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 independence 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
Head of 1847Financial
Ed Barrett ChFC
Managing Principal – Headquartered in Edison/Saddlebrook, NJ
Mustaque Choudhury
Managing Principal – Headquartered in Houston, TX
Lisa Davis
Managing Principal – Headquartered in Conshohocken/Philadelphia, PA & Boca Raton, FL
Jeffrey C. Johansen
Managing Principal – Headquartered in South Jordan/Salt Lake City, UT
Michael Kane
Managing Principal – Headquartered in New York, NY and Wakefield, MA
Ken Kolosso
Managing Principal – Headquartered in Oklahoma City/Tulsa OK
Dewane Lewis, LUTCF, FSS, CLF
Managing Principal – Headquartered in Brentwood/Nashville TN
James J. Meehan, MSM
Managing Principal – Headquartered in Conshohocken/Philadelphia, PA & Boca Raton, FL
Dr. Tomas Parks, CLU, ChFC
Managing Principal – Headquartered in Charlotte, NC and Atlanta, GA
Aaron Peck
Managing Principal – Headquartered in Dallas/Ft. Worth, TX
James C. Pierce
Managing Principal – Headquartered in Wilton, CT
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
Rosie Keller
Onboarding & Transition Manager
David Wiesner
AVP, Leap Systems
Jeffrey Borrowman
Wholesaler and Director, Sales Desk
Mike Hamm
Director, Field Marketing
Brian Strasser
Distribution Transformation Manager
Mitch Kaup
Distribution Analysis Manager
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.
