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

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.
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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
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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
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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
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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
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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 ®
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9. Team « Fulcrum Partners, LLC - Consultants Fulcrum Partners, LLC – Consultants
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