The AmeriFlex Group Expands Advisor Network with Summit Financial
In a significant move towards enhancing its affiliate model, The AmeriFlex Group, a rapidly growing advisor-owned hybrid RIA, has officially partnered with Summit Financial & Insurance Services. This collaboration reaffirms The AmeriFlex Group's commitment to providing top-notch financial planning services tailored to individual needs.
Leadership Behind Summit Financial
Leading the charge at Summit are three distinguished professionals: Jerry Kleber, Raz Bracha, and Leah Pattison. They bring a wealth of experience in transitional wealth planning, adeptly guiding individual investors through various financial milestones. Their expertise extends to business owners managing qualified plans and clients navigating crucial life transitions such as selling a home or business, bereavement, retirement, or changes in marital status. The Summit leadership, along with their dedicated team, expertly manages approximately $280 million in client assets and funds.
Commitment to Independence
Thomas Goodson, CEO & Founder of The AmeriFlex Group, emphasized that the inclusion of the Summit team underscores the firm’s appeal among independent-minded financial advisors. "Our strategy fosters an environment that attracts high-caliber advisors, and we’re excited about the exceptional skills Jerry, Raz, and Leah bring to our collective." His vision for The AmeriFlex Group centers on creating a home for hybrid advisors who prioritize both independence and a supportive community.
The Shift to Cambridge Investment Research
Looking back, The AmeriFlex Group made a strategic transition last month to Cambridge Investment Research, choosing this broker-dealer for its collaborative culture and resources aimed at supporting advisor growth. Goodson describes Cambridge as a robust, independent platform that enhances the affiliate model. This seamless transition raised optimism as it attracted new top-tier advisors in a short time.
"Our shift to Cambridge has been both swift and impactful. Less than one month into this process, we have already integrated another elite advisory team, contributing an additional $280 million in client assets. The momentum is certainly in our favor," Goodson stated.
About The AmeriFlex Group
The AmeriFlex Group is proudly recognized as "The Home for Hybrids." It operates under its own Registered Investment Adviser (RIA) and is primarily focused on serving independent financial advisors. The firm's structure promotes advisor ownership and autonomy, distinguishing it within the competitive wealth management landscape. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a respected broker-dealer and a member of FINRA/SIPC.
Media Contact
For inquiries, the media may reach out to:
Haven Tower Group
Donald C. Cutler
424.317.4864
Frequently Asked Questions
What is the focus of The AmeriFlex Group?
The AmeriFlex Group emphasizes personalized financial planning and advisory services aimed at individuals and business owners.
Who are the key leaders at Summit Financial?
The key leaders are Jerry Kleber, Raz Bracha, and Leah Pattison, who are all experienced in transitional wealth planning.
Why did The AmeriFlex Group partner with Summit Financial?
The partnership with Summit Financial is part of The AmeriFlex Group’s strategy to enhance its advisor network by introducing experienced and independent-minded professionals.
What transition did The AmeriFlex Group recently undergo?
Last month, The AmeriFlex Group transitioned to Cambridge Investment Research as its broker-dealer to leverage its collaborative culture and resources.
What distinguishes The AmeriFlex Group from other firms?
The AmeriFlex Group focuses on advisor ownership and independence, allowing advisors to operate without the pressure often associated with traditional firms.
