We are Circle Financial Group. Thanks for stopping by.  Circle Financial Group was the brainchild of Okolo Schwinn-Clanton who started his career in Financial Services in 2006 catalunyafarm.com.  We see ourselves as supporting our customers in a Holistic fashion based on the following definition:

ho·lis·tic
hōˈlistik

adjective

PHILOSOPHY
  1. characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.
    • MEDICINE
      characterized by the treatment of the whole person, taking into account mental and social factors, rather than just the physical symptoms of a disease.

We are a full service financial services firm helping families and business owners in the following areas:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care
  • Mortgage Protection
  • Final Expense
  • Retirement Planning
  • Annuities
  • Estate Planning
  • Personal Training/Health/Wellness
  • Life Coaching

Some will look and ask what does Health and Wellness have to do with finances?  It is simple, if you have all the money in the world but don’t have your health, there’s no point.  And if you have your health but no control of your finances, this can also cause great problems.  It is when someone has taken care of their physical fitness, overall health, mental/emotional/spiritual fitness *and* their financial fitness, that’s when someone can be whole, complete, and can be on a real path towards happiness.

We are proud partners and members of The Leazer Group.

Our Team Members:

Okolo Schwinn-Clanton: President & CEO

Okolo has more than 20 years of sales and management experience and has always had an entrepreneurial spirit.  He started his career in the Internet Industry and quickly became Director, Corporate Services of Panix, Public Access Networks Corporation.  Gucci and BobMarley.com were early customers.  Okolo then started his own web hosting and design company Nepsa, LLC where Samuel L Jackson, Victoria Rowell and other Hollywood elites were clients.  In 2006 Okolo joined Northwestern Mutual where he was the top new agent and won a plethora of awards.  Now it is time for the Entrepreneurial to shine through again and has given birth to Circle Financial Group.

Ty Sade Calloway: Vice President

Ronald Baptiste – Financial Representative

Ann Clanton – Financial Advisor

Tavonia Evans – Cryptocurrency Expert

Tonja Evans – Executive Advisor