Psi-Consultants.com

Ed Gaelick, CLU, ChFC

In all my years of being in business, the most frequent and appreciated comment I get is “I trust you.” I think my unique, most important characteristic is making people feel comfortable and confident they are talking to the right person. I recognize that helping people with their finances is sensitive and I take that responsibility very seriously. I am committed to building lasting relationships and I do this by dealing with everyone in the most professional, ethical and trustworthy way. I believe I have earned great respect from my clients and professional associates by never compromising quality, service and trust. Read about Ed's accomplishments...

Jodi Wilborn, Manager, Group Operations

Jodi is our most senior staff member. She is a licensed broker and has extensive experience implementing and servicing employee benefit programs. Jodi has exceptional relationships with our insurance carriers and has a vast knowledge of the marketplace. This enables her to respond effectively to the ever-changing needs of our clients. Jodi supervises our staff and is a valuable source for benefit, regulation and administrative questions.

Whitney Bartlett, Client Services Specialist

Whitney is an upbeat, dynamic member of our team who is very hands on and service oriented. Her accounting background allows her to view matters with an analytical eye.

Thanae Stavropoulos, Client Services Specialist

Thanae brings a great energy to our office and will be your first point of contact when calling our organization. She keeps the office running smoothly and handles all of the administrative responsibilities associated with managing our clients' accounts. Her infectious personality and professional manner is appreciated by all.

Whitney and Thanae work in tandem and are available to assist you with any questions you may have. Having people equipped to handle and resolve all types of insurance related matters directly with a carrier, provider or pharmacy is essential.

John R. Gerard, LUTCF, CLTC – LONG TERM CARE SPECIALIST
The cost of Long Term Care Services, including home health care, alternate living facilities and nursing homes, remains the largest looming unfunded liability for baby boomers and their parents. LTC is the only major health care expense that is not covered by conventional group or individual health insurance, Medicare or Medicare Supplements. John has more than 25 years experience in the benefits field and is a true Specialist in Long Term Care Planning.

John currently holds the LUTCF and CLTC designations. John has been published in several industry publications, has been on several Advisory Boards and has been a Keynote Speaker at numerous trade organizations and associations on the topic of Long Term Care.

Daniel E. Sommers Jr., CLU, ChFC, Group Retirement Specialist

Dan’s career in pension planning dates back to 1973. He specializes in all facets of the retirement planning process for small to medium size businesses which involves plan design, implementation, funding and ongoing servicing. Dan is securities and life licensed and holds the professional designations of Certified Life Underwriter (CLU, ChFC) and Chartered Financial Consultant (ChFC).

James DeMatteo, Individual Investment Specialist

James is Series 7, 63, and 65 licensed. He has extensive experience from a diverse background in investments. His roll at PSI Consultants will be to support investment clients, analyze and build portfolios, research and identify investment opportunities, and manage equity accounts. He specializes in asset management and retirement distribution strategies.

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