Our Qualifications

taxes Headquartered in Coventry RI, CAG’s principals are Gayle M Jendzejec CLU CFS CEP RFC CCPS and Louisa M Montecalvo CEP CCPS. Together they offer over 35 years of combined experience in college, retirement and tax planning services.  In addition to Gayle and Louisa CAG has a staff of retired school teachers, former admission people, and expert planners on staff.  Tremendous resources are available for your use.

 

 


 

Gayle M Jendzejec CLU CFS CEP

  • Chartered Life Underwriter
  • Certified Fund Specialist
  • Certified Estate Planner
  • Member of NICCP
  • Member of IBF
  • Member of IARFC

Louisa M Montecalvo CEP

  • Certified Estate Planner
  • Member of NICCP