Profile of Our Team

MANAGING PARTNERS
   
       J. Lawrence Taunt, CLU, ChFC, CFP, CASL
           CEO/CFO, Chairman
           Founding Equity Partner
           OSJ, MBO,  American Portfolios
           Financial Services, Inc.
 
 
          
      John A. Kailunas II, LUTCF
           President/COO
           Founding Equity Partner
           Distribution Specialist
  
 
      Brian D. Yarch, LUTCF
           Vice President of Operations
           Equity Partner
           Registered Principal, American Portfolios
           Financial Services, Inc. 
   

      Donald Carlson, CFEd
           Senior Vice President of Recruiting
           Equity Partner
 
 
 

YOUR TEAM

 
     Brian Blodgett
           Account Specialist
           Financial Planning – Individual Clients
 
 
 
 
     Jerry Chesebro
            Director of Compliance
 
 
 
  
    
     Andrew Christmann
            Director of Marketing
 
 
 
 
   
     Heather Christmann
            Business Operations Manager
 
 
 
 
 
 
    Robert Clegg
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
     Craig Coughlin
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
 
     Jim DeCenzo
              Account Specialist
              Financial Planning – Individual Clients
 
 

  
     Sandy Dobbs
              Recruiting Consultant
 
 
 
 
 
      Mike Dolce
              Account Specialist
              Financial Planning – Individual Clients
 
 
     Jennifer Forrest
             Director of Operations
 
 
 
 
 
  
     Kirk Gent, CRPS
              Senior Vice President
              Equities & Fixed Income Specialist

 

              
     Eric Hallstedt, RHU, REBC
              Corporate Health Insurance
              Individual Health Insurance
              Group Employee Benefits Specialist
 

  
     Lies Hamilton
             Director of Public Relations
 
  
 
 
   
     Steve Heidenreich
             Individual Health Insurance
             Life Insurance
             Account Executive
 
 
 
      Matthew Potter
              Account Specialist
              Financial Planning – Individual Clients
 
 
  
      
     Christopher T. Wilks, LUTCF
              Senior Associate
              Long Term Care Specialist
              Individual Accounts
 
            
 

REGAL EXTENDED FAMILY

    

    Dirk Roskam, ESQ
             Regal General Counsel
             Estate Planning