Thomas S. Moore, Jr., CPA
President | Shareholder
A co-founder of Broadview Financial Advisors, Tom Moore is a Registered Investment Advisor and CPA with extensive personal and corporate planning experience with owners of privately-held companies.
He is a General Securities Representative and holds FINRA Series 7 and 66 licenses.
He received a Bachelor of Science degree in Accounting from the University of Kentucky in 1983 and has continued his professional education by taking both technical and management courses in his areas of expertise.
Before co-founding Broadview Financial Advisors, he was Chief Financial Officer of a geotechnical specialty construction company doing business in the Continental U.S. & Central America. Before that he spent 27 years in public accounting, the last 14 years as a partner & Vice President at a regional accounting firm. His clients were privately held businesses, foreign owned companies, and high net worth individuals.
Professional & Civic Affiliations (Present & Former)
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Leadership Northern Kentucky Class of 2006
Northern Kentucky University Go Norse Fund - Board Member
United Way of Greater Cincinnati – Board of Directors, Action Council (Past Chair), Impact Cabinet
Board of Education at Immaculate Heart of Mary Elementary School (Past Chair)
Kenneth C. Kinman
Financial Advisor | Shareholder
A co-founder of Broadview Financial Advisors, Kenny Kinman is a Registered Investment Advisor and Retirement Plan Consultant with extensive personal and corporate planning experience with owners of privately-held companies.
He is a General Securities Principal and holds FINRA Series 6, 7, 63, 66, and 24 licenses.
Having earned Bachelor of Science degrees in Management and Finance from Northern Kentucky University, Kenny is deeply rooted in the region. He is involved in Crossroads Church and pursues travel, cooking, golf, and any activity with his children.
Before co-founding Broadview Financial Advisors, he was a Financial Advisor with the regional financial planning firm, Focus on Success. Born in Frankfort, Kentucky, Kenny is the last of eight children. He and his wife, Luanne, have four children, Matthew, Drew, Nate, and Leah.
Philosophy – “Working each day to help others is the most important thing I do. It is what breeds trust among my clients.”
Financial Advisor | Shareholder
A co-founder of Broadview Financial Advisors, Drew VonLehman specializes in comprehensive financial planning with a focus on working with those in or near retirement, families of divorce, and high income professionals. His areas of expertise encompass investment management, retirement planning, estate planning, and insurance services with the goal of helping clients analyze their financial situation and map out their financial and personal goals.
He received a Bachelor of Science degree in Accounting from Thomas More College and holds FINRA Series 7 and 66 licenses.
Before co-founding Broadview Financial Advisors, Drew was a Financial Advisor with the regional financial planning firm, Focus on Success. Previously, he worked for a regional CPA firm for eight years specializing in individual and corporate taxation.
Drew is actively involved in the community having previously served as Treasurer of the Faith Community Pharmacy, Founder of the Faith Community Junior Board, and Treasurer of CASA of Kenton County, Inc. He and his wife, Cathy, reside in Edgewood, Kentucky, with their four children, Andrew, Claire, Audrey and Olivia.
Philosophy – “As a financial planner, I’ve seen how important it is for clients to understand their own financial DNA. I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that fits their needs.”
Michael A. Berlier
Financial Advisor | CPA
Mike is an Investment Advisor and CPA. He provides comprehensive financial planning services, including investment management, retirement planning, estate planning, and insurance services. He holds FINRA Series 6, 7, 24 and 63 licenses.
He graduated from Indiana University in 1970 with a Bachelor of Science degree in Accounting and has worked for Indianapolis, Indiana CPA firms providing accounting and tax consulting services to businesses and individuals. In 1980 he joined Dunbar, Cook & Shepard (DCS), a local CPA firm in Indianapolis. He became president of the firm's financial advisory organization, DCS Wealth Advisory Services, LLC, in 2004. The firm provided personal financial planning, investment and insurance services. In 2013, the DCS Wealth practice was acquired by Broadview Financial Advisors.
Mr. Berlier has served on the board of directors for several nonprofit organizations, including the Board of Directors of Saybrook Health Care from 2001 to 2010. This was a family owned 120 bed nursing home in Old Saybrook, Connecticut. He served as president of the Board of Directors and was instrumental in the eventual sale of the nursing home in 2010.
