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Fulcrum Partners Honors its Executive Benefits Advisory Team

in Chicago

PONTE VEDRA BEACH, FL -- (June 27, 2017)

Since 2007, Fulcrum Partners LLC, one of the nations leading executive benefits
advisories, has helped companies and executives optimize executive benefit plans in ways
that are cost effective for the company and rewarding for the executive. Throughout 2017,
as part of its 10-year anniversary celebration, Fulcrum Partners is honoring each of its
thirteen nationwide offices.

Managing Director Tom Chisholm, heads the Fulcrum Partners Chicago office. Toms
areas of expertise include nonqualified benefit programs, employee retention, senior
management compensation, change in control issues and plan integration during mergers
and acquisitions. Also an endurance athlete, Tom was a member of Team USA, Long
Course Triathlon Teams 2015 and 2012.

Tom Chisholm says, I am goal driven and competitive, which of course, helps me in
triathlons. But just as importantly, it helps me understand and serve the needs of Fulcrum
Partners clients, who are hardworking top talent, and who are rightfully concerned about
their executive benefits, retirement, and the future of their company.

PAGE 1 OF 2 Bruce Brownell | 904.296.2563 |

Financial Consultant Kenny DePaola joined Fulcrum Partners Chicago with a differing
perspective and motivation. As a millennial, he identifies with concerns about retirement
planning, health care affordability and financial security. Recognizing the viability of non-
qualified benefit plans as a strategy to help companies better serve the needs of
employees, Kenny made a major career change to train and join Fulcrum Partners.

To learn more about the executive benefits services provided by Fulcrum Partners
Chicago, contact 847-724-3036.

Fulcrum Partners LLC:

Fulcrum Partners LLC ( is one of the nation's largest

executive benefits consultancies. Fulcrum Partners is a wholly independent, member-
owned firm dedicated to helping organizations enhance their Total Rewards Strategy.
Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois;
Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra
Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach,
California; Portland, Oregon; and Washington D.C. Find out more about the Fulcrum
Partners executive benefits advisory team at

Securities offered through Registered Representatives of ValMark Securities, Inc.

Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-
765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is
a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from
ValMark Securities, Inc. and ValMark Advisers, Inc.


Bruce Brownell

PAGE 2 OF 2 Bruce Brownell | 904.296.2563 |

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