Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Valorie P. Gast

CA Insurance License #0H20822 Financial Advisor | Retirement Planning Specialist

715-845-3196

715-848-6067

valorie.gast@equitable.com

John Knoll

CA Insurance License #0M85879 CERTIFIED FINANCIAL PLANNER® Professional, CFP®, ChFC, RICP, TPCP

715-845-3196

715-848-6067

john.knoll@equitable.com

Matthew Gast

CA Insurance License #0M76182 Financial Planner, M.S., RICP

715-845-3196

715-848-6067

matthew.gast@equitable.com

Erik Sherfinski

Associate Financial Advisor

715-845-3196

715-848-6067

erik.sherfinski@equitable.com

Maiv Lee

New Business Coordinator

715-845-3196

715-848-6067

maiv.lee@equitable.com

Abigail Rindfleisch

Administrative Assistant | eMoney Support

715-845-3196

715-848-6067

abigail.rindfleisch@equitable.com

Sydney Schmeiser

Administrative Assistant | Receptionist

715-845-3196

715-848-6067

sydney.schmeiser@equitable.com

Rachael Mueller

Business Project Coordinator

715-845-3196

715-848-6067

rachael.mueller@equitable.com

Samantha Curtin

Financial Consultant

949-833-5840

949-833-1427

sam.curtin@equitable.com

Suzanne Brown

Client Services Coordinator for Samantha Curtin

949-833-5845

949-833-1427

suzanne.brown@equitable.com