Board meeting representative of a benefit plan meeting.

Our Consultant Team

Todd Andritsch, MBA

Todd Andritsch

Direct: 317.517.5000
11242 Wolf Dancer Pass #103
Fishers, IN 46037

Todd Andritsch brings over 12 years of experience in designing customized benefit and BOLI programs. Todd works with accountants, attorneys and other professional advisors to ensure proper implementation and administration of nonqualified benefit plans. His prior experience includes 17 years in the banking industry. Todd is a regular speaker at national and state banking meetings in the areas of compensation programs and utilizing BOLI as a strategic funding source. He earned his undergraduate degree from Drake University and a master's degree from the Charles H. Kellstadt Graduate School of Business at Depaul University.

Glenn A. Blackwood

Glenn Blackwood

Office: 561.798.5620
Fax: 561.798.3511
Cell: 561.253.5441
3500 Fairlane Farms Road, Suite 11
Wellington, FL 33414

Glenn Blackwood, with more than 25 years of experience in the BOLI/nonqualified benefits industry, has assisted hundreds of banks with the design and implementation of programs to recruit, retain and reward key officers and directors. Glenn works closely with the bank's professional advisors to ensure coordinated implementation and ongoing compliance. He is a frequent speaker at ABA, FBA, SCBA, IBSC, and other conferences. Glenn completed pre-med studies at the University of Texas prior to being selected in the NFL draft by the Miami Dolphins.

David F. Boyle, JD

David Boyle

Office: 913-433-8645
Fax: 913-322-0554
Cell: 913-433-8645
13913 Garnett Street
Overland Park, KS 66221

David Boyle has assisted banks and corporations in the design and implementation of qualified and nonqualified executive benefit programs for more than 20 years. For the past 12 years, David has served as the Vice President of Executive Benefits at New York Life Insurance Company where he was primarily responsible for the sale and marketing of BOLI plans to community banks. Prior to joining New York Life, David held a similar position at Mass Mutual Life Insurance Company as Vice President of Large Corporate Markets where he focused on BOLI and other group life sales. During his career, David has spoken at several industry meetings on BOLI and other executive benefit topics. He graduated magna cum laude from the University of Massachusetts where he was elected to Phi Beta Kappa. David attended Cornell Law School and graduated cum laude from Western New England University School of Law. He has been a member of the Massachusetts Bar Association; American Bar Association; National Association of Insurance and Financial Advisors; and an associate member of the Association of Advanced Life Underwriters ("AALU").

Kelly T. Coughlin, CPA, MBA

Kelly Coughlin

Direct: 612.232.6640
901 SW Buchanan
Topeka, KS 66606
7417 Kellogg Avenue South
Minneapolis, MN 55435

Kelly Coughlin has over 25 years of experience in providing investment, risk management and technology solutions to banks located throughout the US. His prior experience includes work as a CPA with PricewaterhouseCoopers (Coopers & Lybrand) in New York City and Minneapolis; Risk Manager with Lloyds Bank in Minneapolis and London; and CEO of GlobalBridge, an investment management and financial technology company providing solutions to banks, brokers and financial advisors. With his risk management and other experience, Kelly is well positioned to help banks manage a part of their financial risk and contingent liabilities by designing and implementing cost effective bank owned life insurance and nonqualified benefit programs. Kelly is a CPA and earned his undergraduate degree (BA) from Gonzaga University and a master's degree in business administration (MBA) from Olin Graduate School of Business at Babson College in Wellesley, MA.

Ken Derks

Ken Derks

Office: 469.252.1037
Fax: 972.335.9545
Cell: 612.845.2256
7200 Bishop Road, Suite 240
Plano, TX 75024

Ken Derks brings more than 30 years of professional services experience to Equias Alliance. Over the past 12 years, Ken has advised many banks regarding nonqualified benefit plans and Bank Owned Life Insurance (BOLI) programs as well as bank compensation consulting strategies. He is a frequent speaker at state and national trade association meetings. In addition, Ken is a regular speaker at Bank CEO Network events and at the Bank Executive & Board Compensation Conference. Ken has authored numerous articles on compensation, BOLI, and nonqualified benefit plans. Prior experience includes 17 years with RSM (McGladrey), serving as principal and national director of financial institution consulting. He graduated from University of Wisconsin - Eau Claire with a bachelor's degree in finance.

Harry L. "Trey" Deupree III

Harry Deupree

Office: 469.252.1038
Fax: 972.335.9545
Cell: 972.672.8245
7200 Bishop Road, Suite 240
Plano, TX 75024

Trey Deupree has assisted community banks with nonqualified/BOLI plans for more than 14 years. Trey previously served as a National Bank Examiner with the Comptroller of the Currency for 14 years and 2 years with the Federal Reserve Bank. He is a strong advocate for community banking and frequently speaks at educational seminars and workshops for banking groups. Trey has authored numerous articles on executive and director compensation that have appeared in several trade group publications. He graduated from Oklahoma State University with a bachelor's degree in finance.

