Premier EXECUTIVE BENEFITS CONSULTANTS

The Team at Fulcrum Partners

A nationwide company, Fulcrum Partners, LLC, has senior consultants in major business markets across the United States. You’ll find the average tenure in financial services and executive benefits consulting at Fulcrum Partners is more than 25 years. We are here to serve the best of the best; we are here to serve you.

Fulcrum Partners locations are available throughout the U.S. including Hawaii. You may contact the office nearest you or contact any of the Fulcrum Partners Team with whom you’d like to work.
FULCRUM-MAP2


ATLANTA, GA
Steve Broadbent, Managing Director Steve Broadbent of Fulcrum Partners LLC

Managing Director Steve Broadbent’s skill in analyzing and collaborating on the design, funding, and security of non-qualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable them to attract and retain key executive talent while building shareholder value.

  • 14 years financial industry experience, including eleven years as an Executive Benefits Consultant for Clark Consulting. Twelve years with AT&T, of which six were spent as Sales Vice President in Los Angeles.
  • Former Deputy Assistant Secretary in the U.S. Department of the Treasury, appointed by President George H.W. Bush.
  • While serving President Bush, led White House Advance Teams on diplomatic missions throughout Europe and the Middle East.
  • U.S. Navy retired Commander, serving at sea and in Washington, D.C.
  • George Washington University, Master of Arts in Public Policy
  • University of North Carolina at Chapel Hill,  Master of Business Administration
  • University of Virginia, Bachelor of Science in Nuclear Engineering

Steven Broadbent is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 770.813.0750  C: 678.777.6313  F: 770.813.0710


CHICAGO, IL
Tom Chisholm, Managing Director CHISHOLM_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Tom Chisholm consults on a wide range of executive benefits issues including non-qualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Widely published, Tom is often quoted by the media on the topic of non-qualified benefits.

  • Frequent lecturer addressing a wide range of topics related to executive benefits.
  • Former Lead Consultant providing the design, funding, implementation, and administration of non-qualified benefit plans for new and existing clients at Clark Consulting.
  • Former consulting and management for Unilever and Pfizer, Inc.
  • Extensive experience consulting in areas of high technology, manufacturing, utilities, and retail.
  • DePaul University, Master of Business Administration with Distinction
  • Western Michigan University, Bachelor of Business Administration, Marketing

Tom Chisholm is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 847.724.3036  C: 847.341.7258  F: 847.724.3811


CHARLESTON, SC
Christopher H. Nyland, Managing Director NYLAND_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Christopher H. Nyland has more than 25 years of in-depth experience in the executive benefits industry. He has been instrumental in successfully developing non-qualified benefit plans for many Fortune 1000 companies from the financial services industry to healthcare, engineering, high-tech, manufacturing, and utilities corporations. Christopher’s extensive consulting expertise includes non-qualified benefit plan design, funding, security and administration as well as change of control and merger related issues.

  • Extensive experience with COLI/BOLI sales and administration for Fortune 500 companies.
  • Former Executive Vice President, Schoenke & Associates in Maryland.
  • Series 6 and 63 FINRA registrations.
  • Licensed to sell life and variable insurance products in most states.
  • Radford University

Christopher H. Nyland is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 703.356.7222  C: 703.627.1841 


COLUMBUS, OH
David H. Fisher, Managing Director FISHER_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director David H. Fisher has extensive knowledge of all areas of executive benefits, but his primary role often involves the development of successful non-qualified executive benefit programs used to attract and retain key executives. As a part of this process, David has developed unique and creative strategies for aligning the strengths of Fulcrum Partners’ synergistic vendors in this area with client objectives, ensuring that the resulting program maximizes the executive benefits industry’s best practices.

  • Former Senior Vice President of Clark Consulting.
  • Interviewed by WorkSpan Magazine, Business First, Columbus CEO Magazine, and numerous other publications on executive benefit plans, business succession, and life insurance topics.
  • Over twenty-five years experience in the design, communication, implementation, and administration of tax favored supplemental executive benefit programs.
  • David and his wife, Jeanie, are very involved with The Salvation Army.
  • College for Financial Planning in Denver, Colorado, CERTIFIED FINANCIAL PLANNER™ designation The Ohio State University, Bachelor of Science, Finance

David Fisher is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 614.799.1901  C: 614.571.9559 


DELRAY BEACH, FL
Kristine Kopsiaftis, Managing Director KOPSIAFTIS_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Kristine Kopsiaftis consults with public and private entities to provide a wide range of services with respect to the design and management of the suite of executive benefits programs, including nonqualified deferred compensation plans, supplemental executive retirement plans, executive life, and supplemental disability income plans. Inspired by her knowledge, diligence, and her skill in hearing both what clients say and fail to say, organizations engage Kristine to provide creative, performance-driven strategies for attracting, retaining, and rewarding highly compensated executives. Kristine has an in-depth background in advising organizations on all aspects of COLI programs utilized for funding long-term corporate liabilities associated with executive benefits, employee stock option plans (ESOPs), and other related plans. Her tax background includes specialized expertise in estate planning strategies for high net worth executives and applications of life insurance as a tax efficient solution. Kristine serves her clients with experience and the utmost attention to detail.

