Scott Cahill of Fulcrum Partners Supports Luis Palau Association

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The Luis Palau Association has led a 10-year initiative to join with Christians throughout Africa in spreading the good news of the Gospel. Thanks to the generosity of Scott Cahill of Fulcrum …

The Luis Palau Association has led a 10-year initiative to join with Christians throughout Africa in spreading the good news of the Gospel. Thanks to the generosity of Scott Cahill of Fulcrum Partners, along with other donors, the campaign has now been carried into Ethiopia. Through 175 events held in Addis Ababa and other cities across Ethiopia, more than a quarter million people shared and celebrated hope and the ministry’s evangelic message of joy and faith.
The Managing Directors at Fulcrum Partners are men and women who have chosen to live their lives in ways that are true to their passions and personal commitments. As specialists in integrated executive compensation, we are here to help you and your organization better position yourself for making the choices in life that matter to you most.
“Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has.” Margaret Mead

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  • 1. FOR IMMEDIATE RELEASE Scott Cahill of Fulcrum Partners Supports Luis Palau Association PONTE VEDRA BEACH, FL--(Jan 7, 2014) - G. Scott Cahill, a founder and managing director at Fulcrum Partners LLC executive benefits consultancy (http:/www.fulcrumpartnersllc.com) has generously become a corporate sponsor of the Luis Palau Association's Love Ethiopia campaign in East Africa. The global ministry of Luis Palau has shared Christianity for more than 50 years, serving those in need with clothing, food, tutoring and a listening ear in cities around the world. November 17, 2013 updates show that the Love Ethiopia outreach has already included more than 175 events reaching a quarter million people ranging from prisons to a private meeting with the recently appointed President of the Republic of Ethiopia, Mulatu Teshome. 1|Page
  • 2. Scott Cahill explains, "We love the City Serve projects that the Luis Palau Association organizes around the globe to help the poor and are honored to be one of their sponsors. This year's project in Addis Ababa, Ethiopia will, hopefully, continue as a positive influence on the country." The Luis Palau Association began CityServe in Portland, Oregon with a mission to transform cities by way of a united, sustainable effort involving churches and cultural leaders. CityServe reaches cities around the world, uniting local governments and evangelical churches to tear down walls, de-bunk stereotypes, and attack today's toughest issues including human trafficking, street and gang violence, homelessness, poverty and health and wellness. Read more at: http://www.fulcrumpartnersllc.com/inspire About Fulcrum Partners LLC: Fulcrum Partners LLC is one of the nation's leading and largest executive benefits consultancies. With a team of experienced industry professionals who serve with diverse skill sets, targeted experience, and in-depth expertise in executive compensation and benefits consulting, the consultants at Fulcrum Partners focus on an integrated approach to the design, financing, and plan administration of executive benefits programs. Fulcrum Partners LLC 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, Florida; Honolulu, Hawaii; Houston, 2|Page
  • 3. Texas; Los Angeles, California; Orlando, Florida; Ponte Vedra Beach, Florida; Portland, Oregon; and Washington D.C. Securities offered through ValMark Securities, Inc., 130 Springside Drive, Suite 300, Akron, OH 44333 or NFP Securities, Inc. (NFPSI) Members FINRA/SIPC. Investment Advisory services offered through NFPSI or ValMark Advisers, Inc., a SEC Registered Investment Adviser. Fulcrum Partners, LLC is a separate entity from ValMarkSecurities, Inc., ValMark Advisers, Inc. and NFPSI. CONTACT INFORMATION Contact: Bruce Brownell 904.296.2563 press@fulcrumpartnersllc.com 3|Page
  • 4. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants P r em ier EXECUTI VE BEN EF I TS CON SULTAN TS SERVICES WHY FULCRUM TEAM PARTNERS RESOURCES NEWS INSPIRE CONTACT ATLANTA, GA STEVE BROADBENT The Team at Fulcrum Partners CHICAGO, IL TOM CHISHOLM A nationwide company, Fulcrum Partners, LLC, has senior consultants in major business CHARLESTON, SC CHRISTOPHER H. NYLAND executive benefits consulting at Fulcrum Partners is more than 25 years. We are here to serve COLUMBUS, OH DAVID H. FISHER DELRAY BEACH, FL KRISTINE KOPSIAFTIS HONOLULU, HI ROY IMAI markets across the United States. You’ll find the average tenure in financial services and the best of the best; we are here to serve you. Fulcrum Partners locations are available throughout the U.S. including Hawaii. You may contact the