• Text Size: A A A

Our Team

 

Home Office

 

Charles Bailey

 

Charles Bailey has been a professional in the Financial Services industry since 1996 in the Tampa, Florida area.  He originally began his career with Mutual of New York and moved his business along with our FastTrak program to AXA in 2005. 

Charles responsibilities within the company include: development of relationships with top-tier management of SBA Lender institutions and their Business Development Officers; developing relationships with Business Brokers and Intermediaries within the SBA lending industry; development and training of our Regional Vice Presidents across the country; Day to day management of The Bailey Group’s internal operations; directing the company’s marketing initiatives thru our Value Proposition.

 

You may contact Charles at: charles@thebaileygp.com.

 

 

Sean Schreiber

 

After successful careers in Transportation (1988-1995), Human Resources (1996-2003), and Banking (2003-2011), Sean Schreiber joined The Bailey Group on February 28, 2011.  Sean's responsibilities include growing and managing the Regional Vice President team nationwide, management of the relationships between TBG and AXA’s regional branch senior management teams, supporting the relationship between the RVPs and Secondary Business Specialists in their respective markets, and support with development of TBG marketing strategy including RVP specific marketing support.  Mr. Schreiber works out of a satellite office in Tarpon Springs, FL.

 

You may contact Sean at: sean@thebaileygp.com.

 

 

 

Natasha Nascimento

 

Natasha Nascimento joined The Bailey Group in August of 2011 and has been an   integral part of the company ever since. Natasha is responsible for the direct relationship of our clients working through the FastTrak program from the initial conversation through policy delivery.

 

As our customers proceed through FastTrak, Natasha’s objectives are to guide them through all components necessary to complete a life insurance policy as efficiently as possible with the highest level of customer service. As a final step in our process, Natasha and her team work directly with the processing and closing teams of the SBA lenders to ensure all policy documents are in the appropriate hands before closing of the loan.

 

You may contact Natasha at: natasha@thebaileygp.com

 

 

 

Celeste Sparks

 

Celeste has been an Administrative Assistant with The Bailey Group since February 2010.  Celeste plays a very important role in numerous aspects of our business involving customer relations and marketing initiatives and is a vital component of our company’s operations.

 

You may contact Celeste at: celeste@thebaileygp.com.

 

The named individual is not a licensed registered representative and can not offer securities or investment products. This individual works in an administrative capacity.

 

 

Regional Vice Presidents

 

  

Steve Nazoyan
 
Mid-West / MI, OH, IN
 
5435 Corporate Drive, Ste 100 / Troy, MI 48098
tel: 248.641.2698/ fax: 248.641.2788
  
   
 
Ned Gallagher
 
Philadelphia / PA
 
40 Monument Rd. / Bala Cynwyd, PA 19004
tel: 610.660.4000 / cell: 484.645.6155
  
 
 
 
Jeffrey T. Fitch
 
Charlotte / NC
 
10840 Ballantyne Commons Pkwy., Suite 100 / Charlotte, NC 28277
tel: 704.540.2918 / cell: 704.641.1960
 
 
Mark H. Hansen, ChFC, CLU
 
Wyoming
 
P.O. Box 2927, 123 W. 1st St., Suite 210 / Casper, WY 82602
tel: 307.235.6631
 
 
Gail E. Lenvin
 
Los Angeles / CA
 
11845 W. Olympic Blvd., Suite 1100, / Los Angeles, CA 90064
tel: 310.231.7706 / cell: 310.863.8332
 
 
Maryann Herrmann
 
Western PA
 
2090 Linglestown Road, Suite 105/  Harrisburg, PA 17110
tel: 717.651.3725 / cell: 717.468.0594
 
  
Matthew Presser
 
Central/Southern FL
 
20 N Orange Ave., Suite 1300/  Orlando, FL 32801
tel: 407.246.6500 / cell: 407.575.5123
 
  
Cortney Williams, CFP
 
Sacramento / CA
 
12009 Foundation Pl., Ste.300 / Gold River / CA 95670
tel: 916.294.4434 / cell: 916.320.1979
 
  
Paul Schappert
 
Austin, San Antonio / TX
 
9606 North MoPac Expressway, Ste. 950 / Austin / TX 78759
tel: 512.794.2322 / cell: 817.846.2654
 
 
 
 
 
 
 
