OUR STORY
1988
The Beginning
Doug joined Prudential in 1988 to enhance the financial services experience. Alongside his father and colleague, John Garback, they worked to build individual practices for many years.
1998
back to school
Doug enrolled in The American College of Financial Services where he earned designations to serve his clients in lifelong planning. He also qualified for Million Dollar Round Table; an organization to help develop a path for advisory businesses. This fundamental year encouraged Doug to explore opportunities beyond the scope of the business.
2004
john retires
After a successful career, John retired from Prudential, and the individual practices were combined to create a community that would later be known as The Garback Agency.
1992
DIANE JOIns
With her superb attention to detail and coming from a technology background, Doug's wife, Diane became a valuable asset to the firm. She implemented new technology to improve business functions and was licensed to sell Property and Casualty. She soon became a National Qualifier for the company.
1999
seeking opportunities
While attending his first Million Dollar Round Table convention, Doug was introduced to an entrepreneurial organization called Strategic Coach. He joined the organization in the same year and became an active member. Doug attributes many of the firm's successes today to his self-discovery through this program.
2008
Expansion
Doug expanded his practice again by acquiring another firm. He then hired more team members to assist in day-to-day tasks and operations.
2011
sharing ideas
Doug served as the National Co-Chair on the Field Advisory Council at Prudential from 2011-2014 . An organization of advisors and Prudential corporate executives who share feedback, concerns, and successes within the company. Being part of this group influenced the teaming style implemented into our firm.
2015
financial planning
Doug and Diane went to planning school and after aquiring designations, they began fee-based financial planning.
2016
award of excellence
Since becoming a full-service, fee-based financial planning firm, The Garback Agency has been in the top 10 Financial Planners Award of Excellence from 2016-present.
2018
danielle joins
2019
carly joins
2022
jonathan joins
2021
associate planner
After joining The Garback Agency in 2018, in 2021 Danielle went into personal production and earned her Certified Financial Planner® designation. She and Doug work along-side one another to fulfill the retirement lifestyle our clients dream of.
2023
nick joins
