Steven Crawford
(240) 848-5552

During his career, he has been the number one producer of disability insurance for Guardian nationwide multiple times, and as a General Agent for Guardian he sits on the Field Advisory Board for Berkshire Life. Steve is also the only person to become a member of Berkshire's lifetime achievement "DI Circle of Excellence" twice, both as a producer and a General Agent. Steve has been referenced in articles from major news sources such as The Wall Street Journal, Time Magazine, The New York Times, CNN, Money Magazine, and CBSMarketwatch.com.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products are offered through PAS, member FINRA, and SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Financial Balance Group, LLC is not an affiliate or subsidiary of PAS or Guardian. CA insurance license 0D07207, AR insurance license 2508540 Check the background of our investment professionals on FINRA's BrokerCheck.

Matthew Finn
(240) 602-3274

A brokerage manager for Guardian, Matt works with insurance agents across the country helping them grow their DI profit centers. He is a member of Berkshire's Circle of Excellence and has been the number one DI wholesaler for Guardian numerous times. With over 20 years of experience working with insurance agents, he knows how to get the job done for all of the agents he works with.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Balance Group, LLC is not an affiliate or subsidiary of Guardian.
 

Susan Campbell
(301) 514-4594

A brokerage manager for Guardian since 1999, Susan works with agents across the country helping them grow their disability and life insurance business. She is a member of Berkshire's Circle of Excellence, a past president of NAIFA NoVA, and is President-Elect for Virginia State NAIFA.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Balance Group, LLC is not an affiliate or subsidiary of Guardian.

Bill Olmsted
(301) 919-1990

Joined our firm in 2002 to help consumers across the country purchase disability insurance. He is now a member of Berkshire's "Inner Circle" for elite DI producers. He has been one of our top agents every year, and he created many of the best systems that you see on our website now.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products are offered through PAS, member FINRA, and SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Financial Balance Group, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 0D94494, AR Insurance License # 3395434 Check the background of our investment professionals on FINRA's BrokerCheck.

Jennifer Finn
(240) 683-9700

Jen joined our firm in 2000 and is now our office manager. She is responsible for the administration of our office, the staff, and normal day-to-day operations. In addition to managing our administrative staff, she is responsible for the monthly commissions sent from our office to all of our brokers.


 

Stacey Rapant
(413) 441-1249

Having been a manager in the New Business department at Berkshire Life's home office, Stacey joined us as the head of our underwriting department in 2003. She works with most of our top agents negotiating offers from underwriting on their behalf. Her team of people allows the agents working with us to focus on sales, while we handle all of the underwriting processing for you.

Allison Howard
(860) 874-0255

Allison joined us after working for 6 years with the Guardian Life Insurance Company of America home office in Pittsfield, MA. She brings a wealth of experience to our new business department working with Stacey and Jessica. She handles most of the future increase option applications for the producers working with our office along with running proposals.

Jessica Whitten
(413) 770-6993

Jessica joined us after working for several years in the Guardian call center. Her experience there helps our producers navigate anything they need from the home office. Jessica is normally our producer's first point of contact when calling our office, and can help agents with policy owner services, running proposals, and help with any underwriting needs.