Choose Your Consultant

SCOTT MCGRATH

Scott McGrath, MFP® CTEP® CWM®

Master Financial Planner
Chartered Trust and Estate Planner
Chartered Wealth Manager

Provided Services :
Capital Deferment Trust, Corporate Sales, Insurance, Client Services, Bookkeeping, Trust-Related Attorney Inquiries, Trust-Related Accountant Inquiries.

In-Person Consultation Area (s) : TX: DFW

Office: 1-817-786-8093
Address: 4001 Airport Fwy, Suite 500, Bedford, TX 76021
Web: http://nexxess.com
Email: scott.mcgrath@nexxess.com
Bio and Expertise : Scott is the Chief Compliance Officer for Nexxess. He has 20 years experience in Financial Planning and Compliance.

DEREK TIDWEL

DEREK TIDWELL

Provided Services :
Capital Deferment Trust

Phone: (817) 380-8589
Email: derek.tidwell@nexxess.com
Bio and Expertise : Derek Tidwell is a Nexxess Trust Consultant

RAYMOND STEPHNEY

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
TX: DFW, TX: ALL, NV: Las Vegas, NV: Reno, NM: ALL, GA: ALL, FL: Miami, FL: Orlando, CA: San Diego, CA: Southern

Phone: (562) 294-1701
Email: raymond.stephney@nexxess.com
Bio and Expertise : Raymond is a Nexxess trust consultant.

APRIL MORA

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: ALL, CA: Bay Area, CA: LA, CA: Orange County, CA: San Diego, CA: San Jose, CA: Southern

Phone: (408) 991-4619
Email: april.mora@nexxess.com
Bio and Expertise : APRIL MORA is a Nexxess trust consultant.

JEDIDIAH WICK

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
TX: DFW, TX: Houston

Phone: (682) 552-0512
Email: jedi.wick@nexxess.com
Bio and Expertise : Jedidiah Wick is a Nexxess Trust Consultant.

JAMIE FOGAL

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: LA, CA: San Diego, FL: Miami, NV: Las Vegas, IL: Chicago

Phone: (951) 894-9082
Email: jamie.fogal@nexxess.com
Bio and Expertise : JAMIE FOGAL is a Nexxess Trust Consultant.

Book Time With JAMIE FOGAL: Click Here

SCOTT VARNEY

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: San Jose, CA: Bay Area

Phone: (408) 569-0778
Email: scott.varney@nexxess.com
Bio and Expertise : SCOTT VARNEY is a Nexxess Trust Consultant.

BEN JOHNSON

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
TN: Knoxville, TN: Tri-Cities

Phone: (423) 765-3787
Email: ben.johnson@nexxess.com
Bio and Expertise : BEN JOHNSON is a Nexxess Trust Consultant.

ALLEN PRYOR

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
Financial Professional, decade serving families, businesses, unions, non-profit organizations.

Phone: 571) 220-2179
Email: allen.pryor@nexxess.com
Bio and Expertise : Allen Pryor is a Financial Professional with over a decade serving families, businesses, unions, and non-profit organizations.

MIGENA AGARAJ

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
NY: NYC

Phone: 917-439-9471
Email: migena.agaraj@nexxess.com
Bio and Expertise : Migena is a Nexxess Capital Gains Deferment Trust consultant.

Julian Rizov

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
NY: NYC

Phone: (702) 596-4711
Email: julian.rizov@nexxess.com
Bio and Expertise : Julian Rizov is a Nexxess Trust Consultant.

Charles Jenkins Jr

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
NY: NYC

Phone: (434) 882-2675
Email: charles.jenkins@nexxess.com
Bio and Expertise : Charles Jenkins is a Nexxess Trust Consultant.

Jay Poskanzer

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
FL: Southern, FL: Miami

Phone: (561) 577-4866
Email: jay.poskanzer@nexxess.com
Bio and Expertise : Jay is a Nexxess Trust Consultant in the South Florida area.

John Gibson

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
FL: Southern, FL: Miami

Phone: (734) 516-3647
Email: john.gibson@nexxess.com
Bio and Expertise : John Gibson is a Nexxess Trust Consultant.

Chris Watson

Provided Services :
Capital Deferment Trust, Asset Protection, Dynasty Trust design, Insurance

In-Person Consultation Area (s) :
TX: Houston

Phone: (713) 234-0503
Email:chris.watson@nexxess.com
Bio and Expertise :
Certified Estate Planner
Certified Estate and Trust Specialist
Asset Protection Specialist.

Erik Laine

Provided Services :
Capital Deferment Trust

Phone: (612) 234-1439
Email:erik.laine@nexxess.com
Bio and Expertise : Erik Laine is a Nexxess Capital Deferment Trust Consultant.

