Meet The Team

Jason E. Heller, Ph.D., CFP, CIMA, MSFS, RICP, ChFC, CLU, CAP, CMFC, AAMS, CRPC, CFS, FSCP, AWMA, CRPS, BCAA, AEP, CFBS, CDFA, RMA, CIS, CAS, CES, AIF, BFA, APMA, CFEd, ChSNC®

Senior Executive Vice President

Head of Planning Solutions Group

P: 954-689-9409

E: jasonheller@mycoastalwealth.com

Reed Willett

Vice President - Planning Solutions Group/Investment Specialist

P: 954-308-7143

E: rwillett@mycoastalwealth.com

Ryan Solle

Advanced Markets Director

P: 336-409-6670

E: rsolle@massmutualbrokerage.com

Michele Friedlander, RHU, REBC®

Marcia Dryjowicz, CLU, ChFC®

Dave Leali, CLU, ChFC®

Head of Financial Planning

P: 954-689-9549

E: dleali@mycoastalwealth.com

Anh Nguyen, CFA, MBA

Investment Director|Financial Planner| Investment Advisor Representative

P: 954-308-7162

E: anguyen@mycoastalwealth.com

Janett Eichenberger

O.B.I.

Phone: (954) 308-7138

(954) 331-5050

1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334

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