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FMC Financial Group has brought together
some of the best trained, most experienced and most highly motivated
financial experts in all of Southern California. Our team includes
Associates who have earned Chartered Life Underwriter, Chartered
Financial Consultant and Certified Financial Planner designations.
All Associates work to develop deep one-on-one relationships
with each of their individual clients at the same time taking
advantage of the unique experience and expertise of their fellow
team members. Clients benefit from this team approach by having
immediate access to a wealth of knowledge and wisdom yet having a
single point-of-contact for all of their financial services
needs.
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| Jim Chapel*, CFS, CEO
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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, he formed J.F.
Chapel & Associates in the early 1980s, then
subsequently joined Davies Agency as an Assistant
General Agent. He later founded Western United Insurance
Company, a California agency specializing in automobile
insurance. Under Jim's leadership as President, CEO and
Chairman of the Board, the company saw its business grow
by nearly 2,000 percent in just four years.
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.
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.
CA Insurance License
#:550967 |
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Jack Bellis*,
CLU, ChFC, Director of Strategic
Alliance |
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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).
CA Insurance License
#:0D17056 |
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Kay Anders,
Business Manager |
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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).
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Travis Hart*,
LUTCF |
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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.
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Christopher
Bissonnette*, CFS |
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Christopher 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 OC.
CA Insurance License#:0C07810
AZ Insurance License#:63863 |
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Daniel J. Reinwald*, LUTCF |
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Dan is
a veteran of the insurance and investment business. He
has been serving as an agent and broker since 1984. He
has been in Sales Management for over 15 years. He is
very experience in Agent Development, Business Planning,
Estate Planning and Family financial planning.
He lives in San Juan Capistrano, with is family,
actively involve in his community. Soccer Coach and
Baseball Coach.
CA Insurance License#
0708711 |
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Marc Friedman*,
MBA, CLU, ChFC - Advanced Sales Support
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Marc Friedman has spent more than 15 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 Director of Advanced Sales.
A past President-Elect 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.
CA Insurance License
#:0700317 |
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David
Bennett, CFP®*, CLU, CFS - Agency Investment & Annuity
Specialist |
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David specializes in
retirement planning and has been affiliated with FMC
since 1987. As the Investment & Annuity
Specialist since 1991, David assists our association to
design and implement investment portfolios.
David was the 2004 Chair of the Board of Professional
Review for the CFP® Board in Denver, Colo. In
2001, David was nominated to be one of the "100
Financial Planning Champions" by Mutual Funds
Magazine (August 2001).
He is a graduate of Pomona College, Claremont, Calf,
where he earned a Bachelor’s degree in English
Literature. 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 taught retirement
planning classes to the general public at California
State University, Northridge.
CA Insurance License
#:0726273 |
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Eileen Rice* -
Director of Financial
Planning |
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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.
CA Insurance License
#:0816167 |
| Kathryn Hauser -
Agency Supervisory Officer |
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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 the NASD from 1991- 1997 brings a unique regulatory
insight to her compliance position here at FMC. |
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Michele Blake -
New Business Supervisor |
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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. |
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Lorri St.Clair
- Assistant to Jim Chapel
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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. |
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Mandy Franco -
Receptionist |
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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. |
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Bonnie Stebner
- Licensing & Contracting
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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 |
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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.
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CA Insurance License
# |
| William
Anast*, CFP® |
#0B48220 |
| Chris
Baker*, CPA, PFS, CFP® |
#0730421 |
| David
Bennett*, CLU, CFP® |
#0726273 |
| Van Cessna*, CLU, LUTCF |
#0480867 |
| Christopher
Bissonnette*
|
#0C07810 |
| Christopher
R. Caira*, CFS |
#0666233 |
| Chris
Caira*, CFS & Mike Rothman* |
#0666233/#0C16088 |
| Joseph Caira*, CFS |
#0E33930 |
| Anthony
P. De Marco*, CLU, ChFC, CFBS |
#0A98968 |
| Richard
Fyke* |
#0378316 |
| Richard Garrido*, CFBS |
#0762792 |
|
Leslie Davies* |
#0F21696 |
|
Daniel M. Gonzalez*, CFP |
#0785707 |
| Larry
Krom* |
#0B61708 |
| Robert
Loughridge*, CLU |
#0353932 |
| Julian
Movsesian* |
#0651176 |
| Michael Roberts |
#0678695 |
| Peter Roberts |
#0574130 |
| David
Ross* |
#0D32677 |
| Michael
Rothman*, CFP® CMFC |
#0C16088 |
| Delilah Sinek |
#0C83102 |
| Mai Vu*, MBA |
#0E74877 |
| Scott Sinek |
#0C20062 |
|
Kelly R.Smith, Sr.*, CLU®,
ChFC®,
RFC® |
#0512357 |
| Vance
Thompson* |
#0D20681 |
| Thomas
Thorkelson*, CLU, ChFC, CFP®, AEP |
#0198167 |
| Gene Tyrrell |
#0463829 |
|
Andre Vicario* |
#0B62543 |
| J.Raymond
Woolsey*, CLU, ChFC |
#0392925 |
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| * Securities,
investment advisory and financial planning services offered
through duly authorized MML Investors Services, Inc., member
SIPC. | |
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FMC Financial Group • 4695 MacArthur Court
Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax:
949-660-1991 | |
