SPEAKERS

 
JOHN WEPLER, CHAIRMAN AND CEO
John joined Marsh, Berry & Company, Inc. (MarshBerry) in 1991 and is a frequent keynote speaker on organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A*), business planning, ownership perpetuation and financial management at national conferences, agent association meetings, insurance carrier elite meetings and executive leadership forums.

John has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 170 M&A transactions since joining the firm. He currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.
PHIL TREM, EXECUTIVE VICE PRESIDENT
Phil joined Marsh, Berry & Company, Inc. (MarshBerry) in 2010 and is a key contributor to MarshBerry’s M&A services division* and is responsible for deal execution on both buy side and sell side transactions. He has extensive knowledge in the areas of agency perpetuation, due diligence, deal negotiation and integration planning.

Aside from his responsibilities within the firm’s M&A division, Phil is a regular contributor to MarshBerry’s consulting practice. His consulting activities involve business planning, agency valuations, financial and organizational development, and compensation strategies. Phil currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

CURT VONDRASEK, SENIOR VICE PRESIDENT

Curt Vondrasek joined Marsh, Berry & Company, Inc. (“MarshBerry”) in 2016 and is the Senior Vice President of the Management Consulting Group. Curt is responsible for the strategy and direction of the Peer Exchange Networks, Talent Acquisition and Sales Performance business units. Curt sits on MarshBerry’s Strategic Planning Committee, and leads the Sales Board and the Networks Advisory Committee. He is also a frequent speaker at carrier, association, MarshBerry and industry events.

ERIC HALLINAN, VICE PRESIDENT

Eric Hallinan joined Marsh, Berry & Co., Inc. (MarshBerry) in 2011, bringing with him significant experience in insurance agency operations, finance, and technology. He is a key contributor to MarshBerry’s Merger & Acquisition (M&A) practice and is responsible for deal execution on both buy side and sell side transactions. Eric has extensive knowledge in the areas of acquisition analysis, due diligence, deal negotiation, and integration planning. In 2015, Eric was promoted to Vice President.

In addition to M&A advisory services, Eric’s consulting activities also include business planning, financial management consulting, due diligence, valuation services, compensation consulting, ownership perpetuation, and working as a facilitator within MarshBerry’s Connect Networks.

Eric currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

TOMMY MCDONALD, VICE PRESIDENT

Tommy McDonald is a Vice President at Marsh, Berry & Co., Inc. (MarshBerry) and has a key role for the company’s executive Peer-to-Peer Exchange networks. His primary responsibilities are to oversee the delivery of partner benefits and to provide guidance and direction to help clients as they work to reach their goals. Tommy is also an active consultant within the Employee Benefits area at MarshBerry, which includes business development, key strategic relationship management, and project execution. He is also responsible for leading strategic discussions during MarshBerry’s executive Peer Exchange Networking groups, also known as MarshBerry Connect.

Tommy is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings, and executive leadership forums. He has written articles for several leading insurance publications and is a frequent contributor to MarshBerry’s proprietary publication, CounterPoint.

BROOKE LUGONJIC, DIRECTOR, ORGANIC GROWTH

Brooke Lugonjic joined Marsh, Berry & Co., Inc. (MarshBerry) in June 2016 with over four years of talent acquisition and project management experience- almost entirely in an insurance agency setting. Brooke is responsible for providing talent acquisition consultation to MarshBerry’s portfolio of Insurance Brokerage clients as well as strategically recruiting Sales Executives within a designated territory. Further, Brooke is responsible for the leadership and development of MarshBerry Talent Acquisition’s team of nationwide recruiting professionals and other special projects related to organic growth consultation.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, Inc.