Principals

Paul M. Snider

President, Schechter Benefits Advisors
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Paul Snider has served as Managing Director and President of Schechter Benefits Advisors since 1994. His vast knowledge of the employee benefits marketplace and health care legislation has enabled him to manage the health care costs for hundreds of organizations. In addition, he has built a broad knowledge base in the life insurance, disability insurance and 401K arena.

Paul has been a member of the largest Blue Cross Managing Agency’s Agent Council group since 1996 and belongs to numerous other insurance council groups. Prior to joining our firm, he worked with the CPA firm of Kirschner, Hutton, and Shevin. He received his Bachelor of Arts with a specialization in accounting and finance from Michigan State University in 1987.

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Jason R. Zimmerman, MBA

Senior Managing Director & Principal
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As one of the Senior Managing Directors and owners of Schechter, Jason Zimmerman is responsible for helping to define the strategic direction of the firm. Schechter is primarily focused in the areas of Life Insurance based planning solutions, Investment alternatives and Employee Benefits. He also manages relationships with referring and strategic partners such as insurance professionals, banks, CPA’s and money managers to help further grow our advanced life insurance planning area. In addition, Jason works directly with the firm’s clients and their advisors in the execution of sophisticated solutions in wealth accumulation and preservation, wealth transfer and charitable giving.

Jason has earned designations that help clients with financial planning, income taxation, retirement planning, investments and estate planning. The designations are: The Chartered Life Underwriter (CLU) designation for professionals involved in the areas of estate planning and business succession planning; and the Chartered Advisor in Philanthropy (CAP) designation.

Jason is a graduate of the University of Wisconsin – Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.

Jason and his wife Rachel have three children and a dog and reside in Huntington Woods, Michigan. They are active in numerous community and charitable organizations.

 

Marc R. Schechter

Senior Managing Director & Principal
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Marc Schechter, Senior Managing Director brings an entrepreneurial background, drive and focus to Schechter.  Marc guides the firm in its goal to provide extraordinary financial counsel and service to high net worth families while becoming one of the most well-respected investment advisory firms in the country.

Marc is active in sourcing and due diligence of many direct investments being considered and made by Schechter Private Capital (SPC).  He is also active in identifying many of the alternative funds allocated to by Schechter Investment Advisors (RIA) on behalf of clients.  Marc sits on the board of Industrious, an SPC investment in a co-working business changing the way corporate real estate is managed.

Marc is a technical expert in the life insurance space and has been a catalyst for Schechter’s creative uses of life insurance that go well beyond traditional insurance for estate tax and protection purposes. Marc spends a significant amount time educating and partnering with investment advisors, banks, and insurance agents around the country to distribute Schechter capabilities and solutions broadly.   Marc has been invited to speak to numerous groups of financial professionals, CPAs, and attorneys.

Mr. Schechter has been actively involved with many professional organizations throughout his career, including the Financial and Estate Planning Council of SE Michigan, NAIFA (National Association of Insurance and Financial Advisors), and AALU (Association for Advanced Life Underwriting. He served on the Partners Financial Advisory Board, an NFP-owned company.

Marc plays an active role in many community organizations, including the Jewish Federation of Metro Detroit, the University of Michigan Greater Detroit Campaign Leadership Council, and the University of Michigan Pancreatic Center Advisory Board.

Marc came to Schechter in 2002 with fifteen years of leadership, management, marketing and general business skills developed throughout his role as founder and CEO of Star Trax Meetings and Events and pulse220, a premiere corporate meeting and event management firm.  Mr. Schechter’s vision, and passion, catapulted pulse220 into becoming one of the country’s 500 fastest growing firms as recognized by INC. Magazine and he stayed active with the firm as a member of the board until the firm was recently acquired by global events firm George P. Johnson.

Marc is a graduate of the University of Michigan and lives in Birmingham, Michigan with his wife Susie.

Advisors

Jeff Baker

Account Executive
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Jeff Baker joined Schechter Benefits Group as an Account Director in 2005. His focus is on developing group benefit programs to help control health care costs for potential and present clients while exceeding client expectations. Mr. Baker brings more than 30 years of sales and management experience along with a background as an Agent Relations Manager for the largest managing agency of Blue Cross Blue Shield of Michigan.