Bill Gardiner

Bill Gardiner

Office: 503.227.3816
Fax: 503.465.3830
Cell: 503.539.8777
1415 NW 209th Street
Ridgefield, WA 98642

Bill Gardiner has over 16 years experience in the design and implementation of nonqualified benefit plans and related financing strategies. Bill works with bank accountants, attorneys and consultants to develop benefit and BOLI plans that mutually benefit the officer/director as well as the shareholder. Bill has authored numerous articles on executive and director compensation that have appeared in publications such as Western Banker, Practical Tax Strategies and Journal of Compensation and Benefits. He earned his bachelor's degree in financial management from the University of North Dakota and an MBA from the University of Minnesota.

Phillip J. Hayes, CPA

Phillip Hayes

Office: 630.904.3765
Fax: 630.904.3766
Cell: 630.272.1881
827 Chancellor Court
Naperville, IL 60540

Phil Hayes brings over 10 years of experience in the design, analysis and review of benefit and BOLI programs. Prior work experience includes more than 20 years of diverse financial experience in "Big 4" public accounting, corporate finance and insurance. Phil is actively involved in plan administration to ensure client banks have timely and accurate information. He works proactively with clients to resolve administration and documentation needs. He graduated Cum Laude from Millikin University with a degree in accounting and is a Certified Public Accountant.

Eric W. Hilgenberg

Eric Hilgenberg

Office: 952.435.7737
Fax: 952.435.7787
Cell: 612.708.0923
18526 Judicial Road
Prior Lake, MN 55372

Eric W. Hilgenberg has 18 years experience assisting banks across the north central United States. During that time, he has helped numerous financial institutions design and implement benefit plans that help organizations attract, retain and reward key talent. Eric specializes in working with banks to develop an understanding of current and long-term needs; provides an analysis of existing benefit practices; and then prepares recommendations that address impact on cash flows, earnings, shareholder value and other bank objectives to facilitate board approval. Eric earned a bachelor's degree in finance from the University of Iowa.

Eric Johnsen, MBA

Eric Johnsen

Office: 831.373.4614 x 1
Fax: 831.372.3789
Cell: 831.214.0964
25560 Meadowview Circle
Coral de Tierra, CA 93908

Eric Johnsen specializes in the design, implementation, administration, and ongoing evaluation of nonqualified benefit and BOLI programs. He brings over 20 years of experience in working with senior executives and Board members for numerous industries in the areas of insurance, business strategic planning, finances, and marketing. Eric began his consulting career with Ernst & Young assisting clients in financial accounting and systems design and implementation. He has an extensive background with all aspects of healthcare delivery systems as well as mergers and acquisitions of hospitals and medical groups. For the past two years, Eric has focused on assisting community banks with executive benefits and BOLI, and he is a licensed insurance executive in life, health, fire & casualty insurance. He has been actively engaged with insurance products for over a decade. He graduated from UC Davis with a bachelor's degree in health care administration. He also holds a Masters Divinity from Fuller Seminary and received his MBA in Finance and Entrepreneurship from the University of Southern California.

James D. Olson, CPA

jim olson

Office: 804.784.7216
Fax: 804.784.7260
Cell: 804.512.5573
1900 Manakin Road
Richmond, VA 23103

Jim Olson specializes in the design, implementation, administration and ongoing evaluation of nonqualified benefit and BOLI programs. Jim has more than 10 years of experience specifically assisting community banks, and is well versed in a wide range of employee benefit and investment issues, having over 20 years consulting experience in this field. He began his career with Deloitte Touche, gaining both accounting and tax experience. Jim enjoys close advising relationships with senior management and advisors of many community banks. He graduated from Baylor University and completed significant post graduate studies in accounting, economics and finance.

Roy Pinnell

Roy Pinnell

Office: 217.824.7894
Fax: 217.824.7898
Cell: 217.825.6575
3935 Kennedy Road
Taylorville, IL 62568

Roy Pinnell has over 11 years of experience in BOLI and nonqualified benefit plans. Prior experience includes 16 years in banking, including bank chairman and president responsibilities. He works with bank accountants, attorneys, and consultants to develop benefit plans that mutually benefit the officer/director, as well as the shareholder. Roy was formerly an endorsing manager of benefit and BOLI plans for the Community Bankers Association of Illinois. He is a graduate of the Illinois Bankers School.

Trené Pinnell, JD

trene pinnell anderson

Office: 217.816.6450
609 Etna Road
Ottawa, IL 61350

Trené Pinnell specializes in the design, implementation, administration and ongoing evaluation of nonqualified benefit and BOLI programs. For the past five years, Ms. Pinnell has specifically assisted community banks, and is well versed in a wide range of employee benefit and investment issues. She has 15 years of professional experience including 12 years of experience as a licensed attorney along with previous experience in banking, auditing and insurance. She graduated from Millikin University with a bachelor's degree in accounting, and also from the University of Illinois School of Law.

