OUR ADVISORS
OUR COMMITMENT TO ADD VALUE
When you work with Torchlight Financial Group, you can be assured of having a relationship that is providing you value.
We commit to:
- Helping you simplify the complexities of retirement planning
- Offering a holistic approach during your investment lifecycle
- Helping you articulate, and define, your financial goals
- Earning your trust through transparency and straightforward communication
- Offering a wide range of investment options to help serve your investment needs
OUR ADVISORS
Adrianne Haber
Series 6, 63, 26
Financial Advisor
Adrianne began her career as a Business Analyst for a start-up company that grew to be part of a massive worldwide organization. This 8-year entrepreneurial experience formed her
knowledge and appreciation of the many aspects of growing a financially and professionally sound organization.
Since starting her financial services career in 2010, Adrianne has focused on helping others plan for retirement and invest according to their goals, beliefs and values. With her background and experience, Adrianne is well positioned to advise families across multiple generations, as well as provide financial education to people in her community.
Adrianne is committed to lead in business by focusing on serving others and helping them reach their financial goals and dreams.
Office: 513-379-7983
Cell: 513-379-7983
Email: ADRIANNEC.HABER@PRIMERICA.COM
Gregory (Greg) A. Stewart
Series 6, 63
Financial Advisor
Greg has been in the financial services industry for over 20 years. Prior to joining Torchlight Financial Group, Greg’s career was in corporate finance and customer service and he completed his bachelor’s degree in Business while working full time.
Greg develops his relationships through an educational process to help empower clients to make sound financial decisions. It is important to Greg that he teaches people the basics of personal finance because he believes a solid foundation is the key to making healthy money choices. Greg is committed to helping families and small business owners identify and achieve their financial goals.
Office: 513-484-8083
Cell: 513-532-6995
Email: GREGSTEWART@PRIMERICA.COM
Robyn Urig
Series 6, 63
Financial Advisor
Robyn concentrates on helping individuals and small businesses achieve their financial goals. She emphasizes a long-term approach to investing and determining client’s financial needs. Her background in taxation helps her serve as a well-rounded advisor.
Office: 513-484-8083
Cell: 513-240-1540
Email: RURIG@PRIMERICA.COM
Jacob Bohanan
Series 6, 63
Financial Advisor
Jake began his career in the financial services industry during his 8 years of service in the United States Air Force. With his unique military background, he brings a keen attention to detail. Jake takes pleasure in connecting with clients and understanding how to best serve them. Jake is highly personable and committed to working with you to develop an investment plan to help meet your family’s goals. Jake and his wife Emily are happily married and are avid baseball fans. They are also actively involved in their church community.
Office: 513-484-8083
Cell: 513-240-8040
Email: jbohanan@primerica.com
Todd Whited
Series 6, 63
Financial Advisor
Todd joined us in 2017 after serving 18 years in law enforcement, finishing as a police chief. Todd also served in the Air Force before beginning his law enforcement career. He brings his experience in leadership, as well as his desire to serve others and help clients meet their financial goals.
Office: 513-484-8083
Cell: 937-213-3880
Email: MWHITED.9BAGS@PRIMERICA.COM
Nicholas Simmons
Series 6, 63
Financial Advisor
Nicholas brings a huge heart to the table with his years of experience teaching special needs children. Nicholas’s desire is to help families meet their financial goals through a process of learning about what is important to them and their goals.
Office: 513-484-8083
Cell: 513-546-8164
Email: NSIMMONS.3jpcr@PRIMERICA.COM
For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.
Find out more about us
Individuals identified as Torchlight Financial Group are affiliated with PFS Investments Inc. a subsidiary of Primerica, Inc., and offer products and services through PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.
The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.
Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Before investing, you should carefully consider your financial objectives, and the risks, charges, fees and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
Our Office:
513-484-8083
7606 Tylers Place Blvd
Suite 100
West Chester, OH 45069-6306
