Brian Catale


Brian is the founder of Brian Catale and Associates. As a CEP through the AAEP CLTC, Brian is passionate about educating retirees on how to improve and sustain their present lifestyle while implementing and utilizing veteran benefits,...

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Kimberly Briaelle Catale

Executive Financial Solutions Specialist

As an Executive Financial Solutions Specialist at Brian Catale & Associates Kimberly B Catale is both diligent in her Financial practice and committed to the profession. She joined the firm in 2013 After 10 years’ experience with...

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Timothy Wheeler

Retirement Specialist

Tim is a thirty-five year veteran of the financial services industry. He spent several decades as a specialist in long term care, and in recent years he has focused his practice on veteran’s benefits, life insurance, trusts,...

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Billie Jo Richman

Program Coordinator

Billie Jo is the Operation Veteran Benefits Coordinator. She works directly with families by providing excellent guidance and knowledge on what is necessary for the Aid and Attendance Application. She holds an Associate degree in Arts...

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Jody Catale

Client Relations, Sales and Marketing Coordinator

Jody has been with the company for 10 years. She has thirty years prior experience in Accounting, Client Relations and Marketing. Jody works directly with each client to ensure quality customer care establishing life long relationships.

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