Our Associates

  • John D. Williams

    ChFC, CLU, TEP, Founder & CEO

  • James D. Lee

    Chief Operations Officer & Chief Compliance Officer

  • Bill Doran

    MBA, Vice Chairman

  • Eric S. Phillips

    CFP®, Director of Advanced

  • Cintia Kempkes

    CFP®, Senior Vice President

  • Kevin Daley

    Senior Financial Advisor

  • Michael Toomey

    Co-Founder, Shareholder (retired)

  • Jonathan Williams

    Client Services

  • James Dawson

    CFP, Life Settlements Valmark Financial Group

  • Tyler Denholm

    CFA, VP of Investment Management & Research Valmark Financial Group

  • Zach Hurst

    CFP, Financial/Estate Planning, Valmark Financial Group

  • Phil Jackson

    MBA, CLU, CFP, Life Insurance Specialist, Valmark Financial Group

  • Eric Johnson

    Sr. Underwriter, Valmark Financial Group

  • Clayton Knoke

    CRPC, Policy Management Company

  • Frank Lessick

    MBA, Sr. Director of Investments, Valmark Advisers

  • Michael McClary

    MBA, Chief Investment Officer, Valmark Financial Group

  • Michael Michlitsch

    MBA, CRPC, Policy Management Company