Office Support, Operations & Compliance

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In selecting a firm, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you. To that end, we are proud to partner with Stratos Wealth Advisors.  

Stratos Wealth Advisors is an independent financial services firm that provides Flagship Financial Advisors operational resources that allow Flagship the flexibility to develop and grow our own businesses.

Eric Beahn Director of Advisory Operations

Eric Beahn Director of Advisory Operations

Jennifer Hart<br data-mce-bogus="1">Director of Human Resources and Business Services

Jennifer Hart
Director of Human Resources and Business Services

Kathryn Louttit, JD<br data-mce-bogus="1">Chief Compliance Officer

Kathryn Louttit, JD
Chief Compliance Officer

<span style="font-family: var(--fmgFont);" data-mce-style="font-family: var(--fmgFont);">Jacob Stewart</span><span data-mce-style="font-family: var(--fmgFont);" style="font-family: var(--fmgFont);"><br data-mce-bogus="1"></span><span data-mce-style="font-family: var(--fmgFont);" style="font-family: var(--fmgFont);">Director of IT</span><br/><br/>

Jacob Stewart
Director of IT

Heather Meder<br data-mce-bogus="1">Director of Human Resources<div id="comp-kcgcro7p" class="BaOVQ8 tz5f0K comp-kcgcro7p wixui-rich-text" data-testid="richTextElement"><p class="font_4"><span></span><br/></div><br/>

Heather Meder
Director of Human Resources

Kevin Elvington<br data-mce-bogus="1">Director of Marketing<div id="comp-kyd9cqje4" class="BaOVQ8 tz5f0K comp-kyd9cqje4 wixui-rich-text" data-testid="richTextElement"><p class="font_4"><span></span><br/></div>

Kevin Elvington
Director of Marketing

*The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has  three major components: assets, managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.