meet our team of experts
and advisors

We’re in the relationship business and our leadership team exemplifies the integrity and trustworthiness that we bring to every encounter. Explore our most important resource – the team that makes our success possible!

Flynt Gallagher

President, Compensation Advisors

Flynt Gallagher

President, Compensation Advisors

Flynt Gallagher heads Compensation Advisors in its mission of assisting clients in attracting, motivating and retaining personnel critical to achieving success. Mr. Gallagher brings considerable experience and expertise to his role of providing CA’s clients with comprehensive and effective support. He combines extensive knowledge of accounting and income tax matters related to community banks with years of experience within the financial services industry.

Mr. Gallagher has a strong history of assisting financial institutions. His career began in the field of Public Accounting and continued for ten years while moving into manager and ultimately partner positions with a Regional firm before accepting the Tax Manager positions with Florida National Bank and its successor First Union National Bank. In this capacity, he the reviewed and developed compensation plans focused on retaining current and future wealth for executives of both large banks and community banks. Mr. Gallagher also worked with key clients of these banks on compensation, wealth management, income tax and related IRS issues. Subsequently, Mr. Gallagher established his own consulting firm and began offering these services to the banking community for the past twenty years.

Jennifer Allen

Senior Compensation Analyst

Jennifer Allen

Senior Compensation Analyst

In her role as Senior Compensation Analyst at Compensation Advisors, Jennifer’s responsibilities consist of compensation, financial and performance analytics associated with all areas of banking. She is active in project fulfillment and client interface to ensure timely and accurate project delivery.

Prior to joining Compensation Advisors, Jennifer’s work experience spans finance, government, and technology industries and includes analytics in the areas of risk, compliance, metric reporting, and cost analysis. Most recently, Jennifer was a Solution Specialist, managing the technical operations and licensing requirements for an OS deployment and automation startup in the software industry. Prior to working as a Solution Specialist, she held a civilian position with the Department of the Navy as a Logistics Manager where she controlled budgetary and technical requirements related to the pre and post installs of F/A-18 Training Simulators across the country. Jennifer began her career with Merrill Lynch as a Customer Compliance Specialist, specializing in risk analysis and domestic / international regulatory requirements for institutional trading.

Jennifer graduated from the University of Florida with a Bachelor of Science and Business Administration with a major of Finance and holds a Master of Science in Operations Management with a concentration in Business Administration.

Jah-Healla Daniel

Compensation Analyst

Jah-Healla Daniel

Compensation Analyst

Jah-Healla is a Compensation Analyst at Compensation Advisors and has been with the company for two years. She works closely with the Senior Compensation Analyst to perform various market comparisons on all aspects of compensation, including reviewing data and preparing reports.

Jah-Healla also oversees internal project management tool; ensuring projects are completed on schedule and mapping out workflow throughout the year. Prior to joining Compensation Advisors, Jah-Healla worked in various areas of accounting. She obtained her Bachelor’s degree in Accounting from Barry University and her Master of Science in Accounting from Liberty University.

In her leisure time, she loves to cook, go to the beach, and is a certified yoga instructor. Jah-Healla is happy to be a part of the Newcleus family and looks forward to growing with the company.

Jeff Fairchild

Director of Compensation Consultanting

Jeff Fairchild

Director of Compensation Consultanting

Mr. Fairchild has extensive experience consulting with Compensation Committees, Board of Directors and Senior level Executives to review executive and director current compensation practices, assess competitiveness of pay and related compensation programs relative to market practices. He guides and assists clients in the development of compensation plans including annual incentive plans, long-term incentive plans, deferred compensation plans and market-aligned pay and salary grade structures. As Senior Compensation Consultant, Jeff brings vast understanding and a diverse professional background of providing and maintaining excellent client relationships.

Jeff graduated from the University of Alabama in 1993 with a Bachelor of Commerce and Business Administration with a concentration in Health Care Management. While attending graduate School at Mercer University in Atlanta, he worked for Georgia Power Company providing customer support within the sales department. Following graduation from Mercer with an MBA in Marketing, he worked with a national medical services company as the Operations Manager for their Atlanta office. When at Pharmacia Corporation, he utilized his expertise, building the company’s internal sales department. Most recently, Jeff worked with a national expert witness search firm consulting with attorneys at major law firms.

Patrick Turnipseed

Compensation Analyst

Patrick Turnipseed

Compensation Analyst

Patrick Turnipseed joins Newcleus Compensation Advisors as an Analyst after two years in public accounting as a staff auditor. He received his Bachelor’s degree in accounting from the University of West Florida, and is currently enrolled in Graduate School at UWF in pursuit of a Master’s in accountancy and is studying for his CPA license. He also holds a CAM (Community Association Manager) License.

