Professional

• New England Financial (d.b.a. Pomfret Financial) 2000-2003
• Northwestern Mutual (d.b.a. Pomfret Financial) 2003-2019
• The Pomfret Financial Company, Inc. 2019- present

Education

• Charlotte Country Day, Class of 1988
• The University of Georgia, Class of 1992
• The American College, Chartered Life Underwriter awarded 2006; Chartered Financial Consultant awarded 2022.

Family

• Married to author, speaker, and running coach, Amy Rupertus Peacock
• Two children, Bruton & Avery

Public Service

• Charlotte City Council*, At Large Representative, 2007-2011
• Republican Nominee for Mayor* of Charlotte, 2013 and 2015

*Mayor / City Council are part time positions in the Charlotte’s ‘city manager’ form of local government

Non-Profit Board Service

• United Way/ FFTC Covid 19 Response Fund– Co-Chair Grants Committee 2020-2021
• Leading on Opportunity Council– Board Member 2018-present
• Blumenthal Performing Arts– Trustee 2011-2017
• The Fletcher School– Trustee- 2015-2017
• North Carolina Arts Council– Trustee- 2014-2017

Civic Involvement

• Charlotte Rotary– 2003-Present; Treasurer, 2019-2022, President-Elect 23′-24.

Kay can be reached at 704-288-4999 x 102 or at kay@pomfretfinancial.com

• Ed is retired and a proud grandparent.
• 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.
• Ed founded The Pomfret Financial Company, Inc. in 1975.
• 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 can be reached at edpeacock@pomfretfinancial.com

As the Director of Underwriting for our partner, Valmark Financial Group, Lauren Ballantine is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for all new life business and underwriting. She is an advocate and escalation contact through every stage of the underwriting process, working to anticipate potential issues, identify the most appropriate carrier and negotiate the best possible underwriting outcome. She earned a BA in Biology and Art from the College of St. Benedict and St. John’s University, where she received the President’s Scholarship and made the Dean’s List. Mrs. Ballantine is a Fellow of the Academy of Life Underwriting (FALU), a board member of Twin Cities Association of Home Office Underwriters (TCAHOU) and holds Minnesota Life and Health Licenses.

Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, 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 brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. He also oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships. In addition to his  Series 7, 24 and 66  registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Keith Miller is the Vice President of Insurance Planning for our partner, Valmark Financial Group. Keith works with the insurance planning team to provide advanced case design and sales expertise. His core areas of focus include customized wealth transfer solutions, product analysis and holistic life insurance design. Mr. Miller is a national presenter at the Association for Advanced Life Underwriting (AALU) annual conference. He received his BA from Samford University and his MBA in Finance from the University of Alabama. Mr. Miller is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds the Alabama Life and Health licenses.

• Michael leads the Valmark Policy Management Company and Life Settlement Advocacy teams.
• Michael is responsible for integrating strategies and solutions to maximize our in-force insurance business to best serve our Member Firms and their clients.
• Michael has his MBA from the University of St. Thomas, Opus College of Business & his BA in Management and Marketing from Bethany Lutheran College
• Chartered Retirement Planning Counselor℠ (CRPC®)
• FINRA Series 7, 24 and 66 registrations
• Life, Health, Variable Life and Annuity licenses
• Additional Financial Services Designations (ALMI, CAS, CES, CFS, CIS, CTS, WMS)

As the Vice President of Insurance Analytics for our partner, Valmark Financial Group, Tom Love is responsible for advanced life insurance case design, carrier and product analysis, product sales and marketing, development of analytical and educational tools, agent training and agency business development.  He brings 25+ years of extensive experience in the life insurance space with experience in a carrier home office, independent agency environment and personal production. His work has been published in industry journals such as Worth Magazine, the Journal of Financial Services Professionals, and is a two-time Editor’s Choice Award Winner for the Journal of Practical Estate Planning.  Mr. Love is also a national presenter on topics ranging from “Life Insurance Due Diligence” to “Reviewing and Evaluating the Family’s Life Insurance Holdings.” Mr. Love is author of Valmark’s Love Notes and author of several Valmark white papers. In addition to earning a BSBA in Risk Management and Insurance from the University of Georgia, Mr. Love is a Chartered Life Underwriter® (CLU®) and a Fellow of the Life Management Institute (FLMI) and holds Series 6 and 63 registrations as wells as Ohio Life, Health and Variable licenses.

As a Policy Management Analyst, Jennica reviews in force life insurance policies to ensure that the current policy performance is aligned with original policy design goals. Her previous experience includes roles as a Client Services Advocate at Christensen Group and as an Annuities Specialist and Claims Analyst at The Hartford. Mrs. Foster holds a Bachelor’s degree in Psychology from the University of Wisconsin – River Falls as well as Minnesota Life, Accident and Health licenses.

Ron is the firm’s Personal Legacy Advisor. As an attorney and financial planner with significant experience and knowledge in advanced planning matters, he utilizes his unique LifePrint™ Planning Process to empower our clients by clarifying their highest aspirations for their life and their wealth. He helps them understand better what’s possible, articulate what they really care about, and then more freely take action to create more meaningful memories with loved ones and more fulfilling experiences with those they care about, and in general to live and give more boldly and impactfully. Ron earned a Juris Doctorate from Regent University in Virginia and a Bachelor of Science in Business Administration from Bryant University in Rhode Island.