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.

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Colleen M Keable

Administrative Assistant

Photo of Growth and Development Director Jonathan David Teves

Jonathan David Teves

Growth and Development Director

Photo of Field Director Jonathan L. Galego

Jonathan L. Galego

CLTC®

Field Director

My team and I specialize in wealth accumulation, protection and distribution. Our commitment to our clients is to understand their needs, keep up to date and fully educated on all areas related to comprehensive financial planning. We take a holistic approach to building this relationship and implement a strategy dovetailed to your most important goals and objectives.
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Jared Gansert

Director of Recruitment