Meet your 1847Financial Leadership team
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.
Heather Nagengast
President of 1847Financial
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Ed Barrett, ChFC
Managing Principal – Headquartered in Edison/Saddle Brook, NJ
Lisa Davis
Managing Principal – Headquartered in Conshohocken/Philadelphia, PA and Boca Raton, FL
Michael Kane
Managing Principal – Headquartered in New York, NY
Ken Kolosso
Managing Principal – Headquartered in Oklahoma and Kansas
Dewane Lewis, LUTCF, FSS
Managing Principal – Headquartered in Brentwood/Nashville TN
Dr. Tomas Parks, CLU, ChFC
Managing Principal – Headquartered in Charlotte, NC, Greenville, SC and Atlanta, GA
Aaron Peck
Managing Principal – Headquartered in Dallas/Fort Worth, TX
Paul Rodden
Managing Principal - Headquartered in Kansas City, KS/MO and Houston, TX
Michael Sarver
Managing Principal – Headquartered in Akron, OH and Pittsburgh, PA
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.
Niki Muller
AVP, Sales and Financials
Jen Viscosi
AVP, Practice Development
Steve Crothers
Head of Wealth Management, Business Development
Jeffrey Borrowman
Head of Sales Development
David Wiesner
AVP, Leap Systems
Mike Hamm
Director, Field Marketing
Brian Strasser
Distribution Transformation Manager
Mitch Kaup
Distribution Analysis Manager
Aaron Gordon
President, HTK
Joe Nicholson
Director, Business Management, HTK
Micah Wei
Managing Director, Investment Advisory Services
Mike McGrath
Managing Director, Operations and Service
Diversity and inclusion is very important to me. Dewane Lewis, our managing partner, listens and I knew that coming in. We're bringing financial professionals of color so that the markets within their communities can be served.
Tony L. Johnson
We help our financial professionals in a variety of different ways. First and foremost, we want that policy that they're writing to be issued as soon as possible. So we'll reach out in various different ways, whether it's texting, phone call, emailing, and following up. We'll do whatever it takes to get that policy issued.
Marguerita Holmes
AdTrax# 6100206
