The AFG Team

 

Atlantic Financial Group, LLC, Managing Partner

Business inception- 1999

Qualifying Member of the MDRT

LUTCF designation- American College, Bryn Mawr, PA.

LTCP designation- AHIA, Washington D.C.

CLTC designation- Corporation for Long Term Care Certification Inc.

Associates Degree in business, Anne Arundel Community College

Eagle Scout Award, Boy Scouts of America 

 

 Brett M. Sause, LUTCF, LTCP, CLTC Financial Services Professional

Brett’s approach in working with clientele is to help them create their own custom tailored plan.  To create a plan we first need to get better acquainted and evaluate the client by asking probing, and sometimes disturbing questions about their current situation. Knowing full well that over time, life will ultimately change.  We will take the time needed to build in the “flexibility” needed to make sure that your plan will evolve as you do.   Brett’s strengths lie in retirement planning, tailoring plans for long term care, and estate planning.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Shannon Hatfield, Office Coordinator
 Atlantic Financial Group, LLC
 
Shannon became apart of the Atlantic Financial Group, LLC in 2008.  She has become a huge asset to the company.  Shannon oversees all daily operations of the office.  Her expertise lies in, but is not limited to providing excellent client customer service.  She also maintains the accuracy and confidentiality of all client accounts. 
She can be reach by calling 410-897-9581 Ext 4810
 
 
 
 
 Barbara Filippelli, CLU, ChFC, LUTCF
 Financial Services Professional*
 Salisbury Maryland
  
Barbara has been in the financial services business for over 30 plus years running her New York Life Practice.  Her specialty lies in both the fixed annuity and guaranteed lifetime income market place.  Located in the heart of Salisbury Maryland, Barbara has become a fixture in the community.  With clients that hail from Ocean City MD to the shores of Delaware and surrounding areas Barbara is able to keep careful watch over her clients financial affairs.  In 2007 Barbara and Brett formalized an association that will enhance superior continued service of Barbara's clientèle.

 

 

 

 

 

 

 

 

 

 

 

 

 

Walton W. Rogers, CLU ChFC, Financial Services Professional
Associate New York Life Agent in Annapolis* Walton has been in the insurance and financial planning industry for 30 years. He has been both a mentor and has served as a valuable source of knowledge for Brett.  Walton is a qualifying and life member of the MDRT and has been nominated to the MDRT Executive Committee.  He will serve as President of the MDRT in 2008.  www.waltonrogers.com

 

 

Lisa wood

 

 

 

 

 

 

 

Lisa Wood
Director-Income Insurance & Investments, New York Life Insurance Company*   

Lisa has been in the insurance and financial planning industry for 12 years, and works extensively in retirement and income planning. Lisa is a valuable resource and highly knowledgeable in her area. She has assisted both Brett and Matt in working with many clientele.

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Daniel A. Ogden, CLU
Life Product Consultant, New York Life Insurance Company, South Central Zone*

A Bachelor of Science in Education graduate of Penn State University, Dan Ogden taught high school Mathematics before accepting an agent contract with New York Life in Fredericksburg, VA. During his eight years as an agent he subsequently moved to Richmond, VA where he accepted a position in management. During Dan's thirteen years attached to the Richmond General Office, he held the position of Sales Manager and Training Manager before becoming Life Product Consultant for the South Central Zone in September 2000 covering the states of Virginia, Maryland, North Carolina and the District of Columbia. In that capacity, he assists agents in the promotion of sales concepts and the sale of Life Insurance products.

Dan attained his CLU designation in 1993 and is Past President of the Richmond Chapter of the National Association of Insurance and Financial Advisors. He also is a member of the Society of Financial Service Professionals where he has served in various capacities.

Married with two grown sons, Cameron (born 1980) and Hunter (born 1982), Dan lives in Midlothian, a suburb of Richmond, Virginia. He lives there with his wife, Karla, with whom he has been married since 1975.

 

 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


*The above mentioned associates are not affiliated with Atlantic Financial Group,LLC