| Name | Title | Contact Details |
|---|---|---|
Vince Schoenig |
Executive Vice President, Senior Information Technology and Operations Officer | Profile |
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industrys top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
Pension Services, Inc. is one of the countrys premier Third Party Retirement Plan Administration firms. We specialize in designing customized retirement plans to help business owners maximize contributions while also leveraging the 150+ years of our staffs combined industry experience to help plan sponsors avoid many of the common compliance issues that plague qualified plans nationwide.
MainSource Insurance is a North Vernon, IN-based company in the Financial Services sector.
Doc-IT Inc. is a Hamilton, ON-based company in the Financial Services sector.
"Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success. We take pride in being a locally owned private bank. Our roots are in Kentucky, and we plan to keep it that way. Our decisions are made locally by people who know you, your family and your business. Today, Commonwealth Bank and Trust Company has over $800 million in Bank assets, along with $1.4 billion in Trust assets. We are headquartered in Louisville, Kentucky and currently operate 15 branches in Jefferson and Shelby Counties and Northern Kentucky. Our main lines of business include Personal Banking, Private Banking, Medical Banking, Wealth Management and Trust Services, Business Banking and Mortgage."