Staff Directory

Welcome to Our Staff Directory

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

Phone: (772) 200-5254
Email: jesse.hert@rfgplan.com

Tim Williams
Investment Services

Phone: (772) 200-5254
Email: tim.williams@rfgplan.com

Bob Jackson
Senior Insurance Specialist

Phone: (772) 200-5254
Email: bob.jackson@rfgplan.com

Jenessa Funes
Director of Client Relations

Phone: (772) 200-5254
Email: jenessa.funes@rfgplan.com

Shannon Hert
Technology Specialist

Phone: (772) 200-5254
Email: shannon.hert@rfgplan.com

Tom Michaud
New Business Development

Phone: (772) 200-5254
Email: tmichaud@fbisinc.com

Dorrie Fricano
Underwriting Specialist

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