Map

Our Team

Brett M. Sause, LUTCF®, LTCP®, CLTC®
Principal & CEO

brett@atlanticfinancialgroup.org

Brett started in the financial services profession in 1999. The Atlantic Financial Group, LLC was formed shortly thereafter. The firm's philosophy in working with all of its clients is to guide them through a process that Starts With a Plan. This Process is aimed at helping the clients crystallize their financial goals and objectives.

Sause is both a Life and Qualifying member of the Million Dollar Round Table (MDRT*) and has three Court of The Table Qualifications. Brett also serves as a charitable gift donor adviser through the Million Dollar Round Table Foundation Global Gift Fund. He is personally recognized as a Platinum Knight-Level donor in the MDRT Foundation, which is the philanthropic arm of the MDRT.

Brett is also part of the Inner Circle Society. They represent a distinguished group of donors who have supported the MDRT Foundation with annual gifts totaling USD 5, 000 or more. To accommodate recognition opportunities at the MDRT Annual Meeting, donor recognition dates for the Inner Circle Society are April 1 to March 31 of the next calendar year.

In 2014 the Brett & Molly Sause Family Charitable Fund was established. This fund was created to benefit children in need from infancy to adolescence. 

Finally, Brett serves as a mentor in the MDRT program for new representatives in the business, and is also a sought after speaker within the MDRT Speakers Bureau.

At an industry level, year after year, Brett has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. Brett has been featured in numerous financial publications, such as Life Insurance Selling Magazine and Advisor Magazine and has been the keynote speaker at many insurance and financial practices around the east coast.

Brett is a member of the two largest lobbying associations within the life insurance and financial services industry: AALU (Association for Advanced Life Underwriting) and NAIFA (National Association of Insurance and Financial Advisors). From 2009-2011 Brett served as the President of NAIFA- Anne Arundel, a local chapter of NAIFA. Brett was awarded "Agent of the Year" from NAIFA-Anne Arundel in 2009 and 2010.

In 2009, 2010, 2011, 2012, 2013, 2014 and 2015 Brett was awarded "Agent of the Year" representing the Baltimore / Annapolis General Office of the New York Life Insurance Company.  

Brett is an avid boating enthusiast, and holds a USCG Master Merchant Mariner 50 (GRT) license. He loves spending time on the Chesapeake Bay with family and friends.  He is an Eagle Scout and is a Life member of the National Eagle Scout Association.  In 2014 the Baltimore Area Council, Boy Scouts of America. Awarded Brett the Eagle Scout CEO of the Year. He and his wife Molly and daughter Emily reside in Wye Mills, Maryland 

Learn more about our capabilities by following the link below.

                                                                                                                                                                                                  

Cheri L. Burton, LSA®
Office Manager & Licensed Service Assistant 

cheri@atlanticfinancialgroup.org

Cheri Burton was born and raised right here on the Eastern Shore of Maryland. She grew up in Cambridge and graduated from Cambridge-South Dorchester High School in the top 5 percent of her graduating class.

For over 25 years Cheri worked alongside her husband in their family business. Cheri managed the office with experience in customer service, accounting, contract negotiations and human resources.

In 2003 Cheri became a Realtor and was affiliated with Powell Realtors in Cambridge, MD. She maintained her real estate license through 2011. After the untimely death of her husband in 2010, Cheri changed her career path going to work full time as a receptionist for a local animal hospital where she had been working on a part time basis since 2003.

In 2012 Cheri purchased Fox-Glen Apartments, a twelve apartment complex located in Cambridge.

Cheri has two children and four grandchildren. Her son, Brandon and his wife Krystal have blessed her with two rambunctious little boys, Bryce and Nash. Daughter Courtney and her husband Harold have two beautiful girls, Emma and Maddie. Cheri cherishes her title of “Mom Mom” and loves spending time with her family.  

Cheri holds a state of Maryland Life & Health Insurance License.  She is responsible for all case underwriting, money transfers, and overall general office management.  She also handles correspondence, our social media presence, e-relationship, paperless office interface, client service work, and account updates.


Ally Wheatley
Client Service Manager

allyson@atlanticfinancialgroup.org

Ally was born and raised here on the Eastern Shore of Maryland. She graduated from Cambridge-South Dorchester High School and went on to graduate from Wilmington University with a B.S. in Sports Management. Ally continued her education, earning her Master of Science in Management from Wilmington University in Delaware.

