Team

Reuben Lewis IV is a results-driven and client focused financial services professional with 22 years of value adding contributions. Reuben is known as an influential leader with a special talent for building both cooperative and...

Richard Adams is VP of Advanced Insurance Markets for National Financial Group. As a Chartered Financial Consultant®, he is specifically trained in the highly specialized field of Organizational Financial Planning.

C. W. Copeland, Ph.D., is the Vice-President of Financial Planning for National Financial Group. An Assistant Professor at The American College for Financial Services, he holds numerous licenses and registrations (State of Georgia) in...

As the Florida Managing Partner, Philippe Marozeau brings to National Financial Group over 20-years’ experience in the financial services industry. Philippe has particular expertise in general insurance lines for...

Wanda Rosemond is the Operations Manager for National Financial Group. Wanda is a graduate of Spelman College with a degree in Mathematics. She brings to National Financial Group over 30 years’ experience in...

Kenneth Royal has over 15 years of success working with global organizations, guiding teams successfully to consistent growth with higher profit margins. He has over 15 years of experience in the retail and customer servicing sector....

Prior to becoming an Office Manager with National Financial Group, Allison was in the hospitality industry for 8 years. She would plan meetings and events for corporations and associations all over the world. Allison is a graduate from...

Born in Turkey, Guliz spent most of her life growing up in the city of the Seven Hills, more commonly known as Istanbul. Being raised in a family of generational entrepreneurs, she grew up with an appetite for innovation and...

Jessica is an Account Manager with National Financial Group. She has a diverse background having studied Music Education atthe Schwob School of Music at Columbus State University. Jessica taught and attended Masterclasses across the...

Dr. Moten holds a Ph.D. degree in Finance and has have served in numerous positions related to budgeting and financial management at the college level. He managed over $150 million in funds during his tenure as a financial...

Tanya Treston is a Financial Services Representative with National Financial Group. Tanya has an unyielding desire to achieve a high standard of work in everything that she does. She is an extremely confident, assertive and...

Mark Schwartz is the Tax Specialist with National Financial Group. Mark has been an accountant  for over thirty years, having started with his uncle’s CPA firm while still in high school. Mark holds an...

Laurie M. Thomas is a successful business owner, mentor, speaker, advocate, mediator, arbitrator and she is the mother of four young women. She is a native of Savannah, Georgia, where her mother was last stationed. She attended...

Joi is a native Floridian who graduated Magna Cum Laude with a Bachelor of Science in Political Science and Public Administration degree from Florida A&M University. Joi also earned a Master of Public Administration degree from Florida...