Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Mark Galaini

Mark Galaini

Financial Advisor

Franchise Owner
Visit Mark Galaini's website


Team

Kathy R Galaini

Office Manager,

Executive Assistant

Qualifications

  • I have worked with Mark since 1984.

Roles & Responsibilities

  • Daily management of office
  • Set appointments
  • Work closely with Mark to make sure that our clients have a favorable experience
  • Gather information from clients for applications whether brokerage or annuity
  • Update website
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Tara Sprouse

Assistant,

Receptionist

Qualifications

Roles & Responsibilities

  • Set appointments
  • Send out appointment confirmations
  • Handle mail log and check scanning
  • Set up all client information for appointments
  • Update and scan all client data
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