CONSULTANTS

Fulcrum Partners

Our Consultants

ATLANTA, GA

Steve Broadbent

Steve Broadbendt

Managing Director

Atlanta, GA

p: 770-813-0750
f: 770-813-0710
e: steve.broadbent@fulcrumpartnersllc.com

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CHICAGO, IL

Tom Chisholm

Tom Chisholm

Managing Director

Chicago, IL

p: 847-712-3036
f: 847-724-3811
e: tom.chisholm@fulcrumpartnersllc.com

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CHARLESTON, SC

Chris Nyland

Chris Nyland

Managing Director

Charleston, SC

p: 703-356-7222
m: 703.627.1841
e: chris.nyland@fulcrumpartnersllc.com

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COLUMBUS, OH

David Fisher

David Fisher

Managing Director

Columbus, OH

p: 614-799-1901
e: david.fisher@fulcrumpartnersllc.com

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DELRAY BEACH, FL

Kristine Kopsiaftis

Kristine Kopsiaftis

Consultant

Delray Beach, FL

p: 561-274-9205
e: kristine.kopsiaftis@fulcrumpartnersllc.com

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HONOLULU, HI

Roy Imai

Roy Imai

Managing Director

Honolulu, HI

p: 808-527-7649
f: 808-545-3450
e: roy.imai@fulcrumpartnersllc.com

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HOUSTON, TX

Gus Comiskey

Gus Comiskey

Managing Director

Houston, TX

p: 713-623-8700
f: 713-623-8838
e: gus.comiskey@fulcrumpartnersllc.com

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Stephen Kaufman

Stephen Kaufman

Managing Director

Houston, TX

p: 713-623-8700
f: 713-623-8838
e: stephen.kaufman@fulcrumpartnersllc.com

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LOS ANGELES, CA

Phillip L. Currie, Jr.

Phillip L. Currie, Jr.

Managing Director

Los Angeles, CA

p: 213-438-6382
f: 626-963-8742
e: phil.currie@fulcrumpartnersllc.com

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ORLANDO, FL

G. Scott Cahill

G. Scott Cahill

Managing Director

Orlando, FL

p: 407-841-2480
f: 407-841-1626
e: scott.cahill@fulcrumpartnersllc.com

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PONTE VEDRA BEACH, FL

Bruce H. Brownell, CFP®

Bruce H. Brownell, CFP®

Managing Director

Ponte Vedra Beach, FL

p: 904-567-0010
f: 904-296-0333
e: bruce.brownell@fulcrumpartnersllc.com

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James F. Delay, CLU®, ChFC®, MSFS

James F. Delay, CLU, ChFC, MSFS

Managing Director

Ponte Vedra Beach, FL

p: 904-567-0013
f: 904-296-0333
e: jim.delay@fulcrumpartnersllc.com

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Joseph Arthur Thompson, CFP®

Joseph Arthur Thompson, CFP®

Managing Director

Ponte Vedra Beach, FL

p: 904-567-0007
f: 904-296-0333
e: joe.thompson@fulcrumpartnersllc.com

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PORTLAND, OR

Craig E. Cayford

Craig E. Cayford

Managing Director

Portland, OR

p: 503-848-0200
f: 503-843-0202
e: craig.cayford@fulcrumpartnersllc.com

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WASHINGTON, DC

Andrew Hart

Andrew Hart

Managing Director

Washington, D.C.

p: 703.807.5824
f: 703.966.4679
e: andrew.hart@fulcrumpartnersllc.com

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