Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
April J Main
Marketing Coordinator
april.main@nmfn.com
850-561-8700 ext. 108
A graduate from Florida State University in Tallahassee, April has been with Jim’s team since August of 2003. She became an Associate Financial Representative in 2006 and is fully licensed in annuities, as well as life, health and long-term care insurance. How can April help you?
- Marketing Events
- Coordinate speaking engagements
- Welcome referrals
- Schedule appointments
- Update client Information
|
|
|
Bridgett A Singleton
Business Manager
bridgett.singleton@nmfn.com
850-561-8700 ext. 152
Bridgett joined Jim’s team as an Associate Financial Representative in 2006, and is fully licensed in annuities, as well as life, health and long term care insurance. Bridgett has over 20 years experience in the insurance industry and can assist you with all of your employee benefits.
How can Bridgett help you?
- Prepare a comprehensive analysis of your company’s employee benefits program
- Provide an employee benefits package to help attract and keep talented workers
- Provide employer-sponsored retirement plans that can further enhance your business
- Coordinate enrollment meetings
- Assist employees with services related issues
|
|
|
Andrew D Mullins
Associate Wealth Management Advisor
andy.mullins@nmfn.com
850-561-8700 ext. 106
Andy joined Jim's team in November 2010. He is a CERTIFIED FINANCIAL PLANNER™professional with 10 years of industry experience. His focus is to provide comprehensive wealth management solutions with an emphasis on asset allocation and risk management strategies. He received a Bachelor Degree in Communication from the University of Alabama, and Master’s Degree in International Affairs from Florida State University.
How can Andy help you?
· Review your current financial situation
· Develop strategies that help you reach your financial goals
· Help you determine your risk tolerance and develop an Asset Allocation Model that meets that profile
· Help you monitor and rebalance your investments to stay in line with your Model Allocation
· Develop a Risk Management regiment that lines up with your goals
|
|
|
|