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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.

Business Meeting

OUR LEADERSHIP

JORDAN WYCOFF

President & Principal

KATHY SMITH

Founder & Principal

VIDYA KAYATHI

VP of Operations

LAURA MCGEE

Head of Benefit Services

STEVE GOLDBERG

Principal

MARK DOGGETT, CPA

Chief Financial Officer & Executive Vice President

Josh Mogilefsky

VP of Client Relations

KYLE SWANSON

Head of Design & Analysis & Policy Administration

KELLY EARLS

Founder & Principal

CLAY PHILLIPS

Chief Operating Officer

RACHEL PADRON

Head of Asset Services

JARED EDLING

Case Manager

Our Consultants

Dedication. Expertise. Passion.

ROB BARTON, JD, MBA

ROB BARTON, JD, MBA

Executive Compensation Consultant
Plano, Texas
EAN ESTEP, JD

EAN ESTEP, JD

Regional Managing Director
California Office
TOM ARMSTRONG, CPA

TOM ARMSTRONG, CPA

Regional Managing Director
Michigan West Office
ROBERT ORR

ROBERT ORR

Executive Compensation Consultant
Washington Office
JONATHAN T. ANDERSON

JONATHAN T. ANDERSON

Executive Compensation Consultant
Wisconsin Office
BO STAHLER

BO STAHLER

Executive Compensation Consultant
Plano, Texas
JOHN GIANACACI

JOHN GIANACACI

Regional Managing Director
Florida Office
STEVEN J. MARLOW, CPA, MAcc

STEVEN J. MARLOW, CPA, MAcc

Consulting Principal
Missouri Office
RICHARD K. BRATTEN, CFA, FSA

RICHARD K. BRATTEN, CFA, FSA

Regional Managing Director
Wyoming Office
JORDAN WINICK, CPA

JORDAN WINICK, CPA

Regional Director
Pennsylvania Office
ARNIE WINICK

ARNIE WINICK

Regional Managing Director
Pennsylvania Office
CODY BRATTEN

CODY BRATTEN

Regional Manager
Michigan East Office
CHANEL RICKETTS

CHANEL RICKETTS

Associate Consultant
Missouri Office
JOHN M. ANDERSON, C.P.A.

JOHN M. ANDERSON, C.P.A.

Regional Managing Director
Wisconsin Office
KALEB EARLS

KALEB EARLS

Consultant
Plano, Texas
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