FOR IMMEDIATE RELEASE
PONTE VEDRA BEACH, FL — (October 31, 2017) As Fulcrum Partners LLC executive benefits advisory commemorates its 10-year corporate anniversary, the organization is recognizing the dedicated team that has helped it grow to thirteen coast-to-coast offices and more than $6B in assets under management.
Launched in 2007, with offices in Ponte Vedra Beach and Orlando, Florida, today Fulcrum Partners has a nationwide presence from Washington D.C., to Honolulu, Hawaii. This month, the company honors Founder and Managing Director G. Scott Cahill and the team at Fulcrum Partners Orlando.
For the last 35-plus years, Scott Cahill has focused on serving medium to large companies in the design of leadership/ownership succession and executive retirement plans. Business continuity of multigenerational family companies is his favorite type of engagement. “Following as a close second,” said Cahill, “is the design of executive retirement plans to fill the ‘retirement-income gap’ created by the reverse discrimination inherent in U.S tax code.”
In all aspects of his life, Cahill defines his accomplishment by the success he helps facilitate for others. Together, with his wife Joanie, Cahill shares his time, talents and abundance through community and global betterment initiatives. He is the Chairman of the Board of the Luis Palau Association and an Advisory Board Member for the National Christian Foundation, Orlando.
Scott Cahill observed, “Over the past decade, Fulcrum Partners has experienced tremendous expansion and accomplishment, helping companies optimize executive benefit plans in ways that are cost effective for the company and rewarding for the executive. As individuals and as a team, we’ve also had the opportunity to grow in generosity and outreach. Companywide, we are tackling new models of service, stewardship and an exciting plan for putting hard data directly in the hands of our clients in meaningful new ways.”
Under Cahill’s leadership, in 2016, Fulcrum Partners Orlando added Financial Consultants Wesley Hackett and Jonathan Kearn and Business Development Associate Christine Scott. Wes Hackett, a graduate of the University of Central Florida, grew up as part of his family’s construction company and is committed to supporting the retirement and wealth planning needs of businesses and family-owned companies. Previously a Financial Advisor with AXA Advisors, Wes was a Financial Representative with a wealth management firm, before joining Fulcrum Partners.
Jon Kearn began his career with New York Life, designing individual retirement funding and distribution solutions, and later, business succession, ownership risk mitigation, wealth transfer and estate plans. A graduate of the University of Florida Honors Program and the NYLIC University Insurance Program, Jon had more than twelve years of industry experience when he became part of Fulcrum Partners Orlando.
Christine Scott joined the Fulcrum Partners team to help support client engagement and assist in the development of strategic relationships. Experienced in marketing and business growth, Christine holds a Bachelor of Science degree from James Madison University and a Master of Science degree from Old Dominion University.
To learn more about executive benefits consulting and other financial services provided by Fulcrum Partners Orlando, contact 407-841-2480.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s largest executive benefits consultancies. Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Learn more about the Fulcrum Partners executive benefits advisory team at https://www.fulcrumpartnersllc.com/fulcrum-partners-team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.