Meet Our Team : Atlantic Financial Group, LLC

Meet Our Team

Brett M. Sause

LUTCF®, LTCP, CLTC®, FSCP®, LACPTM

CEO

Brandon Bobbick,

M.S.

Financial Services Representative

Teri Handley

LSA

Client Relationship Manager

Molly Sause

MA, CLTC®, ChFC®

Chief Financial Officer and Client Service Coordinator

Lisa Biscoe

LSA

Client Services Representative

Brett M. Sause, LUTCF®, LTCP, CLTC®, FSCP®, LACPTM

CEO

brett@atlanticfinancialgroup.org

Brett Sause is the Founder and CEO of Atlantic Financial Group, LLC, a boutique financial firm headquartered in Easton, Maryland. Atlantic Financial Group, LLC works primarily with business owners, physicians, and the maritime industry. The firm guides retirement, estate, and business planning clients through its unique process that Starts With A Plan™. This process is designed to help our clients crystallize their financial goals and objectives while assisting them in accumulating, preserving, and protecting their wealth.

Atlantic Financial Group started in 1999, shortly after Brett began his financial services career. Since then, Brett has prioritized continuing education and learning opportunities to serve our clients' needs best. Brett has received numerous advanced financial designations, including Life Underwriter Training Council Fellow (LUTCF®), Long Term Care Professional (LTCP®), Certified in Long Term Care (CLTC®), Financial Services Certified Professional (FSCP®), and Life and Annuity Certified Professional (LACP®). Brett has been recognized as Agent of the Year by the Baltimore/Annapolis General Office of New York Life Insurance Company every year from 2009-2022.

Philanthropic involvement is a priority for the Sause family. Brett and his wife, Molly, formed the Brett & Molly Sause Family Charitable Fund in 2014 to benefit children in need from infancy to adolescence. Brett is also a member of the MDRT Foundation. His donor level is that of the "Royal Order Excalibur Knight," the most prestigious donor level one can achieve within the organization, with a minimum donation of $250,000.

An accolade that brings Brett great pride is his lifetime membership with the National Eagle Scout Association. Brett, an Eagle Scout himself, was named the Eagle Scout CEO of the Year for the Baltimore Area Council in 2014.

Outside of the office, Brett is an avid yachting & maritime enthusiast. He holds a United States Coast Guard Master Merchant Marine Officer 100 (GRT) credential with a commercial towing endorsement. Sause loves spending time with family and friends on the Chesapeake Bay and surrounding waters. Brett and Molly live in Oxford, Maryland, with their daughter Emily and their two Goldendoodles.

Lisa Headshot

Lisa Biscoe LSA

Client Services Representative

Lisa was born and raised here on the Eastern Shore of Maryland where she graduated from Easton High School. She and her husband Jonathan have 2 beautiful children, Kelsey and Kodey and reside in Preston, Maryland. Lisa is a huge animal lover and her family has an array of animals on their farm. In her free time, she enjoys camping, relaxing at the beach and watching Hallmark movies with her dog, Kiki.

Prior to joining the AFG team Lisa managed a restaurant and worked as a medical assistant at an orthopedic office, giving her over 20 years of knowledge in customer service and communication.

Molly Sause, MA, CLTC®, ChFC®

Chief Financial Officer and Client Service Coordinator

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 the proud daughter of a father whose career has spanned over 50 years. Molly is a valued employee of Atlantic Financial Group and has earned Insurance licenses in DE, MD, PA, and VA, as well as a Long Term Care designation. She also holds a Series 6 and 63 license.

Molly is a National Board Certified teacher who worked in the classroom for over twenty years. Her work with children and their parents instilled in her a 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.

Molly enjoys spending time exploring the Chesapeake Bay with her husband, their daughter Emily, and their two Goldendoodles.

Teri Headshot

Teri Handley, LSA

Client Relationship Manager

Teri Handley was born raised and educated here on the Eastern Shore of Md and grew up in Cambridge.

Leaving the Shore in 1980 she has lived in San Diego, Camp Lejeune, NC and Lubbock, Tx. She moved back to Eastern Shore in 1989 to give her 3 daughters a taste of the life she grew up with and to be closer to family.

Prior to coming to AFG Teri was Sales and Marketing Director for a manufacturing company. Her vast experience includes over 27 years in sales, customer service, credit & collections as well as human resources. Teri is a client service representative with AFG.

Teri and her husband Daniel have 3 daughters and 4 grandchildren and 3 cats. Their oldest daughter Carla has blessed them with 2 grandchildren, Corbin and Chloe. Their middle daughter Courtney and her husband Shannon have a daughter, Aliza Nicole. Their youngest daughter Colby and her husband Lucas have a daughter, Rilyn Mackenzie.

Teri has a love for boating, fishing, crabbing and motorcycle riding.

Teri Headshot

Brandon Bobbick, M.S.

Financial Services Representative

Brandon lives in Easton with his wife Natalie, two children, Samantha and Reece. He enjoys traveling and relaxing at home, playing soccer with his daughter, and fishing and playing golf with his son.

Brandon was born in Scranton, PA, but spent most of his childhood in the Annapolis area. He graduated from St. Mary’s Catholic High School before attending the Anne Arundel Community College where he earned an A.A. degree in Criminal Justice. Shortly thereafter, Brandon completed training through the Anne Arundel County Police Department to receive his Maryland State certification to become a police officer. Brandon later returned to Johns Hopkins University earning a B.S. and M.S. in Management.

Brandon moved to the Eastern Shore of Maryland in 1995 and started his police career in Crisfield. In 1998, Brandon made a lateral transfer to the Easton Police Department, where he worked for over 22 years as a police officer before retiring in 2020. Brandon is a 2012 graduate of the FBI National Academy, a prestigious training program attended by the top 5 percent of law enforcement officers from across the globe. Attendees participate in a wide range of specialized training and create lifelong partnerships with colleagues, transcending state and national borders.

Shortly after retiring from the police department, Brandon joined Atlantic Financial Group, LLC, as another way to help families in his community. Seeing others his age, or older, having no college savings for their children or no retirement savings for themselves, struck a chord with him. Often it is not a matter of people not having the money to contribute to these plans, it is people not realizing how saving a little early can lead to big rewards later. Brandon is looking forward to working with clients to refocus their mindset and help them set and achieve their goals.