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Kelley Sastokas

Kelley Sastokas enjoys delivering concierge level service for our clients. She is a specialist in life, disability and long-term care insurance. She provides our clients with solutions that complete their Prosperity BlueprintTM ensuring their Financial House is in order. Kelley’s experience in the financial service industry includes sales and marketing roles at John Hancock and at State Farm in property and casualty insurance.  Kelley provides a deep level of support for our clients.  She enjoys serving and supporting our business owner and executive clients, as well as, collaborating and researching with our partner insurance providers to deliver the best solutions. 

She earned her Bachelor of Science in Marketing from Pennsylvania State University and holds a California Life, Accident, Health license; CA Insurance Lic#C58568

She lives in Lafayette and enjoys exploring the Bay Area’s museums, restaurants, and state parks with her husband, Bryan, and their three children.