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!

Robin Houston CCP®, CPSP®

SVP, Compensation Advisors

Headshot of Robin Houston,  CCP®, CPSP® SVP, Newcleus Compensation Advisors

Robin Houston CCP®, CPSP®

SVP, Compensation Advisors

Robin comes to Newcleus with an impressive background in compensation and total rewards to brand name companies such as The J.M. Smucker Company, Chiquita Brands International, Avery Dennison, US Acute Care Solutions, The Scotts Company, Mead, and Dayton Power and Light.  Most recently, she was an independent consultant.  As an independent consultant, Robin completed a variety of projects including four interim roles as Interim Head of Total Rewards or Interim Head of Compensation, setting up compensation structures, grading roles and designing and implementing a variety of incentive plans 

Robin’s skills and expertise include executive compensation, sales compensation, incentives, pay equity, compensation structures and planning, and benefits design. 

Jah-Healla Daniel

Compensation Analyst

Flynt Gallagher


Flynt Gallagher, President Newcleus Compensation Advisors and LINQS+ Lifetime Income Non-Qualified Solution expert

Flynt Gallagher


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 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.

Contact Flynt at

Patrick Turnipseed

Compensation Analyst

Patrick Turnipseed Compensation Analyst at Newcleus

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

Daniel L. Barbaree

President and CEO

Daniel Barbaree President and CEO of Newcleus

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.


Kamel Boulos

EVP, Chief Operating Officer

Headshot of Kamel Boulos, Newcleus Chief Operating Officer

Kamel Boulos

EVP, Chief Operating Officer

Kamel Boulos is Newcleus’ Chief Operating Officer, responsible for overseeing all aspects of the company’s operations and information technology. A strategic business leader with over 25 years of operations and IT success in financial services, his past accomplishments include improving operational efficiency and delivering innovative technology solutions that drive growth, increase profitability and improve customer experience.

As CTO for Strong Home Mortgage, a non-bank mortgage lender, Kamel enhanced the sales technology that led to the attainment of revenue goals. By streamlining operations, he increased efficiency which enabled rapid company growth.

Prior to Strong Home Mortgage, he was CTO for ClosingCorp where he oversaw the development and management of their proprietary data platform that handled a third of all US residential mortgage applications. Kamel designed and implemented operational processes to provide exceptional customer service and support some of the largest mortgage lenders in the country.



Headshot of Mike Dudrear, Newcleus' Chief Finance Officer

Mike Dudrear

EVP, Chief Financial Officer

Kelly Gates

SVP, Director of Strategic Marketing

Kelly Gates, Director of Strategic Marketing at Newcleus

Kelly Gates

SVP, Director of Strategic Marketing

Kelly serves as SVP, Director of Strategic Marketing for Newcleus. She is a performance-driven strategy and business transformation professional with a record of achievement and strategic leadership in overcoming diverse business challenges. As a strategy leader at Newcleus, she fosters innovation and designs integrated marketing and business growth strategies to support the sales and business development teams. She has 30+ years of experience working with companies of all sizes, from start-ups to Fortune 500, and across multiple industries, including financial services, professional services and high-tech product businesses.

As Project Faculty for The Wharton School (University of Pennsylvania), Kelly mentored teams of MBA candidates who consulted with real-world, paying client companies to identify and resolve their business challenges. She taught undergraduate marketing as an Adjunct Professor at Widener University.

Kelly earned her MBA from Widener and a Bachelor’s degree in Marketing from The University of Tulsa. She is a member of the Board of Directors of the German-American Chamber of Commerce, Philadelphia.

Richard Pearson

EVP, Chief Client Officer

Richard Pearson, EVP, Chief Operating Officer at Newcleus

Richard Pearson

EVP, Chief Client 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 Client 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 Product Officer

Christopher J Pezalla

Christopher J. Pezalla

EVP, Chief Product Officer

Chris Pezalla serves as Executive Vice President and Chief Product Officer of Newcleus, a national executive benefits and BOLI/COLI consulting firm.

With his extensive background in life, annuity and investment products, taxation, regulatory compliance, accounting methodologies and actuarial modeling, Chris works with Newcleus’ clients to design, implement, and administer executive benefit plans and financing strategies. He also manages insurance carrier relationships and works to design new products and strategies. For example, our proprietary LINQS+ strategy provides lifetime retirement benefits for a fixed expense, and the Titanium plan transfers the plan liability off the sponsor’s balance sheet and provides the executive more control of their benefits. Being an industry thought leader, 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.

Prior to working in the executive benefits and BOLI/COLI space, Chris has worked for three insurance carriers in a variety of actuarial roles including financial reporting, asset liability modeling, product development, marketing, underwriting, and administration.

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). He has his FINRA series 7 and 63, and life insurance licenses.

Our core staff

Jonathan Barnes, Vice President of Business Development at Newcleus

Jonathan Barnes

VP, Non-Qualified Benefits

Bill Barr, Network Administrator at Newcleus

Bill Barr

Network Administrator

Shera Brady, Director of System Operations

Shera Brady

AVP, Dir of System Ops and Product Management

Mike Bruschini, VP, Account Executive at Newcleus

Mike Bruschini

VP, Account Executive

Kevin Burns, SVP, Director of IT at Newcleus

Kevin Burns

SVP, Director of IT

Tara Canniff, Sr. Policy Serving Specialist at Newcleus

Tara Canniff

AVP, Director of Policy Services

Michael Carman Headshot

Michael Carman

Account Executive

Headshot of Melissa D'Amico

Melissa D’Amico

Director of Compliance and Agent Operations

Amy Feminella, Director of Marketing at Newcleus

Amy Feminella

Director of Strategic Programs

Mark Grant , VP, Non-Qualified at Newcleus

Mark Grant

SVP, Non-Qualified

Sarah Grutka, Executive Assistant at Newcleus

Sarah Grutka

Manager of Marketing Ops, Events and Hospitality

Yul Hawkins, Account Executive at Newcleus

Yul Hawkins

Account Executive

Headshot of Amanda Hoffman, VP Account Executive at Newcleus

Amanda Hoffman

VP, Account Executive

Steve Kezel, Jr. Software Developer at Newcleus

Steve Kezel

Jr. Software Developer

Dolores Marinucci, Accounting Support Associate at Newcleus

Dolores Marinucci

Accounting Support Associate

Brian McCracken, VP, Account Executive Director at Newcleus

Brian McCracken

SVP, Director of Administration

Karen Reed, Sr. Accounting Specialist at Newcleus

Karen Reed

Sr. Accounting Specialist

Jill Ricci, Executive Assistant at Newcleus Credit Union Advisors

Jill Ricci

Business Development Manager

Andrea Sandlin Account Executive at Newcleus

Andrea Sandlin

Account Executive

David Schwartz VP, Account Executive at Newcleus

Dave Schwartz

VP, Account Executive

Adrianna Stefani

Adrianna Stefani

Policy Servicing Associate

Joe Verrecchio Newcleus Systems Coordinator

Joe Verrecchio

Benefit Design Specialist

Jared Watson, Account Executive at Newcleus

Jared Watson

Account Executive

Headshot of Rachel Wentz, VP Account Executive at Newcleus, LLC

Rachel Wentz

VP, Account Executive