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.

Photo of Managing Director Delaney Stanton Gallagher

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.

Photo of Anthony Richard Vargas

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.

Photo of Operations Assistant Stephanie Mendoza

Stephanie Mendoza

Operations Assistant