  • Member Women in Executive Leadership.
  • Member South Florida Benefits & Compensation Association.
  • Past Regional Director at MetLife, Specialized Benefit Resources.
  • Former Executive Benefits Consultant, Phoenix Life.
  • Bentley College, Master of Science in Taxation
  • Bentley College, Bachelor of Science in Accountancy

Securities offered through ValMark Securities, Inc., member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH  44333, (800) 765-5201. Fulcrum Partners, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

O: 561.274.9205  C: 617.794.7821  F: 561.274.9206


HONOLULU, HI
Roy Imai, Managing Director IMAI_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Roy Imai has been purposefully focused on executive benefits and estate planning during his more than 47 years in the industry. A lifelong resident of Hawaii, Roy has strong business relationships that have enabled him to assist major financial institutions and corporations with benefit programs designed to help them retain their valuable executives. Additionally, Roy has helped many banks and corporations with bank and corporate owned life insurance strategies to effectively fund benefit plan liabilities.

  • 20 years consulting experience with Clark Consulting.
  • National Association of Life Underwriters, Member.
  • Hawaii State Association of Life Underwriters, Member.
  • Life Underwriters Political Action Committee, Past Director.
  • Past Chairman of Planned Giving Committee, Hawaii Chapter of American Red Cross.
  • Past Director of Punahou Alumni Association.
  • University of Hawaii and University of Nebraska, Undergraduate Studies

Roy Imai  is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 808.527.7649  F: 808.356.8649


HOUSTON, TX
Gus Comiskey, Jr., Managing Director COMISKEY_LO RES_GREEN EXECUTIVE BENEFITS

Gus Comiskey, Jr. is President of Comiskey Kaufman Consulting, LLC  and is a Managing Director with Fulcrum Partners. Together with Stephen Kaufman, in 1978, Gus founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Gus joined Clark as a Managing Director in their southwest region. In 2007, Gus and Stephen elected to become Independent Consultants of Clark Consulting and later to join with other Clark Consultants in forming Fulcrum Partners. Gus and Stephen have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, particularly in underwriting their life insurance needs through Comiskey Kaufman Consulting, LLC. Gus currently serves on the Executive Board of the Cox School of Business at Southern Methodist University, is on the Board of Visitors of M.D. Anderson Cancer Center, is on the Executive Committee of the Greater Houston Community Foundation, serves on the Board of the American Red Cross – Houston Chapter, and serves on the Board of Stewards at Chapelwood United Methodist Church.

    • Houston CLU® Chapter, Member.
    • Association for Advanced Life Underwriting, Past President.
    • Texas Business Hall of Fame, Past Chairman.
    • American Red Cross and the Houston Lighthouse for the Blind, Past Chairman.
    • Harvard Business School, Continuing Studies
    • The Wharton School, University of Pennsylvania, Master of Business Administration
    • Southern Methodist University, Bachelor of Business Administration.
 

Gus Comiskey is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 713.623.8700  C: 713.825.1106  F: 713.623.8838


HOUSTON, TX
Stephen M. Kaufman, Managing Director KAUFMAN_LO RES_GREEN EXECUTIVE BENEFITS

Stephen Kaufman is Chairman of Comiskey Kaufman Consulting, LLC and is a Managing Director with Fulcrum Partners. Together with Gus Comiskey, in 1978, Stephen founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Stephen joined Clark as a Managing Director in their southwest region. In 2007, Stephen and Gus elected to become Independent Consultants of Clark Consulting and later to join with other Clark Consultants in forming Fulcrum Partners. Stephen and Gus have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, particularly in underwriting their life insurance needs. Stephen also shares his extensive knowledge of executive benefits through numerous speaking engagements and published articles. Active in his community, he is a member of the Board of Directors for several organizations.

