MARSHBERRY 360

SPEAKERS

JOHN WEPLER, CHAIRMAN & 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, 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.