Meet your 1847Financial Leadership team
Field Leadership
Our field leaders are responsible for the firms that make up the 1847Financial network.
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
View bio
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
Dewane Lewis, LUTCF, FSS, CLF
Managing Principal – Headquartered in Brentwood/Nashville TN
Brandon Mann
Managing Principal – Headquartered in Utah/Arizona
Dr. Tomas Parks, CLU, ChFC
Managing Principal – Headquartered in Charlotte, NC, Greenville, SC and Atlanta, GA
Paul Rodden
Managing Principal - Headquartered in Kansas City, MO, Dallas/Fort Worth, TX and Houston, TX
Michael Sarver
Managing Principal – Headquartered in Akron, OH and Pittsburgh, PA
Enterprise Support
It’s your journey - we help you realize your vision and your goals, with help from our support.
Our enterprise support team is dedicated to assisting all financial professionals across our 1847Financial firms. We work alongside field leadership, offering expertise in areas such as business technology, practice development, advanced sales, wholesaler support and marketing to help grow your business.
Lori Bogatz
HTK Operations
Jeffrey Borrowman
Sales Development
Steve Crothers
Wealth Management/Business Development
Susanne Denby
HTK Supervision and Suitability
Aaron Gordon
Wealth Management/Business Development
Mike Hamm
Field Marketing
Mitch Kaup
Distribution Analysis
Ken Kolosso
Transition Support
Niki Muller
Chief Operating Officer
Joe Nicholson
HTK Business Management
Brian Strasser
Business Transformation
Jen Viscosi
Practice Development
Micah Wei
Investment Advisory Services
David Wiesner
Leap Systems
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
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