Mike Powers //Bio//
Managing Director
2755 Broadmore Lane Westlake, Ohio 44145
O: 440.360.7230
C: 216.262.7429
Recognizing that you and your company have unique and distinctive needs, Fulcrum Partners leverages its intellectual capital, experience, and broad multidisciplinary industry relationships for your success.
- Executive benefits consultants who average more than 30+ years in executive compensation and benefits consulting
- Nationwide offices from Washington D.C. to Los Angeles, California
- Clients include medium to large, publicly- and privately-held companies, many that have been clients of our senior vice presidents for decades
- Check the background of the Fulcrum Partners investment professionals on FINRA’s BrokerCheck
- View the Fulcrum Partners 7-Step Executive Benefit Plan Consulting Process
- Are you interested in what it means to be part of the Fulcrum Partners team? Find out more about what it takes to be an ideal Fulcrum Partners candidate.
EXPERTISE that INSTILLS CONFIDENCE®
Click anywhere on the name or photo below to view individual bios.
Leadership
Executive Benefits Consultants
Steven Broadbent //Bio//
Senior Vice President – Retirement
6350 Lake Oconee Parkway Suite 110, PMB 47
Greensboro, Georgia 30642
C: 678.777.6313
Steve Broadbent is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0C48841
Check the background of this investment professional on FINRA's BrokerCheck
Bruce Brownell //Bio//
Senior Vice President – Retirement
216 Clatter Bridge Road
Ponte Vedra, Florida 32081
O: 904.296.2563
C: 904.910.5252
Bruce Brownell is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. OneDigital and Fulcrum Partners are separate entities from LSF.
Check the background of this investment professional on FINRA's BrokerCheck
Scott Cahill //Bio//
Senior Vice President – Retirement
801 N. Orange Avenue Suite 820
P. O. Box 3191 (ZIP 32802)
Orlando, Florida 32801
O: 407.841.2480
C: 407.341.2480
F: 407.841.1626
G. Scott Cahill is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. OneDigital and Fulcrum Partners are separate entities from LSF. CA License #0H24135
Check the background of this investment professional on FINRA's BrokerCheck
Craig E. Cayford //Bio//
Senior Vice President – Retirement
14845 S.W. Murray Scholls Drive
STE 110 PMB 616
Beaverton, Oregon 97007
O: 503.848.0200
C: 503.314.6054
F: 503.848.0202
Craig Cayford is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Tom Chisholm //Bio//
Senior Vice President – Retirement
150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606
O: 847.724.3036
C: 847.341.7258
Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Phillip L. Currie Jr. //Bio//
Senior Vice President – Retirement
7755 Irvine Center Drive
Suite 300
Irvine, California 92618
8706 South 700 East
Suite 105
Sandy (Salt Lake City), Utah 84070
O: 213.438.6382
C: 818.521.3663
Phillip Currie is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. CA License #0A29734
Check the background of this investment professional on FINRA's BrokerCheck
Kenneth DePaola //Bio//
Vice President – Retirement
150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606
C: 224.279.9282
Kenneth DePaola is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
David H. Fisher //Bio//
Senior Vice President – Retirement
20 Millwright Drive
Hilton Head Island, South Carolina 29926
C: 614.571.9559
David Fisher is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Monte Harrick //Bio//
Senior Vice President – Retirement
7705 Irvine Center Drive Suite 500
Irvine, California 92618
C: 626.437.2896
Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0771797
Check the background of this investment professional on FINRA's BrokerCheck
Kristine Kopsiaftis Lampert //Bio//
Senior Vice President – Retirement
1049 W. Heritage Club Circle
Delray Beach, Florida 33483
O: 561.274.9205
C: 617.794.7821
Kristine Kopsiaftis Lampert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Adam Monson //Bio//
Vice President – Retirement
7755 Irvine Center Drive
5th Floor
Irvine, California 92618
O: 213.438.6382
C: 520.664.7507
Adam Monson is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.. CA License #0I01065
Check the background of this investment professional on FINRA's BrokerCheck
Christopher H. Nyland //Bio//
Senior Vice President – Retirement
92 Hasell Street Suite 217
Charleston, South Carolina 29401
O: 703.356.7222
C: 703.627.1841
Christopher H. Nyland is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Sam Robert //Bio//
Vice President – Retirement
428 Bristol Street
Roanoke, Texas 76262
C: 817.939.7827
Sam Robert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA & SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Christine Scott //Bio//
Vice President – Retirement
801 N. Orange Avenue Suite 820 P. O. Box 3191 (ZIP 32802)
Orlando, Florida 32801
O: 407.841.2480
C: 757.615.4591
F: 407.841.1626
Christine Graves Scott is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. One Digital and Fulcrum Partners are separate entities from LSF. Christine Graves Scott provides support services only and is not licensed to offer securities or investment advisory services.
Check the background of this investment professional on FINRA's BrokerCheck
Affiliated Executive Benefits Consultants
Jennifer See
Senior Financial Consultant - Retirement Services
Dave Stecher
Senior Vice President – Retirement Services
Support & Services
Joy Becerra
Account Manager - Fulcrum Partners Orlando
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
O: 407.841.2480
F: 407.841.1626
Cameron King
Client Relationship Manager - Retirement Services
Linda Parker
Marketing - Retirement Services
Kathi Wilkins
Administrative Assistant- Fulcrum Partners Orlando
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
O: 407.841.2480
F: 407.841.1626