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™
Dorothy (Dotty) Austgen, CFP®
Certified Financial Planning Professional™
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
Lee Bernstein
Business Manager
Claudia Graham
Bookkeeper
Elizabeth (Liz) Burghgraef
Advisor Assistant
Danielle (Dani) Burton
Director of First Impressions
Anna Csernak
Operations Manager (Retired but acts as a consultant)
Anna holds a Certified Financial Planning Professional™ designation and the following securities licenses: Series 6, Series 7, Series 63 and Series 24.
Kathleen (Kate) Jarvis
Operations Supervisor
Kathleen (Kathy) Klakoski
Karen Candiano’s Assistant
Louise Vale
Operations Assistant
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 is working on his Series 7 and plans on becoming a Certified Financial Planning Professional™.