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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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Stacey Rapant

New Business


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

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Allison Howard

New Business and Underwriting Case Manager


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...

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Jessica Whitten

New Business and Underwriting Case Manager


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...

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