Broker Check
 

Team

The staff at EGFAS has Certified Financial Planning Professionals™, Licensed Assistants, and Registered Paraplanners to assist the complex needs of our clients.

Our company’s foundation establishes itself on trust to help give you confidence that we will handle your financial concerns in a professional manner.

Your journey begins with a plan or track that helps define, develop, and implement your the financial objectives. We call this plan “Your Retirement Ticket”® to financial independence.

We take pride in offering what the Certified Financial Planning Board of Standards upholds as “the recognized standard of excellence for personal financial planning.” Together with our menu of Retirement Express Services we offer a comprehensive review of your investment plans, retirement plans, insurance protection, and estate plans. We do this while also incorporating tax reduction strategies.

We regularly schedule meetings to discuss your needs and objectives and deliver a consistent calendar of client appreciation events, educational events, newsletters, tax reports, updates, and articles of current interest. EGFAS stays on top of what is topical so that we can offer our best and most current ideas, suggestions and solutions.

Our office consists of three Certified Financial Planning Professionals™. We have a support staff of nine employees, seven of whom hold licenses or certifications in one or more of the following areas:

  • Certified Financial Planning Professional™
  • Series 6
  • Series 63
  • Series 65
  • Series 66
  • Series 7
  • Series 24
  • Series 51
  • Registed Paraplanner, RP®
  • Life and Health Insurance
  • Variable Annuity

Please see our staff bios for more information. We look forward to serving you.

 

Richard (Rich) Graham, CFP®

Certified Financial Planning Professional™

219-736-6900

Rich Graham established Eley-Graham Financial Advisory Services in 1985, where he and his Advisory Team have been serving the financial and retirement planning needs of individuals, families, and small business owners. Security...

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Dorothy (Dotty) Austgen, CFP®

Certified Financial Planning Professional™

219-736-6900

Dorothy (Dotty) Austgen is a Certified Financial Planning Professional™who dedicates herself to helping people feel confident about their future.  One of Dotty’s favorite sayings is

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Karen Candiano, CFP®

Certified Financial Planning Professional™

219-736-6900

Karen started her financial services career in 1975—a time when the financial services industry had not yet recognized the role of female advisors. She joined Eley-Graham Financial Advisory Services in 1980, progressed through various...

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Lee Bernstein

Business Manager

Lee is a Registered Paraplanner℠, RP.

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Claudia Graham

Bookkeeper

Claudia is a Registered Paraplanner℠, RP.

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Elizabeth (Liz) Burghgraef

Advisor Assistant

Liz is working on obtaining her Series 6 and Series 63.

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Danielle (Dani) Burton

Director of First Impressions

Dani runs our front office and assists everyone in countless ways.

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Anna Csernak

Operations Manager

Anna holds a Certified Financial Planning Professional™ designation and the following securities licenses: Series 6, Series 7, Series 63 and Series 24.

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Kathleen (Kate) Jarvis

Operations Supervisor

Kate holds the following securities licenses: Series 63, Series 7, Series 24 and Insurance Certifications: Life and Health, Variable Annuity

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Kathleen (Kathy) Klakoski

Karen Candiano’s Assistant

Kathy holds the following securities licenses: Series 6 and Series 63, and she is a Registered Paraplanner℠, RP.

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Louise Vale

Operations Assistant

Louise holds the following securities licenses: Series 6 and Series 63, and she is a Registered Paraplanner℠, RP.

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Nicole (Niko) Yates

Rich Graham’s Assistant

Niko holds the following securities licenses: Series 66 and Series 7. She is working toward her insurance certifications, after which she will work toward becoming a Certified Financial Planner®.

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Michael Gard

Advisor Assistant

Mike is working on his Series 7 and plans on becoming a Certified Financial Planning Professional™.

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