The BKA Financial Insurance Planning Specialists serve as a resource to Financial Advisors and their Clients in the design and implementation of numerous advanced planning strategies utilizing life insurance.

Planning Specialists

This team of licensed professionals is experienced in the areas of estate planning, wealth preservation, business succession planning, and charitable planning.

It is important that our Planning Specialists build a relationship with our clients and their Financial Advisors. The needs of individuals and family members are often times different. It is through respect, trust, and careful planning that they will work to be a valuable partner to your team. The BKA Financial Insurance Planning Specialists and their licensed internal sales support team will manage the entire planning and insurance process from start to finish. They are a national sales team that provide local support. Please e-mail info@bkafinancial.com or call 607- 732-3050 and we will connect you with the Insurance Planning Specialist in your area.

Arizona
BKA Internal Sales Team
mobile: 607-215-1725
email: acomstock@bkafinancial.com
CA Bay Area, WA, OR & Hawaii
Don Levine, CLU®, ChFC®, CFP® PWC
mobile: 650-474-9504
email: dlevine@bkapwc.com
*MS only in WA/OR
Central & Southeast FL
Tanya Pages, CLU®, ChFC®, CFP®
mobile: 305-310-3369
email: tpages@bkafinancial.com
Central FL (WF Only)
Steve Schumacher, CFP®
mobile: 813-505-8808
email: sschumacher@bkafinancial.com
GA, AL, MS & Northwest FL
Kyle Lukas, CLU®
mobile: 860-689-5419
email: klucas@bkafinancial.com
*All firms except MS and Rockefeller
Tommy Bridges
office: 706-321-6743
mobile: 478-747-2037
email: tbridges@bkafinacial.com
*MS Only and not in NW FL
Great Lakes
Charlie Boyd, CFP® PWC
mobile: 312-730-8391
email: cboyd@bkapwc.com
Greater Delaware Valley
Tim Wagner, ChFC® PWC
mobile: 484-678-4459
email: tim.wagner@bkapwc.com
Long Island/Tennessee
John G. Brady PWC
mobile: 516-398-2089
email: jgbrady@bkafinancial.com
Mid-Atlantic & Southwest FL
Tony DePrimo PWC
mobile: 443-771-2169
email: tony.deprimo@bkapwc.com
*All firms, MS only in SW FL
Katie Clark, CFP® PWC
mobile: 410-961-4831
email: katie.clark@bkapwc.com
*All firms, MS only in SW FL
Minneapolis Metro Area
John Composto
mobile: 612-812-1443
email: jcomposto@bkafinancial.com
*RBC Only
Mountain States
BKA Internal Sales Team
mobile: 607-215-1725
email: acomstock@bkafinancial.com
Nevada
BKA Internal Sales Team
mobile: 607-215-1725
email: acomstock@bkafinancial.com
New England & Upstate New York
Ryan Stachowiak , CLTC® PWC
office: 617-274-8281
mobile: 860-416-4179
email: rstachowiak@bkapwc.com
Jon DePrimo, CLTC® PWC
office: 617-274-8281
mobile: 607-857-3404
email: jdeprimo@bkapwc.com
New Jersey
John O’Reilly
mobile: 914-450-9117
email: joreilly@bkafinancial.com
North Texas, OK, AR, LA
Jon Banister, CLU®, ChFC®
mobile: 214-304-1833
email: jbanister@bkafinancial.com
NY Metro/New York City
Christopher Hely
mobile: 914-661-6300
email: chely@bkafinancial.com
Ohio Valley
Patrick Joyce, ChFC®, CLU®, CLTC®
mobile: 513-973-2426
email: pjoyce@bkafinancial.com
Pacific Northwest & Alaska
Vickie McGill
mobile: 206-755-8262
email: vmcgill@bkafinancial.com
Alvin McGill
mobile: 206-305-4767
email: amcgill@bkafinancial.com
*Except MS in WA/OR
South Texas
Jeffrey Craig, CLU, ChFC, AEP, CEPA
mobile: 214-906-1840
email: jcraig@bkafinancial.com
Southern CA, East Bay, Sacramento and Central CA
Drew McFarland
mobile: 949-525-1476
email: dmcfarland@bkapwc.com
*All firms, except MS in Southern CA
Southern California
Jessup Pyun, CFA
mobile: 310-938-2853
email: jpyun@bkafinancial.com
*MS Only
The Carolinas
John Taylor
mobile: 864-616-2304
email: jtaylor@bkafinancial.com

Sales Support

Case Design Team
The BKA Financial Case Design Team will work with you to provide the illustrations and client support you need to get your client the best policy to meet their needs. This team of licensed professionals has strong carrier product and solutions knowledge to help you through the insurance sales process. The internal back office case designers work closely with the case management team to make sure the company offers and products are the most competitive for our Financial Advisors and their clients. Please go to the Illustrations page to request a quote from our case design team.

Advanced Sales Design Team
Our Advanced Sales Team works with our Estate and Insurance Planning Specialists and the Financial Advisors to provide professional, responsive, and customized solutions for your clients. We use various planning tools and software modeling packages to customize solutions. The following additional services are provided by our Advanced Sales Team:

Case-specific consultations on estate planning, business planning, charitable planning, and other advanced topics.
Case-specific design using Advanced Sales software packages for estate planning, charitable planning, business continuation, qualified plan distribution planning, and executive compensation.
Sample documents for use by clients’ advisors in advanced planning solutions.
Conference calls with Financial Advisors and clients.
Various published articles and reference materials on advanced sales topics and issues.
Training in advanced sales concepts.

Case Management Team
At BKA Financial we provide value added underwriting and case processing to our Financial Advisors and their clients. This value comes from our dedication to processing business for national institutional firms and their Financial Advisors. We understand the needs of these firms and we have developed personal and professional processing specific to each Firm.

Our team of licensed Case Managers will follow your case from inception to close making sure your clients’ needs are met and your questions are answered. Our ability to serve our clients’ needs is strengthened through our close working relationships with our insurance carrier partners. Because of these close working relationships with our carriers, we have developed the flexibility needed in placing large or impaired risk cases. Please contact our office to find out how to work with the dedicated and professional Case Management Teams at BKA Financial.

Address

BKA Financial, LLC.

244 W. Water St., Suite 200
Elmira, NY 14901

PHONE

BKA Financial, LLC.

Phone: (607) 732-3050
Fax: (607) 732-3904

Email

BKA Financial, LLC.