RON WARE
Ron is the firm’s Personal Legacy Advisor. As an attorney and financial planner with significant experience and knowledge in advanced planning matters, he utilizes his unique LifePrint™ Planning Process to empower our clients by clarifying their highest aspirations for their life and their wealth. He helps them understand better what’s possible, articulate what they really […]
JENNICA FOSTER
As a Policy Management Analyst, Jennica reviews in force life insurance policies to ensure that the current policy performance is aligned with original policy design goals. Her previous experience includes roles as a Client Services Advocate at Christensen Group and as an Annuities Specialist and Claims Analyst at The Hartford. Mrs. Foster holds a Bachelor’s […]
MICHAEL MICHLITSCH
Michael leads the Valmark Policy Management Company and Life Settlement Advocacy teams. Michael is responsible for integrating strategies and solutions to maximize our in-force insurance business to best serve our Member Firms and their clients. Michael has his MBA from the University of St. Thomas, Opus College of Business & his BA in Management and […]
CHRIS FINEFROCK
Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their […]
KEITH MILLER
Keith Miller is the Vice President of Insurance Planning for our partner, Valmark Financial Group. Keith works with the insurance planning team to provide advanced case design and sales expertise. His core areas of focus include customized wealth transfer solutions, product analysis and holistic life insurance design. Mr. Miller is a national presenter at the […]
LAUREN BALLANTINE
As the Director of Underwriting for our partner, Valmark Financial Group, Lauren Ballantine is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for all new life business and underwriting. She is an advocate and escalation contact through every stage of the underwriting process, working to anticipate potential issues, […]