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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steven Crawford



Steve is the General Agent for Financial Balance Group, LLC, an agency of The Guardian Life Insurance Company of America, NY, NY.

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Bill Olmsted

Vice President


Bill focuses on income protection strategies for personal clients nationwide. Most of his clients are business owners, physicians and consultants. 

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Matthew Finn

Financial Representative


Works with professional insurance agents and financial planners in the Maryland, Virginia, Eastern Pennsylvania, Delaware and Washington D.C. marketing and processing Guardian life and disability insurance for their clients.
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Susan Campbell

Financial Representative


Works with professional insurance agents and financial planners in Maryland, Virginia, and Eastern Pennsylvania marketing and processing Berkshire disability insurance.
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Jennifer Finn

Office Manager


Jen is our office manager and is responsible for the administration of our office, the staff and normal day to day operations.
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Gary Fegan

Registered Representative


Gary is a registered representative that has helped mostly affluent clients with their financial planning, investment and insurance needs since 1995.

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Larry Laskin

Financial Representative


There are many insurance agents out there. But if you are looking for an insurance professional who will take care of your needs like a family member, you’ve come to the right place.

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Stacey Rapant

New Business


Stacey is the contact person, and head of our field underwriting department.
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