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Our Team                                       Value Beyond Insurance

Dedication. Expertise. Passion.

Our esteemed team is dedicated to continuing and expanding our mission of providing our relationships with outstanding service and value.  Get to know our experienced team, whose priority is meeting your unique needs. Our team is an unbelievable source of information and we are ready to speak with you.

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Brian Latinovich
President | Partner

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D. Lee Beall, CLU
Director of Private Wealth

 

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Ryan C. McCall
Director of Private Wealth

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Dax Pataki, CFP
Director of Private Wealth

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Tate Latinovich
Wealth Planning Consultant

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Karleigh Abouzeid
Accounting | Operations

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Todd Oglevee
Wealth Planning Consultant

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Dalia Izzy
Internal | Marketing

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Buzz Hayworth, CLU
Advanced Markets | Case Design

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Renee Benefiel
Underwriting Manager | Team Lead

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Jasmine Shelt
Underwriting | Case Manager

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Brooke Lange
Underwriting | Case Manager

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Pam Dawson
Policy Holder Service Specialist

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Arika Scott
Service Support Specialist

This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 475 Springfield Ave. Suite 1, Summit, NJ 07901

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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