Our Team

For over 26 years, Daniel Namey has advised countless clients on wealth planning and retirement issues. As President of Namey Financial Group, Inc., he thrives in understanding the goals of his clients and integrating them into...

Lois Bratkovich works as an independent agent for Namey Financial Group in Jacksonville, FL. She describes the most enjoyable aspect of her work as "assisting clients in creating personal wealth strategies that include stability,...