Our Valmark Team
Through our relationship with the ValMark Companies, we have access to an experienced support team, with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff. A sample representation of the team includes:
Chris Finefrock is the Vice President of Financial Planning for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities licenses and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.
As the Chief Investment Officer of both ValMark Advisers, Inc. and ValMark Financial Group, Michael McClary's primary responsibility is to coordinate all investment management solutions for ValMark Advisors, ValMark Wealth Solutions and ValMark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® ETF Portfolios, TOPS® Managed Risk ETF Portfolios, ValMark ACCESS™ and ACCESS™ Plus solutions. Michael is a nationally recognized expert in institutional portfolio management and RIA companies. He has more than 14 years of senior level experience in financial management. Additional areas of expertise include investments, annuities, personal financial planning and life insurance.
Tyler D. Denholm,
Tyler Denholm is the Vice President of Investment Management and Research for our partner, ValMark Financial Group. His primary responsibility is overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust. In addition to his FINRA series 7 and 24 securities licenses, Mr. Denholm has earned the elite distinction of Chartered Financial Analyst®.
Judson Forner is the Vice President of Planning Review for our partner, Valmark Financial Group. In his role, he oversees and is a resource for all insurance and investment product lines including research, case analysis and design, product recommendations and advanced product concepts. In addition to his FINRA series 6, 7, 24, 53 and 66 securities licenses and his Ohio Life, Health and Variable licenses, Mr. Forner earned a BSBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR℠.
Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility is working with existing and potential Member Firms to integrate Valmark’s unique tools, resources and people to help them grow. Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™. In addition to his FINRA series 7, 24 and 66 securities licenses, Mr. Nitz is a CERTIFIED FINANCIAL PLANNER™.
Chris Bottaro is the Vice President of Insurance Services for our partner, ValMark Financial Group. He is responsible for the vision, strategy and execution of life insurance underwriting and new business initiatives. Formerly, Chris was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. Chris has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA Series 6 and 26 securities licenses.
Eric Johnson is the Vice President of Underwriting for our partner, ValMark Financial Group. In his role, he is responsible for the risk assessment appraisal, consultation, and negotiation of underwriting offers on behalf of ValMark member offices. He has over 25 years of experience in the underwriting industry and is a nationally recognized speaker on topics such as challenging underwriting impairments and jumbo business.
Michael Noss is a Senior Underwriter for our partner, ValMark Financial Group. In his role, he is responsible for the risk assessment appraisal, consultation and negotiation of underwriting offers on behalf of ValMark member offices. Mr. Noss is a Fellow in the Academy of Life Underwriting, has spoken at national industry conferences and is a member of the Twin Cities Association of Home Office Underwriters (TCAHOU).
Victoria Conrad is a Planning Coordinator for our partner, Valmark Financial Group. In her senior position on the team, she is responsible for building out comprehensive financial plans to meet the needs of our clients. This includes recommendations on brokerage, insurance and advisory solutions intended to assist our clients with risk management and reaching their financial goals. Mrs. Conrad earned a BBA in Finance and Marketing from Ohio University and graduated Valedictorian. Mrs. Conrad also holds FINRA Series 7, 24 and 66 securities licenses, Ohio Life, Health and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™.
Jessica Rorar is a Planner for our partner, Valmark Financial Group, with a focus on investment solutions. She is primarily responsible for assisting us with reviews of and case designs for annuity solutions within our clients’ retirement and estate plans. She also provides expertise for client needs involving retirement plans and pension risk transfer requests. Ms. Rorar earned a BBA in Financial Services from the University of Akron and a Minor in Spanish and graduated with Honors. Ms. Rorar also holds FINRA Series 7, 24 and 66 securities licenses as well as Ohio Life, Health and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™.
Bridget Burtzel is the Director of New Business for our partner, Valmark Financial Group, and serves as an escalation contact for any new business items. Bridget received a BA, Magna Cum Laude, in Business Management from Gustavus Adolphus College, where she earned a Dean’s Scholarship. She is a Fellow at the Academy of Life Underwriting (FALU) and a member of the Twin Cities Association of Home Office Underwriters (TCAHOU).
