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.

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New England/Upstate New York 

Jon DePrimo

Jon DePrimo

New England/Upstate New York

Office: 617-274-8281

Cell: 607-857-3404

Fax: 617-297-9556

Email: jdeprimo@bkafinancial.com

Ryan Stachowiak PWC

Ryan Stachowiak PWC

New England/Upstate New York

Office: 617-274-8281

Mobile: 860-416-4179

Fax: 617-297-9556

Email: rstachowiak@bkafinancial.com

NY Metro/New York City 

Chris Hely

Chris Hely

NY Metro/New York City

Office: 914-961-1260

Cell: 914-661-6300

Fax: 914-462-3434

Email: chely@bkafinancial.com

Eastern Pennsylvania

Tim Wagner

Tim Wagner

Eastern Pennsylvania

Cell: 484-678-4459

Fax: 484-891-1595

Email: tim.wagner@bkafinancial.com

Long Island

John G. Brady

John G. Brady

Long Island

New Jersey

John O'Reily

John O'Reily

New Jersey

Mid-Atlantic

Katie Clark

Katie Clark

Mid-Atlantic

Office: 703-534-7734

Cell: 410-961-4831

Fax: 703-842-8448

Email: katie.clark@bkafinancial.com

 

 

Tony Deprimo

Tony Deprimo

Mid-Atlantic

Office: 607-735-2363

Cell: 443-771-2169

Fax: 607-732-3904

Email: tony.deprimo@bkafinancial.com

 

 

Georgia, Alabama, Mississippi

Tommy Bridges

Tommy Bridges

Georgia, Alabama, Mississippi

Office: 706-321-6743

Cell: 478-747-2037

Fax: 706-322-1650

Email: tbridges@bkafinancial.com

 

North Florida

Steve Schumacher

Steve Schumacher

North Florida

Cell: 813-505-8808

Fax: 607-732-3904

Email: sschumacher@bkafinancial.com

 

Western PA, Ohio, WV, KY

Patrick Joyce

Patrick Joyce

Western PA, Ohio, WV, KY

Cell: 513-973-2426

Fax: 609-357-9029

Email: pjoyce@bkafinancial.com

 

 

Great Lakes

Charlie Boyd

Charlie Boyd

Great Lakes

Office: 312-730-8391

Fax: 305-614-0473

Email: cboyd@bkafinancial.com

Pacific NW, Arizona & Alaska

Alvin McGill

Alvin McGill

Pacific Northwest/Arizona & Alaska

Office: 206-447-2129

Cell: 206-305-4767

Fax: 855-652-5042

Email: amcgill@bkafinancial.com

Vickie McGill

Vickie McGill

Pacific Northwest/Arizona & Alaska

Office: 206-447-2129

Cell: 206-755-8262

Fax: 607-795-8483

Email: vmcgill@bkafinancial.com

Mountain States

Alex Comstock

Alex Comstock

Mountain States

Cell: 607-215-1725

Fax: 617-297-9556

Email: acomstock@bkafinancial.com

Sacramento Area/Nevada

Joe Rhodes

Joe Rhodes

Sacramento/Nevada

Cell: 916-257-1068

Fax: 916-313-3506

Email: jrhodes@bkafinancial.com

Southern California

Brian Henricks

Brian Henricks

Southern California

Cell: 619-917-9450

Fax: 619-467-4345

Email: bhenricks@bkafinancial.com

North Texas, OK, AR, LA

Jon Bannister

Jon Bannister

North Texas, OK, AR, LA

Cell: 214-304-1833

Fax: 607-732-3904

Email: jbanister@bkafinancial.com

The Carolinas

John Taylor

John Taylor

The Carolinas

Cell: 864-616-2304

Fax: 607-732-3904

Email: jtaylor@bkafinancial.com

Tennessee

John G. Brady

John G. Brady

Tennessee

South Florida

Tanya Pages

Tanya Pages

Southern Florida

Cell: (305)-310-3369

Fax: 305-614-0473

Email: tpages@bkafinancial.com

Bay Area/Hawaii

Don Levine

Don Levine

Bay Area/Hawaii

Cell: 650-474-9504

Fax: 650-252-0908

Email: dlevine@bkafinancial.com

Southern Texas Territory

Jeffrey Craig

Jeffrey Craig

Southern Texas Territory

Cell: 214-906-1840

Fax: 916-313-3506

Email: jcraig@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.