Planning Specialists
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
Brian Adams
New England
Brian AdamsOffice: 617-274-8281
Cell: 607-426-8282
Fax: 617-297-9556
Email: badams@bkafinancial.com
Jon DePrimo
New England
Office: 617-274-8281Cell: 607-857-3404
Fax: 617-297-9556
Email: jdeprimo@bkafinancial.com
Alex Comstock
New England
Office: 617-274-8281Cell: 607-215-1725
Fax: 617-297-9556
Email: acomstock@bkafinancial.com
Chris Hely
New York (New York City Only)
Office: 914-961-1260Cell: 914-661-6300
Fax: 914-462-3434
Email: chely@bkafinancial.com
Dana Schneider
Purchase New York, Gold Coast Connecticut
Office: 914-961-1260Cell: 315-529-3336
Fax: 888-831-4126
Email: dschneider@bkafinancial.com
Bill Vandewark
Upstate New York - Western Pennsylvania
Cell: 607-426-8290Fax: 607-398-7424
Email: bvandewark@bkafinancial.com
Tim Wagner
Eastern Pennsylvania
Cell: 484-678-4459Fax: 484-891-1595
Email: tim.wagner@bkafinancial.com
John G. Brady
Long Island
Cell: 516-398-2089Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Anthony Sarra
Southern New Jersey
Cell: 973-809-9099Tel: 732-409-5099
Fax: 732-409-5446
Email: asarra@bkafinancial.com”
John O'Reily
Northern New Jersey
Phone: 914-450-9117Email: joreilly@bkafinancial.com
Katie Clark
Mid-Atlantic
Office: 703-534-7734Cell: 410-961-4831
Fax: 703-842-8448
Email: kclark@bkafinancial.com
Mike Collins
Mid-Atlantic
Phone: 703-573-0804Fax: 703-662-8211
Email: mcollins@bkafinancial.com
Michael Marciano
North and South Carolina
Cell: 919-500-6204Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
North and South Carolina
Cell: 609-731-2300Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
Tommy Bridges
Georgia, Alabama, Tennessee
Office: 706-321-6743Cell: 478-747-2037
Fax: 706-322-1650
Email: tbridges@bkafinancial.com”
Mike Levin
North Florida
Cell: 727-709-8723Fax: 607-732-3904
Email: mlevin@bkafinancial.com
Kurt Dombro
Southern Florida
Office: 561-395-7200Cell: 561-350-8701
Fax: 561-395-7207
Email: kdombro@bkafinancial.com
Fred Daub
Southern Florida
Cell: 561-400-1011Fax: 561-395-7207
Email: fdaub@bkafinancial.com
Scott Henderson
Ohio, Indiana and West Virginia
Cell: (937) 321-6258Fax: (937) 886-5038
Email: shenderson@bkafinancial.com
Deb Hersey
Minnesota & Wisconsin
Phone: 952-412-8835Fax: 312-628-7677
Email: dhersey@bkafinancial.com
Mark Hyman
Michigan & Illinois
Phone: 248-766-1037Email: mhyman@bkafinancial.com
Alvin McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129Cell: 206-305-4767
Fax: 855-652-5042
Email: amcgill@bkafinancial.com
Vickie McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129Cell: 206-755-8262
Fax: 607-795-8483
Email: vmcgill@bkafinancial.com
David Johnson
Colorado, Utah and Nevada
Cell: 303-748-5478Fax: 607-732-3904
Email: djohnson@bkafinancial.com
Bill Heidt
Northern California & Hawaii
Cell: 916-413-8665Fax: 260-0703
Email: bheidt@bkafinancial.com
Brian Henricks
Southern California
Cell: 619-917-9450Fax: 619-467-4345
Email: bhenricks@bkafinancial.com
Internal Sales Desk
New Mexico & Texas
Phone: 607-735-2357Fax: 607-732-3904
Internal Sales Desk
Iowa & Missouri
Phone: 607-735-2367Fax: 607-732-3904
Internal Sales Desk
Nebraska & Kansas
Phone: 607-735-2347Fax: 607-732-3904
Internal Sales Desk
Arkansas, Mississippi, Oklahoma
Phone: 607-735-2365Fax: 607-732-3904
Meet the Team