Patrick was a previous president of the UWF Argonaut Investment Fund and a member of Beta Alpha Psi Accounting and Finance honors society. In his free time, he enjoys going to the beach, reading, playing pickup basketball and camping.

Our executive team

William G. Borchert

Co-Founder and Co-Chairman

William Borchert Headshot

William G. Borchert

Co-Founder and Co-Chairman

Bill has been in the financial services and community banking industries for almost 30 years. Bill founded IFS, Inc. (Financial Planning for business-owners) in 1985 and created BFS Group (Executive & Director benefit plans and financing strategies) in 1998. He has earned national recognition in the community and regional bank markets as a leader, speaker, and author on executive & director supplemental benefits and BOLI financing strategies.

Bennett S. Meyer

Co-Founder and Co-Chairman

Bennett Meyer Headshot

Bennett S. Meyer

Co-Founder and Co-Chairman

Co-chairman and founder, Bennett formed Meyer Chatfield in 1992, driving the vision for a market-leading portfolio and strategic direction. He has consulted on Bank Owned Life Insurance (BOLI) transactions for over 300 banks, giving him a deep insight into all aspects of BOLI and the requirements of banks of all sizes. He worked on the inter-agency guidance for BOLI, OCC 2004-56 to establish best practices in BOLI administration for banks.

Daniel L. Barbaree

President and CEO

Daniel Barbaree Headshot

Daniel L. Barbaree

President and CEO

Dan Barbaree serves as President of Newcleus, the preferred national provider of benefit and insurance administration formed from the combination of Bank Financial Services Group and Meyer-Chatfield Group. Dan leads the development of the organization by ensuring foundational philosophies and first-class servicing standards remain upheld. His supervision ensures all departments meet their goals in alignment with Newcleus’ vision and the needs of the ever-evolving marketplace.

Dan’s career began as a consultant working with various financial and technology companies in the Tri-State area. He began working at JPMorgan Chase in 2002 and was later appointed as the Senior Financial Manager for the Home Equity and Capital Markets IT businesses, overseeing $150 million in expenses and $350 million in resources. In February of 2008, Dan joined BFS Group as Chief Financial Officer and Chief Operating Officer where his role played an integral part in the development and growth of BFS Group’s national sales team and back office support in Newtown. In 2013, he was named President of BFS Group.

Dan is licensed for life and health insurance in over 40 States and also holds his Series 6 and Series 63 securities licenses.

Richard Pearson

EVP, Chief Operating Officer

Richard Pearson Headshot

Richard Pearson

EVP, Chief Operating Officer

Rich is a graduate of Lehigh University, class of 2003 with a Bachelor of Science degree in Business Information Systems. He went on to hold positions with Wyeth Pharmaceuticals as the Client Services Support Leader and with The Vanguard Group as a Web Support Specialist.

Rich joined BFS Group in 2006, and has worked in various departments including roles within Design & Analysis, Client Service and Information Technology. In October of 2014, Rich was appointed Chief Administrative Officer (CAO) of BFS Group, a role he continued to serve under Newcleus.

Currently, as Chief Operating Officer, Rich oversees all enterprise resource management systems, which include Newcleus MINTS, processes related to compliance, new business and benefit plan servicing.

Christopher J. Pezalla

EVP, Chief Actuary

Christopher J Pezalla

Christopher J. Pezalla

EVP, Chief Actuary

Chris Pezalla leads both the Newcleus Design and Analysis team and the Non-Qualified benefit plans team. With the Design and Analysis team, he is responsible for supporting the sales force, and designing creative and efficient financial solutions for our clients. He manages insurance carrier relations, and assists in the development of new life insurance and annuity products. As part of the Non-Qualified benefit plan team, he oversees bank and credit union plan design, accounting support, regulatory compliance, and reporting for all of Newcleus’ clients.

Chris has been in the insurance industry for over twenty years and has worked for three insurance carriers in a variety of actuarial roles. Over the last fifteen years, he has been involved in corporate owned life insurance marketing, product development, underwriting, and administration, with a focus on the community and regional bank market. Recently he has been called upon by the FFIEC to participate in the Emerging Issues Conferences and assist in educating the national banking regulators on bank and credit union owned life insurance.

Having graduated from the University of Minnesota at Morris with a BA degree in Statistics and Economics, Chris received his master’s degree in Actuarial Science from the University of Iowa. He also is a fellow in the Society of Actuaries (FSA), and a member of the American Academy of Actuaries (MAAA).

