Team

John is the founder and president of Georgetown Financial Group, Inc. a full- service financial services firm with offices in Georgetown, CT and Pleasantville, NY. He is also a Regional Director, an Investment Adviser Representative,...

Susan holds a B.A. degree in chemistry from the University of Connecticut, and she has an M.A. degree in corporate communications from Fairfield University. Susan spent the last 25 years building GFG’s health care & employee...

Jim has been with GFG since 1997. Jim holds a B.A degree from Queens College, and was a brokerage sales manager for The Paul Revere Life Insurance Company from 1981 – 1997. He has over 30 years of experience as a financial advisor....

Tim joined GFG in November of 2012 and today directs GFG’s insurance brokerage operation on a day-to-day basis. Tim is a 1987 graduate of the University of Maryland with a B.S. degree in finance. From 1987 until 2005, Tim was a...

Robin joined GFG in May of 2009. She holds a degree in business administration from the University of Connecticut. Prior to joining GFG, Robin had been a compliance manager with Lincoln Financial Distributors, and a regional compliance...

Helen has also just joined GFG. She has more than 20 years of experience in the financial services industry, primarily focused on marketing communications and relationship management. Most recently, she was Marketing Manager with the...

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....

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...

Donna joined GFG in July 2020. She is in charge of the CEO’s email, calendar and office ensuring smooth functioning of activities and processes across multiple lines of business. She manages day-to-day needs of the office systems...