 

Before joining the AFG team, Ally worked at Suicide Bridge Restaurant for over 10 years, gaining lots of knowledge in customer service and communication. Towards the end of her college career, Ally began working in professional baseball. While in college, she interned with the Delmarva Shorebirds, working under the Director of Marketing & Community Relations. She then went on to work with the Baltimore Orioles as a Suites Supervisor and Administrative Assistant to the Suites Manager. Working in baseball instilled in her the importance of being a team player, as well as taught her how to handle many different tasks at once.  Ally overseas all of the day to day client servcing.  She also handles, our social media presence, e-relationship, paperless office interface, and account updates.

 

Ally is a huge animal lover, with two rescue dogs that make her life complete. She loves spending time with her family, participating in all types of outdoor sports and activities, and living on the Eastern Shore.

 

 

 


Staci L. Bondura
Financial Services Professional

staci@atlanticfinancialgroup.org

Staci has been in the financial industry for over 25 years; Staci worked as an Assistant Private Banker for M & T Bank. She has always tried to provide my client’s with the “Community Bank” feel by providing them with excellent customer service. As an Assistant Private Banker of the M & T Bank’s Private Banking division, she was responsible for sales and the administrative banking services to high net worth clients for many years. She promoted teamwork by partnering with our internal department to achieve the client’s goal.

Staci worked directly with these individual’s, their families, and their external partners if necessary. Staci was always sensitive to her client’s limited amount to time for their own banking needs so my first priority is always the client. Staci is a licensed life and health insurance agent in Maryland.

Staci joined Atlantic Financial Group, LLC in 2015 after becoming associated with Brett’s District Agency in Easton, Maryland. Staci and her husband Jeff live in Baltimore and have two sons.


Suzanne M. Higgins, CLTC®
Insurance Professional

suzanne@atlanticfinancialgroup.org

Suzanne has been in the insurance industry for over 13 years; the last 9 years as a licensed agent in Maryland and Delaware. She attained her Certified in Long Term Care planning designation in 2008, and joined Atlantic Financial Group, LLC in 2014 after becoming associated with Brett's District Agency in Easton, Maryland. She has been a consistent leading producer in her field and credits much of her success to the introductions she receives from satisfied clients.

Suzanne specializes is innovative insurance solutions to help clients protect their financial security and plan for their future. She has an extensive backgroud in Medicare supplement contracts and Medicaid planning. Suzanne obtained her Associates degree in General Studies from Chesapeake College in Wye Mills, Maryland. She has also attended Virginia Commonwealth University, and is currently taking additional graduate level courses to enhance her skills.

A St. Michaels, Maryland resident for over 27 years, Suzanne and husband Brad enjoy participating in community events which benefit the Bay Hundred region of Maryland.


Molly Sause, MA, CLTC®
Financial Services Professional

molly@atlanticfinancialgroup.org

Molly earned her B.S. in Education from Eastern Michigan University and her Master of Arts in Education from North Park University in Illinois. She grew up in the financial services industry as a proud daughter, whose father’s career has spanned over 50 years. Molly holds a state of Maryland Life and Health Insurance License and a Certified in Long Term Care designation.

Molly is a National Board Certified teacher who has worked in the classroom for over twenty years. Her work with children and their parents helped instill in her the desire to see all families achieve their financial goals so that college, retirement, and long term care planning can become a reality.

Molly and her husband established the Brett and Molly Sause Family Charitable Fund in 2014. This fund was created to benefit children in need from infancy through adolescence.

As a relative newcomer to the eastern shore of Maryland, Molly enjoys spending time with her husband and their daughter Emily, exploring the Chesapeake Bay.


Maxine Whitelock, CPA®
Professional Alliance Member

taxesbymax@gmail.com
www.maxestaxes.com

Maxine Whitelock, CPA® is the owner of Maxine’s Business Services, LLC1. Her firm specializes in estate, personal and business tax planning. She is accepting new clients and is located within the same building as AFG headquarters in Easton MD. The New York Life Professional Alliance Program allows AFG and Maxine’s Business Services, LLC to have the most up to date knowledge and resources to work closely with our clients and their circle of trusted third-party advisors.


*MDRT is recognized as the standard of excellence in life insurance sales performance. Brett M. Sause, registered representative with NYLIFE Securities,LLC member FINRA/SIPC, a licensed insurance agency

1*All accounting related services provided by Maxine’s Business Services, LLC are solely the responsibility of that entity. Neither Atlantic Financial Group, LLC nor New York Life Insurance Company or any of its affiliates are in the business of providing accounting related services, nor do they endorse or guarantee any accounting related services that Maxine Berritt, CPA and Maxine’s Business Services, LLC provide.

The Nautilus Group®, its member agents or employees may not give legal, tax, or accounting advice. For advice on such matters, everyone should seek and rely upon the counsel of his or her own professional advisors. The Nautilus Group is a service of New York Life Insurance Company.