| Jim Chapel*, CFS, CEO
|
 |
Jim Chapel, CEO of FMC Financial
Group, brings more than a quarter century of financial
services experience to his business relationships. A
graduate of the University of Southern California with a
Bachelor of Science degree in Finance. After starting in
this industry in 1978, he formed J.F. Chapel &
Associates in the early 1980s.
In
the mid-1990s, Jim became General Agent of the
Baltimore, Maryland Office of Massachusetts Mutual Life
Insurance Company (MassMutual). He returned to Southern
California in 1998 and partnered with Thomas G. Meehan
and David M. Ford to form Ford/Meehan/Chapel, with
offices in Newport Beach and Beverly Hills. In January
2002 Meehan and Ford retired, and the agency was renamed
FMC Financial Group with offices through out Southern
California. In 2007 he opened a District office in
Ontario, CA.
In 2002, FMC Financial Group was
honored with a Platinum National Management Award for
excellence in traditional and contemporary field
management in the insurance and financial services
industry by GAMA, the General Agents Management
Association.
James Chapel domiciled in
California, CA Insurance License
#:550967 |
|
Jack Bellis*,
CLU, ChFC, Director of Strategic
Alliance |
 |
Jack Bellis has been a
financial services professional for more than 20 years.
A former Massachusetts Mutual Life Insurance Company
Regional Vice President, he joined FMC Financial Group
in 2000. In addition to serving as FMC’s Chief
Operations Officer, Jack specializes in disability
income insurance, long-term care insurance and business planning. He is also
a former professional educator and
restaurateur.
Jack holds both Bachelor
of Arts and Master of Arts degrees from Old Dominion
University, Norfolk, Va., where he majored in English.
He subsequently earned designations as both a CLU
(Chartered Life Underwriter) and ChFC (Chartered
Financial Consultant).
Jack Bellis domiciled in
California, CA Insurance License
#:0D17056 |
|
Kay Anders,
Business Manager |
 |
Kay has worked in the
financial services industry since 1982, when she joined
Connecticut Mutual, now part of Massachusetts Mutual
Life Insurance Company. She joined FMC in 1996 and
is responsible for office management and administration.
She holds the designation
of FLMI (Fellow Life Management Institute).
|
|
Stephan Gabriel*,CLU,
LUTCF, Director of
LEAP |
 |
Stephan P. Gabriel,
CLU, LUTCF has been a Financial Service Professional
and Manager for over 20 years. A former manager and
associate at a Fortune 50 company Stephan joined FMC
Financial Group in 2002 as a Unit Sales Manager.
Stephan specializes in training and developing
Financial Services Professionals in becoming
successful in the industry. In addition to working
with his own clients and other associates he is also
the Director of LEAP Development for FMC where he
teaches Tax-Efficient Macro Financial Concepts.
Stephan holds both
a Bachelor of Science in Finance and a Bachelor of
Arts in Economics from Cal Poly Pomona along with
advanced industry designations of CLU(Chartered Life
Underwriter) and LUTCF(Life Underwriter Training
Council Fellow). Stephan and his family currently
reside in Huntington Beach, CA. and enjoy boating
and skiing.
Stephan Gabriel
domiciled in California,
CA Insurance License
#0806691
AZ Insurance License
#927355
|
|
|
Travis Hart*,
LUTCF |
 |
Travis joins FMC
Financial Group with over 17 years of customer
service, management and associate development
experience. Travis is currently the Managing
Director of the Ontario office and is focused on
assisting new associates in becoming successful in
the financial services industry.
Travis believes in
being active in his community and does so by being
on the board of the local soccer association, Past
President and current Treasurer of the Norco Rotary
Club, founding editor of the Eastvale Edition
newsletter and active in the Eastvale Community
Committee. Travis and his family currently
reside in Corona, CA.