  • National Association of Corporate Directors, Texas Tri-Cities Chapter, Board Member.
  • Jewish Community Centers Association of North America, Board Member.
  • Houston Zoo, Inc., Board Member.
  • Collaborative for Children, Board Member.
  • Jewish Federation of Greater Houston, Board Member.
  • Houston Grand Opera Endowment, Board Member.
  • Past Co-General Campaign Chair, United Way of the Texas Gulf Coast.
  • Harvard University, Bachelor of Arts  in Economics, magna cum laude

Stephen M. Kaufman is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 713.623.8700  C: 713.204.6542  F: 713.623.8838


LOS ANGELES, CA
Phillip L. Currie, Jr., Managing Director CURRIE_LO RES_GREEN EXECUTIVE BENEFITS

For over 23 years, Managing Director Phillip L. Currie, Jr. has consulted in the employee and executive benefits field where he is recognized as an industry leader. His expertise includes designing executive benefit programs that align plan design features with corporate objectives and the implementation of various employee benefit cost take out strategies. Phil currently oversees the management of numerous employee and executive benefit programs for his Fortune 1000 clients, long-term client relationships that are built on trust and confidence in Phil’s experience and integrity.

  • More than 15 years experience as a top executive benefits producer for one of the nation’s leading service providers; recognized as a leader of various employee benefit cost take out strategies.
  • Began his career in the employee benefits division of Sedgwick James, which later merged with Marsh. At Sedgwick James, he developed the national “Standards of Practice” for the firm’s Executive Benefits Group.
  • City of Glendora Investment Advisory Committee, Board of the Glendora Unified School District Foundation, the Glendora Community Committee for the Los Angeles County Fair Association, and a Junior Achievement Volunteer.
  • University of Southern California, Bachelor of Science in Business Administration

Phillip Currie is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 213.438.6382  C: 818.521.3663 


ORLANDO, FL
Scott Cahill, Managing Director CAHILL_LO RES_GREEN EXECUTIVE BENEFITS

Scott Cahill is a Managing Director of Fulcrum Partners, LLC in Orlando, Florida. Over his more than 30-year career, he has specialized in the efficient funding of benefit liabilities for corporations and estate tax liabilities for wealthy families. His expertise is in the strategic integration of compensation and benefits for the top talent at client companies. The result is a comprehensive and effective total reward structure. Scott also consults with medium to large private organizations on business succession and ownership transition challenges. He is routinely engaged by organizations to design: IRS Section 409(A) Plans; Executive Life & Disability Income Programs that often reduce the risk components of Core Employer Group Plans and restore benefits lost to IRS or insurance carrier limitations; Estate Tax Efficient Succession and Generational Planning Strategies; and Tax Efficient Hedging of Non-Qualified Plan Liabilities. At Fulcrum Partners, Scott’s entire focus is on adding value to his clients with creative tax-efficient solutions, quality service, and trusted advice. Scott Cahill is a Registered Representative and Investment Advisor Representative of NFP Securities, Inc.

  • Past Owner and Principal of James B. Greene & Associates, Inc. where he developed an extensive list of high profile clients throughout the southeast.
  • Association of Advanced Life Underwriting, Member.
  • Central Florida Estate Planning Council, Member.
  • Top of the Table, Member.
  • Attended, presented and spoken to peer professionals in Compensation Consulting, Law, Accounting, and Insurance.
  • Board member of the Luis Palau Association, Frontline Outreach (an inner city youth ministry), the Board of Trustees for Palm Beach Atlantic University, Rock Orlando, Inc., and the National Christian Foundation/Orlando.
  • University of South Florida, Bachelor of Science in Finance

Scott Cahill is affiliated with NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from NFP Securities, Inc.

O: 407.841.2480  C: 407.341.2480  F: 407.841.1626


PONTE VEDRA BEACH, FL
Bruce Brownell, Managing Director BruceBrownell-Executive_Benefits_Consultant-Hx150

Bruce Brownell is a founder of Fulcrum Partners, LLC, responsible for analysis, design, integration, administration, and communication of executive compensation and benefit strategies. With more than 25 years in financial consulting, including the past 15 years exclusively in Executive Benefits, Bruce has consulted in many for-profit industries, including engineering, manufacturing, distribution, health care, and technology. A specialist in IRC Section 409A, his experience covers the full range of executive benefit plans, including the integration of equity-based plans, tax deferred executive compensation arrangements, supplemental retirement strategies, and other executive benefit and performance based plans. Bruce has also helped pioneer Fulcrum’s Executive Benefits Benchmarking practice, providing a unique deliverable in the benefits marketplace.

  • Former Senior Vice President at Clark Consulting, Inc.
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association, Member.
  • Association for Advanced Life Underwriters, Member
  • American College of Corporate Directors, Advanced Professional Director Certification.
  • Kenyon College, Artium Baccalaurei

Bruce Brownell is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 904.296.2563  C: 904.910.5252  F: 904.296.0333


PONTE VEDRA BEACH, FL
Jim DeLay, Managing Director DELAY_LO RES_GREEN EXECUTIVE BENEFITS

Jim Delay is one of the Founders of Fulcrum Partners and has over 30 years of experience in the financial services industry. He specializes in the design, implementation, financing, and administration of total rewards strategies primarily for public and large privately held corporations, serving as a key consultant to Boards of Directors and Executive Management Teams. Jim consults in a number of industries including construction, engineering, and manufacturing, distribution, high tech and automotive, covering the full range of executive compensation and benefit plans, including the design of risk based equity plans, deferred compensation plans (DCPs), Leadership Incentive and Retention Plans (LIRPs), and Supplemental Executive Retirement Plans (SERPs). Jim Delay is a Registered Representative and Investment Advisor Representative of NFP Securities, Inc.

