Roger Sverre Machlin

Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

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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

 



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



Sean A McCaskill
Administrative Assistant
sean.mccaskill@nmfn.com
813-875-2005

How can Sean help you?

  • Run proposals
  • Conduct research