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Financial Confidence for the Uncertainty of Life

Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life. Do you or your company have a plan that addresses the risks we all face? At Pomfret Financial, we help our clients create financial certainty in these areas:

Retirement.

Disability & Long-Term Care Insurance.

Life Insurance.

Tucked right in between that are considerations like funding a child’s education and caring for aging parents. There are many scenarios that go into planning. The reality is that life happens… and most are unprepared for it. A doctor’s diagnosis forces early retirement, the passing of a loved one changes the landscape of your home, or employee turnover disrupts your company culture. Do you have a plan that not only builds wealth for a prosperous retirement, but also alleviates the inevitable risks of life? We do.

What you can expect from us:

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Comprehensive Plans

We take a comprehensive approach to integrate all of your assets, including all insurance, investments, and employer-sponsored plans.

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Clear Communication

In every conversation and document, we’ll simplify the complex without talking over your head.

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Client Focus

We live by the Golden Rule. We put ourselves in our clients’ shoes and only make recommendations that are suitable for each individual’s circumstances.

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Pomfret Promise:

As an independent firm, it means you receive sound and unbiased financial guidance. We believe we are able to offer the best products based on your unique circumstances, without brand affinity, so you are advised with the utmost integrity.

The Pomfret Process

1. Discovery

Through conversation, document review, and intentional questions, we’ll capture a full picture of your personal and organizational needs.

2. Tailored Analysis

You will not receive a templated plan, but a customized presentation of findings and solutions to ensure your comprehensive protection.

3. Integration

Our team will implement the recommendations in a thoughtful and strategic manner with clear communication at every step.

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About

Many individuals and business owners don’t have a plan in place to ensure their families are provided for when life happens. Our purpose is to simplify the complex industry of insurance and financial planning.

We believe everyone deserves trustworthy financial advice and the peace of mind it brings.

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Escape financial vulnerability.

Protecting lives is the Pomfret way.

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Securities offered through Valmark Securities, Inc., Member FINRA, SIPC.

Investment Advisory Services offered through Valmark Advisers, Inc.; a SEC Registered Investment Advisor

130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201

Pomfret Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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 at edwin@pomfretfinancial.com

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KAY PARRISH

DIRECTOR, CLIENT SERVICES

Kay Parish joined the team in 2005 and is responsible for ensuring smooth service delivery to the firm’s clients as well as managing the company’s day‐to‐day business affairs. Kay has an extensive background in administrative management and received a degree in Health Administration from the University of Phoenix. Kay and her husband, Bryan, are natives of Tyler, Texas. Kay can be reached at 704-288-4999 x 102 or at kay@pomfretfinancial.com

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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

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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™.

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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.

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MICHAEL MCCLARY

MBA

SENIOR INVESTMENT ANALYST –

As the Chief Investment officer of both Valmark Advisers and Valmark Financial Group, Michael’s primary responsibility is to coordinate all investment management solutions for Valmark Advisors, Valmark Wealth Solutions and Valmark Institutional, He is a nationally-recognized expert in institutional portfolio management and RIA companies. He has 15 years of senior level experience in financial management and was nationally recognized as one of the first three members of Research magazine’s “ETF Advisors Hall of Fame.” Michael received his undergraduate and graduate degrees from The University of Akron.

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TOM LOVE

CLU®, FLMI

LIFE INSURANCE ANALYST

Tom Love is Vice President of Insurance Analytics with our partner, ValMark Financial Group. In his role, he is responsible for advanced life insurance case design, carrier and product analysis, development of analytical and educational tools, agent training and agency business development. Tom brings extensive experience in life insurance from Canada Life, Prudential, M Financial group and, most recently, Insuralytics Group. Tom is a Chartered Life Underwriter (CLU®) and Fellow of the Life Management Institute (FLMI). He has been published in industry publications such as Worth Magazine, Journal of Financial Services Professionals, and is a two-time Editor’s Choice Award Winner in Journal of Practical Estate Planning. He is a national presenter on topics ranging from Life Insurance Due Diligence to Reviewing and Evaluating the Family’s Life Insurance Holdings. In addition, he is co-author of Valmark’s Love Notes and author of several Valmark white papers. Tom earned his BBA in Risk Management & Insurance from the University of Georgia.

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PAMELA BANCSI

JD, CFP®

LIFE SETTLEMENT SPECIALIST

Pam Bancsi is Vice President of Life Settlements at our partner firm, Valmark Financial Group. In her role, she is responsible for all aspects of operations, education and marketing for Valmark’s life settlements business line. She has over 30 years of experience within the financial services industry, working with advanced case design and management. Most recently, Pam worked at Life Settlements Insights where she directed the marketing efforts for one of the nation’s largest life settlement brokers. Prior to that, she was an Agency Sales Director for MetLife Insurance, managing the hiring, supervision and training of financial advisers. Pam was also a Regional Director of Financial Planning for Lincoln Financial, responsible for managing the financial planning department and consulting some of the nation’s top financial advisors on advanced planning ideas. Pam is a CERTIFIED FINANCIAL PLANNER™ and holds a Juris Doctorate from Case Western University School of Law.

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CHRIS BOTTARO

MBA

SENIOR UNDERWRITER

Chris Bottaro is Vice President of Underwriting at our partner firm, Valmark Financial Group. He is responsible for the vision, strategy and execution of life insurance underwriting. Formerly, Chris was a Senior Underwriter at Lincoln Financial Group where he led a team of 25 underwriters through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. Chris has an MBA from the Isenberg School of Management at the University of Massachusetts and a BA in Economics from Boston College.

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Financial Confidence for the Uncertainty of Life

Retirement.

Disability & Long-Term Care Insurance.

Life Insurance.

What you can expect from us:

Comprehensive Plans

Clear Communication

Client Focus

Pomfret Promise:

The Pomfret Process

1. Discovery

2. Tailored Analysis

3. Integration

About

Escape financial vulnerability.

Protecting lives is the Pomfret way.

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