Jason Varnell has served clients in the financial sector for more than 20 years with his expertise. He has worked specifically within financial institutions across the country in the areas of compensation, nonqualified benefits, and strategic investments such as Bank-Owner Life Insurance (BOLI).
Rob Barton has been advising community banks in the areas of non-qualified benefits and Bank-Owned Life Insurance (BOLI) for over a decade. He has worked with hundreds of banks nationwide and has extensive knowledge of and experience in the areas of administration, design and regulatory requirements of non-qualified retirement plans.
John B. “Bo” Stahler brings more than 30 years of experience in the financial industry. He speaks from personal experience on the value of life insurance assets used to offset the costs of Employee Benefit Plans with his past banking experience as President and CEO of the American National Bank in Wichita Falls, TX.
Brad Binversie engages with businesses and financial institutions to help design and informally fund highly specialized strategies to retain, reward, and recruit the executive team. He specializes in the design of customized, nonqualified deferred compensation plans in tandem with wealth holding, creative succession planning, and estate planning strategies.
Steven J. Marlow has been advising financial institutions regarding non-qualified benefit plans and the utilization of life insurance as an informal funding vehicle for more than 20 years. He began his career in KPMG’s Tax Department. Mr. Marlow subsequently became the Tax Compliance Director for one of KPMG’s clients, a major life insurance company. In that position, he helped create products designed specifically for the bank marketplace and
Jill Mahler heads up marketing and client acquisitions for BCC’s St. Louis office, working closely with consultant Steve Marlow since 2013. Jill’s philosophy when working with clients and prospects is to practice active listening, while helping to uncover the primary concerns and motivations of the organization. Brainstorming creative and effective solutions that analyze the big picture and all of the individual moving parts are what Steve and Jill do best.
Robert Orr has more than 30 years of experience with a main focus in the insurance and investment fields. He works with financial institutions in the areas of nonqualified benefits and Bank-Owned Life Insurance (BOLI).
John M. Anderson brings more than 30 years of experience in the financial industry. He has worked as a Senior Consultant focused on the design, implementation and administration of nonqualified executive benefit plans that often included the use of BOLI financing strategies. John has also worked as a Partner at the accounting firm of Virchow, Krause and Company.
Jonathan Anderson joined BCC in January of 2015 as a consultant specializing in new business development and client support. He brings with him over 10 years of experience in various facets of business. With a strong analytical ability blended with creativity not typically seen in the industry, Jonathan has strong problem solving skills that translate into quality solutions for clients.
Our members of staff are highly experienced and committed to offering excellent services and related benefits to banks and other financial institutions. Make sure that your financial institutions' compensation package meets the approval of both employees and shareholders by crafting a plan that generates value effectively. Our expert team of consultants is ready to help you find out your financial potential, so contact us today. We look forward to working with you!