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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We also have an in-house Business and Personal Insurance expert that can help design your insurance coverage to protect your personal and business assets from loss. 

And if the need arises, we have relationships with attorneys and CPAs to which we'd be happy to refer you. 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Dean Teofilo

Certified Financial Plannerâ„¢



Bringing his clients a wealth of experience, Dean Teofilo, CFP® has been an independent investment adviser since 1989, and worked in the banking and finance industry for four years prior to becoming an advisor. His areas of...

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Michele Teofilo

Director of Operations



Michele has more than 25 years of experience in the insurance and financial services industry. She is head of operations for Teofilo and Company. In addition, she offers complete insurance products for individuals, families, and small...

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Heather Schatzman

Director of Client Services


Heather is our Director of Client Services who oversees the day to day operations of Teofilo & Company and makes sure that client needs are handled with the utmost care.

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