Contact Us: (772) 200-5254
The Real Financial Group
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  • Home
  • Planning
    • Business Planning >
      • Consulting Services
      • Retirement Solutions
      • Business Management
      • Super 401(k) Consulting
    • Personal Planning >
      • Financial Planning
      • Retirement Planning
      • Investment Planning
      • Creating A Legacy
      • 0% Retirement
    • Special Needs Planning
    • Financial Calculators
  • Insurance
    • Life >
      • Term Life Insurance
      • Whole Life Insurance
      • Universal Life Insurance
      • Final Expense Insurance
      • Annuities
    • Disability >
      • Individual Disability
      • Disability Overhead
      • Key Person Disability
      • Supplemental Disability
      • Business Overhead
      • Group Disability Plans
      • Critical Illness Insurance
    • Long Term Care >
      • Long Term Care
      • Whole Life + LTC
      • Annuities + LTC
      • LTC Planning
    • Medicare Coverage >
      • Medicare Supplements
      • Medicare Advantage
      • Prescription Drug Plans
    • Business - Employer / Employee >
      • Business Insurance
      • Key Man Insurance
      • Buy/Sell Agreements
      • Disability Overhead
      • Group Health Plans
    • Request Specialized Coverage
  • Quotes
    • Employee Benefits >
      • Group Health Insurance
      • Group Disability Plans
    • Life Insurance >
      • Term Life Insurance >
        • Compare Term Quotes
        • MassMutual Coverpath
      • Whole Life Insurance
      • Final Expense Insurance
    • Disability Insurance >
      • Disability Income
      • Critical Illness
    • Long Term Care
    • Fixed Annuities
    • Medicare Coverage >
      • Medicare Supplements
      • Medicare Advantage
      • Prescription Drug Plans
  • About Us
    • Client Testimonials
    • Insurance Carriers
    • The RFG Team
    • Photo Gallery
    • Our Videos
    • Newsletter
  • Contact
    • Contact Us
    • Refer a Friend
    • Join Our Team
    • Staff Directory
    • Free Consultation
    • Self Services Links >
      • Report a Claim
      • Make a Payment
      • Update Contact Info
      • Policy Changes
      • Proof of Insurance
      • Policy Review
      • Contact My Carrier
      • Online Documents
    • Schedule an Appointment

Staff Directory

Welcome to Our Staff Directory

Contact Us
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Jesse Hert, CFP®
Financial Advisor, CFP®, CLU®, CLTC

Phone: (772) 200-5254
Email: jesse.hert@rfgplan.com
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Tim Williams
Investment Services

Phone: (772) 200-5254
Email: tim.williams@rfgplan.com
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Bob Jackson
Senior Insurance Specialist

Phone: (772) 200-5254
Email: bob.jackson@rfgplan.com
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Jenessa Funes
Director of Client Relations

Phone: (772) 200-5254
Email: jenessa.funes@rfgplan.com
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Shannon Hert
Technology Specialist

Phone: (772) 200-5254
Email: shannon.hert@rfgplan.com
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Tom Michaud
New Business Development

Phone: (772) 200-5254
Email: tmichaud@fbisinc.com
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Dorrie Fricano
Underwriting Specialist

Phone: (772) 200-5254
Email: dfricano@fbisinc.com
Call Me
Email Me
(772) 200-5254
2400 SE Federal Hwy
Suite 210
Stuart, FL 34994
Click Here to Email Us

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The Real Financial Group
2400 SE Federal Hwy
Suite 210
Stuart, FL 34994
(772) 200-5254
Click Here to Email Us

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