Peter A. Chamberlain, CLU, ChFC firstname.lastname@example.org 503.364.8722 For over 34 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 uses competitive executive benefits programs for 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 also holds the following FINRA registrations: Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 7 (General Securities Representative).
Tony Delumen, CLTC email@example.com 925.979.2354 Tony Delumen, Executive Benefit Consultant and Financial Services Professional, has built his practice in serving non-profit organizations such as Hospitals and Credit Unions. Through trusted, long-term relationships and a holistic approach, Tony and his dedicated team create sound roadmaps to help clients and credit unions achieve control of their financial goals. Mr. Delumen has been in the Financial Services Industry since 1998. He earned his Bachelor of Science degree in Economics and Finance from California Polytechnic State University in San Luis Obispo, California. During his free time he enjoys spending time with his wife and young daughter and is an avid golf and tennis player.
Tom Dolinak firstname.lastname@example.org 865.246.1741 With over 30 years in the financial business, Tom uses an impressive combination of experience, expertise, and personalized service to help credit unions and companies attract and retain key people. Tom graduated from the University of Tennessee and began his career in 1980. He is a member NAFA, as well as, a life and qualifying member of MDRT. Tom, his wife Martha, have three children and 3 grand children in Knoxville, TN.
Chris Flynn, CFP email@example.com 781.930.4802 Chris is the founder and CEO of Harbour Planning Group 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 an MBA in Finance, Chris assists financial institutions with the compensation and retention of their management team.
Gregory A. Gauthier firstname.lastname@example.org 401.463.1341 Greg joined OM Financial Group in September 2017. Before his time at OM, Greg worked at Oppenheimer & Co., and Citizens Financial Group - in addition to owning his own business for 17 years. He decided to make the move due to OM’s definable and deliverable proposition for financial institutions, and businesses. He believes the resources and intellectual capital at OM allows for seamless case design and holistic business solutions. Greg views his position as a Financial Advisor as that of a peacemaker, creating peace of mind and a macro-advisor that brings an integrated, holistic team approach to each business or financial institution. Greg graduated from Assumption College in Business Management and received his MBA in Finance and Marketing from Providence College. Greg currently resides in Seekonk, MA with his wife and daughter. Gregory enjoys playing golf, traveling, and tries to learn something new each day. He very much enjoys his role as President of the Board for Camp Ruggles, a 43-year-old non-profit for children with emotional and behavioral disabilities.
Tom Giltner email@example.com 704.620.4567 Tom has dedicated his career to working with credit unions and other nonprofits. He carefully educates his 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 each client 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 clients Tom has worked with. Tom graduated 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 firstname.lastname@example.org 516.682.3379 Chris is a highly experienced financial planner with 30 years in the financial services industry. He specializes in implementing Supplemental Executive Retirement Plans in credit unions and other non-profit organizations. Chris provides exceptional service, recommending innovative ideas & concepts to address the unique needs of each client. Prior to joining OM Financial Group, Chris was a partner at the Financial Solutions Group with Sagemark Consulting. During his career, he has moved vertically, holding positions ranging from Financial Advisor to Managing Partner. While working as a Lead Managing Partner, Chris received the Master Agency Award and International Management Award – Platinum level from GAMA. Mr. Jones has attained the Certified Financial PlannerTM, Chartered Financial Consultant, and Chartered Life Underwriter among other professional designations. Chris is an active community volunteer and is a current Board Member of The Luther Care Network, The Bethlehem Fund of New York City, Coburg Village and Life Journey Ministries. He currently resides in Oyster Bay, NY with his wife.
Bobak Khodaie email@example.com 505.203.5163 Bobak was born the son of 2 immigrant parents, who instilled the value of hard work in him. He was born and raised in New Mexico. Bobak played junior college soccer at Mesa Community College, in Mesa, Arizona. He graduated with his BA in Economics and an MBA in Finance from the University of New Mexico. He enjoys spending time with his family and playing sports in his spare time.
Logan Lippert firstname.lastname@example.org 505.688.4754 Logan Lippert was born in Pittsburgh, Pennsylvania and raised in Albuquerque, NM. He graduated from the Anderson School of Management at the University of New Mexico with a concentration in Finance. Logan also played baseball for the UNM Lobos from 2010-2013. After graduation, he launched his financial career as an advisor in Spring 2013. Logan began his career in the private wealth and small business owner market. Logan was recently married to his lovely wife Lauren in the beginning of May 2019. Away from business, he enjoys golfing, reading and traveling.
Morgan McKinney email@example.com 918.315.0960 Morgan’s background in financial services coupled with more than 12 years of combined service, marketing and sales experience, allows her to provide exceptional service within the nonprofit space. She is adept in creating innovative executive benefit solutions that are cost-effective and increase the credit union’s investment earning potential while providing plans that attract, retain and reward key employees. Whether related to the community or consulting with credit union executives and/or Board members, serving people has always been Morgan’s passion. She believes in the credit union movement and mission of “People Helping People.” Her goal is to continue to be a resource for credit unions and expand her team’s footprint across the country. Morgan graduated from the University of Arkansas Little Rock with a Bachelor of Business Administration in International Business. She is extremely active in her community with the Junior League of Little Rock and a strong advocate to the local arts community.
Tammy O'Hara CCUE, AAI, CCD, CIE firstname.lastname@example.org 321.689.5822 Tammy comes to OM Financial Group with an extensive background in the financial services industry. She takes pride in the exceptional service and innovative executive benefit solutions she provides for credit unions and other nonprofit organizations. Tammy was Vice President of Sales & Member Relations in the Southeast with CUES for over 7 years where she worked with many credit union executives and board members in the areas of talent development, strategy and governance. Tammy began her financial services career at Fairwinds Credit Union and worked there for over 16 years in various capacities, leaving as President of Fairwinds Financial Services, LLC. She has also worked as an AVP for SWBC and started her own consulting business. She currently serves on two Orlando based non-profit boards, Modern Widows Club and Next Step Orlando and is on the leadership team of her church as well.
Mark Richards email@example.com 503.968.9777 Mark uses his 30+ years of financial planning 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 firstname.lastname@example.org 516.682.3347 With over three decades of experience in financial services, Bruce specializes in developing Supplemental Executive Retirement Programs for credit unions, non profits and their executives. Bruce prides himself on his radical responsiveness and exceptional service, and works with an experienced team of estate, business, investment, and retirement planners to address the unique needs of each client. 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.
Tim Strandquist email@example.com 832.277.6498 Tim is a trusted consultant within credit unions and has spent more than 12 years serving the industry while specializing in executive retention and recruitment. He currently focuses on improving executive retention and retirement utilizing Supplemental Executive Retirement Plans (SERP’s) to keep high performing teams together. Tim applies years of experience as a leading executive recruiter for credit unions, which helps in creating long term success and win-win situations for organizations and executives. He has had success placing and transitioning hundreds of executives during his work in recruiting and has also led numerous CEO searches consulting directly with credit union boards. His financial industry knowledge, experience negotiating executive offers and contracts combined with proven retention strategies, have earned him an impressive track record. Tim graduated with a degree in business from North Central University in Minneapolis.
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.