Vice President / Agency Director
FSI is guided by our mission to see “Insurance Done Right.” My experience with a large, captive agency taught me all about the insurance business. I received comprehensive education and training with a wide variety of products. I was introduced to consultative sales and a needs-based approach to customer solutions. I learned to help clients identify and address their primary financial needs. I discovered some areas that we felt could be refined to better serve the public and eliminate conflicts of interest that often emerge in our industry. Many of these issues could be traced back to agents living purely on commission. So we decided to pay a wage to our agents and advisors. The benefits of this model are multiple, including:
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Risk Management Counselor
Terry started at Mutual Savings in 1992 when the bank incorporated Financial Strategies, Inc. (FSI) as a wholly-owned subsidiary of Mutual Savings Association. Terry was Financial Strategies' first representative. He brings more than 20 years of experience in insurance and financial planning to the FSI team. Prior to coming to Mutual Savings and FSI Terry was doing the same work for another Kansas Savings & Loan institution. He was recruited by Mutual Savings and to help found Financial Strategies for a number of reasons, one being that he was known to management and known to be trustworthy with our most valuable assets, our clients. Financial Strategies Inc and Money Concepts were added to allow our clients the convenience of one place to handle all of their financial needs.
Life and Health Specialist
My name is Steven Tarchala and I started working with Financial Strategies, Inc. in May 2011. My specialty is helping individuals and small business owners customize health and life insurance solutions to meet their needs. I make your complex insurance needs simple with my knowledge, tools, service and advice. I will help you compare all of the company and policy options that are available, whether on or off the Federal Health Insurance Exchange. I can also assist you to locate Medicare Supplemental coverage from our many competitive carriers. I am a graduate from Pitt State University with a Major in Spanish and a Minor in Communication. Prior to joining FSI, I worked for three years in a fast-paced, customer-oriented, retail environment. I learned how to provide excellent service during my time there. I am thrilled be a part of an organization whose "customers first" philosophy and professional atmosphere empower me to find the very best Life & Health solutions for you! I am here at FSI to make sure that I can assist you to identify and manage risk for you and your loved ones. I promise to consistently put your concerns and needs ahead of my own. When you think of someone you can trust and rely on in the Life & Health business, think of me. I don’t just care about your business; I care about you! Please stop by or give me a call so that together we can find the coverage that is just right to fit your needs.
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Agency Service Representative
My name is Joanna Fry and I am your Property & Casualty Service Representative for Financial Strategies, Inc. I have been with FSI since July of 2009. I handle all of the Property & Casualty service and sales for the agency and you, our valued customer. I graduated from Kansas City Kansas Community College with an Associate's Degree in Business Administration in 2011 and I am licensed in Property & Casualty Insurance in the states of Kansas and Missouri. I am a skilled people-person with your needs in mind. I will assist you in an efficient, courteous and professional manner when you need service and competitive Property & Casualty quotes. I am a lifelong resident of Leavenworth, Kansas along with my husband, Jacob, and sons, Josiah & Gideon. When I am not working for you, I enjoy spending my free time with my family & friends; reading, singing and doing church activities. Give me a call and put my skills to the test!