Staff
Roger Machlin takes customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Kimberly A Bairdtripp
Financial Representative Assistant
k.bairdtripp@nmfn.com
813-426-1086
How can Kimberly help you?
- Schedule appointments
- Welcome referrals & networking opportunities
- Process address changes
- Help retrieve account balances off the web
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Rhiannon Lee Smith
Associate Wealth Management Advisor
rhiannon.smith@nmfn.com
813-426-1093
How can Rhiannon help you?
- Enter trades
- Open new accounts
- Provide investment returns and account balances info for accounts
- Provides various other investment support
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Sean A McCaskill
Administrative Assistant
sean.mccaskill@nmfn.com
813-875-2005
How can Sean help you?
- Run proposals
- Conduct research
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