Team
The staff at EGAFAS 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 two Certified Financial Planning Professionals™, and two Financial Advisors. We have a staff of nine, seven of whom hold licenses, registrations, 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
We look forward to serving you.
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
Karen Candiano, CFP®
Certified Financial Planning Professional™
Niko is a Financial Advisor who holds the following securities licenses: Series 66 and Series 7. She also holds an Insurance Certification, and she looks forward to working toward becoming a Certified Financial Planning Professional™.
Mike holds Series 7 and 66 registrations and an Insurance License. He looks forward to working on becoming a Certified Financial Planning Professional™.
Lee Bernstein
Business Manager
Lee is a Registered Paraplanner℠, RP.
Kathleen (Kate) Jarvis
Operations Supervisor
Kate holds the following securities registrations: Series 63, Series 7, Series 24 and Insurance Certifications: Life and Health, Variable Annuity
Kathleen (Kathy) Klakoski
Karen Candiano’s Assistant
Kathy holds the following securities registrations: Series 6 and Series 63, and she is a Registered Paraplanner℠, RP.
Elizabeth (Liz) Burghgraef
Advisor Registered Assistant
Liz holds the following securities registration: Series 6, and she is working on her Series 63.
Danielle (Dani) Burton
Director of First Impressions
Dani runs our front office and assists everyone in countless ways.
Pamela Caldwell
Administrative Assistant
Pamela is working toward her Series 6 and 63.