SAFEGUARD FINANCIAL: THE TEAM


Steve Sarago

Principal & Founder

Growing up in the great western movie era, I wanted to be a horse-riding cowboy. Quickly that dream faded to what I am best suited for owning and managing insurance agencies. Please understand building a fire under the stars has its' merit but my passion has been building insurance programs that protect families against monetary loss. One of my early mentors told me without love there would be no need for insurance. Once you think about it, I am sure you would agree. During my forty-year tenure we have advised over one thousand families with their long-term protection objectives. Although I have received many insurance rewards for my service, it is the relationships built, I value most.

My business is investing in you, by listening, hearing what matters most and designing a program that fits into legacy you wish to create. There is nothing more rewarding than seeing a client's progression from my trusted advisor status to someone they can call a friend. This is what you can expect from us attention to detail putting the right program in place with a budget that works for you. As a father of 4 girls, a grandfather of 8, my wife Naomi and I understand the generational needs of creating a legacy.

Brief history of my career:

30 years as an CEO & Agency owner with State Farm and Nationwide insurance. Top 1% of 17000 agencies at State Farm.

Cosaint Insurance Partners LLC- Managing Partner-Sales and Service Management Mergers Acquisition

Safeguard Financial Advisors- CEO and founder- Managing Life and Financial Services

 

Emily Galloway

Vice President, Sales

Nashville Ballet: Ballet trainee performed with the prestigious Nashville Ballet

Galloway Ministries: Emily served co-pastor, leader, itinerate speaker and innovator

Freight Wise LLC: Administrative coordinator corporate headquarters Brentwood TN

Project Rise: Active Founder CEO- Charitable organization building and empowering women. Actor and model.


I am excited to add Emily Galloway to our Safeguard Financial Advisor family.

In her role as VP of Sales & Marketing together we will work with clients to bring solutions to their individual set of needs simple or complicated.

Emily provides you with a unique skill set which includes attention to detail, concept clarity, and strong relational aptitude to assist you on plan decisions. Besides working together on your cases she will design client educational programs in print and video.

 

JOHN SANCHEZ

John C. Sanchez, MBA is the President and CEO of Logos Brokerage Resources, LLC., a nationally licensed insurance brokerage and consulting firm founded in 2012.

John has over 30 years of experience in the financial services industry, as an insurance advisor, an investment manager, and as an accountant. In the early part of his career, he worked in a public accounting firm, as a tax-examiner for the IRS, and as the Finance Manager of the Coca-Cola Bottling Company in Coatesville, PA. During this time, John also earned his MBA with a concentration in tax and finance. 

John found his real passion when he expanded his career into the Financial Services Industry. He realized he could make a real difference in clients’ lives by advising them on the many facets of a comprehensive financial strategy. He spent several years with UBS and Morgan Stanley as a stockbroker and a fee-based investment manager. Then with his diverse experience, he opened his own wealth management firm, Sanchez Wealth Management. There he advised affluent families and business on advanced planning strategies, and continued with that purpose when Logos Brokerage was formed.  For the past 20 years, John has been designing tax-efficient advanced planning strategies for affluent clients and business owners. He consults with financial planners, CPA’s and estate planning attorneys to help clients build, optimize, protect and transfer their hard-earned assets. He believes that the most useful yet underutilized tool in financial planning is life insurance. He currently works directly with the financial planning experts and underwriters of some of the most recognized insurance carriers in the world, in order to get his clients the best insurance solutions possible.   

 

AUDREY HAGAR

Audrey Hagar is the Operations Manager at Logos Brokerage Resource where she oversees that the day-to-day operations of the Brokerage, from management and below, are running smoothly, effectively, and in the most cost-effective way. Audrey's professional experience is anything from managing a large Medical Spa in Denver, to being a Cosmetic Client Coordinator/Director and Medical Esthetician at a prominent Dermatologists office in Boulder, Colorado.  She has over 20 years of customer relations experience, 15 years of administrative experience, and 10 years of management.  While the Life Insurance Industry is a newer field for Audrey, her prior work experience brings a wealth of knowledge and innovative ideas for the Brokerage. 


When not working at the Brokerage, Audrey enjoys spending her time outdoors with her 7-year-old son, Ethan, and her 2-year-old Golden Retriever, Charlie.  She is a native Texan (y’all), however, she has called Colorado her home for the last 15 years.  If you're ever near the Boulder area, be sure to reach out to her for a loaf of Sourdough Bread (her specialty).