Since 1993, our core mission has been to build lifetime relationships with our clients based upon mutual trust, integrity and respect. We build these relationships through our expertise in developing comprehensive financial plans in the areas of wealth accumulation, preservation and transfer. We then tailor each plan to the unique needs of each individual client in the most tax efficient and economically sensible manner.
- To provide income replacement
- To facilitate the funding of estate tax liabilities
- To provide specific inheritances or charitable bequests
- To assist business owners with succession planning and providing selective benefits
- To accumulate investment assets in a tax-efficient manner
Seth J. Buckley, CFP®, CLU®, ChFC®, MSFS, AEP®, TEP
PRESIDENTSeth J. Buckley is President of Buckley Financial and has over 25 years’ experience across the spectrum of life insurance consulting for both domestic and international clients, entailing estate, business and charitable planning. Prior to Buckley Financial, Seth was Vice President, Private Client Services at Pinnacle Financial Group. He was also Senior Vice President of Bank of America – US Trust’s High Net Worth Insurance Group, where he was their leading insurance consultant nationwide. Prior to Bank of America – US Trust, he was Practice Leader of the Private Client Group at William Gallagher Associates as well as President of their broker-dealer.
Seth is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, and Trust and Estate Practitioner. Seth is a graduate of the American College in Bryn Mawr, Pennsylvania and holds a Master’s degree in Financial Services; a graduate of Suffolk University Sawyer School of Management with a Bachelor’s degree in Business Administration; and a graduate of Phillips Academy.
Elizabeth (Beth) Buckley
DIRECTOR OF MARKETING AND COMMUNICATIONSPrior to joining Buckley Financial, Beth was Director of Admissions at Mount Alvernia High School, board member and teacher at The Village School, and Retirement Planning consultant at Mass Financial. Beth’s education includes a Bachelor’s degree in Political Science and Business Administration from Providence College and a Masters of Education from Bridgewater State University.
OUR BACK-OFFICE SPECIALISTS
Keith Miller, MBA , CLU, ChFC ®Keith Miller is the Vice President of Insurance Planning for our partner, Valmark Financial Group. Keith works with the insurance planning team to provide advanced case design and sales expertise. His core areas of focus include customized wealth transfer solutions, product analysis and holistic life insurance design. Mr. Miller is a national presenter at the Association for Advanced Life Underwriting (AALU) annual conference. He received his BA from Samford University and his MBA in Finance from the University of Alabama. Mr. Miller is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds the Alabama Life and Health licenses.
Chris Bottaro, MBAChris Bottaro is the Senior Vice President of Insurance for our partner, Valmark Financial Group. He is responsible for the vision, strategy and execution of life insurance marketing, underwriting, new business, life settlements and in force insurance solutions initiatives. In this role, he prides himself in partnering with advisors and insurance carriers to help make the life insurance process simpler and more efficient. He has a technical risk assessment background and spent the first 12 years of his career in various underwriting production and leadership positions at Lincoln Financial Group in Hartford before relocating to the Twin Cities to join Valmark in February of 2015. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds Series 6 and 26 registrations. He is also a Registered Principal and a member of the Twin Cities Association of Home Office Underwriters.
Eric JohnsonEric Johnson is Vice President of Underwriting for our partner, Valmark Financial Group. He is responsible for risk assessment appraisal, consultation and negotiation on behalf of Valmark Financial Group Member Offices and clients. Mr. Johnson brings more than 30 years of experience in impaired risk and jumbo case underwriting, reinsurance, sales and brokerage operations. He is a presenter at numerous industry seminars and workshops speaking on topics such as Challenging Underwriting Impairments, Jumbo Business and Brokerage Underwriting. Mr. Johnson earned his BA from Luther College and holds Minnesota Life, Accident and Health Insurance licenses. He is a member of the Association of Home Office Underwriters (AHOU) and the Twin Cities Association of Home Office Life Underwriters (TCAHOLU).
Michael Michlitsch, MBA, CRPC®As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in force insurance business to best serve our clients. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Mr. Michlitsch earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ (CRPC®) and carries the following Financial Services Designations: CFS, CIS, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.
Jamie HochmuthAs a New Business Specialist for our partner, Valmark Financial Group, Jamie Hochmuth is part of the Concierge Services team. Her responsibilities include helping to coordinate and process applications directly from our clients with our insurance carriers. Ms. Hochmuth earned BAs in Creative Writing and Business Administration, with a focus on Marketing and Management, from Augustana College in Rock Island, Illinois. She holds a Minnesota Life Insurance Producer’s license as well as ALMI and ACS designations.