Whit Stewart

EVP, Chief Partnership Officer

Whit Stewart

EVP, Chief Partnership Officer

Whit serves as Chief Partnership Officer and Executive Vice President of Newcleus, and has broad experience within structured finance, private equity and investment banking.

Whit began his career at Bear Stearns in New York. While at Bear, he structured asset-backed securities including collateralized debt obligations, collateralized loan obligations and synthetic CDOs totaling over $8 billion. Following his time in investment banking, Whit worked in private equity at The Carlyle Group, where he focused on opportunistic investments for the firm.

More recently, Whit was Vice President at J.P. Morgan and Managing Director at Edge Capital Partners. While at J.P. Morgan, he oversaw coverage of Maryland and was part of a team managing over $12 billion in assets.

Whit went to St. Lawrence University for his undergraduate studies (cum laude) in economics and political science, and Johns Hopkins University for his graduate studies (Masters) in quantitative finance.

Our core staff

Jonathan Barnes

Jonathan Barnes

VP, Business Development

Bill Barr Headshot

Bill Barr

Network Administrator

Shera Brady Headshot

Shera Brady

Director of System Operations

Mike Bruschini Headshot

Mike Bruschini

VP, Account Executive

Kevin Burns Headshot

Kevin Burns

SVP, Director of IT

Tara Canniff Headshot

Tara Canniff

Sr. Policy Servicing Specialist

Michael Carman Headshot

Mike Carman

Account Executive

Melissa D'amico Headshot

Melissa D’Amico

Director of Compliance and Agent Operations

Amy Feminella Headshot

Amy Feminella

Director of Marketing

Mark Grant Headshot

Mark Grant

VP, Non-Qualified

Scott Grbas Headshot

Scott Grbas

Account Executive

Sarah Grutka Headshot

Sarah Grutka

Executive Assistant

Yul Hawkins Headshot

Yul Hawkins

Account Executive

Sydney Horvath Newcleus Administrative Assistant

Sydney Horvath

Adminsitrative Assistant

Steve Kezel Headshot

Steve Kezel

Jr. Software Developer

Richard Malone

SVP, Non-Qualified

Richard Malone Headshot

Richard Malone

SVP, Non-Qualified

Richard’s career spans more than 35 years in the financial services arena, marketing and supporting compensation solutions and nonqualified benefit design for the key executives and directors of financial institutions. In his role at Newcleus Financial, Richard works closely with
clients’ legal and accounting advisors to fully and accurately document nonqualified benefit programs, while providing guidance on regulatory and compliance matters relating to executive and director benefits.

In past experience with several major life insurance carriers as well as key producer organizations in the BOLI arena, Richard has gained a wealth of knowledge and expertise in all facets of executive compensation and benefit arrangements. In addition to nonqualified benefits, Richard provides consulting services on employment agreements, change-in-control agreements, Section 280G, incentive plans and death benefit programs.

Richard is a graduate of the University of Southern Mississippi and received his Masters from the New Orleans Baptist Theological Seminary. Richard lives in Ocean Springs, Mississippi with his wife, Beverly, and their special needs son, Lee. In his off time, Richard enjoys running and long-distance biking with the Gulf Coast Running Club and Gulf Coast Bicycle Club.

Dolores Marinucci Headshot

Dolores Marinucci

Accounting Support Associate

Brian McCracken Headshot

Brian McCracken

VP, Account Executive Director

May Palmerio Headshot

May Palmerio

VP, Account Executive Director

Karen Reed Headshot

Karen Reed

Sr. Accounting Specialist

Andrea Sandlin Headshot

Andrea Sandlin

Account Executive

David Schwartz Headshot

Dave Schwartz

VP, Account Executive

Joe Verrecchio Newcleus Systems Coordinator

Joe Verrecchio

Systems Coordinator

Curtis Viggers

VP, Account Executive

Curtis Viggers Headshot

Curtis Viggers

VP, Account Executive

Curtis brings over 30 years of insurance and benefit knowledge to our firm working with both corporate and non-profit clients. Possessing extensive experience in design management, implementation, and administration of individual and group insurance plans and alternative risk funding strategies, he advises clients ranging from individual! participants, to high profile clients, and C-Suite executives. As VP – Account Executive with Newcleus, Curtis’ primarily focuses on facilitating all activities of the Credit Union Division including helping clients integrate with our MINTS reporting system.

Jillian Walton Headshot

Jill Walton

Policy Servicing Assistant

Jared Watson

Jared Watson

Account Executive

Rachel Wentz Headshot

Rachel Wentz

VP, Account Executive

Renee Wentz Headshot

Renee Wentz

VP, Director of Human Resources