JAX WEALTH - Key Persons
Job Titles:
- Member of the Jax Wealth Team
Vcard After graduating from the University of North Florida with a degree in Economics, Chris began his career in financial services...
Job Titles:
- Member of the Jax Wealth Team
- President / Owner Financial Advisor
Vcard Dan views his clients as an extension of his family and brings a passion for his people, their plans, and the management of their portfolios...
Dee joined JaxWealth in December 2021 as Tom Hockenbery's administrative assistant and client services specialist. She comes to us with a 30-year background as an administrative assistant in various fields. Her most recent position was as the front office supervisor of a large Jacksonville Cardiology firm.
Job Titles:
- Member of the Jax Wealth Team
- Client Services Associate
Erika graduated from the University of Florida with a degree in Finance and began her career in financial services in 2001. She joined Jax Wealth in 2020 as a Client Services Associate and assists our clients through the entire on-boarding process, including opening and maintaining new accounts, transfers, as well as ongoing account administration and problem solving.
Having a passion for serving others, Erika has a genuine desire to help clients pursue their investment and personal goals. She enjoys working with her JaxWealth team where our culture fosters a family-like atmosphere and encourages a work/life balance.
Erika enjoys spending time with her husband and their two daughters. Together, they enjoy being active, traveling, scuba diving and making memories as a family.
Kelly handles all the special client touches as well as marketing, client events, and other special functions...
Job Titles:
- Member of the Jax Wealth Team
- Client Services Associate
Mari joined JaxWealth in May of 2022 as a Client Services Associate. Like many of her team members, Mari is a fellow Gator having graduated from the University of Florida.
Mari puts her excellent skills to work by engaging with our valued clients to assist with their various requests or to connect them with the appropriate team member. Mari also supports her co-workers, providing data, research, and reports for client review meetings.
Mari and her husband have two children. In her free time, Mari enjoys playing tennis, spending time with family and friends, cooking, and traveling abroad -- especially to Italy. She also loves reading, studying the Bible, and learning new things.
Job Titles:
- Client Services Manager
- Member of the Jax Wealth Team
Melissa is the Jax Wealth Client Services & Office Manager and since 2016 has been an integral part of team JaxWealth. Melissa's warmth is felt both in person and over the phone, all while fulfilling client needs in an expeditious manner and ensuring a smooth client experience which we refer to as the JaxWealth Way.
Melissa supports and manages the daily operations of the firm and is responsible for the overall coordination of a wide range of services that allow JaxWealth to operate efficiently while providing outstanding service to our valued clients.
Melissa enjoys spending time with her husband, visiting their adult children, gardening, HGTV, the Red Sox, and Jaguars.
Job Titles:
- Member of the Jax Wealth Team
After graduating from the University of Florida with a degree in Business Administration, and completing the Jacksonville Wealth Management internship program, Nick began his career in financial services. Through his continued commitment, Nick became a Financial Advisor and holds the following registrations and licenses:
CERTIFIED FINANCIAL PLANNER™
Series 24 General Securities Principal with LPL Financial
Series 7 General Securities Registered Representative with LPL Financial
Series 66 Uniform Combined Investment Advisor State Law with Jacksonville Wealth
Management
Variable Annuity, Life, and Health Insurance
Growing up, Nick knew he wanted a profession that involved taking care of others. With an interest in
Rick started his career in the financial services industry in 1992 after graduating from the University of Wisconsin at Eau-Claire with degrees in Business Administration and Organizational Communication. Additionally, Rick holds the following registrations and licenses:
Series 7 General Securities Registered Representative with LPL Financial
Series 24 Registered Securities Principal with LPL Financial
Series 63 Uniform Securities Agent State Law with Jacksonville Wealth Management and LPL Financial
Series 66 Uniform Investment Advisor Law with Jacksonville Wealth Management and LPL Financial
Variable Annuity, Life and Health Insurance
Prior to joining Jacksonville Wealth Management and LPL Financial, Rick spent 20 years as a Managing Principal with Waddell & Reed. Upon the completion of the purchase of Waddell & Reed by LPL, the timing was perfect for Rick to join his longtime business colleague and great friend Dan Ciez and the Jacksonville Wealth Management team.
Rick and his wife Shelly are blessed with six awesome children. Coaching youth sports, family time/travel, and cooking on the Traeger keep the Erickson household always busy.
Tom joined Jacksonville Wealth Management in 2017 after a 39-year career as a solo Financial Advisor. He has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 1988 and holds the following licenses and registrations:...