Patti Yamada

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: Bay Area, CA: San Jose

Phone: (408) 832-7153
Email:patti.yamada@nexxess.com
Bio and Expertise : Patti Yamada is a Nexxess Trust Consultant in the Bay Area.

Raquel Mack

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
Certified Public Accountant (CPA), Certified Tax Coach (CTC)

Phone: (202) 735-1859
Email: raquel@mackfsgroup.com
Bio and Expertise : Raquel Mack is a Certified Public Accountant (CPA), Certified Tax Coach (CTC) and sought after speaker; a trailblazer in her own right! She is the President and CEO of Mack Financial Services Group, which specializes in Proactive Tax Planning and Virtual CFO Services for businesses and investors.

Halilu Haruna

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :CA: LA

Phone: (310) 386-2097
Email: halilu.haruna@nexxess.com
Bio and Expertise : Halilu Haruna is a Nexxess Trust Consultant.

Mina Kuhn

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
FL: Miami

Phone: (305) 781-3110
Email: mina.kuhn@nexxess.com
Bio and Expertise : Mina is a Nexxess Trust Consultant in the Miami area.

Tom Southard

Provided Services :
Capital Deferment Trust

Phone: (408) 476-1254
Email: tom.southard@nexxess.com
Bio and Expertise : Tom Southard is a Nexxess Trust Consultant in the San Jose area.

Book Time With Tom Southard: Click Here

Dirk Allman

Provided Services :
Capital Deferment Trust

Phone: (831) 588-6329
Email: dirk.allman@nexxess.com
Bio and Expertise : Dirk Allman is a Nexxess Trust Consultant.

Robin Kasten

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: Orange County

Phone: (702) 872-2720
Email: robin.kasten@nexxess.com
Bio and Expertise : Robin Kasten is a Nexxess Capital Deferment Trust consultant, living in Southern California.

Stephen Kent

Provided Services :
Capital Deferment Trust

Phone: (949) 771-5562
Email: stephen.kent@nexxess.com
Bio and Expertise : Stephen Kent is a Nexxess Trust Consultant.

Brad Johnson

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :
CA: Southern, CA: LA, CA: Orange County, CA: San Diego

Phone: (818) 568-6152
Email: brad.johnson@nexxess.com
Bio and Expertise : Brad Johnson is a Nexxess Capital Deferment Trust consultant and a licensed life insurance agent. He grew up in a family business. He understands the ups and downs of owning and running a business. He is working to help business owners keep more of their hard earned profits using unique financial structures and high cash value permanent life insurance products.

Stefan Belhomme

Provided Services :
Capital Deferment Trust

Phone: (919) 420-3798
Email: stefan.belhomme@nexxess.com
Bio and Expertise : Stefan Belhomme is a Nexxess Trust consultant.

Dave Forsgren

Provided Services :
Capital Deferment Trust

Phone: (559) 514-8116
Email: dave.forsgren@nexxess.com
Bio and Expertise : Dave Forsgren is a Nexxess Trust Consultant.

Kathy Scalzo

Provided Services :
Capital Deferment Trust

Phone: (661) 510-5237
Email: kathy.scalzo@nexxess.com
Bio and Expertise : Kathy Scalzo is a Nexxess Consultant.

Antonio Angeles

Provided Services :
Capital Deferment Trust

Phone: (408) 314-8506
Email: antonio.angeles@nexxess.com
Bio and Expertise : Antonio Angeles is a Nexxess Trust consultant.

Arthur Dixon

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : CA: LA

Phone: 323-698-6362
Email: arthur.dixon@nexxess.com
Bio and Expertise : Arthur Dixon is a Nexxess Trust consultant.

Josh Gotoy

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : NY: NYC

Phone:
Email: Josh.Gotoy@nexxess.com
Bio and Expertise : Josh Gotoy is a Nexxess Trust consultant.

Larry Speir

Provided Services :
Capital Deferment Trust

Phone: (912) 414-0981
Email: larry.speir@nexxess.com
Bio and Expertise : Larry Speir is a Nexxess Trust consultant.

Jay Beattey

Provided Services :
Capital Deferment Trust

Phone: (317) 513-5785
Email: jay.beattey@nexxess.com
Bio and Expertise : Jay Beattey is a Nexxess Trust consultant.

Jacqueline Plunkett

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : CA: LA, FL: Miami, TX: Dallas, TX: Houston

Phone: (818) 429-9313
Email: jacqueline.plunkett@nexxess.com
Bio and Expertise : Jacqueline Plunkett is a Nexxess Trust consultant.

