Broker Check

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: 

 
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,...

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Susan Schaefer

Vice President

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...

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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....

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Timothy J. Smith, CLU ChFC

Insurance Brokerage Manager

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...

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Robin Condon

OSJ Compliance & Supervision Manager

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...

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Helen Taylor

Chief Marketing Officer

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...

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Liz Kelley

Office Manager

Liz has been with GFG since November of 2003. Before joining GFG, she had been Operations Manager for Trident Advisors, LLC a statistical arbitrage hedge fund. Liz oversees the day-to-day management of GFG’s back office, and is...

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Georgeanne Carleton, RN

Team Leader, Insurance Case Management

Georgeanne joined GFG in April of 2012. She has a B.S. degree in Nursing from St. Louis University, and spent 8 years as a practicing RN at St. John’s Medical Center in St. Louis. She went on to manage a staff of five Nurse Case...

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Gregory Leone

Director, Retirement Plan Services AIF®, CIMA®, CPFA

203-542-2021

203-544-9967

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....

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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...

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