Skip to main content
813-343-3859 Info@teagueadvisors.com
  •  

Teague & Associates

Teague & Associates

  • Home
  • About
    • Who We Are
    • Why Choose Us
  • Wealth Management
    • Retirement Planning
    • Portfolio Management
    • Our Process
  • Business Retirement Plans
    • Full Service 401k Plan Support
    • Retirement Plan Services
    • Independent Investment Co-Fiduciary
    • Accredited Investment Fiduciary (AIF®)
  • Financial Planning
    • Personal CFO
    • eMoney
  • Business Owner
  • Products and solutions 
    • Insure
    • Manage
  • Client Login 
    • Emoney Client Login
  • Resources 
    • Companies We Work With
    • Market Insight
    • Market Update & Signals
    • Weekly Market Commentary
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Weekly Commentary
    • Quarterly Insights
    • Featured LPL Research
  • Blog
  • Contact

    You are here

  1. Home
  2. About
  3. Who We Are

Who We Are

At Teague & Associates our team is focused and committed to pursuing your long-term success.

Photo of team member

Brandan Teague

(813) 343-3859
(813) 463-6357
(813) 501-1484
brandan@teagueadvisors.com

An established wealth and retirement planning specialist since 2010, Brandan Teague has accumulated a wide range of experience in personal and business financial strategies with a focus on individual wealth management, retirement planning and qualified/non-qualified retirement plans for businesses. Brandan's dedication to his clientele has earned him a 2017 nomination for the NAPA Top 50 Plan Advisors Under 40 award.*

Recognizing the growing needs of both his personal and business clients, Brandan took his practice to the next level in 2016 by joining PSI Advisors, LLC, an independent Registered Investment Advisor, providing him the freedom to focus on the specific needs of his clients and their goals. He's currently FINRA Series 6, 63, and 7 securities registered with LPL Financial as well as Series 65 registered with PSI Advisors, LLC and carries the Accredited Investment Fiduciary (AIF®) designation proudly.

Brandan excelled in athletics and began a competitive baseball career at Auburn University.  He later finished that career at the University of Tampa, where he achieved his B.A. in Finance from the John H. Sykes College of Business in 2009.   He entered into the financial services field that same year and combined his business acumen with the dedication needed for success in athletics and professional sports.

Although he was born just north of Chicago, IL, Brandan was raised in Roswell, GA.   His studies took him to Auburn University and then to Tampa, FL where he resides with his wife Angela, son Brooks and daughter Lilah. As family is of the upmost importance to Brandan, you will often find him spending time with them or outdoors hunting and fishing.

*Nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.

Photo of team member

Erica Sutek

Operations Manager

(813) 343-3859
(813) 501-1484
erica@teagueadvisors.com

Erica Sutek joined Teague & Associates with 20 plus years of insurance industry, administrative and compliance management experience.  Her career began at Harden & Associates in Jacksonville, Florida, in the Property & Casualty Personal Lines division.   Seeking to take her career to the next level, she joined Prudential Insurance Company and within a few short years became an Operations Manager in the Compliance Division.  Her new role involved preparing Branch Offices prepare for annual compliance exams and leading the administrative staff to provide customer service to the agents and clients.

Erica will works closely with Brandan and Bryan in all aspects of his growing business focusing on the areas of client services and branch operations.

Erica is a native Floridian, born and raised in Jacksonville, Florida.  She relocated to the Tampa area in April 2016.  She enjoys spending her free time with her family as well as being outdoors around near the ocean, lake or river.

Photo of team member

Bryan Casale

Wealth Advisor and Financial Consultant

813-343-3859
813-501-1484
bryan@teagueadvisors.com

Bryan is passionate about growing Teague & Associates by working with clients throughout important stages in their lives. Bryan services clients to work towards their goals, From college planning, to building a family, to retirement and everything in between. Bryan also heads the investment committee analyzing risk and reward across various sectors in the economy with the changing environments.

Bryan graduated in 2018 with a Masters of Science Degree in Chemistry from the University of Tennessee Knoxville with an emphasis on theoretical and computational chemistry.  During his tenure at both Florida State University and the University of Tennessee, he was collaborator on and led experiments with multiple contributors, subsequently publishing multiple scholarly articles as a result.

Bryan brings his curiosity and willingness to ask questions from the scientific field to the financial field. With Bryan’s passion to learn he is currently enrolled in classes with the CFA Institute and is sitting for his Level 1 CFA Designation in February 2024. 

When Bryan is not working you can find him spending time with his wife Kili and Son Koda. They enjoy all Tampa has to offer including food, entertainment and enjoying the nature.

Photo of team member

Jennifer Plate

Client Service Manager & Retirement Plan Administrator

813-343-3859
813-501-1484
erica@teagueadvisors.com

Jennifer Plate is the Client Relationship Manager & Retirement Plan Administrator for Teague and Associates. Jennifer oversees and handles all the day to day administrative activities and duties for all of our 401k plans. Jennifer is hardworking and detailed-oriented with over 20 years of administration and client service experience. She strives to maintain the highest level of customer support to every client.

Jennifer and her husband Kent have 2 children. When she is not working, she enjoys spending time with her family, watching movies and e-biking. 

 

Book a Complimentary Consultation

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   13059 West Linebaugh Ave, Suite 102, Tampa, Florida 33626
  •   813-343-3859
  •   Info@teagueadvisors.com

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Teague & Associates and PSI Advisors, LLC are separate entities from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We are licensed to sell insurance products to residents of the following states:  AZ, FL, IN, NC, TN, UT, and VA 

LPL Financial Form CRS

© 2025 Teague Advisors. All rights reserved.

Website Design For Financial Services Professionals