Our Team

Feliciano Financial Group 2019

 

Feliciano Financial Group is composed of a diverse team of professionals.

Jose Feliciano, CFP, CLU, CHFC

Jose Feliciano, CFP, CLU, CHFC

Founder, President & CEO

Jeff Feliciano, CFP, CLU, CHFC

Jeff Feliciano, CFP, CLU, CHFC

Executive Vice President

John Feliciano, LUTCF, CLU

John Feliciano, LUTCF, CLU

Vice President Emeritus

W. Lane Norvell

W. Lane Norvell

Executive Vice President Operations

Adam Todd

Adam Todd

VP of Financial Services

Stacy Hayes

Stacy Hayes

Financial Advisor

Debbie Martin

Debbie Martin

Account Manager - Individual Health

BJ Dalton

BJ Dalton

Account Manager – Group Health

Juanita Feliciano

Juanita Feliciano

Director of Client Relations

Justine Chapman

Justine Chapman

Health Insurance Assistant

Cathy Rodriquez

Cathy Rodriquez

Financial Services Team Leader

Risa Wyatt

Risa Wyatt

Health Insurance Assistant

Tim Patterson

Tim Patterson

Senior Financial Advisor Dallas, TX Branch

Yahaira Maldonado

Yahaira Maldonado

Registered Paraplanner and Advisory Assistant

Jennifer Harris

Jennifer Harris

Financial Services Assistant

Candice Smoot

Candice Smoot

Financial Services Assistant

Karen Love

Karen Love

Financial Services Assistant

Christie Stewart

Christie Stewart

Insurance Services

Kimberly Hitchcock

Kimberly Hitchcock

FFG Office Concierge

Catherine Ashby Gilmore

Catherine Ashby Gilmore

Administrative Assistant

Nathan Luman

Nathan Luman

Registered Paraplanner

Jennifer Hitt

Jennifer Hitt

Client Relations & Sales Assistant

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.  Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

Check the background of your financial professional on FINRA's BrokerCheck