About Us

Phase One Financial Group David Schulman
David Schulman
Phase One Financial Group Brian Santangelo
Brian Santangelo

David was a registered rep with Morgan Stanley selling variable annuities, investments and life insurance before entering the brokerage world.  Since then, David has worked with and help training hundreds of agents with selling both fixed and indexed annuities.  

Brian was a Life and Long Term Care Insurance agent before becoming a top selling LTC internal wholesaler.  That is where Brian developed the desire to work independent agents offering life, health and annuities.