SPEAKERS

 
JOHN WEPLER, CHAIRMAN AND CEO
John joined Marsh, Berry & Company, Inc. (MarshBerry) in 1991 and is a frequent keynote speaker on organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A*), business planning, ownership perpetuation and financial management at national conferences, agent association meetings, insurance carrier elite meetings and executive leadership forums.
John has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 170 M&A transactions since joining the firm. He currently maintains the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.
PHIL TREM, EXECUTIVE VICE PRESIDENT
Phil joined MarshBerry in 2010 and is a key contributor to MarshBerry’s M&A services division* and is responsible for deal execution on both buy side and sell side transactions. He has extensive knowledge in the areas of agency perpetuation, due diligence, deal negotiation and integration planning.
Aside from his responsibilities within the firm’s M&A division, Phil is a regular contributor to MarshBerry’s consulting practice. His consulting activities involve business planning, agency valuations, financial and organizational development, and compensation strategies. Phil currently
maintains the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.
TOMMY MCDONALD, VICE PRESIDENT
Tommy McDonald joined MarshBerry in 2008 and provides guidance and direction to help clients as they work to reach their goals. Tommy is also an active consultant within the Employee Benefits area at MarshBerry, which includes business development, key strategic relationship management, and project execution. Tommy is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings, and executive leadership forums. He has written articles for several leading insurance publications and is a frequent contributor to MarshBerry’s proprietary publication, CounterPoint.
*Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230