Carlos Ramirez

Provided Services :
Capital Deferment Trust

Phone:(626) 215-8705
Email: carlos.ramirez@nexxess.com
Bio and Expertise : Carlos Ramirez is a Nexxess Trust Consultant.

Jeremy Payne

Provided Services :
Capital Deferment Trust

Phone:(503) 756-5317
Email: jeremy.payne@nexxess.com
Bio and Expertise : Jeremy Payne is a Nexxess Trust Consultant.

Daniel Najarro

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : FL: Miami

Phone:(917) 847-1715
Email: daniel.najarro@nexxess.com
Bio and Expertise : Daniel Najarro is a Nexxess Trust Consultant.

Robert Martin

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : CA: Bay Area

Phone:415-240-7722
Email: robert.martin@nexxess.com
Bio and Expertise : Robert is a trust consultant with Nexxess Business Advisors.

Shana Davis

Provided Services :
Capital Deferment Trust

Phone:(901) 604-5873
Email: shana.davis@nexxess.com
Bio and Expertise : Shana Davis is Nexxess Trust Consultant.

Hoyle Kang

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :CA: LA

Phone:213-505-0195
Email: hoyle.kang@nexxess.com
Bio and Expertise : Hoyle is a Trust Sales Consultant with Nexxess International.

James Garcia

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : CA: Southern

Phone:805-704-7003
Email: James.Garcia@nexxess.com
Bio and Expertise : James Garcia is a Trust Sales Consultant with Nexxess International.

Brian Causey

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : FL: TAMPA, FL: CLEARWATER, FL: ST PETERSBURG, FL: SARASOTA, FL: BRANDENTON, FL: Orlando, FL: NAPLES

Phone:941-999-7725
Email: brian.causey@nexxess.com
Bio and Expertise : Brian Causey is a Trust Sales Consultant with Nexxess International.

Kirk Hortel

Provided Services :
Capital Deferment Trust

Phone:(623) 692-8248
Email: kirk.hortel@nexxess.com
Bio and Expertise : Kirk Hortel is a Trust Sales Consultant with Nexxess International.

Eric Taylor

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : MD: ALL, TX: ALL, SC: ALL

Phone:443-204-9468
Email: Eric.Taylor@nexxess.com
Bio and Expertise : Eric Taylor is a Trust Sales Consultant with Nexxess International.

Melissa Lipford

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : AZ: Phoenix

Phone:602-400-2694
Email:melissa.lipford@nexxess.com
Bio and Expertise : Melissa Lipford is a Trust Sales Consultant with Nexxess International.

John Ewing

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : NC: ALL, SC: ALL

Phone:(206) 501-3868 Ext. 301
Email:john.ewing@nexxess.com
Bio and Expertise : John Ewing is a Trust Sales Consultant with Nexxess International.

John Boyd

Provided Services :
Capital Deferment Trust

Phone:503-714-6557
Email:john.boyd@nexxess.com
Bio and Expertise : John Boyd is a Trust Sales Consultant with Nexxess International.

Jeffrey Walker

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:512-364-8131
Email:Jeffrey.Walker@nexxess.com
Bio and Expertise : Jeffrey Walker is a Trust Sales Consultant with Nexxess International.

Tim Alexander

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:470-310-1830
Email:tim.alexander@nexxess.com
Bio and Expertise : Tim Alexander is a Consultant with Nexxess International.

Nick Geiser

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : Carson City

Phone:775-600-5295
Email:Nick.Geiser@nexxess.com
Bio and Expertise : Nick Geiser is a consultant with Nexxess International

Earl Sylvester

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: Dallas, TX: Allen

Phone:248-408-9324
Email:Earl.Sylvester@nexxess.com
Bio and Expertise : Earl Sylvester is a consultant with Nexxess International

Jacqueline Triplett

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : GA: Atlanta

Phone:770-633-1194
Email:jacqueline.triplett@nexxess.com
Bio and Expertise : Jacqueline Triplett is a consultant with Nexxess International

Toya Ostane

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : GA: Atlanta

Phone:404-985-8644
Email:Toya.Ostane@nexxess.com
Bio and Expertise : Toya Ostane is a consultant with Nexxess International

Daniel McNeeley

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:(844) 247-4733
Email:daniel.mcneeley@nexxess.com
Bio and Expertise : Daniel McNeeley is a consultant with Nexxess International

Sigfried Batoula

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : MD: DC

Phone:301-549-6992
Email:Sigfried.Batoula@nexxess.com
Bio and Expertise : Sigfried Batoula is a consultant with Nexxess International

Carlos Jimenez

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : CA: San Jose

Phone:408-706-0558
Email:Carlos.Jimenez@nexxess.com
Bio and Expertise : Carlos Jimenez is a consultant with Nexxess International

John Magee

Provided Services :
Capital Deferment Trust

Phone:(818) 357-5575
Email:john.magee@nexxess.com
Bio and Expertise : John Magee is an Independent Trust Consultant for the Nexxess Trust.

