DON REICHERT

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

EXIT PLANNING SPECIALIST

DON@REICHERTCO.COM

• Certified Exit Planning Specialist (CExP)
• Masters of Science in Financial Services (MSFS)
• Accredited Estate Planner (AEP)
• Chartered Advisor in Philanthropy (CAP)
• Retirement Income Certified Professional (RICP)
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)

Before establishing The Reichert Company, Don was the president and founder of Capital Design Associates, Inc., a comprehensive wealth management firm he established in Greenville, South Carolina in 1993.

Over the course of his 25-year career as a financial consultant and business owner, Don has passionately pursued educating himself to better serve his clients. Don holds a Masters of Science in Financial Services degree from The American College in Bryn Mawr, Pennsylvania. He has also earned a variety of professional designations (see side panel) that have proved invaluable in helping his clients in their business structuring and personal wealth management efforts.

Don stays abreast of industry, economic, and relevant legislative trends through his participation in several professional organizations including the Business Enterprise Institute (BEI), Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), the Million Dollar Round Table (MDRT), and the Greenville Estate Planning Council.

Don resides in Greenville, South Carolina with his wife of 45+ years, Marilyn. The couple has two grown daughters. His eldest daughter, Megan, is The Reichert Company’s Client Service Director. In his free time, Don is an avid golfer and enjoys many outdoor activities including hunting, fishing, and boating.

MEGAN CARTER

CLIENT SERVICE DIRECTOR

MEGAN@REICHERTCO.COM

Megan serves as the Client Service Director at The Reichert Company where she is responsible for ensuring smooth service delivery to the firm’s clients as well as managing the company’s day-to-day business affairs. 

Before joining TRC Megan was a Life Insurance and Income Protection Specialist at Capital Design Associates Group. Prior to that, she served as an Account Executive at Charter Media. 

Megan received a Bachelor of Science in Communications and a Bachelor of Music in Vocal Performance from Appalachian State University in Boone, NC. 

Megan and her husband, Mike, live in Chapin, SC with their young son. While not chasing after her toddler, Megan enjoys swimming, working out and singing at her church.

CHRIS FINEFROCK, MBA, CFP®

FINANCIAL/RETIREMENT PLANNING SPECIALIST

Chris Finefrock is the Senior Vice President of Investments and Financial Planning for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance, and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Chris holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

KEITH MILLER, MBA, CLU®, ChFC®

PLANNING SPECIALIST

LARRY J. RYBKA, JD, CFP®

PRODUCT/PLANNING SPECIALIST

Larry J. Rybka is the Chairman and CEO for our partner, Valmark Financial Group. Larry’s 30-year tenure at Valmark has been marked by working with advisors in creating innovative solutions to better serve clients and proactively anticipating difficult regulatory challenges impacting how these services are delivered. Larry’s thoughts on industry change have resulted in him being invited to address every major industry meeting from the main platform, including Forum 400, MDRT, Top of the Table, and AALU. His industry advocacy is also evidenced by testimony before legislative bodies and lobbying on behalf of advisors with FINRA, SEC, and several state Insurance Commissioners. Larry is also a noted speaker and author with published articles in numerous industry journals. Two of his articles were recognized with industry awards from The Journal of the American Society of CLU, ChFC® Author Award as well as, the CFP® Board Article Award. He earned a BS in Finance from the University of Akron, where he is a University Scholar, and a Juris Doctor from Wake Forest University. In addition to being a Registered Principal with FINRA, he holds Series 6, 24, 63 and 65 securities registrations.

MICHAEL AMOIA, JD, LL.M. (TAX), CLU®, ChFC®

VICE PRESIDENT – ADVANCED MARKETS

As Vice President of Advanced Markets, Michael works primarily with a select group of Valmark member firms, their clients, and clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Michael works closely with both our life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth.

Michael is a national speaker on various estate planning topics and has taught several wealth transfer planning courses for various educational organizations. He is the author of numerous articles, including: The Interplay of 409A and Split Dollar, Utilizing Private Split Dollar in Estate Planning, Irrevocable Life Insurance Trusts in Times of Tax and Legal Uncertainty, Insurance LLC for Buy-Sell Planning, Taxation of Trust Owned Deferred Annuities, Life Insurance Planning for Real Estate Clients and Complexities of Life Insurance Policy Valuation.

• BS, Economics, George Mason University
• Juris Doctor, University of Baltimore, School of Law; graduated cum
laude
• LL.M. in Taxation and Certificate in Estate Planning, Georgetown
University Law Center
• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant (ChFC®)
• Forum 400 – Member, Board Member from 2019 to 2021, and
Committee Chair for the 2022 Annual Meeting
• Finseca – Influencer Member and Frequent Speaker

CHRIS BOTTARO, MBA

SENIOR UNDERWRITER

Chris Bottaro is the Senior Vice President of Insurance Services for our partner, Valmark Financial Group. He is responsible for the vision, strategy, and execution of life insurance marketing, underwriting, new business, and inforce insurance solutions initiatives. Formerly, Chris was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA Series 6 and 26 securities registrations.

MICHAEL MICHLITSCH, MBA, CRPC®

POLICY MANAGEMENT & LIFE SETTLEMENT SPECIALIST

As the Vice President of In-Force Insurance Solutions for our partner, Valmark Financial Group, Michael Michlitsch is responsible for integrating strategies and solutions for in-force life insurance business, including responsibility for Valmark’s Policy Management Company and Life Settlement Advocacy division. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Michael earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ and carries the following Financial Services Designations: CFS, CIS, CES, CAS and CTS. In addition, he holds FINRA Series 7, 24 and 66 securities registrations as well as Ohio Life, Health, Variable Life and Annuity licenses.

JOHN BROWN, JD

EXIT PLANNING ATTORNEY