Broker Check

Team

 

Timothy P. Gelinas, CAS®, CFS®, CIS, CSA

President

tgelinas@sfp.us.com

Tim has been diligently meeting the needs of his clients for over 25 years. He specializes in helping retirees preserve and protect their assets. His personalized service has won numerous awards and he has been...

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Jolynn Riney

Office Manager

jriney@sfp.us.com

I have been with Senior Financial Planning, LLC for 13 years. I enjoy working with clients to help them reach their financial goals. I oversee the day-to-day operations that are required to keep the office running smoothly,...

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David Hausdorf

Office Assistant

dhausdorf@sfp.us.com

I joined the Senior Financial Planning family in 2017 in a part-time role and was blessed to be offered a full-time position in May of 2018.  I am one of the voices you hear when you call the office.  My main roles are account onboarding...

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Donna Cates

Office Assistant

dcates@sfp.us.com

I manage our LifeTrack service developed by Estate Settlement Services. I help keep our clients organized and up to date with all their critical, personal information. I enjoy calling our clients on a regular basis and getting to know...

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Rachael Gelinas

Bookkeeper/Creative Editor

rgelinas@sfp.us.com

She has worked with her husband, Tim, in insurance and financial services since 2000. She has been the driving force for developing office systems and procedures and has been integral in the growth of Senior Financial Planning....

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Gary Swilley

CPA

(770) 296-3017

garyswilley@icloud.com

My professional background has included over 20 years in pubic and corporate accounting and 12 years of service with the US Dept. of the Treasury, Office of the Inspector General for Tax Administration. This experience provided an...

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