In his spare time, Mr. Baker partakes in many community service functions and is involved in several non-profit organizations. Mr. Baker received his B.A. from Western Michigan University.

Deric Righter

Vice President, Senior Advisor
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Deric Righter advises business owners and high-net-worth individuals on executive and health care benefit programs, tax and estate planning, wealth management and advanced life insurance design. His areas of expertise include portfolio construction and implementation, benefit plan design and communication and institutional asset management.

Prior to joining Schechter, Deric served as Chief Executive Officer and Chief Investment Officer at ThyssenKrupp USA, where he directed the corporate staff that supported North American operations with sophisticated tax, treasury, legal and risk management services. At ThyssenKrupp, he also chaired pension trusts with managed assets in excess of $1.7 billion, created and managed defined contribution plans, developed tax optimization strategies within retiree healthcare plans, and managed corporate benefit plans.

Before joining ThyssenKrupp, Deric held several key positions with JP Morgan Chase’s banking, capital markets and public funds divisions in Detroit. As a banker, he worked with business owners in the Grosse Pointe region to meet their corporate and personal banking needs. In public funds, he delivered cash management and investment products to large private and public entities, including public universities, state agencies and the federal government.

Deric graduated with honors from the University of Michigan, and obtained his MBA from the Kellogg School of Management at Northwestern University with concentrations in Finance and Statistics.

Deric resides in Bloomfield Hills with his wife Pam and their three children. He is involved in several church organizations, as well as a long-standing commitment to South Oakland Shelter. He has a passion for baseball and is co-founder of Midwest Elite Baseball and the Birmingham Bulldogs travel baseball team.

Brian D. Young, JD, CLTC

Vice President, Senior Advisor // Director of Business Development
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With nearly 20 years of legal and financial services industry experience, Brian brings an impressive range of skills to his role as Senior Advisor at Schechter.  As an attorney, he assisted individual clients and business owners with critical business and financial management needs.  As a wealth advisor, Brian has developed a focus working with high-net-worth clients, physicians and business owners, providing investment and insurance-based solutions including estate planning, and advanced life insurance design.

In addition to his wealth advisory role at Schechter, Brian is also responsible for ensuring that all of our advisors are consistently maintaining the highest standards of professionalism, company core values, and integrity.

Prior to joining Schechter, Brian was a successful financial professional and director at Northwestern Mutual in Troy, MI, where he also helped high-net-worth individuals and businesses.  Additionally, Brian directed and motivated other financial representatives as a member of Northwestern Mutual’s leadership team.  Prior to Northwestern Mutual, Brian worked several years as an attorney at Bodman, PLC, a Detroit based law firm.

Brian earned his B.A. in psychology at The University of Michigan.  He later earned his J.D. from Wayne State University Law School.

Brian serves as a board member for the Michigan Ovarian Cancer Alliance and is active with other non-profit organizations. He is a member of the State Bar of Michigan.

Brian is a competitive tennis player and triathlete.  He regularly competes in Ironman triathlon events, recently achieving Ironman “All World Athlete” status by finishing in the top 10 percent for his age group in 2014.

Brian lives in West Bloomfield, Michigan with his wife Marla, their two boys, Ari and Levi, and their two beloved bulldogs, Minnie and Jack.

Clune J. Walsh, III

Vice President, Senior Advisor
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Clune Walsh has 25+ years of experience working with and advising high net worth individuals’ family offices, business owners, corporations, attorneys, CPAs, and money managers to find the right solutions to achieve financial objectives such as wealth accumulation, tax and estate planning, wealth transfer strategies and charitable giving. Clune works with prominent families in Detroit, Harbor Springs, New York and the Palm Beach areas.

Prior to joining Schechter, Clune was in a similar role as a partner at Walsh Financial Group where he advised his clients regarding estate planning, wealth transfer, corporately-owned life insurance and non-qualified executive programs. Walsh Financial is a member of M Financial Group, a network of 140 independent financial services organizations.

