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

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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