What We Do

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Executive Benefit Planning

We establish custom benefit programs for companies, their executives, and members of their Board of Directors. The programs frequently assist in recruiting, rewarding, & retaining top talent.

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Business Succession Planning

We help address the unique risks owners & shareholders of companies face with business succession & transition planning.

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Planning for Executives, Business Owners, & Professionals

We help executives, business owners, & professionals with custom plans to help them address their unique risk management, accumulation, estate & charitable planning objectives.

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Retirement Plans

We help companies to design, adopt, & maintain tax efficient qualified retirement plans that are often complimented with other non-qualified plans targeted for select executives.

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Group Benefits

We assist companies & organizations with cost efficient specialty group benefits.

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Policy Management Services

We conduct detailed & objective annual reviews of existing, in-force, life insurance policies. We work with our client’s existing advisors to ensure the policy owner’s coverages are performing as intended.

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Life Settlements

We help life insurance policy owners sell policies to 3rd party, institutional investors for fair market value on the secondary market.

Contact Us

Phone 704-288-4999

inquiry@pomfretfinancial.com

Visit Us

1115 East Morehead Street

Charlotte, NC 28204

Site Map

About
Our Team
What We Do
Strategic Partnerships

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 via his LinkedIn.

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

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
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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
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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.

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.

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.

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.