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

Brian Adams

New England

Brian Adams

Office: 617-274-8281

Cell: 607-426-8282

Fax: 617-297-9556

Email: badams@bkafinancial.com

Jon DePrimo

Jon DePrimo

New England

Office: 617-274-8281

Cell: 607-857-3404

Fax: 617-297-9556

Email: jdeprimo@bkafinancial.com

Alex Comstock

Alex Comstock

New England

Office: 617-274-8281
Cell: 607-215-1725
Fax: 617-297-9556
Email: acomstock@bkafinancial.com

Chris Hely

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

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

Bill Vandewark

Western Pennsylvania

Cell: 607-426-8290

Fax: 607-398-7424

Email: bvandewark@bkafinancial.com

Tim Wagner

Tim Wagner

Eastern Pennsylvania

Cell: 484-678-4459

Fax: 484-891-1595

Email: tim.wagner@bkafinancial.com

John G. Brady

John G. Brady

Long Island

Cell: 516-398-2089

Fax: 629-213-2680

Email: jgbrady@bkafinancial.com

Anthony Sarra

Anthony Sarra

Southern New Jersey

Cell: 973-809-9099

Tel: 732-409-5099

Fax: 732-409-5446

Email: asarra@bkafinancial.com”

John O'Reily

John O'Reily

Northern New Jersey

Phone: 914-450-9117

Email: joreilly@bkafinancial.com

Katie Clark

Katie Clark

Mid-Atlantic

Office: 703-534-7734

Cell: 410-961-4831

Fax: 703-842-8448

Email: kclark@bkafinancial.com

Mike Collins

Mike Collins

Mid-Atlantic

Phone: 703-573-0804

Fax: 703-662-8211

Email: mcollins@bkafinancial.com

Michael Marciano

Michael Marciano

North Carolina

Cell: 919-500-6204

Fax: 607-732-3904

Email: mmarciano@bkafinancial.com”

Charles Marciano

Charles Marciano

North Carolina

Cell: 609-731-2300

Fax: 607-732-3904

Email: cmarciano@bkafinancial.com”

Tommy Bridges

Tommy Bridges

Georgia, Alabama

Office: 706-321-6743

Cell: 478-747-2037

Fax: 706-322-1650

Email: tbridges@bkafinancial.com”

John G. Brady

John G. Brady

Tennessee

Cell: 516-398-2089

Fax: 629-213-2680

Email: jgbrady@bkafinancial.com

 Steve Schumacher

Steve Schumacher

North Florida

Cell: 813-505-8808

Fax: 607-732-3904

Email: sschumacher@bkafinancial.com

Kurt Dombro

Kurt Dombro

Southern Florida

Office: 561-395-7200

Cell: 561-350-8701

Fax: 561-395-7207

Email: kdombro@bkafinancial.com

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Ohio, Indiana and West Virginia

Cell:

Fax:

Email:

Deb Hersey

Deb Hersey

Minnesota & Wisconsin

Phone: 952-412-8835

Fax: 312-628-7677

Email: dhersey@bkafinancial.com

Charlie Boyd

Charlie Boyd

Illinois, Michigan, Ohio

Phone: 312-730-8391

Email:cboyd@bkafinancial.com

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

David Johnson

David Johnson

Colorado, Utah and Nevada

Cell: 303-748-5478

Fax: 607-732-3904

Email: djohnson@bkafinancial.com

Don Levine

Don Levine

San Francisco Area

Cell: 650-474-9504

Fax: 650-252-0908

Email: dlevine@bkafinancial.com

Brian Henricks

Brian Henricks

Southern California

Cell: 619-917-9450

Fax: 619-467-4345

Email: bhenricks@bkafinancial.com

Jon Bannister

Jon Bannister

New Mexico & Texas

Phone: 214-304-1833

Fax: 607-732-3904

Email: jbanister@bkafinancial.com

Internal Sales Desk

Internal Sales Desk

Iowa & Missouri

Phone: 607-735-2367

Fax: 607-732-3904

David Lyles

David Lyles

Nebraska, Arkansas, Missouri, Oklahoma

Phone: 918-407-1082

Fax: 607-732-3904

Email: david.lyles@bkafinancial.com

Internal Sales Desk

Internal Sales Desk

Arkansas, Mississippi, Oklahoma

Phone: 607-735-2365

Fax: 607-732-3904

Michael Marciano

Michael Marciano

South Carolina

Cell: 919-500-6204

Fax: 607-732-3904

Email: mmarciano@bkafinancial.com”

