Peter A. Chamberlain, CLU, ChFC 503-364-8722 866-364-8722 (toll-free) firstname.lastname@example.org For over 29 years, Peter has been working with business owners and executives to help them accumulate assets and preserve financial wealth through creative planning techniques and superior customer service. Peter designs competitive executive benefits programs for the key executives of credit unions, using the latest in financial products, services and technology to help them achieve their financial objectives. Peter has earned the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and National Association of Health Insurance Advisors (AHIA).
Tom Dolinak 865-246-1741 email@example.com With over 30 years in the financial services industry, Tom uses an impressive combination of experience, expertise and personalized service to help credit unions and their employees reach their financial goals. Tom graduated from the University of Tennessee in 1978 and began his financial services career in 1980 with Connecticut Mutual Life Insurance. He is a member of the National Association of Insurance and Financial Advisors as well as the Knoxville Life Underwriter’s Association. He has also been a Lifetime & Qualifying Member of the Million Dollar Round Table for 30 consecutive years, qualifying for MDRT’s Top of the Table five times and the Court of the Table five times.
Tom Giltner 704-620-4567 firstname.lastname@example.org Tom has dedicated his career to working with credit unions. He carefully educates his credit union clients so that they can make more informed decisions about implementing supplemental executive retirement plans that are mutually beneficial to them and their key employees. Additionally, he helps credit unions bolster their earning potential by implementing strategies related to pre-funding employee benefits. This earnings enrichment approach has had an immediate impact on the bottom line of credit unions Tom has worked with. He joined MassMutual after graduating from the University of Dayton with a degree in finance and is a qualifying member of the Million Dollar Round Table.
Christopher J. Jones ChFC, CLU, CFP (516) 682-3379 email@example.com Chris is a highly experienced financial planner with 25 years in the financial services industry. He specializes in executive benefit, estate and business planning, as well as working with non-profit organizations to develop planned giving programs. Chris' professional designations include Certified Financial Planner®, Chartered Financial Consultant®, and Chartered Life Underwriter®. An active community volunteer, Chris is a current Board Member of the Bethlehem Fund of New York City and Long Island Lutheran Day School in East Northport, NY. He also is Past President of the Lutheran Church of Resurrection in Garden City.
Gregg Miles, CFP 617-526-9318 firstname.lastname@example.org Gregg uses extensive financial expertise and high quality service to provide a wide range of financial products and services to executives and businesses. Gregg’s specialties include consulting with and advising high net-worth individuals regarding generational assets transfers and estate planning strategies. Since entering the financial services business in 1999, Gregg has received numerous awards as both a financial consultant and producer. A graduate of Cornell University¸ Gregg has earned the designation of Certified Financial Planner® and is a member of the National Association of Insurance Advisors and the Boston Estate Planning Council.
Kevin Paasch, CFP, CLTC, CFeD 757-493-4346 email@example.com As a highly experienced financial planner, Kevin provides credit union clients with financial services solutions, insights and guidance that can help them grow stronger and more profitable. A graduate of Virginia Tech, Kevin worked with CUNA Mutual Group from 1999 to 2001 as a financial advisor, district manager and division manager in the Members Financial Services area. He managed over 25 reps in 20 different credit unions before taking on the task of implementing the Members Financial Services Program at Navy Federal Financial Group. Kevin earned his CFP® designation in 1995 and became a CFP® licensee in 1996. Kevin has also obtained his Certified Long Term Care (CLTC®), Certified Financial Educator (CFeD®), and Chartered Special Needs Consultant (ChSNC®) designations.
Mark Richards 503-968-9777 firstname.lastname@example.org A Massachusetts Mutual Life Insurance Company career agent for nearly 30 years, Mark uses his extensive experience in the business/executive benefits marketplace to help credit unions offer customized retirement and benefit plans to their CEOs and executives. Mark works closely with each credit union to select the best solution for their needs from a wide-range of options, including key-person life insurance, split dollar plans, executive bonus plans and 401(k) plans. Mark attended Oregon State University and has been involved with the Austin Family Business program at Oregon State for over 15 years, assisting family businesses with their succession planning.
Bruce D. Smith, CFA (516) 682-3347 email@example.com www.linkedin.com/in/brucedavidsmith With over three decades of experience in financial services, Bruce specializes in developing executive compensation programs for credit unions. Bruce works with an experienced team of estate, business, investment, and retirement planners to address the unique needs of each client with blue chip quality products and exceptional service. Based in Syosset, NY, Bruce’s background includes working as Managing Director of Archery Capital, a New York-based investment and venture capital firm, Senior Internet Analyst at Jefferies & Company and Merrill Lynch, and Senior Technology Analyst at Morgan Stanley Asset Management. Bruce has a Bachelor of Business Administration (BBA) in Finance, magna cum laude, from Bernard M. Baruch College of the City University of New York. He has earned the designation of Chartered Financial Analyst® (CFA) and is a member of the New York Society of Security Analysts.
Joe Stearns, CLU | The Stearns Financial Group 800-686-6916 firstname.lastname@example.org The Stearns Financial Group specializes in executive compensation planning for credit union executives. Stearns helps credit unions create mutually beneficial relationships with their key employees by implementing plans designed to generate supplemental retirement income. The company is led by Joe Stearns, a seasoned financial services professional with nearly 40 years experience in the industry. During his career, Joe has worked with over 650 credit unions toward reaching their long-term financial goals. Stearns offers a wide range of products, programs, and services, including executive benefit plans (e.g., split dollar plans, 457(f) deferred compensation programs, 162 executive bonus plans, long-term care insurance and supplemental disability income insurance), yield enhancement plans, financial planning, key person life insurance, and 401(k)/defined benefit plan design.
Chris Flynn, CFP 781-930-4802 email@example.com Jim and Chris possess decades of complementary experience that enable them to help credit unions meet their executive and employee benefits objectives. They have developed a comprehensive team approach which assures the design and implementation of financial solutions that all interested constituents—credit union directors, executives, regulators and staff—can embrace.
Jim has served credit unions for more than 20 years, primarily as a leader of firms which provide vital support for the industry. He was president of CNBS, as well as president/CEO of The Central Credit Union Fund, the nation’s oldest corporate credit union. His experience serving as a credit union director, as well as answering to its board of directors, enables Jim to bring an important perspective to credit unions as they plan strategies to attract, retain and appropriately reward talented executives and staff. Jim earned a master’s in Business Administration from the University of Kansas and is a graduate of the College for Financial Planning.
Chris is founder and CEO of Harbour Planning Group, LLC, and a financial advisor specializing in corporate financial planning and executive benefit design. As an experienced professional who has earned his Certified Financial Planner® designation and a master’s in Business Administration, Chris assists financial institutions with the compensation and retention of their management team.
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. Products and services offered are: NOT A CREDIT UNION DEPOSIT • NOT NCUA INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE CREDIT UNION • MAY GO DOWN IN VALUE.