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.
Meet the Team
With years upon years of experience, all of our team combined, just as well as every single member of it are ready to guide you through your best options for any given type of financial advice!
Brian Adams
New England
Brian Adams
Office: 617-274-8281
Cell: 607-426-8282
Fax: 617-297-9556
Email: badams@bkafinancial.com
Jon DePrimo
New England
Office: 617-274-8281
Cell: 607-857-3404
Fax: 617-297-9556
Email: jdeprimo@bkafinancial.com
Alex Comstock
New England
Office: 617-274-8281
Cell: 607-215-1725
Fax: 617-297-9556
Email: acomstock@bkafinancial.com
Chris Hely
New York (New York City Only)
Office: 914-961-1260
Cell: 914-661-6300
Fax: 914-462-3434
Email: chely@bkafinancial.com
Dana Schneider
Purchase New York, Gold Coast Connecticut
Office: 914-961-1260
Cell: 315-529-3336
Fax: 888-831-4126
Email: dschneider@bkafinancial.com
Bill Vandewark
Western Pennsylvania
Cell: 607-426-8290
Fax: 607-398-7424
Email: bvandewark@bkafinancial.com
Tim Wagner
Eastern Pennsylvania
Cell: 484-678-4459
Fax: 484-891-1595
Email: tim.wagner@bkafinancial.com
John G. Brady
Long Island
Cell: 516-398-2089
Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Anthony Sarra
Southern New Jersey
Cell: 973-809-9099
Tel: 732-409-5099
Fax: 732-409-5446
Email: asarra@bkafinancial.com”
John O'Reily
Northern New Jersey
Phone: 914-450-9117
Email: joreilly@bkafinancial.com
Katie Clark
Mid-Atlantic
Office: 703-534-7734
Cell: 410-961-4831
Fax: 703-842-8448
Email: kclark@bkafinancial.com
Mike Collins
Mid-Atlantic
Phone: 703-573-0804
Fax: 703-662-8211
Email: mcollins@bkafinancial.com
Michael Marciano
North Carolina
Cell: 919-500-6204
Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
North Carolina
Cell: 609-731-2300
Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
Tommy Bridges
Georgia, Alabama
Office: 706-321-6743
Cell: 478-747-2037
Fax: 706-322-1650
Email: tbridges@bkafinancial.com”
John G. Brady
Tennessee
Cell: 516-398-2089
Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Steve Schumacher
North Florida
Cell: 813-505-8808
Fax: 607-732-3904
Email: sschumacher@bkafinancial.com
Kurt Dombro
Southern Florida
Office: 561-395-7200
Cell: 561-350-8701
Fax: 561-395-7207
Email: kdombro@bkafinancial.com
-
Ohio, Indiana and West Virginia
Cell:
Fax:
Email:
Deb Hersey
Minnesota & Wisconsin
Phone: 952-412-8835
Fax: 312-628-7677
Email: dhersey@bkafinancial.com
Charlie Boyd
Illinois, Michigan, Ohio
Phone: 312-730-8391
Email:cboyd@bkafinancial.com
Alvin McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129
Cell: 206-305-4767
Fax: 855-652-5042
Email: amcgill@bkafinancial.com
Vickie McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129
Cell: 206-755-8262
Fax: 607-795-8483
Email: vmcgill@bkafinancial.com
David Johnson
Colorado, Utah and Nevada
Cell: 303-748-5478
Fax: 607-732-3904
Email: djohnson@bkafinancial.com
Don Levine
San Francisco Area
Cell: 650-474-9504
Fax: 650-252-0908
Email: dlevine@bkafinancial.com
Brian Henricks
Southern California
Cell: 619-917-9450
Fax: 619-467-4345
Email: bhenricks@bkafinancial.com
Jon Bannister
New Mexico & Texas
Phone: 214-304-1833
Fax: 607-732-3904
Email: jbanister@bkafinancial.com
Internal Sales Desk
Iowa & Missouri
Phone: 607-735-2367
Fax: 607-732-3904
David Lyles
Nebraska, Arkansas, Missouri, Oklahoma
Phone: 918-407-1082
Fax: 607-732-3904
Email: david.lyles@bkafinancial.com
Internal Sales Desk
Arkansas, Mississippi, Oklahoma
Phone: 607-735-2365
Fax: 607-732-3904
Michael Marciano
South Carolina
Cell: 919-500-6204
Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
South Carolina
Cell: 609-731-2300
Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
John Taylor
South Carolina
Cell: 864-616-2304
Fax: 607-732-3904
Email: jtaylor@bkafinancial.com
Tanya Pages
Southern Florida
Cell: 305-310-3369
Fax: 305-614-0473
Email: tpages@bkafinancial.com
Joe Rhodes
Sacramento Area
Cell: (916) 257-1068
Fax: (916) 313-3506
Email: jrhodes@bkafinancial.com
Meet the Team
With years upon years of experience, all of our team combined, just as well as every single member of it are ready to guide you through your best options for any given type of financial advice!
