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Philip C. Gallant, CLTC

Managing Partner

The Optimus Group was founded in 2006 by Philip C. Gallant, CLTC. Philip has been in the financial services industry since February of 1980.

After having served as an agent and sales manager for two major life insurance companies, Mr. Gallant became the National Sales and Marketing Director for Long- Term Care Insurance at John Hancock Life Insurance Company, located in Boston, Massachusetts. During his tenure at John Hancock, Mr. Gallant worked extensively to train thousands of John Hancock representatives about the growing problem of long- term care financing in the United States. His expertise and success lead to rapid advancement at John Hancock where he eventually was appointed Brand Manager for Long-Term Care Insurance, responsible for oversight and coordination of product development, marketing, branding and sales.

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Erin M. Schmiedchen, MBA

Operations Manager

Erin Schmiedchen (Erin Geistfeld) joined The Optimus Group in January 2007.  She brought with her a background of commissions processing, agent and client services, event coordinating and marketing from New York Long-Term Care Brokers, Ltd, where she first started working with Phil.  Prior to that, Erin worked as a sales agent for both New York Life and Combined Life Insurance.

At The Optimus Group, Erin conducts some personal production in New York and Massachusetts while overseeing the day-to-day operations of the Clifton Park office and offering support to both our clients and agents.

Erin holds her Bachelor of Science in Biology from Binghamton University.  She obtained her Master of Business Administration degree with a focus in Finance from the University of Albany in May of 2013 and is a member of the international honor society, Beta Gamma Sigma.

Erin lives in Ballston Lake with her husband, Jake, and her cat, Monkey.

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Carla Metz

Account Manager

The Optimus Group happily welcomed Carla to the mix in June of 2015. She supports our team with the organizational skills she developed from spending 20 years on the road. Her background as an Associate Sales Representative in the textile industry shifted when she became a Territory Manager for the New England area. Her next endeavor brought her to Saratoga County, the place she now calls home, working for a young CRM company within the automobile industry. The New England territory was untouched, and as she developed new business there, the company enjoyed tremendous growth, including a relationship with a manufacturer she brought on board. Working within the financial industry is a growth opportunity for Carla and the underlying work of relationship building remains her passion.

Family brought Carla in from the road and now this former gypsy happily resides in Wilton with her husband and son, and their dog, Paco.