With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Mark Galaini

Financial Advisor

Franchise Owner
Visit Mark Galaini's website


Team

Karen R Jacobs

Business Development Manager,

Client Service Manager

Qualifications

  • I joined Mark's team in 1997
  • I currently hold Life Health and Variable Annuity License

Roles & Responsibilities

  • Set Appointments
  • Review and research client accounts for potential financial planning or investment business
  • Coordinate events
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Kathy R Galaini

Office Manager,

Financial Planning Assistant

Qualifications

  • I have worked with Mark since 1984.

Roles & Responsibilities

  • Daily management of office
  • Prepare information for client meetings
  • Input of financial plans
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