Our Strategic Partners

Strategic Partner
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 (CFA).
Strategic Partner
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 B.A. and an M.A. 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, 63 licenses; and Life, Health, Variable Life Insurance and Annuity Licenses.
Strategic Partner
Mathew Bound is an Analyst on the Insurance Marketing team for our partner, ValMark Financial Group. He is responsible for supporting us with insurance quotes, updates on product niches and creating presentations for our clients. He earned a BBA in Corporate Finance from the University of Akron with a Minor in Economics where he graduated with honors and made the Dean’s list every year. Mr. Bound also holds a Series 7 securities license and Life and Health insurance licenses.
Strategic Partner
Lauren Heinz-Ballantine is a Senior Underwriter for our partner ValMark Financial Group. She is responsible for the design and management of underwriting for special risk cases and serves as escalation contact for any new business issues. Lauren previously served as a technical advisor for ValMark and has presented at several industry conferences. She earned a BA in Biology and Art at the College of St. Benedict and St. John’s University, where she won a President’s Scholarship. She is a Fellow with the Academy of Life Underwriting (FALU), serves on the Program Committee and is a member of the Twin Cities Association of Home Office Underwriters (TCAHOU), and holds Life and Health insurance licenses.
Strategic Partner
Caleb Nitz is the Vice President of Insurance Marketing for our partner, ValMark Financial Group. His primary responsibility is building out the insurance marketing team, enhancing member office services and delivering on key service 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®. In his free time Caleb enjoys skiing, bicycling and volunteering with his wife, Hannah.
Strategic Partner
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, such as Platinum Peak Advisors. 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.
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