Board meeting representative of a benefit plan meeting.

Our Leadership Team

becky pressgroveBecky A. Pressgrove, CPA

Senior Vice President & Chief Operating Officer

As Senior Vice President and Chief Operating Officer Becky brings to Equias Alliance both the breadth and depth of her 20-plus years of experience with nonqualified benefit, BOLI and COLI programs. Becky's primary areas of focus is on client service delivery – from developing and leading other professionals charged with insurance and benefit plan administration, accounting and financial reporting as well as providing technical assistance to clients, consultants and client service personnel on accounting, tax, regulatory and legislative issues to ensure that Equias Alliance's service and analysis reflects current requirements.

Ms. Pressgrove graduated cum laude from the University of North Texas in Denton, where she received a bachelor's degree, as well as a master's degree, in accounting. She has earned designations as a Certified Public Accountant (CPA). Ms. Pressgrove also is currently a member of the American Institute of Certified Public Accountants and has passed the Series 6 (Investment Company and Variable Contracts Products Representative), 7 (General Securities) and Series 63 (Uniform Securities Agent State Law) qualifying exams with the Financial Industry Regulatory Authority (FINRA).

linda radleyLinda J. Radley, CPA

Senior Vice President & Chief Financial Officer

As Chief Financial Officer and Senior Vice President, Linda brings to Equias Alliance over 20 years of experience in the non-qualified benefit and BOLI industry. Her experience in the industry covers directly advising and assisting clients as well as building and leading a team of professionals with expertise in the design and servicing of client programs. Linda's focus as CFO is to ensure the company's financial success by overseeing all aspects of corporate accounting, regulatory and tax reporting. She played a key role in organizing the company as well as the transition of clients to Equias Alliance.

Linda began her career in the non-qualified benefit and BOLI industry when she joined Clark Consulting in 1997. During her time with Clark Consulting, Linda served as operations director for the northeast United States. In that role, she supported the region's clients in all aspects of the sales process by working in collaboration with the sales consultants in the design and implementation of nonqualified benefit plans and BOLI. In addition, Linda oversaw new case workflow and administrative functions in the region to ensure all support operations were in place to maintain a high-quality level of service and solid client relationships.

Ms. Radley earned a bachelor's degree in accounting from the University of Memphis. She graduated summa cum laude with a 4.0 GPA in accounting and is a Certified Public Accountant (CPA). In addition, she has passed her Series 6 (Investment Company and Variable Contracts Products Representative) and 63 (Uniform Securities Agent State Law) qualifying exams with the Financial Industry Regulatory Authority (FINRA) and is a licensed insurance representative.

 

David ShoemakerDavid Shoemaker, CPA/PFS, CFP®

Managing Consultant

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 over 25 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 nine years with Deloitte Touche, where he focused on the banking industry. David graduated Summa Cum Laude from the University of Tennessee.

David is a Registered Representative with Kestra Investment Services, LLC.

Equias News

Q3 2017 Equias Alliance/Michael White 2017 BOLI Holdings Report
Click here to read more

Compensation Strategies to Attract, Retain and Motivate Millennials – BankDirector
Click here to read more

Top 10 Reasons Banks Own BOLI – Joe Schaefer, MBA
Click here to read more

More Equias News

Current Events

Ohio Bankers | OBL Economic Summit | February 6 | Greater Columbus Convention Center, Columbus, OH

American Bankers Association | National Conference for Community Bankers | February 25 - February 28 | Hilton Hawaiian Village Waikiki Beach Resort, Honolulu, HI

More Current Events

 

 

Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. Not all persons listed on this website are registered with or offer securities through Kestra IS. Only appropriately licensed individuals can offer securities through Kestra IS.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

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