ABOUT BCC
BCC specializes in Bank Owned Life Insurance (BOLI) consulting for community, regional, and national banks. With access to all active insurance carriers and a deep understanding of the BOLI market, we deliver efficient strategies tailored to individual bank objectives. Our veteran team boasts over 100 years of combined experience in BOLI and non-qualified benefit plans, ensuring expertise and a long-term commitment to clients through a robust succession plan that guarantees continued service for the life of their BOLI policies.
OUR LEADERSHIP
JORDAN WYCOFF
President & Principal
KATHY SMITH
Founder & Principal
VIDYA KAYATHI
SVP of Operations
LAURA MCGEE
Head of Benefit Services
STEVE GOLDBERG
Principal
MARK DOGGETT, CPA
Chief Financial Officer & EVP
JOSH MOGILEFSKY
VP of Client Relations
KYLE SWANSON
Head of Design & Analysis & Policy Administration
KELLY EARLS, JD, MBA, CPA
Founder & Principal
CLAY PHILLIPS, MBA
Chief Operating Officer
RACHEL PADRON
Head of Asset Services
JARED EDLING
Case Manager
Our Consultants
Dedication. Expertise. Passion.
