Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Delaney Stanton Gallagher
Managing Director
I provide a financial planning analysis that utilizes both risk management and wealth accumulation ideas; working with clients to identify their financial security needs and focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs.
Anthony Richard Vargas
CLU®, ChFC®, CFP®, ChSNC®
Our team helps business owners and busy professionals, who have little time left after career and family manage their personal finances. Most of are clients are young professionals or clients that have complexity in their financial life. They receive compensation in the form of equity, own a business, or work at large tech companies with complex benefits. We make complex planning simple.
