Doug founded the firm in 1988 and continues to play a key role in shaping both client strategy and the overall direction of the agency. He remains deeply involved in building comprehensive financial plans, particularly in the areas of retirement and legacy planning, working closely with clients to create thoughtful, forward-looking solutions. Doug also mentors the next generation of financial planners and brings strategic insight to both client relationships and firm-wide initiatives—ensuring every plan is rooted in experience, purpose, and long-term confidence.

Danielle is deeply committed to walking alongside clients through every stage of their financial journey. With a strong foundation in accounting and a passion for personal connection, she helps individuals and families create thoughtful, goal-driven plans for protection, education, retirement, and legacy. Known for her hands-on approach, Danielle is often the first to celebrate milestones, answer the tough questions, and provide clarity in moments that matter most. Her ability to blend empathy with expertise makes her an invaluable guide to those seeking not just financial security, but long-term peace of mind.

Carly brings energy and creativity to everything she does, using strategic marketing to highlight the importance of financial wellness and build meaningful client connections. She’s passionate about creating impactful experiences—whether through campaigns, events, or day-to-day interactions—that help clients feel seen, supported, and inspired to take control of their financial journey.

Rachel plays an integral role in the financial planning process, working closely with clients to gather important data, assist in meetings, and keep the planning experience organized and seamless. Known for her positive attitude and willingness to go above and beyond, she brings reliability and care to every client interaction. Rachel joined the firm in February 2025 and is currently studying to become a CERTIFIED FINANCIAL PLANNER™ professional. As she continues to grow within the firm, she is expanding her role into investment portfolio analysis and contributing more directly to the strategic planning process.

Maurine leads our client outreach and follow-up efforts with dedication and precision, making sure no client need goes unmet. She uses her experience and intuition to spot when updates or changes are needed and connects with clients to ensure they’re always aligned with the right protection and support. Known for her tireless work ethic and deep care for the people we serve, Maurine plays a key role in strengthening relationships and uncovering meaningful opportunities to better serve our clients.

Nicholas Garback serves as our Property and Casualty Insurance Consultant, working directly with clients to assess coverage needs and provide personalized insurance solutions. Since joining the agency in 2023, he’s focused on building strong client relationships and ensuring each policy aligns with what matters most. With a background in both service and consulting, Nicholas brings clarity and care to every interaction, helping clients feel confident and protected.

Jonathan Carrillo supports our Property and Casualty clients by reviewing coverages, processing updates, and ensuring a smooth and personalized service experience. Bilingual in Spanish and English, he also acts as a key point of contact for dealership relationships and helps coordinate outreach efforts to engage new clients. Since joining The Garback Agency in May 2022, Jonathan has brought warmth, clarity, and dedication to every interaction—always treating clients like family and striving to deliver a positive, supportive experience.

Dennis has been serving clients as a Prudential financial advisor since 1985, building trusted relationships and providing thoughtful guidance for nearly four decades. In February 2025, Dennis began transitioning into retirement, entrusting his clients to The Garback Agency with confidence that they would continue receiving the same high level of care and service. While now working with clients on a smaller scale, Dennis remains a valued resource and continues to provide guidance during this important chapter of his career—ensuring every client feels supported and secure through the transition and beyond.

Geoff is a long-standing partner of The Garback Agency, operating under Brunswick Financial Group. With a focus on group health insurance, investments, and life insurance, Geoffrey works closely with individuals, families, and businesses to help them navigate essential coverage and financial decisions. As a Prudential financial advisor, he values clear communication and dependable service, contributing to our collective mission of supporting clients with care and consistency.