Pamela W. Bansci,
Pam Bancsi is the Vice President of Life Settlements for our partner, Valmark Financial Group. In her role, she is responsible for all aspects of sales, operations, education and marketing for Valmark’s life settlements business line. Pam holds 25+ years of experience in the financial services industry, most recently at Life Settlements Insights where she directed the sales and marketing efforts for one of the nation’s largest life settlement brokers. In addition to her FINRA series 7, 24 and 63 securities licenses, Pam is a CERTIFIED FINANCIAL PLANNER™ and holds a Juris Doctorate from Case Western University School of Law.
Mark Armstrong is the Vice President of Insurance Marketing for our partner, ValMark Financial Group. He has more than 25 years of financial services management experience, including 20 years as an executive-level consultant, specializing in product analysis and development and advanced case design. He is also a published author and lecturer who has been featured in publications and at venues, including the Journal of Practical Estate Planning, Best's Review, Journal of Financial Services Professionals, Million Dollar Round Table International Convention, and the Palm Beach Estate Planning Forum. Mark earned both a BA and an MA in Economics from the University of Akron. His designations and professional affiliations include Chartered Life Underwriter and Charter Financial Consultant (American College), Fellow with Distinction (Life Management Institute), FINRA Series 7, 24 and 63 licenses, and Life, Health, Variable Life Insurance and Annuity Licenses.
Mathew Bound is an Associate Planner for our partner, Valmark Financial Group, with a focus on insurance solutions. He is responsible for supporting us with insurance quotes, favorable product application and creating educational presentations for use with our clients. He earned a BBA in Corporate Finance from the University of Akron with a Minor in Economics where he graduated with honors. Mr. Bound also holds a Series 7 securities license as well as Life and Health insurance licenses.
Marie J. Mahoney-
Marie Mahoney-Krings is a New Business Specialist for our partner, ValMark Financial Group. In her role, she helps navigate all new clients through the life insurance application process. With more than 25 years of experience in the insurance industry, Marie is an essential link between our office, insurance carriers, and underwriting associates.
Michael Michlitsch is the Director of the Policy Management Company for our partner, Valmark Financial Group, where he oversees the ongoing management and monitoring of clients’ in-force life insurance policies to ensure they continue to meet their needs. He brings over 15 years of experience working with advisors and firms to grow, develop and efficiently manage their businesses. Most recently, Michael worked for Securian Financial, where he built and led a practice management team focused on helping advisors increase productivity and enhance the client experience. Michael earned an MBA from the University of St. Thomas in Minnesota and holds a number of professional designations from the Institute of Business and Finance, the College for Financial Planning and Kaplan University. He holds FINRA series 7, 24 and 66 securities licenses, as well as an insurance license.
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.
A STATE-OF-THE-ART INFORMATION TECHNOLOGY DIVISION that is fully integrated with some of the industry’s top providers as well as world-class custodians such as Schwab Institutional, TD Ameritrade and Pershing.
Our Strategic Alliances
Through our independent relationships with the ValMark Companies, Schwab Institutional, Pershing, and others, Broadview has access to some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, you have the opportunity to receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.
Broadview Financial Advisors is a Member Firm of the ValMark Companies, an elite, 52-year-old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark's professionals are experts in investment analysis and portfolio management, life insurance and other protection products, medical underwriting, qualified and non-qualified plans, product due diligence and regulatory compliance.
As a ValMark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, ValMark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate the favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC.
Broadview uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us. This password-protected information can be accessed with the click of a Log-In button on our website.
Are you ready to get started? Contact us today!
Broadview Financial Advisors, Inc.
105 W. 4th Street
Cincinnati, OH 45202
8250 Woodfield Crossing Blvd.
Indianapolis, IN 46240
Fee-based planning is offered through Broadview Financial Advisors, Inc., a State Registered Investment Advisor. Third party money management is offered through ValMark Advisors, Inc., an SEC Registered Investment Advisor. Securities are offered through ValMark Securities, Inc., Member FINRA, SIPC. Broadview Financial Advisors, Inc. is a separate entity from ValMark Securities, Inc. and ValMark Advisors, Inc.