Charles Marciano

Charles Marciano

South Carolina

Cell: 609-731-2300

Fax: 607-732-3904

Email: cmarciano@bkafinancial.com”

John Taylor

John Taylor

South Carolina

Cell: 864-616-2304

Fax: 607-732-3904

Email: jtaylor@bkafinancial.com

Tanya Pages

Tanya Pages

Southern Florida

Cell: 305-310-3369

Fax: 305-614-0473

Email: tpages@bkafinancial.com

Joe Rhodes

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

Brian Adams

New England

Office: 617-274-8281

Cell: 607-426-8282

Fax: 617-297-9556

Email: badams@bkafinancial.com

Jon DePrimo

Jon DePrimo

New England

Office: 617-274-8281

Cell: 607-857-0905

Fax: 617-297-9556

Email: jdeprimo@bkafinancial.com

Alex Comstock

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

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

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

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

Cell: 516-398-2089

Fax: 629-213-2680

Email: jgbrady@bkafinancial.com

Northern New Jersey

John O'Reily

John O'Reily

Northern New Jersey

Phone: 914-450-9117

Email: joreilly@bkafinancial.com

Mid-Atlantic

Katie Clark

Katie Clark

Mid-Atlantic

Office: 703-534-7734

Cell: 410-961-4831

Fax: 703-842-8448

Email: kclark@bkafinancial.com

Mike Collins

Mike Collins

Mid-Atlantic

Phone: 703-573-0804

Fax: 703-662-8211

Email: mcollins@bkafinancial.com

North Carolina

Michael Marciano

Michael Marciano

North Carolina

Cell: 919-500-6204

Fax: 607-732-3904

Email: mmarciano@bkafinancial.com”

Charles Marciano

Charles Marciano

North Carolina

Cell: 609-731-2300

Fax: 607-732-3904

Email: cmarciano@bkafinancial.com”

Georgia, Alabama

Tommy Bridges

Tommy Bridges

Georgia, Alabama

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

Southern Florida

Kurt Dombro

Kurt Dombro

Southern Florida

Office: 561-395-7200

Cell: 561-350-8701

Fax: 561-395-7207

Email: kdombro@bkafinancial.com

Minnesota & Wisconsin

Deb Hersey

Deb Hersey

Minnesota & Wisconsin

Phone: 952-412-8835

Fax: 312-628-7677

Email: dhersey@bkafinancial.com

Michigan, Illinois, Ohio

Charlie Boyd

Charlie Boyd

Illinois, Michigan, Ohio

Phone: 312-730-8391

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

Colorado, Utah and Nevada

David Johnson

David Johnson

Colorado, Utah and Nevada

Cell: 303-748-5478

Fax: 607-732-3904

Email: djohnson@bkafinancial.com

Sacramento Area

Joe Rhodes

Joe Rhodes

Sacramento Area

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

New Mexico & Texas

Jon Bannister

Jon Bannister

New Mexico & Texas

Phone: 214-304-1833

Fax: 607-732-3904

Email: jbanister@bkafinancial.com

Nebraska, Arkansas, Missouri, Oklahoma

David Lyles

David Lyles

Nebraska, Arkansas, Missouri, Oklahoma

Phone: 918-407-1082

Fax: 607-732-3904

Email: david.lyles@bkafinancial.com

South Carolina

Michael Marciano

Michael Marciano

South Carolina

Cell: 919-500-6204

Fax: 607-732-3904

Email: mmarciano@bkafinancial.com”

Charles Marciano

Charles Marciano

South Carolina

Cell: 609-731-2300

Fax: 607-732-3904

Email: cmarciano@bkafinancial.com”

John Taylor

John Taylor

South Carolina

Phone: 864-616-2304

Fax: 607-732-3904

E-mail: jtaylor@bkafinancial.com

Tennessee

John G. Brady

John G. Brady

Tennessee

Cell: 516-398-2089

Fax: 629-213-2680

Email: jgbrady@bkafinancial.com

Southern Florida

Tanya Pages

Tanya Pages

Southern Florida

Cell: 305-310-3369

Fax: 305-614-0473

Email: tpages@bkafinancial.com

San Francisco Area

Don Levine

Don Levine

San Francisco Area

Cell: 650-474-9504

Fax: 650-252-0908

Email: dlevine@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.