Capital Formation
John D. Williams
ChFC, CLU, TEP, Founder & CEO
James D. Lee
Chief Operations Officer & Chief Compliance Officer
Eric S. Phillips
CFP®, Director of Advanced
Bill Doran
MBA, Vice Chairman
Michael Toomey
Co-Founder, Shareholder (retired)
Jonathan Williams
Client Services
Mikhail Veselov
Financial Advisor
Strategic Partners
James Dawson
CFP, Life Settlements Valmark Financial Group
Tyler Denholm
CFA, VP of Investment Management & Research Valmark Financial Group
Zach Hurst
CFP, Financial/Estate Planning, Valmark Financial Group
Phil Jackson
MBA, CLU, CFP, Life Insurance Specialist, Valmark Financial Group
Eric Johnson
Sr. Underwriter, Valmark Financial Group
Frank Lessick
MBA, Sr. Director of Investments, Valmark Advisers
Michael McClary
MBA, Chief Investment Officer, Valmark Financial Group
Michael Michlitsch
MBA, CRPC, Policy Management Company