Tom Love, CLU®, FLMIAs the Vice President of Insurance Analytics for our partner, Valmark Financial Group, Tom Love is responsible for advanced life insurance case design, carrier and product analysis, product sales and marketing, development of analytical and educational tools, agent training and agency business development. He brings 25+ years of extensive experience in the life insurance space with experience in a carrier home office, independent agency environment and personal production. His work has been published in industry journals such as Worth Magazine, the Journal of Financial Services Professionals, and is a two-time Editor’s Choice Award Winner for the Journal of Practical Estate Planning. Mr. Love is also a national presenter on topics ranging from “Life Insurance Due Diligence” to “Reviewing and Evaluating the Family’s Life Insurance Holdings.” Mr. Love is co-author of Valmark’s Love Notes and author of several Valmark white papers. In addition to earning a BSBA in Risk Management and Insurance from the University of Georgia, Mr. Love is a Chartered Life Underwriter® (CLU®) and a Fellow of the Life Management Institute (FLMI) and holds Series 6 and 63 registrations as wells as Ohio Life, Health and Variable licenses.
Bridget Woitas, PHR, FALUBridget Woitas is the Director of Concierge Services and Talent Acquisition and Development for our partner, Valmark Financial Group. She is responsible for the management of Valmark Concierge Services, which is a team dedicated to providing a ten times (10x) better insurance experience for our clients by simplifying the life insurance application process. In addition, Bridget supports Valmark’s Human Resources function, leading Valmark’s talent acquisition efforts and overseeing the recruiting and interview process. Also, she supports various talent development strategies at the corporate level. She earned her BA in Business Management from Gustavus Adolphus College, graduating Magna Cum Laude. Bridget now serves as a member of the National Advisory Board for Gustavus Women in Leadership (GWIL), mentors in the Adolphus College Mentoring Program, is a member of the Twin Cities Association of Home Office Underwriters and is a Fellow of the Academy of Life Underwriting (FALU).
Lauren Ballantine, FALUAs the Director of Underwriting for our partner, Valmark Financial Group, Lauren Ballantine is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for all new life business and underwriting. She is an advocate and escalation contact through every stage of the underwriting process, working to anticipate potential issues, identify the most appropriate carrier and negotiate the best possible underwriting outcome. She earned a BA in Biology and Art from the College of St. Benedict and St. John’s University, where she received the President’s Scholarship and made the Dean’s List. Mrs. Ballantine is a Fellow of the Academy of Life Underwriting (FALU), a board member of Twin Cities Association of Home Office Underwriters, and holds Minnesota Life and Health Licenses.
Jim KolkJim Kolk is the Information Security Technician for our partner, Valmark Financial Group. In his role, he is responsible for the Valmark IT help desk and focuses on office cybersecurity, technology infrastructure and troubleshooting for both Valmark’s home office and Member Firms. Jim has been working within the technology field for 10+ years and has experience in multiple areas of Information Technology, computer troubleshooting and repair, security and vulnerability assessments, cloud hosted email environments, systems deployment and policy creation. He earned his BA in Computer Information Systems from Kent State University.
Douglas Wilburn, JDIn his role as General Counsel and Chief Compliance Officer for our partner, Valmark Financial Group, Doug Wilburn is responsible for all aspects of Valmark’s legal affairs as well as regulatory compliance for Valmark’s broker-dealer and SEC-registered investment advisers. Doug’s extensive experience includes serving as Securities Commissioner for the State of Missouri; Managing Director of Wachovia Securities; Chief Compliance Officer for J.P. Morgan Chase Investment Services, WaMu Investments and Wachovia Securities Financial Network respectively; and Financial Analyst and Investment Advisor at A.G. Edwards & Sons. Doug earned a Juris Doctor from Saint Louis University School of Law and a BA in Political Science from the University of Missouri. He is also a graduate of the Securities Industry Institute® sponsored by the Securities Industry and Financial Markets Association (SIFMA) and the Wharton School of the University of Pennsylvania.
Grace MayerAs a New Business Specialist for our partner, Valmark Financial Group, Grace Mayer is responsible for the management of new life insurance business. She is also an underwriting and administrative advocate with insurance carriers, striving to reach the best possible outcomes for our clients. Grace has a BSBA in Financial Management from the University of Akron and holds the ALMI and ACS Designations.
WHAT MAKES US DIFFERENT
In addition, we consciously limit the number of clients we work with and zealously guard their privacy to assure the highest level of personal service.
We also work effectively with our clients’ key advisors, or, if needed, we bring a team of experts to our clients to ensure that our clients’ plans are professionally orchestrated, integrated and implemented.
2 Sunset Point Rd
North Falmouth, MA 02556
Buckley Financial is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.