Financial Professionals


Travis Bender
Fidelity and Guaranty
Florida Financial Professional

Prior to joining Fidelity and Guaranty Travis Bender started his investment services career in 1997 working within a wide range of investment alternatives. After 11+ years as a financial planner and stock broker, Travis’ sole interest in this business became helping investors plan for their future income and asset protection needs. He joined Fidelity and Guaranty because of their intense focus to find solutions within these areas while maintaining the corporate philosophy of Safety First.



Joe Casey
Fidelity and Guaranty
Kentucky Financial Professional

Joe Casey achieved an MBA at Ohio State University and is insurance licensed by the states of Kentucky, Tennessee and Georgia. Joe is a Registered Financial Consultant and a member of the National Ethics and Better Business Bureaus. In 2008, Congressman Zach Wamp requested a U.S. Flag, now on display in Joe’s office, be flown over the U.S. Capitol in honor of Joe Casey, your Financial Advisor and Consultant.



John Hunt
Fidelity and Guaranty
North Carolina Financial Professional

John Hunt started in the financial services business in April of 1984. He was educated by one the largest and most respected Mutual Insurance companies in America. John's background training includes Estate, Financial, Insurance and Investment protection. John joined Fidelity and Guaranty in 2007 so he would be able to specialize by offering his clients  the leading companies and products from around the world. His years of experience in successful sales and management helps his clients to protect their money in retirement, giving them safety of principal , safety of their gains , tax advantages, competative returns and income guaranteed to last as long as  they live.


Corey Jefferson
Fidelity and Guaranty
Georgia Financial Professional

Corey Jefferson earned a degree in Finance from Morehouse College in Atlanta, GA and has over 15 years of experience in the field.  Having worked in wealth management for a global investment bank and securities trading brokerage as well as in the corporate ranks, he has a passion for providing clients with solutions that provide both safety and growth in their portfolios, giving peace of mind while retirement years are paramount. He is committed to helping his clients protect that which they have worked so hard to attain.


Joe Manassa
Fidelity and Guaranty
Florida Financial Professional

Joe Manassa has been licensed for 10 years in the financial services industry and has been helping customers protect their assets and legacy ever since. With his experience and extensive training he is able to take a professional approach when helping people choose the right path for their financial needs and goals. Joe specializes in preserving and growing what people have worked so hard for all their lives.  Retirement!


Tad Scott
Fidelity and Guaranty
North Carolina Financial Professional

Prior to joining Fidelity and Guaranty Tad Scott spent over twenty years in the financial services industry. He trained on Wall Street, then worked for the largest banks and brokerage houses in the world. Since leaving the banking world, his focus has been on finding tax efficient products with bank like safety, that yield slightly higher rates to his clients.

 





Kenn Yarina
Fidelity and Guaranty
North Carolina Financial Professional

Prior to joining Fidelity and Guaranty in 2007, Kenn was an independent insurance advisor offering estate planning services that included life insurance, and retirement financial products. His combined education and executive management experience enables him a unique ability to take an in-depth analytical and extremely professional approach when dealing with people and finances. Kenn specializes in Retirement Income Planning.


Rick Stahl
Fidelity and Guaranty
Florida Financial Professional

Rick Stahl earned a BBA degree in Finance and Economics from Stetson University in Florida and has been an advisor and manager in the financial services industry for over 20 years. His experience in executive management as a VP of Marketing and Commercial Product Director created a unique opportunity within the financial services industry. Rick’s clients benefit through a professional and personal approach using proven tax advantage financial strategies which include investments, life insurance, health insurance, and retirement planning.


Bob Shigley
Fidelity and Guaranty
North Carolina Financial Professional

Robert Shigley has achieved a Bachelor of Science Degree from the University of Nebraska in 1977 and has been in the industry for over 20 years focusing on retirement and estate planning. During that time he has acquired the professional designations of Chartered Financial Consultant, Chartered Life Underwriter and Registered Financial Consultant.  Bob specializes in providing safe money solutions to protect and preserve retirement savings.






Herb Perez
Fidelity and Guaranty
Tennessee Financial Professional

Herb Perez has been in the business of servicing people for many years. He knows the importance of safety and security when it comes to retirement. With a family of his own, Herb understands how crucial it is to have one’s investments protected, providing a secure future for loved ones.





Kelly Phillips
Fidelity and Guaranty
Florida Financial Professional

Kelly Phillips has worked in the financial industry for the past twenty years; employed by the two top financial institutions such as JPM Chase and CITI Bank. He specializes in working with those in pre-retirement planning and retirees alike.  His goal is to help his clients in making sound decisions concerning their assets and to help preserve those hard earned dollars from places that include chance of loss or risk.



Charlie Price
Fidelity and Guaranty
North Carolina Financial Professional

Charlie Price is a native of Raleigh, and his children and grandchildren all live in the area. He has been in this business for 16 years and really enjoys his field of work. Meeting and serving a variety of people to help them prepare for their future financial needs, or the needs of their loved ones, without fear of losing their hard earned money is an honor. All the recommendations he offers will have guarantees of safety, growth and income. Charlie's position is to educate you on financial planning strategies you may not be aware of. Safety and growth of your funds are his main concerns.