SPEAKERS
JOHN WEPLER, CHAIRMAN AND CEO
John M. Wepler joined Marsh, Berry & Company, Inc. (MarshBerry) in 1991 and is Chairman, Chief Executive Officer.
John is a frequent keynote speaker on organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A)*, strategic 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, SENIOR VICE PRESIDENT
Phil joined Marsh, Berry & Co., Inc. (MarshBerry) in 2010 and was promoted in 2015 to Senior Vice President.
Phil 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 acquisition analysis, 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 internal perpetuation planning, strategic business planning, 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.
NICK KORMOS, VICE PRESIDENT
Nick is Vice President and Unit Leader of MarshBerry’s Sales Performance Division. His team focuses on producer training/ coaching and agency sales culture development.
Nick has over 15 years of sales and sales management experience and spent more than six years of his career in production and management roles at an independent insurance agency. He has presented on a multitude of topics surrounding agency growth, producer sales tactics,
and organizational infrastructure. He also leads and facilitates SalesPro training sessions and organic growth best practices seminars hosted by MarshBerry.
and organizational infrastructure. He also leads and facilitates SalesPro training sessions and organic growth best practices seminars hosted by MarshBerry.
ERIC HALLINAN, VICE PRESIDENT
Eric joined Marsh, Berry & Co., Inc. (MarshBerry) as a Consultant in 2011 and was promoted to Vice President in 2015. As a member of MarshBerry’s California-based team, his current consulting activities involve M&A advisor*, business planning, financial management consulting,
due diligence, valuation services, compensation consulting, and ownership perpetuation.
due diligence, valuation services, compensation consulting, and ownership perpetuation.
In addition, Eric is a public speaker, focusing on topics within the insurance industry, and he has contributed to various insurance related articles and industry publications. Eric 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.
