OUR TEAM

OUR PEOPLE MAKE US WHO WE ARE

Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for helping you manage the exit planning process as well as optimize your business and personal financial affairs. We have team members onsite at our main office in Greenville, SC, as well as an external support network of specialists in business, tax, financial, legal, valuation, and insurance planning.

DON REICHERT

CExP, MSFS, AEP, CAP, CICP, CLU®, ChcFC®

EXIT PLANNING SPECIALIST

DON@REICHERTCO.COM

MEGAN CARTER

 

CLIENT SERVICE DIRECTOR

MEGAN@REICHERTCO.COM

OUR PEOPLE MAKE US WHO WE ARE

Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for helping you manage the exit planning process as well as optimize your business and personal financial affairs. We have team members onsite at our main office in Greenville, SC, as well as an external support network of specialists in business, tax, financial, legal, valuation, and insurance planning.
PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, CERTIFIED FINANCIAL PLANNERS™ (*), Chartered Life Underwriters®, and Chartered Financial Consultants®, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended strategies and product sets.
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
EXIT PLANNING SPECIALISTS knowledgeable about the multi-dimensional aspects of exit planning, from family meetings and business valuation to ownership transfers and business continuity strategies.
* Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

KEY BACK-OFFICE TEAM MEMBERS | VALMARK SPECIALISTS

CHRIS FINEFROCK MBA, CFP®

FINANCIAL/RETIREMENT PLANNING SPECIALIST

KEITH MILLER, MBA, CLU®, ChFC®

PLANNING SPECIALIST

LARRY J. RYBKA, JD, CFP®

PRODUCT/PLANNING SPECIALIST

MICHAEL MCCLARY, MBA

SENIOR INVESTMENT ANALYST

CHRIS BOTTARO, MBA

SENIOR UNDERWRITER

MICHAEL MICHLITSCH, MBA, CRPC®

POLICY MANAGEMENT & LIFE SETTLEMENT SPECIALIST

KEY BACK-OFFICE TEAM MEMBERS

JOHN BROWN, JD

EXIT PLANNING ATTORNEY

If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.

PHONE: 864.887.4301
EMAIL: INFO@REICHERTCO.COM

MAIN OFFICE:
22 RUSKIN SQUARE | GREENVILLE, SC 29607

BRANCH OFFICE:
217 VINEYARD PARK | SUNSET, SC 29685

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Akron, OH 44333. (800) 765- 5201. The Reichert Company, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

The Reichert Company