  • Founding Member of The Corporate Directors Group, an accredited Risk Metrics ISS education organization.
  • Advanced Professional Directors Certification.
  • CLU® and ChFC®
  • Accomplished pilot with an Airline Transport Pilot Rating.
  • The American College, Masters in Financial Services
  • Pennsylvania Military College, Distinguished Military Graduate. Bachelor of Science Business Administration,  Major in Economics

Jim DeLay is affiliated with NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from NFP Securities, Inc.

O: 904.296.2563  C: 904.571.7588  F: 904.296.0333


PONTE VEDRA BEACH, FL
Joseph Arthur Thompson, Managing Director THOMPSON_LO RES_GREEN EXECUTIVE BENEFITS

Joseph Arthur Thompson is a founder of Fulcrum Partners, LLC. He has consulted with hundreds of businesses during his respected career and in numerous industries including healthcare, banking, engineering, manufacturing, and distribution. Providing financial consulting and advisory services to directors and management, Joe assists organizations in attracting and retaining key employees and executives by utilizing non-qualified deferred compensation arrangements, including Rabbi trusts, excess benefit plans, top hat plans, and SERPS. Recognized for his creativity and acumen in problem solving, Joe advises clients who are dealing with the intricacies of restricted stock, incentive stock options, nonqualified stock options, stock appreciation rights, phantom stock, and reloads.

  • Experienced in the full range of executive compensation and benefit plans, including the design of equity-based plans, tax oriented executive compensation plans, and executive benefit plans.
  • Former Managing Director for Clark Consulting with more than 30 years consulting experience, all in finance and executive compensation, and benefit planning.
  • Certified Financial Planner™
  • Chartered Financial Consultant.
  • University of Florida Levin College of Law, Graduate Studies
  • University of Florida, Undergraduate Studies
 

Joseph Arthur Thompson is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 904.296.2563  C: 904.861.9600  F: 904.296.0333


PORTLAND, OR
Craig E. Cayford, Managing Director CAYFORD_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Craig E. Cayford has over 35 years experience in helping large, publicly traded corporations and organizations develop creative retirement planning solutions using both qualified and nonqualified retirement plans. With an expertise in taking complex financial solutions and making them simple, Craig’s clients choose him because he is a problem solver for their business. Prior to joining Fulcrum Partners, Cayford served as a Lead Consultant with Clark Consulting for over 15 years where he specialized in the design, funding, implementation, and administration of nonqualified benefit programs. These programs include deferred compensation plans, excess plans, and supplemental executive retirement plans (SERPs).

  • Past Vice President of the Portland Office of Management Compensation Group, a leading executive compensation and benefit consulting firm.
  • Worked for the employee benefit-consulting firms of Watson Wyatt Worldwide and William M. Mercer, where as an enrolled actuary under ERISA, he was responsible for compliance with Federal Regulations pertaining to qualified retirement plans.
  • Associate of the Society of Actuaries.
  • Member of the American Academy of Actuaries.
  • Series 6 and 63 FINRA Registrations.
  • University of Maryland, Bachelor of Science in Mathematics

Craig Cayford is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 503.848.0200  C: 503.314.6054  F: 503.848.0202


WASHINGTON, DC
Andrew B. Hart, Managing Director HART_LO RES_GREEN EXECUTIVE BENEFITS

Managing Director Andrew Hart serves his clients with 20 years of experience developing strong, successful executive and employee compensation and benefit programs for Fortune 1000 companies and more than 15 years of experience working with financial institutions on the design and implementation of Executive Benefits and Bank Owned Life Insurance (BOLI) programs. Andy’s strengths include his capability to operate in an entirely unbundled and open architecture business model by working with the synergistic resources for funding and plan administration.

  • Joined Clark Consulting in 1998, quickly becoming a top Consultant for Clark serving new and existing clients with nonqualified benefit program marketing, design, implementation, security, and administration.
  • Began his career in 1992 with Schoenke & Associates, a Washington, DC area executive benefits firm.
  • Series 6 and 63 FINRA Registrations; Member of the Association of Advance Life Underwriters.
  • West Virginia University, Bachelor of Science in Finance with Specialization in Insurance and Risk Management

Andrew Hart is affiliated with ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

O: 703.807.5824  C: 703.966.4679 
Google+