John has almost thirty years of experience in the executive benefits area and bank and corporate-owned life insurance. His experience in the review of the legal, actuarial, and financing of executive benefits and life insurance programs, as well as timeline control and presentation ability to board committees, has been obtained through the completion of hundreds of corporate engagements and board presentations. John is a registered representative with M Holdings Securities, Inc. He is a current member of AALU. John is a member of ABA, ICBA, and various state banking associations as well as The Financial Managers Society. John and his wife Joanne reside in Dover, NH and Jupiter FL and enjoy, golfing, skiing, riding motorcycles and spending time with family.
John has over twenty-five years of experience in designing, implementing, and administering executive compensation and benefit plans. His specialty areas include Bank-Owned Life Insurance (BOLI), Deferred Compensation, and Split Dollar plans. He also has extensive knowledge in working with tax-exempt employers. In John’s previous position he was the Chief Operating Officer for a successful and established non-qualified plan practice and was responsible for overseeing the design and administration departments, accounting, and technology.
After completing his bachelor’s degree in economics from the State University of New York at Albany, John earned his master’s degree from Bentley College in Management Information Systems. John holds FINRA Series 6 and 63 securities registrations, is a registered representative with M Holdings Securities, Inc., and holds the Massachusetts Life, Accident, and Health license (#5408873). He also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. John and his wife reside in Ipswich, Massachusetts. They have four children, 2 dogs, and enjoy the outdoors; golfing, hiking, and skiing.
Dave recently joined BoliColi.com with over 7 years of experience in employee benefit planning with ADP. In his prior role of Accountant Relationship Manager at ADP, Dave was responsible for managing relationships with NYC based CPA firms and assisting their clients’ needs around employee benefit design, HR outsourcing and payroll automation.
At BoliColi.com, Dave assists with client consultations, case analysis, policy design and servicing of our executive benefit clients. Additionally, Dave has helped to expand our personal life insurance practice.
Dave currently holds his FINRA Series 7, and Series 66 securities registrations and life/health licenses and is registered as an Investment Advisor Representative.
He received his B.S. in Finance at High Point University.
In his spare time, Dave is an avid snow & wakeboarder. He also enjoys traveling, hiking, golfing, pickleball and playing the guitar.