New England 
Brian Adams
New England
Office: 617-274-8281
Cell: 607-426-8282
Fax: 617-297-9556
Email: badams@bkafinancial.com
Jon DePrimo
New England
Office: 617-274-8281
Cell: 607-857-0905
Fax: 617-297-9556
Email: jdeprimo@bkafinancial.com
Alex Comstock
New England
Office: 617-274-8281
Cell: 607-215-1725
Fax: 617-297-9556
Email: acomstock@bkafinancial.com
New York City
Chris Hely
New York (New York City Only)
Office: 914-961-1260
Cell: 914-661-6300
Fax: 914-462-3434
Email: chely@bkafinancial.com
Connecticut & New York
Dana Schneider
Purchase New York, Gold Coast Connecticut
Office: 914-961-1260
Cell: 315-529-3336
Fax: 888-831-4126
Email: dschneider@bkafinancial.com
Eastern Pennsylvania
Tim Wagner
Eastern Pennsylvania
Cell: 484-678-4459
Fax: 484-891-1595
Email: tim.wagner@bkafinancial.com
Long Island
John G. Brady
Long Island
Cell: 516-398-2089
Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Northern New Jersey
John O'Reily
Northern New Jersey
Phone: 914-450-9117
Email: joreilly@bkafinancial.com
Mid-Atlantic
Katie Clark
Mid-Atlantic
Office: 703-534-7734
Cell: 410-961-4831
Fax: 703-842-8448
Email: kclark@bkafinancial.com
Mike Collins
Mid-Atlantic
Phone: 703-573-0804
Fax: 703-662-8211
Email: mcollins@bkafinancial.com
North Carolina
Michael Marciano
North Carolina
Cell: 919-500-6204
Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
North Carolina
Cell: 609-731-2300
Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
Georgia, Alabama
Tommy Bridges
Georgia, Alabama
Office: 706-321-6743
Cell: 478-747-2037
Fax: 706-322-1650
Email: tbridges@bkafinancial.com”
North Florida
Steve Schumacher
North Florida
Cell: 813-505-8808
Fax: 607-732-3904
Email: sschumacher@bkafinancial.com
Southern Florida
Kurt Dombro
Southern Florida
Office: 561-395-7200
Cell: 561-350-8701
Fax: 561-395-7207
Email: kdombro@bkafinancial.com
Minnesota & Wisconsin
Deb Hersey
Minnesota & Wisconsin
Phone: 952-412-8835
Fax: 312-628-7677
Email: dhersey@bkafinancial.com
Michigan, Illinois, Ohio
Charlie Boyd
Illinois, Michigan, Ohio
Phone: 312-730-8391
Email:cboyd@bkafinancial.com
Pacific NW, Arizona & Alaska
Alvin McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129
Cell: 206-305-4767
Fax: 855-652-5042
Email: amcgill@bkafinancial.com
Vickie McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129
Cell: 206-755-8262
Fax: 607-795-8483
Email: vmcgill@bkafinancial.com
Colorado, Utah and Nevada
David Johnson
Colorado, Utah and Nevada
Cell: 303-748-5478
Fax: 607-732-3904
Email: djohnson@bkafinancial.com
Sacramento Area
Joe Rhodes
Sacramento Area
Cell: (916) 257-1068
Fax: (916) 313-3506
Email: jrhodes@bkafinancial.com
Southern California
Brian Henricks
Southern California
Cell: 619-917-9450
Fax: 619-467-4345
Email: bhenricks@bkafinancial.com
New Mexico & Texas
Jon Bannister
New Mexico & Texas
Phone: 214-304-1833
Fax: 607-732-3904
Email: jbanister@bkafinancial.com
Nebraska, Arkansas, Missouri, Oklahoma
David Lyles
Nebraska, Arkansas, Missouri, Oklahoma
Phone: 918-407-1082
Fax: 607-732-3904
Email: david.lyles@bkafinancial.com
South Carolina
Michael Marciano
South Carolina
Cell: 919-500-6204
Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
South Carolina
Cell: 609-731-2300
Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
John Taylor
South Carolina
Phone: 864-616-2304
Fax: 607-732-3904
E-mail: jtaylor@bkafinancial.com
Tennessee
John G. Brady
Tennessee
Cell: 516-398-2089
Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Southern Florida
Tanya Pages
Southern Florida
Cell: 305-310-3369
Fax: 305-614-0473
Email: tpages@bkafinancial.com
San Francisco Area
Don Levine
San Francisco Area
Cell: 650-474-9504
Fax: 650-252-0908
Email: dlevine@bkafinancial.com
Carrier Partners
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
