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    Improving the bottom lines of banks and bankers.

Northeast

411 South State Street
Newtown, PA 18940
Phone: 267.291.2130
Fax: 267.291.2131


SteveGoldberg

Steve Goldberg
Regional Managing Director
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Steve has been in the financial consulting business for over 14 years. He works exclusively with banks on BOLI and implementing creative solutions to finance employee benefits. He has extensive expertise in all aspects of the BOLI arena, including restructuring of current BOLI programs; General, Hybrid and Separate Account transactions.

Steve’s experience in the BOLI industry crosses many levels. He has acted as an expert in representing the industry to various regulatory agencies and trade associations. Steve has been a featured speaker at both the national and state levels on compliance issues related to BOLI. Numerous insurance carriers have relied on Steve’s insights and knowledge when designing products for the banking industry.

Goldberg is a graduate of the University of North Florida, with a degree in Finance and Marketing. He was a member of the 1991 and 1993 NAIA National Championship golf team. He is devoted to his wife and three children, as well as actively involved in their youth sports programs.


Arnie Winick

Arnie Winick
Regional Managing Director
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Arnie Winick has worked in Bank Owned Life Insurance (BOLI) and the Executive Benefit markets for over ten years and joined BFS as a partner in 2013. Throughout Mr. Winick’s career he has primarily worked with banks in the Northeast Region as well as has a few clients in Texas and Ohio. On a continuous basis, he assists banks with their BOLI assets and maintains a proactive consistent flow of information on how the marketplace is performing, along with any potential legislative, regulatory and credit risk.

As a partner with BFS Group, Mr. Winick specializes in the education, design, implementation and post purchase regulatory compliance of all BOLI asset plans as well as the development of benefit plans for officers and directors of financial institutions. He works with banks to develop an understanding of current and long-term needs; provides an analysis of existing compensation and benefit practices; and then prepares recommendations that address impact on cash flows, earnings, shareholder value, and other bank objectives. Throughout Mr. Winick’s career he has worked with strategic bank consultants, attorneys and accountants to assist in coordinating financial strategy.

Mr. Winick is licensed to sell life insurance and variable life products- also holds Series 6 and 63 securities licenses. Mr. Winick has been married to his wife Sheryl for over 36 years, has three sons and a grandson. Mr. Winick is actively involved in numerous charitable organizations and is an honorary trustee of the Philadelphia Chapter of the Crohn’s and Colitis Foundation. Mr Winick‘s charitable involvement has been further enhanced through the BFS Drive to 125 charitable campaign.


Chuck Sloane

Kim Kent
Regional Managing Director
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875 3rd Ave, FL 23
New York, NY 10022

Prior to joining BFS Group, Kim worked at New York Life within the Bank Client Group. She was responsible for relationship management of Bank-Owned Life Insurance (BOLI) clients, including providing insurance carrier due diligence and portfolio review resources to satisfy the regulatory requirements of bank clients since 2009.

Kim also spent some time as an Institutional Client Relationship Manager at Goldman Sachs Asset Management, servicing BOLI relationships. Before working at Goldman, Kim worked within BNY Mellon's Strategic Solutions Group, where she was responsible for the BOLI and COLI programs, cross-border tax transactions and managed the bank's credit default swap portfolio. Kim has also worked at UBS Securities as a Credit Research Analyst and Deutsche Bank within Equity Research.

Kim has a Bachelor's Degree in Political Science from Villanova University and holds a Master's Degree from Fordham University in International Finance & Business. She currently sits on the Board of Alumni at Kent Place School, is a member of 85 Broads and acts as a Fordham University Women in Business Club speaker. Kim lives in New Jersey with her husband and two girls.


CoryMcPhee

Cory McPhee
Regional Director
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Cory joined the practice in 2010 and brings a vast and varied experience over 20 years in public, private and charitable enterprises. He served as a Congressional staff assistant in the Office of the Majority Leader in the U.S. House of Representatives. Established in 2002, he is the co-founder and co-owner of a successful NH seacoast area fine dining foodservice and catering business. For over a decade Cory has had continued involvement with his family foundation, The Adam McPhee Memorial Foundation, which supports community enrichment and the advancement of handicapped and underprivileged individuals. He also played an instrumental role in working with the US Department of Agriculture to preserve critical wetlands on his family homestead.

Cory received his bachelor’s degree from Loyola University New Orleans. He served as an elected town official for three terms on the Epping, NH planning board. A fifth generation New Hampshire native, Cory along with his wife Julie and daughter Nola, live on the McPhee family compound in Epping NH.


ZacharyLow

Zachary Low
Associate Director
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Zachary has been with Bank Financial Services Group for 10 years and has worked closely with community banks and bankers with supplemental benefits and BOLI financings since joining BFS. Zachary is well known throughout the Eastern Region by community bankers and is a frequent speaker at conventions, association meetings and banking events.


JordanWycoff

Jordan Wycoff
Regional Director
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Prior to joining BFS Group, Jordan was a Vice President with Sterne Agee in the Fixed Income Department based out of their New York office. Jordan specialized in advising depository clients in all phases of Balance Sheet and Capital management. He worked closely with senior management teams in developing strategies to enhance earnings, mitigate risk factors and enhance overall franchise value.

Jordan also spent some time at Keefe, Bruyette, & Woods, Inc. in their Balance Sheet Management Group. At KBW, He worked closely with key depository clients and assisted in the development of many of KBW’s proprietary analytical tools.

Jordan graduated from Rider University in Princeton, NJ where he received a Bachelor of Science in Business, Finance.

Professional licenses: Jordan holds a (S7) General Securities Representatives, (S63) Uniform Securities Agent State Law


Dave Schunke

David Schunke
Associate Director
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David Schunke began his career in banking in 2000, working for Financial Services, Inc. (“FSI”) focusing on providing core processing systems to community banks. David led the development of a team of nationwide consultants and was instrumental in the development of new financial technology products. Under David’s leadership coupled with his deep understanding of the banking industry, FSI became one of the most dominant Fintech firms in the country.

Dave's superior relationship skills and experience in the banking business will make him an integral member of the BFS team working with banks across the Mid-Atlantic and New England states.

David has a B.S from Northeastern University, Boston, MA.


Tony McCracken

Anthony McCracken Jr., CFP®
Director - Retirement Plans
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Anthony began his financial services career in 2006 and joined BFS Group in 2007 as a Financial Analyst. Prior to joining BFS Group, he spent time at Morgan Stanley working with high net worth individuals and planning for their retirement needs.

Anthony specializes in delivering meaningful retirement plan solutions to both banks and businesses. Anthony is a CERTIFIED FINANCIAL PLANNER™ certificant.

Anthony graduated from Rutgers University in New Brunswick, NJ where he received a Bachelor of Science in Business Economics and did his CFP® coursework at The American College in Bryn Mawr, PA. Anthony holds a Series 6, Series 7 and Series 63 securities licenses as well as Accident and Health, Life and Fixed Annuities state insurance licenses.

Anthony resides in Newtown, PA with his wife Jennifer. He loves to travel and play golf.

Anthony McCracken is an Associate Insurance Agent of The Northwestern Mutual Life Insurance Company (Northwestern Mutual) and can offer its products. For more information about Northwestern Mutual and its product offerings,
see www.bill-borchert.com  or www.northwesternmutual.com


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