Our Team

Daniel X. Namey, LUTCF, RFC - President

Daniel had been a financial advisor and insurance specialist for over 16 years. He is a graduate of Florida State University with a B.S. in Finance. His registration credentials include FINRA Series 7 General Securities Representative, Series 66 Investment Advisor Law Exam, as well as, Health, Life and Variable Annuity licensing for the State of Florida. He has met the qualifications by the American College and has the industry-wide recognized designation of Life Underwriter Training Council Fellow (LUTCF). He has also met the requirements to be listed as a Registered Financial Consultant.

Lois Bratkovich, CFP®, Registered Representative

Lois is an honor graduate of Wheaton College with a bachelor in music performance.  After raising a family of six children, she decided to pursue a career in finance, working in the banking industry for five years.  Lois is registered as a registered representative; life, health and variable annuities insurance agent; an investment advisor representative; and a Certifed Financial Planner.

Missy Taylor - Adminstrative Assistant/Client Service Specialist (non-registered*)

Missy has the Florida Health, Life and Annuity license and has been in the insurance industry for over 8 years. Missy has worked with Daniel Namey before the inception of Namey Financial Group, Inc. and continues to implement the growth and integrity of the company through excellent service.

Ray Strickland, III - Employee Benefits Director and Sales Team Leader (non-registered*), Benefit Advisors

Ray has served central and north Florida for over 8 years. He is a graduate of the University of North Florida, Cum Laude from the Coggin College of Business with a degree in Business Administration and has obtained Property & Liability certification from the University of Florida in 2003. Graduated from the Pace Setter Ohio based program in 2003 and from United Healthcare’s Knowledge Institute in 2005. He is a dual-licensed agent with the 2-15 (Health, Life & Annuity) and 2-20 licenses (General Lines P&C). As a dual-licensed agent Ray Strickland, III provides comprehensive coordination of benefits assessments to help preserve organizations from potential liabilities in the Employee Benefits and Workers’ Compensation arena.    

Jason Cleary – Employee Benefits Specialist (non-registered*), Benefit Advisors

With a background in service and classroom instruction for Blue Cross and Blue Shield employees, Jason brings an array of experience to this team when he transitioned to the role of insurance agent.  He holds a Florida Life, Health and Variable Annuities Licence. 

Calena Townsend – Service Agent (non-registered*), Benefit Advisors 

Calena brings years of customer service experience to the team. She has a B.A. degree in History and has held a 2-15 Life, Health and Variable Annuities License since 2003. Her core responsibilities include all employee status actions, client and employee questions, education and problem resolution. Her aim is to help the client and the employee navigate the insurance 'maze' with the best possible results.

Caleb J. Bourque – Service Agent (non-registered*), Benefit Advisors

Caleb is currently training to become an Employee Benefits Specialist and plans to work with large group companies in the near future.  He is in his senior year at the University of North Florida and is working on achieving his degree in finance.