lewis, LUTCF, FSS

Managing Principal – Headquartered in Brentwood/Nashville TN

 Managing Principal – Headquartered in Charlotte, NC and Atlanta, GA

Dr. Tomas Parks, CLU, ChFC

Managing Principal – Headquartered in Charlotte, NC and Atlanta, GA

 Managing Principal – Headquartered in Dallas/Ft. Worth, TX

Aaron Peck

Managing Principal – Headquartered in Dallas/Ft. Worth, TX

 Managing Principal – Headquartered in Akron, OH and Pittsburgh, PA

Michael Sarver

Managing Principal – Headquartered in Akron, OH and Pittsburgh, PA

 Managing Principal - Headquartered in Kansas City, KS/MO

Paul Rodden

Managing Principal - Headquartered in Kansas City, KS/MO

National Support

It’s your journey - we help you realize your vision and your goals, with help from our support.


Our national support is responsible for supporting all financial professionals with our 1847Financial firms. We complement the field leadership with subject matter expertise spanning disciplines like business technology, practice management, technology, advanced sales and wholesaler support, and marketing to grow your business.

 AVP, Sales and Financials

Niki Muller

AVP, Sales and Financials

 AVP, Practice Development

Jen Viscosi

AVP, Practice Development

 Head of Wealth Management, Business Development

Steve Crothers

Head of Wealth Management, Business Development

 Director, Sales Development

Jeffrey Borrowman

Director, Sales Development

 Onboarding & Transition Manager

Rosie Keller

Onboarding & Transition Manager

 AVP, Leap Systems

David Wiesner

AVP, Leap Systems

 Director, Field Marketing

Mike Hamm

Director, Field Marketing

 Distribution Transformation Manager

Brian Strasser

Distribution Transformation Manager

 Distribution Analysis Manager

Mitch Kaup

Distribution Analysis Manager

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