Broker Check


Manny R Chavez

Financial Advisor

(386) 237-4607


Manny lives in Port Orange, FL with his wife Heather and two beautiful girls, Gabriela and Mia Jo. He originally moved to the Port Orange area in 1997. He became heavily involved in swimming and life guarding with the Volusia County...

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Heather Chavez

Administrative Assistant

(318) 680-1020


Heather is originally from Monroe, Louisiana. She and Manny met in her home state and moved to Port Orange in 2005. She has an extensive background including multiple insurance licenses and a Florida Mortgage Loan Officer license, NMLS...

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Loren Surmeli

Office Assistant

(641) 470-1266

(641) 469-1649

Loren is a capable, determined, confident, and well-organized administrative assistant with extensive experience in client support. While providing consistent clerical support to your advisor, she remains highly approachable with a...
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