THE REICHERT COMPANY - Key Persons
Job Titles:
- SENIOR UNDERWRITER
- Senior Vice President of Insurance Services for Our Partner, Valmark Financial Group
Chris Bottaro is the Senior Vice President of Insurance Services for our partner, Valmark Financial Group. He is responsible for the vision, strategy, and execution of life insurance marketing, underwriting, new business, and inforce insurance solutions initiatives. Formerly, Chris was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA Series 6 and 26 securities registrations.
Job Titles:
- Senior Vice President of Investments and Financial Planning for Our Partner, Valmark Financial Group
Chris Finefrock is the Senior Vice President of Investments and Financial Planning 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 accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Chris holds a bachelor's degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar-and More-Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the purpose of helping owners benefit from their lives' work by supporting business advisors who share the same vision.
Job Titles:
- Vice President of Insurance Planning for Our Partner, Valmark Financial Group
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. Keith received his BA from Samford University and his MBA from the University of Alabama. Keith is both a Chartered Life Underwriter® and Chartered Financial Consultant®.
Job Titles:
- Chairman and CEO for Our Partner, Valmark Financial Group
Larry J. Rybka is the Chairman and CEO for our partner, Valmark Financial Group. Larry's 30-year tenure at Valmark has been marked by working with advisors in creating innovative solutions to better serve clients and proactively anticipating difficult regulatory challenges impacting how these services are delivered. Larry's thoughts on industry change have resulted in him being invited to address every major industry meeting from the main platform, including Forum 400, MDRT, Top of the Table, and AALU. His industry advocacy is also evidenced by testimony before legislative bodies and lobbying on behalf of advisors with FINRA, SEC, and several state Insurance Commissioners. Larry is also a noted speaker and author with published articles in numerous industry journals. Two of his articles were recognized with industry awards from The Journal of the American Society of CLU, ChFC® Author Award as well as, the CFP® Board Article Award. He earned a BS in Finance from the University of Akron, where he is a University Scholar, and a Juris Doctor from Wake Forest University. In addition to being a Registered Principal with FINRA, he holds Series 6, 24, 63 and 65 securities registrations.
Megan serves as the Client Service Director at The Reichert Company where she is responsible for ensuring smooth service delivery to the firm's clients as well as managing the company's day-to-day business affairs.
Before joining TRC Megan was a Life Insurance and Income Protection Specialist at Capital Design Associates Group. Prior to that, she served as an Account Executive at Charter Media.
Megan received a Bachelor of Science in Communications and a Bachelor of Music in Vocal Performance from Appalachian State University in Boone, NC.
Megan and her husband, Mike, live in Chapin, SC with their young son. While not chasing after her toddler, Megan enjoys swimming, working out and singing at her church.
Job Titles:
- Vice President of Advanced Markets
- Vice President of in - Force Insurance Solutions for Our Partner, Valmark Financial Group
As Vice President of Advanced Markets, Michael works primarily with a select group of Valmark member firms, their clients, and clients' advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Michael works closely with both our life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth.
Michael is a national speaker on various estate planning topics and has taught several wealth transfer planning courses for various educational organizations. He is the author of numerous articles, including: The Interplay of 409A and Split Dollar, Utilizing Private Split Dollar in Estate Planning, Irrevocable Life Insurance Trusts in Times of Tax and Legal Uncertainty, Insurance LLC for Buy-Sell Planning, Taxation of Trust Owned Deferred Annuities, Life Insurance Planning for Real Estate Clients and Complexities of Life Insurance Policy Valuation.