Joe Schaefer, MBA

Joe Schaefer

Office: 561.798.5620
Fax: 561.798.3511
Cell: 786.566.9423
3500 Fairlane Farms Road, Suite 11
West Palm Beach, FL 33414

Joe Schaefer, who resides in Miami, Florida, has more than 5 years of experience working in the financial services and insurance industries joined Equias Alliance in 2013. For the previous 2 years Joe has served as a Private Wealth Manager in Santiago, Chile for the expatriate market where he designed and implemented retirement plans and investment portfolios. Joe brings 2 years of prior experience in implementation of Bank Owned Life Insurance (BOLI) programs and nonqualified executive and director benefit plans in Illinois and Missouri. Joe has also served as a Personal Lines Underwriter for Pekin Insurance in Central Illinois, where he underwrote a book of business of more than 100 independent insurance agencies in Indiana. In addition, he graduated with a degree in Business Marketing from Bradley University and received his MBA from Universidad Adolfo Ibañéz in Santiago, Chile.

David Shoemaker, CPA/PFS, CFP®

David Shoemaker

Office: 901.754.4924
Fax: 901.754.3375
Cell: 404.229.2941
8000 Centerview Pkwy, Suite 525
Memphis, TN 38018

David Shoemaker has assisted hundreds of banks with the design and implementation of nonqualified benefit and BOLI plans. He has 23 years experience in the insurance and banking industry and was a pioneer of the single premium no-load insurance policy now known as BOLI. His prior experience includes 9 years with Deloitte Touche, where he focused on the banking industry. David graduated Summa Cum Laude from the University of Tennessee.

Amy Strapp

Amy Strapp

Direct: 614.439.9553
3900 Tweedsmuir Drive
Columbus, OH 43221

Amy Strapp has over 19 years of experience working in the financial services industry. During this time, she has focused on assisting community banks in the Midwest with the design and implementation of bank-owned life insurance (BOLI) and non-qualified benefit plans. This has entailed frequent interaction with clients to assist with on-going compliance and regulatory matters.

Immediately prior to joining Equias Alliance, Amy worked for another BOLI producer group. During the course of her career, she has worked five years in banking and another eight years for a distribution and marketing business.

Amy has developed strong client relationships while working with senior management, directors and other professional advisors of community banks to help them attract, retain and reward key people. Amy's in depth knowledge of non-qualified benefit plans as well as the utilization of BOLI, as a long-term funding mechanism, have been highly valued by those that work with her.

Clark W. Struve, CLU

Clark Struve

Office: 831.373.4614 x 2
Fax: 831.372.3789
Cell: 831.595.3121
25925 Rotunda Dr, Suite 100
Carmel, CA 93923

With nearly 20 years of focused experience with financial institutions, Clark Struve specializes in the design and implementation of compensation and nonqualified benefit plans for officers and directors of financial institutions. Clark works with banks to develop an understanding of current and long-term needs; provides an analysis of existing compensation and benefit practices, and then prepares recommendations that address impact on shareholder value. He earned a bachelor's degree in risk management and insurance from San Jose State University.

James P. Taylor

james p taylor

Office: 901.202.6886
Fax: 901.754.3375
Cell: 901.831.9146
8000 Centerview Parkway, Suite 525
Memphis, TN 38018

James P. Taylor brings over 26 years of experience working in the financial services industry. For the past 10 years James has consulted with financial institution clients on the implementation of Bank Owned Life Insurance (BOLI) programs and nonqualified executive and director benefit plans. He served 23 years with First Horizon National Corporation and its' subsidiaries First Tennessee Bank, N.A. and FTN Financial (FTN). At FTN James was a Senior Vice President of the Strategic Financial Group (2002-2008) where he assisted management and the board of directors of many financial institutions nationwide in their understanding and evaluation of BOLI and supplemental executive retirement plans. James also served as a member of the First Horizon National Corporation's BOLI Committee that provided oversight and risk management for First Tennessee Bank's $500 million BOLI portfolio. He served as a correspondent banker for 12 years. In addition, James graduated from the Tennessee Commercial Lending School as sponsored by the Tennessee Bankers Association (TBA). He also served two years as a Director for the Tennessee Young Bankers, a division of the TBA, as well as, Trustee for the Tennessee School of Banking.

James graduated from the University of Memphis with a bachelor's degree in accounting.

Timothy L. Voth

Tim Voth

Office: 541.389.6662
Fax: 541.389.6663
Cell: 541.815.8684
1342 NW Remarkable Drive
Bend, OR 97701

Tim Voth brings more than 25 years of experience in benefit planning and related BOLI financing strategies to financial institutions. He works with bank accountants, attorneys, and consultants to develop benefit and BOLI plans that mutually benefit the officer/director, as-well-as the shareholder. Tim has been a speaker on the topics of benefit planning and BOLI financing strategies for a number of bankers' conferences, including the Oregon Bankers Conference, Montana Bankers Conference, and the Oregon/Montana/Idaho/Washington Savings League Conference. He received a bachelor's degree from Oregon State University and master's degree at Lewis & Clark College in Portland, Oregon.

Equias News

Reward Key Officers with a 401(k) Look-Alike Plan - BankDirector.com
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Q1 2017 Equias Alliance/Michael White BOLI Holdings Report
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General Account BOLI Sales Dominate Market in 2016 - BankDirector.com
Click here to read more

The Resurging Interest in Bank Supplemental Executive Retirement Plans - BankDirector.com
Click here to read more

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