office nearest you or contact any of the Fulcrum Partners Team with whom you’d like to work. HOUSTON, TX GUS COMISKEY, JR. HOUSTON, TX STEPHEN M. KAUFMAN LOS ANGELES, CA PHILLIP L. CURRIE, JR. ORLANDO, FL SCOTT CAHILL PONTE VEDRA BEACH, FL BRUCE BROWNELL PONTE VEDRA BEACH, FL JIM DELAY PONTE VEDRA BEACH, FL JOSEPH ARTHUR THOMPSON PORTLAND, OR CRAIG E. CAYFORD WASHINGTON, DC ANDREW B. HART ATLANTA, GA Steve Broadbent, Managing Director Managing Director Steve Broadbent’s skill in analyzing and collaborating on the design, funding, and security of non-qualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable them to attract and retain key executive talent while building shareholder value. O: 770-813-0750  C: 678.777.6313  F: 770.813.0710 Email: steve.broadbent@fulcrumpartnersllc.com CHICAGO, IL http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]
  • 5. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants Tom Chisholm, Managing Director Managing Director Tom Chisholm consults on a wide range of executive benefits issues including non-qualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Widely published, Tom is often quoted by the media on the topic of nonqualified benefits. O: 847.724.3036  C: 847.341.7258  F: 847.724.3811 Email: tom.chisholm@fulcrumpartnersllc.com CHARLESTON, SC Christopher H. Nyland, Managing Director Managing Director Christopher H. Nyland has more than 25 years of in-depth experience in the executive benefits industry. He has been instrumental in successfully developing non-qualified benefit plans for many Fortune 1000 companies from the financial services industry to healthcare, engineering, high-tech, manufacturing, and utilities corporations. Christopher’s extensive consulting expertise includes nonqualified benefit plan design, funding, security and administration as well as change of control and merger related issues. O: 703.356.7222  C: 703.627.1841  Email: chris.nyland@fulcrumpartnersllc.com COLUMBUS, OH David H. Fisher, Managing Director Managing Director David H. Fisher has extensive knowledge of all areas of executive benefits, but his primary role often involves the development of successful nonqualified executive benefit programs used to attract and retain key executives. As a part of this process, David has developed unique and creative strategies for aligning the strengths of Fulcrum Partners’ synergistic vendors in this area with client objectives, ensuring that the resulting program maximizes the executive benefits industry’s best practices. O: 614.799.1901  C: 614.571.9559  Email: david.fisher@fulcrumpartnersllc.com DELRAY BEACH, FL Kristine Kopsiaftis, Managing Director Managing Director Kristine Kopsiaftis consults with public and private entities to provide a wide range of services with respect to the design and management of the suite of executive benefits programs, including nonqualified deferred compensation plans, supplemental executive retirement plans, executive life, and supplemental disability income plans. Inspired by her knowledge, diligence, and her skill in hearing both what clients say and fail to say, organizations engage Kristine to provide creative, performance-driven strategies for attracting, retaining, and rewarding highly compensated executives. Kristine has an in-depth background in advising organizations on all aspects of COLI programs utilized for funding long-term corporate liabilities associated with executive benefits, employee stock option plans (ESOPs), and other related plans. Her tax background includes specialized expertise in estate planning strategies for high net worth executives and applications of life insurance as a tax efficient solution. Kristine serves her clients with experience and the utmost attention to detail. O: 561.274.9205  C: 617.794.7821  F: 561.274.9206 Email: kristine.kopsiaftis@fulcrumpartnersllc.com http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]
  • 6. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants HONOLULU, HI Roy Imai, Managing Director Managing Director Roy Imai has been purposefully focused on executive benefits and estate planning during his more than 47 years in the industry. A lifelong resident of Hawaii, Roy has strong business relationships that have enabled him to assist major financial institutions and corporations with benefit programs designed to help them retain their valuable executives. Additionally, Roy has helped many banks and corporations with bank and corporate owned life insurance strategies to effectively fund benefit plan liabilities. O: 808.527.7649  F: 808.356.8649 Email: roy.imai@fulcrumpartnersllc.com HOUSTON, TX Gus Comiskey, Jr., Managing Director Gus Comiskey, Jr. is President of Comiskey Kaufman Consulting, LLC  and is a Managing Director with Fulcrum Partners. Together with Stephen Kaufman, in 1978, Gus founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Gus joined Clark as a Managing Director in their southwest region. In 2007, Gus and Stephen elected to become Independent Consultants of Clark Consulting and later to join with other Clark Consultants in forming Fulcrum Partners. Gus and Stephen have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, particularly in underwriting their life insurance needs through Comiskey Kaufman Consulting, LLC. Gus currently serves on the Executive Board of the Cox School of Business at Southern Methodist University, is on the Board of Visitors of M.D. Anderson Cancer Center, is on the Executive Committee of the Greater Houston Community Foundation, serves on the Board of the American Red Cross – Houston Chapter, and serves on the Board of Stewards at Chapelwood United Methodist Church. O: 713.623.8700  C: 713.825.1106  F: 713.623.8838 Email: gus.comiskey@fulcrumpartnersllc.com HOUSTON, TX Stephen M. Kaufman, Managing Director Stephen Kaufman is Chairman of Comiskey Kaufman Consulting, LLC and is a Managing Director with Fulcrum Partners. Together with Gus Comiskey, in 1978, Stephen founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Stephen joined Clark as a Managing Director in their southwest region. In 2007, Stephen and Gus elected to become Independent Consultants of Clark Consulting and later to join with other Clark Consultants in forming Fulcrum Partners. Stephen and Gus have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, particularly in underwriting their life insurance needs. Stephen also shares his extensive knowledge of executive benefits through numerous speaking engagements and published articles. Active in his community, he is a member of the Board of Directors for several organizations. O: 713.623.8700  C: 713.204.6542  F: 713.623.8838 Email: stephen.kaufman@fulcrumpartnersllc.com LOS ANGELES, CA Phillip L. Currie, Jr., Managing Director For over 23 years, Managing Director Phillip L. Currie, Jr. has consulted in the employee and executive benefits field where he is recognized as an industry leader. His http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]
  • 7. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants expertise includes designing executive benefit programs that align plan design features with corporate objectives and the implementation of various employee benefit cost take out strategies. Phil currently oversees the management of numerous employee and executive benefit programs for his Fortune 1000 clients, long-term client relationships that are built on trust and confidence in Phil’s experience and integrity. O: 213.438.6382  C: 818.521.3663  Email: phil.currie@fulcrumpartnersllc.com ORLANDO, FL Scott Cahill, Managing Director Scott Cahill is a Managing Director of Fulcrum Partners, LLC in Orlando, Florida. Over his more than 30-year career, he has specialized in the efficient funding of benefit liabilities for corporations and estate tax liabilities for wealthy families. His expertise is in the strategic integration of compensation and benefits for the top talent at client companies. The result is a comprehensive and effective total reward structure. Scott also consults with medium to large private organizations on business succession and ownership transition challenges. He is routinely engaged by organizations to design: IRS Section 409(A) Plans; Executive Life & Disability Income Programs that often reduce the risk components of Core Employer Group Plans and restore benefits lost to IRS or insurance carrier limitations; Estate Tax Efficient Succession and Generational Planning Strategies; and Tax Efficient Hedging of Non-Qualified Plan Liabilities. At Fulcrum Partners, Scott’s entire focus is on adding value to his clients with creative tax-efficient solutions, quality service, and trusted advice. Scott Cahill is a Registered Representative and Investment Advisor Representative of NFP Securities, Inc. O: 407.841.2480  C: 407.341.2480  F: 407.841.1626 Email: scott.cahill@fulcrumpartnersllc.com PONTE VEDRA BEACH, FL Bruce Brownell, Managing Director Bruce Brownell is a founder of Fulcrum Partners, LLC, responsible for analysis, design, integration, administration, and communication of executive compensation and benefit strategies. With more than 25 years in financial consulting, including the past 15 years exclusively in Executive Benefits, Bruce has consulted in many for-profit industries, including engineering, manufacturing, distribution, health care, and technology. An expert in IRC Section 409A, his experience covers the full range of executive benefit plans, including the integration of equity-based plans, tax deferred executive compensation arrangements, supplemental retirement strategies, and other executive benefit and performance based plans. Bruce has also helped pioneer