Travis Hart
domiciled in California, CA Insurance License #
0D84050 |
|
|
Christopher
Bissonnette*, CFS |
 |
Chris entered the financial services industry in 1994
and joined FMC Financial Group, the Orange County
general agency of Massachusetts Mutual Life Insurance
Company (MassMutual) as Director of Sales Development in
Spring 2004. Chris has overseen financial planning*
teams in Phoenix, San Diego, Atlanta and Orange County. Chris Bissonnette domiciled in
California, CA Insurance License#:0C07810
AZ Insurance License#:63863 |
|
Marc Friedman*,
MBA, CLU, ChFC - Agency Director of Advance Markets and
Marketing |
 |
Marc Friedman has spent more than 20 years in the
financial services industry, and received the
designations of CLU (Chartered Life Underwriter) and
ChFC (Chartered Financial Consultant) in the process. He
joined FMC Financial Group in 2002 where he currently
serves as Agency Director of Advanced Markets and
Marketing.
A current board of the Orange Coast Estate Planning
Council and a past President of the Society of Financial
Service Professionals, Orange County Chapter, Marc
graduated cum laude with a Bachelor of Music degree from
Miami University, Oxford, Ohio, with a major in Music
Education. He subsequently earned his Master of Music
and Master of Business Administration degrees from the
same institution.
Marc Friedman domiciled in California, CA Insurance License
#:0700317 |
|
David
Bennett, CFP®*, CLU, CFS |
 |
David has
been affiliated with FMC since 1987 as an advisor and as
a member of the Management Team since 1991. As the
Investment & Annuity Specialist David assists our
associates to design and implement investment*
portfolios.
David served on the CFP® Board’s, Board of Professional
Review from 2000 – 2004 and in 2004 was the Chair of the
Board of Professional Review. In 2001, David was
nominated to be one of the “100 Financial Planning
Champions” by Mutual Funds Magazine.
He is a Graduate of Pomona College, Claremont, Calif.,
where he earned a Bachelor’s degree in English
Literature. David earned a Professional Designation in
Personal Financial Planning, (PFP) from U.C.L.A and
obtained his Certified Financial Planner ™ designation
from the Denver College for Financial Planning. He also
holds Series 7, 24, 53 and 63 Securities Licenses.
He has had extensive experience conducting continuing
education classes for accountants on the subjects of
estate analysis, business succession planning, qualified
sick pay plans and pension distribution alternatives.
David has also taught retirement planning classes to the
general public at California State University,
Northridge.
CA
Insurance License #:0726273 |
|
Eileen Rice* -
Director of Financial
Planning |
 |
A financial services
professional since 1990, Eileen joined FMC as Director
of Financial Planning in early 2004. Eileen brings to
this position nearly 15 years of experience preparing
custom-tailored financial and business strategies for
closely held businesses that have $5-$100 million in
annual sales as well as for high-net-worth individuals.
Eileen helps implement individual estate and business
succession strategies and coaches her clients on
financial tools, products and strategies.
A
featured speaker at real estate and business succession
seminars, Eileen is a member of the Society of Financial
Services Professionals as well as Chairperson of the
Advanced Education Committee.
Eileen holds a
Bachelor’s degree in Political Science from California
State University, Fullerton.
Eileen Rice domiciled in California, CA Insurance License
#:0816167 |
| Kathryn Hauser -
Agency Supervisory Officer |
 |
Kathryn
entered the financial services industry in 1987 with an
undergraduate degree in Business with a Finance/Banking
emphasis from National University. She has held various
executive positions since then as Branch Manager, Chief
Compliance Officer and Vice President with general
securities broker dealers.
Kathryn’s regulatory background as a Compliance Examiner
with FINRA from 1991- 1997 brings a unique regulatory
insight to her compliance role as Agency Supervisory
officer here at FMC. |
|
Michele Blake -
New Business Supervisor |
 |
Involved in the
insurance industry since 1988, Michele is responsible
for facilitating new business processing for FMC. She
joined the company when it was formed in 2002 following
14 years of service with Massachusetts Mutual Life
Insurance Company.
She holds a AA degree. |
|
Lorri St.Clair
- Assistant to Jim Chapel
|
 |
Serving the insurance
industry since 1990, Lorri joined FMC as Executive
Assistant to company President Jim Chapel in 2002. Prior
to joining FMC, she spent ten years as Mr. Chapel’s
executive assistant at other financial services
organizations.