Brian Adams
New England
Office: 617-274-8281Cell: 607-426-8282
Fax: 617-297-9556
Email: badams@bkafinancial.com
Jon DePrimo
New England
Office: 617-274-8281Cell: 607-857-0905
Fax: 617-297-9556
Email: jdeprimo@bkafinancial.com
Alex Comstock
New England
Office: 617-274-8281Cell: 607-215-1725
Fax: 617-297-9556
Email: acomstock@bkafinancial.com
Chris Hely
New York (New York City Only)
Office: 914-961-1260Cell: 914-661-6300
Fax: 914-462-3434
Email: chely@bkafinancial.com
Dana Schneider
Purchase New York, Gold Coast Connecticut
Office: 914-961-1260Cell: 315-529-3336
Fax: 888-831-4126
Email: dschneider@bkafinancial.com
Bill Vandewark
Upstate New York - Western Pennsylvania
Cell: 607-426-8290Fax: 607-398-7424
Email: bvandewark@bkafinancial.com
Tim Wagner
Eastern Pennsylvania
Cell: 484-678-4459Fax: 484-891-1595
Email: tim.wagner@bkafinancial.com
John G. Brady
Long Island
Cell: 516-398-2089Fax: 629-213-2680
Email: jgbrady@bkafinancial.com
Anthony Sarra
Southern New Jersey
Cell: 973-809-9099Tel: 732-409-5099
Fax: 732-409-5446
Email: asarra@bkafinancial.com”
John O'Reily
Northern New Jersey
Phone: 914-450-9117Email: joreilly@bkafinancial.com
Katie Clark
Mid-Atlantic
Office: 703-534-7734Cell: 410-961-4831
Fax: 703-842-8448
Email: kclark@bkafinancial.com
Mike Collins
Mid-Atlantic
Phone: 703-573-0804Fax: 703-662-8211
Email: mcollins@bkafinancial.com
Michael Marciano
North and South Carolina
Cell: 919-500-6204Fax: 607-732-3904
Email: mmarciano@bkafinancial.com”
Charles Marciano
North and South Carolina
Cell: 609-731-2300Fax: 607-732-3904
Email: cmarciano@bkafinancial.com”
Tommy Bridges
Georgia, Alabama, Tennessee
Office: 706-321-6743Cell: 478-747-2037
Fax: 706-322-1650
Email: tbridges@bkafinancial.com”
Mike Levin
North Florida
Cell: 727-709-8723Fax: 607-732-3904
Email: mlevin@bkafinancial.com
Kurt Dombro
Southern Florida
Office: 561-395-7200Cell: 561-350-8701
Fax: 561-395-7207
Email: kdombro@bkafinancial.com
Fred Daub
Southern Florida
Cell: 561-400-1011Fax: 561-395-7207
Email: fdaub@bkafinancial.com
Scott Henderson
Ohio, Indiana and West Virginia
Cell: (937) 321-6258Fax: (937) 886-5038
Email: shenderson@bkafinancial.com
Deb Hersey
Minnesota & Wisconsin
Phone: 952-412-8835Fax: 312-628-7677
Email: dhersey@bkafinancial.com
Mark Hyman
Michigan & Illinois
Phone: 248-766-1037Email: mhyman@bkafinancial.com
Alvin McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129Cell: 206-305-4767
Fax: 855-652-5042
Email: amcgill@bkafinancial.com
Vickie McGill
Pacific Northwest, Arizona & Alaska
Office: 206-447-2129Cell: 206-755-8262
Fax: 607-795-8483
Email: vmcgill@bkafinancial.com
David Johnson
Colorado, Utah and Nevada
Cell: 303-748-5478Fax: 607-732-3904
Email: djohnson@bkafinancial.com
Bill Heidt
Northern California & Hawaii
Cell: 916-413-8665Fax: 916-260-0703
Email: bheidt@bkafinancial.com
Brian Henricks
Southern California
Cell: 619-917-9450Fax: 619-467-4345
Email: bhenricks@bkafinancial.com
Internal Sales Desk
New Mexico & Texas
Phone: 607-735-2357Fax: 607-732-3904
Internal Sales Desk
Iowa & Missouri
Phone: 607-735-2367Fax: 607-732-3904
Internal Sales Desk
Nebraska & Kansas
Phone: 607-735-2347Fax: 607-732-3904
Internal Sales Desk
Arkansas, Mississippi, Oklahoma
Phone: 607-735-2365Fax: 607-732-3904
Carrier Partners
Sales Support
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
