Our Team of Consultants

Erik Dodds

Las Vegas, NV

Mr. Dodds is the managing consultant of Anderson Financial Services. He oversees the consultation of the firm and has over ten years of investment-related experience.

Marco Sanchez, Esq.

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. He began his legal career working for a law firm in Las Vegas, Nevada.

Dwain Blake, CLU, FSCP, LUTCF

Statesboro, GA and Jacksonville, FL

Mr. Blake is a reformed engineer with over 20 years experience in the financial services industry and specializes in partnerships for small business owners.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry has specializes in life insurance and family trust.

Priscella O'Shea

Fremont, CA Hilton Head, SC

I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.

Matt Eppich

Cleveland, OH

Mr. Eppich a recent graduate from college who works mainly with life insurance reviews and servicing.

Regina Thompson

Dallas, TX

Ms. Thompson is a technical consultant for Vast Solutions Group where she specializes in advanced insurance strategies for sister and affiliated companies.

Roland Chow

Silicon Valley, CA

Roland is a technical consultant within the Enterprise Group of Vast Solutions Group. His specialty is working with start ups and real estate companies.

Holly Gennings

Charlotte, NC

Life, Accident and Health

Holly has been in financial services primarily in Charlotte, NC serving Clients for the past 6 years.  She graduated from the University of Central Florida with a Bachelor’s Degree in Psychology and spent a few years in the Health Insurance industry.

James Martin, III

Los Angeles area, CA

Mr. Martin runs the executive benefits group of all Vast-related entities. He has been involved in small business owner issues for over 20 years and also has a secondary specialty of business lending strategies. 

 

Frank Fu, CFP®

West Palm Beach, FL

Mr. Fu leads a highly experienced team to work with high net worth individuals, develop strategies and recommend personalized solutions designed to help you accumulate, protect and transfer your wealth.

Joshua Stroud

Eugene, OR

Since 2000, Joshua has worked in the financial services industry serving his client’s financial needs. As a C(k)P® CPFA and AIF®, he is obligated to meet the fiduciary standard by putting your interest above his own.

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Our Staff

Pierre Le Dorze

Amherst, MA
ACCOUNT MANAGER

Lucinda Asuncion

Silicon Valley, CA
ADMINISTRATIVE ASSISTANT

Christine Spruill

Southlake, TX
ADMINISTRATIVE ASSISTANT

James Martin, III

Los Angeles area, CA

 

 

Morgan Maloney

Las Vegas, NV
ENGAGEMENT MANAGER

Katelyn Whittemore

Las Vegas, NV
ASSOCIATE GENERAL MANAGER