Lorri holds a Bachelor of Science degree from the
University of California, Irvine where she majored in
Psychology and minored in Marketing
Analysis. |
|
Mandy Franco -
Receptionist |
 |
Working in the financial
services industry since 1992, Mandy had switchboard and
mailroom responsibilities for Ford/Meehan/Chapel, Meehan
& Chapel before joining FMC in 2002. She currently
runs the reception desk for FMC’s Newport Beach
headquarters office. |
|
Bonnie Stebner
- Licensing & Contracting
|
 |
Bonnie is responsible
for licensing and contracting all contracted Agents and
Brokers at FMC.
She started her career with the former Connecticut
Mutual (now Massachusetts Mutual Life Insurance Company) in
1987 as a brokerage assistant. In 1992, she became the
office’s New Business Coordinator, and in 1997 she
transitioned to her current position as Licensing and
Contracting Coordinator for FMC. In this position Bonnie
helps agents gather and complete all the paperwork they
require as well as the licenses and contracts necessary
to perform their jobs under local, state and federal
regulations. She also helps agents with their continuing
education requirements.
Her previous experience
includes administrative duties at several HMOs.
Bonnie graduated from California State University,
Fullerton with a Bachelor of Science degree in Business
Management. |
| Gabriel Blevins -
Technology Specialist |
 |
Gabriel joined FMC Financial Group in
October 2006 as the Technology Specialist and IT Support
for the agency. Gabriel other duties include been
Webmaster for the agency’s fmcfg.com website, plus
producer and editor of the FMC Journal.
Gabriel has several years experience in
IT Support and is in the process of completing his
Bachelor's Degree at University of California, Irvine in
Computer Science. |
The Associates at FMC Financial Group are among the
best in the financial services field. Handpicked to work at
FMC, they bring with them superior training, experience,
accomplishments and commitment to client satisfaction. Each
continues to hone his/her expertise through continuing
education and study.
| All agents below domiciled in California |
CA Insurance License
# |
| William
Anast*, CFP® |
#0B48220 |
| Chris
Baker*, CPA(1), PFS, CFP® |
#0730421 |
| David
Bennett*, CLU, CFP® |
#0726273 |
| Christopher
Bissonnette*
|
#0C07810 |
| Christopher
R. Caira*, CFS |
#0666233 |
| Chris
Caira*, CFS & Mike Rothman* |
#0666233/#0C16088 |
| Joseph Caira*, CFS |
#0E33930 |
| Stuart Campbell |
#0667265 |
| Van Cessna*, CLU, LUTCF |
#0480867 |
|
Robert J.Conlisk |
#0C84894 |
|
Leslie Davies* |
#0F21696 |
|
Cary Facer* |
#0F84113 |
| Richard
Fyke* |
#0378316 |
| Richard Garrido*, CFBS |
#0762792 |
|
Felix Giles |
#0F65582 |
|
Daniel M. Gonzalez*, CFP® |
#0785707 |
|
Matt Henderson*, CFP |
#0C59558 |
| Michelle Heyer |
#0G31523 |
| Larry
Krom* |
#0B61708 |
| Robert
Loughridge*, CLU |
#0353932 |
| Michael Roberts |
#0678695 |
| Peter Roberts |
#0574130 |
| Michael
Rothman*, CFP® CMFC |
#0C16088 |
| Scott Sinek |
#0C20062 |
|
Kelly R.Smith, Sr.*, CLU®,
ChFC®,
RFC® |
#0512357 |
| Brad Stevens |
#0F60819 |
| Robert Stout |
#0F50164 |
| Bruce Stratton |
#0702003 |
| Vance
Thompson* |
#0D20681 |
| Thomas
Thorkelson*, CLU, ChFC, CFP®, AEP |
#0198167 |
| Anne Thorward |
# |
| Gene Tyrrell |
#0463829 |
| Jason Valle |
#0G08298 |
| Mai Vu*, MBA, CLU, ChFC® |
#0E74877 |
| J.Raymond Woolsey*,
CLU, ChFC® |
#0392925 |
(1) Not practicing on behalf of MassMutual |
