| Name | Title | Contact Details |
|---|---|---|
Michael Mendelson |
SVP, Chief Operating Officer - Wealth | Profile |
Brian Adelson |
Senior Vice President and Director of Technology Services | Profile |
Adam Pierce |
Director of Enterprise Data and Applications | Profile |
Kristen Ray |
Vice President Cloud Security Architect Manager | Profile |
William Coffey |
Senior Vice President and Chief Technology 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.
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