West Regional Wealth Team
About Us
NFP Individual Solutions provides multi-disciplinary, unbiased, customizable and comprehensive answers to your financial questions. Through our access to multiple experts, products and resources, we’re able to offer a wide array of advice backed by vast experience. By being your main advisory point of contact while offering the most competitive services, we’ll save you time and money while adding unparalleled, generational value. We measure this impact as creating and focusing on your ROYR (Return On Your Life).
Our Team
Jim Stehr, Assistant Vice President
Jim has been in the financial services industry for over 30 years. The majority of his career was spent as an institutional equity sales trader with two Wall Street firms. Jim co-founded Paragon East Advisors, LLC (“PEA”) in 2015. PEA provided comprehensive wealth management solutions, planning advice, and personal finance consulting for individuals and families. Jim later merged his practice with NFP’s Individual Solutions team in Lafayette, California. Jim is an Investment Advisor and Registered Representative.
Frank Evangelist, Vice President
Frank has over 23 years of experience developing creative solutions for business owners and successful individuals with various financial needs with an emphasis on tax efficiency. Formally educated with a bachelor’s degree in engineering coupled with a master’s degree in finance, he provides a unique blend of strategic problem-solving ability and in-depth knowledge of financial markets and insurance solutions. He holds a Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Examination) securities registration as well as life, health, and variable annuity insurance licenses in various states. He is a Registered Representative with Kestra Investment Services, LLC., and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Rachel Swanson
Rachel has worked in the life insurance industry for almost 20 years. She officially joined NFP in 2014, and was with one of our member firms for nearly a decade prior to that. During that time she has managed the underwriting process for life insurance cases as well as complicated strategies for business owners and high net worth clients. This experience has afforded her strong product knowledge and underwriting relationships.
Prospective Client Downloads
Reach out today to start a conversation about how we can work together to move you forward.