Staff
When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert staff. Together, we make a strong commitment to customer service. Here you will find a listing of the people who help make it happen. If you have a problem or need assistance at any time, please let us know.
Heather C Hanlon
Director of Marketing
heather.hanlon@nmfn.com
(813) 426-1076
Heather has been with Curtis Parry’s team since 2006. As the newly appointed Director of Marketing, Heather assists in all marketing related activities inclusive of the development and implementation of client appreciation events. Heather holds a Florida insurance license for Life and Health.
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Jeff Sievers
Director of Investment Operations
jeff.sievers@nmfn.com
(813) 426-1011
Jeff has been working in the financial services industry for 13 years. Jeff's main focus is to assist clients with investment related needs. Jeff holds a Florida insurance license for Life and Health. He also holds a Series 7 securities license.
How can Jeff help you?
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Schedule appointments
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Investment related service questions
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Account balance information
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Assist with opening new accounts
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Jaclyn P Mennie
Associate Financial Representative
jaclyn.mennie@nmfn.com
(813) 426-1059
As the New Business and Customer Service Coordinator, Jaclyn is responsible for processing applications as well as assisting clients with their servicing requests and questions. Jaclyn holds a Florida insurance license for Life and Health. How can Jaclyn help you?
- Schedule appointments
- Process address changes
- Supply quotes - life and disability income
- Schedule insurance exams
- Provide policy values
- Expedite owner/beneficiary changes
- Process changes to your billing methods
- Facilitate premium payments
- Provide general policy and billing information
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