Meet The Team

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Marlin R. Howley

Partner

Office: 833-342-5796
Fax: (904) 677-7939
Email: marlin@postillionllc.com

Linkedin

Bob Bracey

Partner

Office: 833-342-5796
Fax: (904) 677-7939
Email: bob@postillionllc.com

Linkedin

Brandon A. Maresma

CPA

Office: (904) 222-0204
Fax: (904) 677-7939
Email: brandon@postillionllc.com

Kelly Bazile

Office: (850) 346-3039
Fax: (850) 438-1414
Email: kelly@postillionllc.com

John Gosztyla

CFP®, ChFC®

Office: 833-342-5796
Fax: (904) 677-7939
Email: john@postillionllc.com

Linkedin

Jamie Rodgers

Office: 833-342-5796
Fax: (904) 677-7939
Email: jamie@postillionllc.com

Caroline Davis Gibbs

Office: (904) 222-0204
Fax: 904-677-7939
Email: caroline@postillionllc.com

My Partner

Postillion Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support Postillion Wealth Management needs. In turn, this allows the team at Postillion to give clients like you the service they deserve.

IFP fully supports advisor independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences

IFP Support Team

William E. Hamm

Chief Executive Officer, Independent Financial Partners

Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL). Wanting to expand this group, he decided to build a firm that he as an advisor would want to join…a firm of advisors built by an advisor. Growing from 10 advisors in 2000 to now over 200 nationwide, IFP is on the cutting edge of the hybrid RIA industry and has served as a preferred platform for financial advisors seeking the path of independence.

Mr.Hamm is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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Aaron Gilman

Chief Investment Officer, Independent Financial Partners

Aaron serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Asset Management Group. Serves as head of the IFP Investment Advisory Committee. Aaron is also a partner at MarketPsych Insights, a company dedicated to providing a suite of client profiling tools for the modern financial advisor. MarketPsych Insights is a separate entity from IFP.

Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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Hessum Zangenehpour

Director, Trading, IFP

Hessum is responsible for processing advisory fees and serves as a liaison to advisors with regards to various billing needs with external and internal contacts. He previously has worked on a variety of quantitative trading projects with privately held firms and individual clients and was an early investor in Bitcoin.

Mr. Zangenehpour is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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Jayne Alford

Managing Director, IFP Insurance Group

Jayne Alford represents IFP Insurance Group to independent financial advisors of all backgrounds and expertise. She consults on concepts, case design, on the use of risk transfer tools including life insurance, disability, long term care, and annuities. Jayne is a strategic marketer in business development for advisors wanting to grow, opening new markets to include insurance opportunities. She speaks, trains, and advocates for the collaborative approach in planning.

Ms. Alford is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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Jeff Acheson

Chief Business Development Officer, Independent Financial Partners

Jeff Acheson leads IFP Plan Advisors with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to advisors focused on the retirement plan and advanced markets. His focus is on the delivery of a breadth of service, supported by a depth of tools and resources, all integrated and delivered through cutting-edge technology.

Mr. Acheson is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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Abby Bohatch

Manager, New Accounts, Independent Financial Partners

Abby provides support and assistance to advisors opening new accounts, ensuring paperwork is in good standing. She comes to IFP with 2 years of experience in the financial industry. She previously worked as a new accounts representative at INVEST Financial. While at INVEST, she was part of the travel team and helped mentor new associates.

Ms. Bohatch is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

Melissa Loner

Chief Compliance Officer, Independent Financial Partners

Melissa is the Chief Compliance Officer at Independent Financial Partners, a broker-dealer and RIA based out of Tampa, Florida. She is responsible for keeping IFP compliant, which means abiding by FINRA and SEC regulations. Prior to joining IFP, she was the VP of Fiduciary Services and the Chief Compliance Officer over their RIA.

Ms. Loner is an employee of Independent Financial Partners and not alliliated with Postillion Wealth Management, LLC.

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