Philip A. Lahr
 
Central and Northern NC
 
134 Sunset Ave. / Asheboro/ NC 27203
tel: 336.629.9616 x. 17 / 16 / Cell: John / 336.681.4645 Philip / 336.964.5662
 
 
Jason Souza
 
Las Vegas / NV
 
5275 Arville St., Suite 308 / Las Vegas / NV 89118
tel: 702.362.6234 / cell: 702.219.3686
 
  
Dave Lemox
 
San Diego, CA
 
701 B Street., Suite 1500 / San Diego / CA 92101
tel: 619.557.8221/ cell: 858.722.8828
 
 
Matt Goelzer
 
Milwaukee, WI
 
111 E Kilbourn Ave., Suite 800 / Milwaukee / WI 53202
tel: 414.226.8001/ cell: 414.331.0888
 
  
Miles Sawyer-Wicker
 
Fort Worth, TX
 
801 Cherry Street, Suite 2300 / Fort Worth / TX 76102 
tel: 817.347.4008 cell: 817.343.4422
  
 
Robert E. Heath
 
Colorado Springs, CO
 
2 N Cascade Ave., Suite 600 / Colorado Springs / CO 80903 
tel: 719.208.8480 cell: 719.210.9251
 
 
Trey Wright
 
Dallas, TX
 
17110 N Dallas Parkway, Suite 220 / Dallas / TX 75248 
tel: 214.710.1266 cell: 972.795.2388
trey@thebaileygp.com
 
 
Winslow Hayward
 
Washington, DC
 
3141 Fairview Park Drive, Suite 250 / Falls Church / VA 22042 
tel: 703.205.0339 cell: 240.731.1086
 
 
Travis Tam
 
San Francisco, CA
 
275 Battery Street, Suite 700 / San Francisco / CA 94111
tel: 415.276.2151 cell: 925.980.4325
 
 
Thomas R. LaPointe
 
CT, MA, NH
 
612 Wheelers Farms Road, 1st Floor / Milford / CT 06461
tel: 203.306.5171 cell: 203.217.6887
 
 
Daniel Halos, ChFC
 
Seattle, WA
 
10500 NE 8th Street, Suite 1600 / Bellevue / WA 98004
tel: 206.956.6270 cell: 206.604.2136
 
 
Christopher Lee
 
Birmingham, AL
 
3500 Colonnade Parkway, Suite 150 / Birmingham / AL 35243
tel: 205.970.5238 cell: 334.524.7440
 
 
Alexander Krider, MBA
 
Portland, OR
 
1 SW Columbia Street, Suite 1550 / Portland / OR 97258
tel: 503.889.4420 cell: 503.347.8218
 
 
 
Gilbert Valdez
 
Atlanta, GA
 
3348 Peachtree Rd NE, Suite 800 / Atlanta / GA 30326
tel: 404.760.2400 cell: 404.509.4482 
      
 
 
Steve Strother
 
Jacksonville, FL
 
225 Water Street, Suite 1235/ Jacksonville / FL 32202
tel: 904.353.5611 ext 135 cell: 904.859.4340 
 
 
 
 
John Shine
 
Savannah, GA
 
7 Oglethorpe Professional Blvd/ Savannah/ GA 31406
tel: 912.921.1485 cell: 912.596.7975 
 
 
Christopher Collins
 
Mobile, AL
 
851 East I-65 Service Rd South, Suite 512 / Mobile / AL 36606
tel: 251.343.4855 cell: 251.401. 0338
 
 
Steven Heck
 
St. Louis, MO
 
8235 Forsyth Blvd. , Suite 800 / St Louis / MO 63105
tel: 314.746.2752 cell: 314.749.0045
 
 
Joel Sellers
 
Cincinatti, OH
 
4000 Smith Rd. , Suite 300 / Cincinatti/ OH 45209
tel: 513.762.7712 cell: 513.417.9917
 
 
Andrew Noga
 
Indianapolis, IN
 
9465 Counselors Row, Suite 120 / Indianapolis/ IN 46240
tel: 317.558.3611 cell: 317.431.1154
 
 
 
Kevin Christensen
 
Salt Lake City, UT
 
2825 E. Cottonwood Pkwy. , Suite 430 / Salt Lake City / UT 84121
tel: 314.746.2752 cell: 314.749.0045

 

 
 
 
 
 

 

 
 
 
 
 
 
 
             

 

Contact Info