About

We believe everyone deserves trustworthy financial advice and the peace of mind it brings.
Imagine waking up knowing your family members would have plenty if something were to happen to you. Or looking forward to life after retirement where it would be safe and abundant.
What if your business is able to attract and retain top talent because of the generous structure of your benefits?
We have a highly personalized and comprehensive process to ensure you receive candid and clear advice when it comes to both protecting and growing your wealth.
Schedule a call to discuss your unique situation and get to know us a bit more.
Our team works intentionally to help you:
Retire Comfortably
Protect Your Family
Preserve Your Business
Our team:

EDWIN B. PEACOCK III
CLU®
PRESIDENT

KAY PARRISH
––
DIRECTOR, CLIENT SERVICES

ED PEACOCK
CLU®
CHAIRMAN
Our backstage team:

CHRIS FINEFROCK
MBA, CFP®
FINANCIAL/RETIREMENT PLANNING SPECIALIST

LAUREN BALLENTINE
.
DIRECTOR OF UNDERWRITING
–

MICHAEL MCCLARY
MBA
SENIOR INVESTMENT ANALYST
–

TOM LOVE
CLU®, FLMI
LIFE INSURANCE ANALYST

KEITH MILLER
MBA, CLU®, ChFC®
PLANNING SPECIALIST
Escape financial vulnerability.
Protecting lives is the Pomfret way.
EDWIN B. PEACOCK III
CLU®
PRESIDENT
- Edwin’s career as a financial services professional began in the mortgage industry in 1992 in the Washington DC area. In 2000, he transitioned into the insurance and investment industry with New England Financial in Bethesda, MD.
- In 2003, he returned to his hometown of Charlotte to assist his father in the succession planning of Pomfret Financial. Between 2003 and 2019, the firm primarily represented Northwestern Mutual.
- In 2019, Pomfret Financial entered into an independent relationship with Valmark Financial Group, a national, by- invitation-only resource consortium composed of a select group of successful, independent wealth and insurance planning firms.
- Edwin is a graduate of Charlotte Country Day School and received a Bachelor of Arts degree in Political Science from The University of Georgia.
- Edwin is married to his college sweetheart, Amy Rupertus Peacock. They have two teenage children.
-
Edwin can be reached at 704-288-4999 x 101 or via his LinkedIn.
KAY PARRISH
DIRECTOR, CLIENT SERVICES
Kay can be reached at 704-288-4999 x 102 or at kay@pomfretfinancial.com
ED PEACOCK
CLU®
CHAIRMAN
- Ed began his career in sales with IBM in 1964. In 1974, he entered the life insurance business with New England Mutual Life Insurance Company.
- Over his 33-year career, he developed specialty insurance programs for public and privately-held companies across the United States.
- Ed is a graduate of The University of North Carolina at Chapel Hill.
- Ed is retired and is married to Libby Edwards Peacock.
- Ed can be reached at edpeacock@pomfretfinancial.com
LAUREN BALLENTINE
DIRECTOR OF UNDERWRITING
–
As Director of Underwriting, Lauren is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for any new business or underwriting issues. Lauren Hold’s her BA, Biology and Art, College of Saint Benedict & Saint John’s University . She’s a fellow, Academy of Life Underwriting (FALU).
CHRIS FINEFROCK
MBA, CFP®
FINANCIAL/RETIREMENT PLANNING SPECIALIST
Chris Finefrock is the Vice President of Financial Planning at our partner firm, ValMark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various insurance and advisory solutions intended to assist clients with risk management and reaching their retirement accumulation and/or distribution goals. Chris holds a BS degree in Financial Services and an MBA in Finance from The University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.
KEITH MILLER
MBA, CLU®, ChFC®
PLANNING SPECIALIST
Keith Miller is Vice President of Insurance Planning with our partner, ValMark Financial Group. In his role, he is responsible for customized wealth transfer solutions, holistic life insurance design, and carrier and product analysis. Keith brings extensive experience in wealth transfer planning from his previous positions in senior management with Highland Capital Brokerage and NFP. Keith is a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He has been a national presenter at the Association for Advanced Life Underwriting (AALU) annual conference and has been featured and published in industry publications. Keith received an MBA in Finance from the University of Alabama and a BA from Samford University.
MICHAEL MCCLARY
MBA
SENIOR INVESTMENT ANALYST
–
TOM LOVE
CLU®, FLMI
LIFE INSURANCE ANALYST
PAMELA BANCSI
JD, CFP®
LIFE SETTLEMENT SPECIALIST
CHRIS BOTTARO
MBA
SENIOR UNDERWRITER