Fulcrum’s Executive Benefits Benchmarking practice, providing a unique deliverable in the benefits marketplace. O: 904.296.2563  C: 904.910.5252  F: 904.296.0333 Email: bruce.brownell@fulcrumpartnersllc.com PONTE VEDRA BEACH, FL Jim DeLay, Managing Director Jim Delay is one of the Founders of Fulcrum Partners and has over 30 years of experience in the financial services industry. He specializes in the design, implementation, financing, and administration of total rewards strategies primarily for public and large privately held corporations, serving as a key consultant to Boards of Directors and Executive Management Teams. Jim consults in a number of industries including construction, engineering, and manufacturing, distribution, high tech and automotive, covering the full range of executive compensation and benefit plans, including the design of risk based equity plans, deferred compensation plans http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]
  • 8. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants (DCPs), Leadership Incentive and Retention Plans (LIRPs), and Supplemental Executive Retirement Plans (SERPs). Jim Delay is a Registered Representative and Investment Advisor Representative of NFP Securities, Inc. O: 904.296.2563  C: 904.571.7588  F: 904.296.0333 Email: jim.delay@fulcrumpartnersllc.com PONTE VEDRA BEACH, FL Joseph Arthur Thompson, Managing Director Joseph Arthur Thompson is a founder of Fulcrum Partners, LLC. He has consulted with hundreds of businesses during his respected career and in numerous industries including healthcare, banking, engineering, manufacturing, and distribution. Providing financial consulting and advisory services to directors and management, Joe assists organizations in attracting and retaining key employees and executives by utilizing non-qualified deferred compensation arrangements, including Rabbi trusts, excess benefit plans, top hat plans, and SERPS. Recognized for his creativity and acumen in problem solving, Joe advises clients who are dealing with the intricacies of restricted stock, incentive stock options, nonqualified stock options, stock appreciation rights, phantom stock, and reloads. O: 904.296.2563  C: 904.861.9600  F: 904.296.0333 Email: joe.thompson@fulcrumpartnersllc.com PORTLAND, OR Craig E. Cayford, Managing Director Managing Director Craig E. Cayford has over 35 years experience in helping large, publicly traded corporations and organizations develop creative retirement planning solutions using both qualified and nonqualified retirement plans. With an expertise in taking complex financial solutions and making them simple, Craig’s clients choose him because he is a problem solver for their business. Prior to joining Fulcrum Partners, Cayford served as a Lead Consultant with Clark Consulting for over 15 years where he specialized in the design, funding, implementation, and administration of nonqualified benefit programs. These programs include deferred compensation plans, excess plans, and supplemental executive retirement plans (SERPs). O: 503.848.0200  C: 503.314.6054  F: 503.848.0202 Email: craig.cayford@fulcrumpartnersllc.com WASHINGTON, DC Andrew B. Hart, Managing Director Managing Director Andrew Hart serves his clients with 20 years of experience developing strong, successful executive and employee compensation and benefit programs for Fortune 1000 companies and more than 15 years of experience working with financial institutions on the design and implementation of Executive Benefits and Bank Owned Life Insurance (BOLI) programs. Andy’s strengths include his capability to operate in an entirely unbundled and open architecture business model by working with the synergistic resources for funding and plan administration. O: 703.807.5824  C: 703.966.4679  Email: andrew.hart@fulcrumpartnersllc.com sdf EXPERTISE that INSTILLS CONFIDENCE ® http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]
  • 9. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel 1-800-765-5201 or NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and NFP Securities, Inc. Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI) or ValMark Securities, Inc., Members FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of NFPSI or Valmark Advisers, Inc. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI, ValMark Securities, Inc., or Valmark Advisers, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Dept. at 512-697-6000 or ValMark Securities, Inc. Compliance Dept. at compliancesubmissions@valmarksecurities.com or 800-765-5201. Fulcrum Partners LLC is not affiliated with either ValMark Securities, Inc., or NFPSI. ValMark Securities, Inc., and NFPSI are not affiliated. © 2012 Fulcrum Partners, LLC. All rights reserved. CONTACT PRIVACY STATEMENT Back to Top http://www.fulcrumpartnersllc.com/team/[1/7/2014 9:49:54 AM]