Brad Naifeh

Provided Services :
Capital Deferment Trust

Phone:(918) 851-4444
Email:brad.naifeh@nexxess.com
Bio and Expertise :Brad Naifeh is a Nexxess Trust Consultant.

Lou Paradise

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : NJ: Cape May

Phone:(845) 546-2440
Email:lou.paradise@nexxess.com
Bio and Expertise :Lou Paradise is a Nexxess Trust Consultant.

Robert McGrath

Provided Services :
Capital Deferment Trust

Phone:(936) 554-9900
Email:robert.mcgrath@nexxess.com
Bio and Expertise :Robert McGrath is a Nexxess Trust Consultant.

Tom Draper

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :

Phone:(918) 625-4991
Email:tom.draper@nexxess.com
Bio and Expertise :Tom Draper is a Nexxess Trust Consultant.

Brian Salas

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) :TX: DFW

Phone:(817) 363-0932
Email:brian.salas@nexxess.com
Bio and Expertise :Brian Salas is a Nexxess Trust Consultant.

Jeffrey Brewster

Independent Trust Consultant Director of Corporate Sales CEO of BT Valuation, Inc.

Provided Services :
Capital Deferment Trust, Corporate Sales

In-Person Consultation Area (s) :TX: DFW

Phone:(469) 394-1448
Email:jeffrey.brewster@nexxess.com
Bio and Expertise :Jeffrey Brewster is Director of Corporate Sales for Nexxess, CEO of BT Valuation, Inc., and an independent trust consultant.

Ron Borek

Provided Services :
Insurance

Phone:(800) 248-3128 Ext 512
Email:ronald.borek@nexxess.com
Bio and Expertise :Ronald Borek is a Nexxess Insurance Director and Nexxess Trust Consultant.

Tina Crow

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Email:tina.crow@nexxess.com
Bio and Expertise :Tina Crow is a Nexxess Events Coordinator and Nexxess Trust Consultant.

Larry Parks

Provided Services :
Capital Deferment Trust

Phone:(214-251-3152
Email:larry.parks@nexxess.com
Bio and Expertise :Larry Parks is a Nexxess Consultant.

Ady Cambel

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:(972) 469-0399
Email:ady.cambel@nexxess.com
Bio and Expertise :Ady Cambel is a Nexxess Consultant in the DFW area.

Robert Catts

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:(972) 256-8061
Email:robert.catts@nexxess.com
Bio and Expertise :Robert Catts is a Nexxess Trust Consultant in the DFW area.

James Fox

Provided Services :
Capital Deferment Trust, Corporate Sales

In-Person Consultation Area (s) : TX: DFW

Phone:(800) 248-3128 Ext 503
Email:james.fox@nexxess.com
Bio and Expertise :James Fox in the Director of Financial Services for Nexxess International and a Senior Trust Consultant.

Connor Crome

Provided Services :
Capital Deferment Trust

In-Person Consultation Area (s) : TX: DFW

Phone:(817) 720-0535
Email:connor.crome@nexxess.com
Bio and Expertise :Connor Crome is a Nexxess Audio-Visual Technician and Nexxess Consultant.

Dave Doggett

Provided Services :
Capital Deferment Trust

Email:dave.doggett@nexxess.com
Bio and Expertise : Dave Doggett is the Nexxess Media Director and Nexxess Consultant.

Michelle Nice

Provided Services :
Capital Deferment Trust

Phone:954-658-2129
Email:michelle@prudentwealthstrategies.com
Bio and Expertise : Michelle Nice is a Nexxess Trust Consultant.

Carolina Cooper

In-Person Consultation Area (s):
MI: Battle Creek, MI: Detroit, MI: Kalamazoo, MI: Marshall Provided Services :
Corporate Sales

Phone:269-967-9267
Email:Carolina.Cooper@nexxess.com
Bio and Expertise : Carolina is a Consultant with Nexxess International.

Nick Reinhart

In-Person Consultation Area (s):
IN: Indianapolis Provided Services :
Corporate Sales

Phone:317-440-0534
Email:Nick.Reinhart@nexxess.com
Bio and Expertise : Nick is a Consultant with Nexxess International.

Earl Grant

In-Person Consultation Area (s):
TX: DFW Provided Services :
Capital Deferment Trust

Phone: 817-719-7278
Email:Earl.Grant@nexxess.com
Bio and Expertise : Earl is a Consultant with Nexxess International.