Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
GFG Leadership Team
The GFG leadership team has been built carefully over many years, and each member brings a unique and well- matched set of education and experiences to GFG. GFG’s management team is highly qualified, experienced, and among the most capable of large regional or national OSJ’s and insurance marketing organizations.
The GFG leadership team is as follows:
Susan Schaefer
Vice President
James C. Smith, CLU ChFC
Vice President
Timothy J. Smith, CLU ChFC
Insurance Brokerage Manager
Robin Condon
OSJ Compliance & Supervision Manager
Helen Taylor
Chief Marketing Officer
Liz Kelley
Office Manager
Georgeanne Carleton, RN
Team Leader, Insurance Case Management
Operating within a network of top insurance carriers and mutual fund companies, technical advisors, and service professionals, Greg works with client organizations to help establish both qualified and non-qualified retirement programs....
Steven Sheinberg
Employee Benefits Consultant
Steve joined GFG in 2010. Steve has more than 32 years of experience as an employee benefits consultant for corporations and non-profits and is also an independent broker for executives and individuals in their need for Life, Long term...