Clune started his career at The Equitable in Chicago, IL, where he was a National Account Representative of Group Operations. During his time there, Clune oversaw all facets of life insurance processes, including underwriting and rate analysis for large group policies. He also managed large case installations and handled the accounts of various clients such as Miller Brewing and Interco.

Clune resides in St. Clair Shores, Michigan. In the summer, he spends time with his three kids, Sloane, Clare and Clune, IV in Harbor Springs, Michigan. Clune is a competitive sailor, where he has logged over 10,000 open ocean racing miles, and participates in grand prix racing events internationally.

Scott Diamond

Vice President, Senior Advisor
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Scott Diamond advises high net worth individuals, business owners and their attorneys, CPAs, and money managers on opportunities to improve wealth accumulation, wealth transfer, preservation and charitable giving strategies. With over 20 years of experience in sophisticated financial strategies, Scott brings the strength of Schechter Wealth’s unique solutions in tax management, estate planning, and institutional quality investment advisory to his clientele in Los Angeles and around the country.

Prior to joining Schechter, Scott was President of Roxbury Consultants where he was known for his value-added approach to building customized, executive and group benefits programs to help clients retain, attract, and motivate their talent, and was a nationally recognized benefits and compensation resource. Scott’s expertise includes sophisticated financial approaches to the individual life insurance market, including both traditional life products and private placement variable life contracts. Scott was also a Senior Vice President at MullinTBG, where he specialized in customizable executive benefits for Fortune 1000 companies.

Scott attended the University of Texas and is a big Longhorn fan. In his spare time, Scott enjoys spending time with his three children, playing tennis and golf, as well as volunteering for a variety of charitable endeavors.

Kevin Beauchamp

Vice President, Director of Strategic Partnerships
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Kevin Beauchamp is responsible for creating and supporting strategic relationships for Schechter Wealth. He works with professionals such as financial advisors, CPAs, attorneys and money managers who play an important role in their client’s financial planning activities and frequently rely on Schechter to provide sophisticated insurance and investment advisory services. Many of these professionals are comfortable and motivated by the opportunity Kevin presents to broaden their business through our revenue sharing partnerships.

Prior to joining Schechter Wealth, Kevin worked as an external wholesaler with the boutique, Boston-based firm Eaton Vance. He specialized in meeting the income needs of his clients and introducing investments to help preserve and grow wealth in the ever changing financial markets. Kevin also worked with JP Morgan as an investment advisor.

Kevin lives in Oakland, MI with his wife, Erika, and their three daughters. He enjoys being active, playing golf, and attending sporting events.

Jordan Smith, JD, LLM

Vice President, Advanced Design
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As the Vice President of Advanced Design, Jordan Smith works with our advisors and their clients in the design and implementation of advanced strategies. He provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth.

Jordan is an attorney with a great deal of experience in tax and estate planning for high net-worth individuals. Specifically, helping clients transfer wealth through annuity arbitrage, premium finance, sale of remainder interests, and life settlements, just to name a few.

Before joining Schechter Wealth and since 2007, Jordan had his own law practice and was also the owner and founder of Insurable Interests LLC, an insurance agency and advisory firm. Prior to that, he was an equity partner at the law firm of Jaffe, Raitt, Heuer & Weiss

Jordan received both his Bachelor’s degree and J.D. from University of Michigan. He received his L.L.M. in taxation from NYU. Jordan and his wife, Karen, have four children.

Ilana K. Liss

Director of Strategy and Implementation
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Ilana Liss is instrumental in the development, presentation and execution of our custom solutions. Her extensive knowledge and skill has earned the respect of clients and helped forge strong relationships with them. She provides counseling and concierge service for our clients throughout the Solution Design process, and she communicates regularly with clients and their advisors throughout the strategy development and execution process. Ilana also directs the underwriting and customer service staff which makes her responsible for our complete client experience.

Prior to joining our firm, Ilana worked as a client service advisor at a hedge fund located in Chicago, Illinois. She is a graduate of the Ross School of Business at the University of Michigan.

Aaron Hodari

Senior Advisor, CFP®, CIMA®
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Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm’s branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He’s also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA).

Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds.

Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean’s Young Alumni Council and he is a member of the CAIS Advisory Council.

Bradley K. Feldman, JD, CLU

Vice President, Senior Advisor
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Brad Feldman joined Schechter as a Wealth Advisor in 2007. He came to the firm after working as real estate and corporate litigator at Jackier Gould, PC in Bloomfield Hills, Michigan, and as Vice President of TRG Capital Group, LLC in Farmington Hills, Michigan, where he began his career as a financial advisor.

Brad Feldman works with high net worth families in the areas of wealth accumulation and preservation, wealth transfer, estate planning, and charitable giving strategies. He also works with closely held businesses on their succession planning and deferred compensation programs, as well as their group health and retirement benefits. He has been a frequent author and lecturer on a variety of industry-related topics.

Brad holds a JD from the University of Detroit-Mercy School of Law, a CLU from The American College, and a BA from the University of Michigan. He plays an active role in the community, serving as a board member and on the events committee for Kids Kicking Cancer, the Advancement Committee for Hillel Day School of Metropolitan Detroit, and on the Events Committee and Planned Giving Committee of ORT America. He is also a member of the State Bar of Michigan.

Brad resides in Bloomfield Hills, Michigan with his wife, Melissa, and their children, Emily, Allison, Robert, Max, and Talia. He enjoys playing golf, running and weightlifting.

Lead Account Managers

Kelly Miller

Lead Account Manager

As a Lead Account Manager, Kelly Miller works on a day to day basis with clients to assist them with renewals, claims, billing issues. With her team, she works to ensure that clients are well taken care of and all questions and concerns are addressed. She also works to ensure new business is completed as necessary.

Prior to joining Schechter Benefits , Kelly has spent 24 years in the insurance industry including working for a Managing Agent for BCBSM, Third Party Administrator and Agency as well as working with Robert Schechter & Associates for 7 years from 1992-1999.

Lynn Arndt

Lead Account Manager
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Lynn Arndt started working with Robert Schechter in April of 1984 in the pension and 401(k) area. Over the years, she has taken on a variety of roles including managing the securities department as well as overseeing office operations.

In January 2004, Ms. Arndt accepted the role of an Account Manager in the Benefits Department working with groups ranging from two to over 750. She has been a licensed agent since 2004.

Chris Yankoulides

Lead Account Manager
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Mr. Yankoulides strives to insure that all clients and their employees understand their employee benefits, and works to be their day to day resource for any and all issues they encounter. Chris works hard to respond to every inquiry with a sense of urgency and accuracy that is rarely seen in today’s world. As Lead Account Manager, he is responsible for everything to do with his client’s benefit plans including renewal options, creation of enrollment materials, paperwork for moving to a new carrier or changing an inforce plan, and works with insurance carriers to negotiate costs and benefits so that all clients receive the biggest “bang” for their employee benefits dollar.

Mr. Yankoulides has worked in many roles in the employee benefits world and has extensive knowledge of benefits administration challenges and solutions, especially in regards to Disability, Life, and Voluntary Benefits plans. He worked for over 10 years for Unum Life Insurance Company) where he was given a national award for his commitment to service excellence. He has most recently worked for a national employee benefits enrollment company, Benefits Technologies, LLC before becoming a member of our team.

Stacey Farlow

Lead Account Manager
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Stacey Farlow joined the Schechter Benefits team in September 2003. As Lead Account Manager her role is to work with clients as a day to day contact for their insurance needs. With her team, she helps the client create a benefit program that suits their needs and budget. She then helps the client implement and administer their benefit program.

Prior to joining Schechter, Ms. Farlow worked in the insurance industry for 8 years. Ms. Farlow is a graduate of Union County College and became a licensed agent in 2006.

Deborah Demeter

Lead Account Manager
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Deb Demeter joined the Schechter Benefits team in September 2010. As Lead Account Manager, her role is to work with clients as a day to day contact for their insurance needs. With her team, she helps the client create a benefit program that suits their needs and budget. She then helps the client implement and administer their benefit program.

Prior to joining Schechter, Ms. Demeter worked for a large insurance carrier, specializing in ancillary benefits, and prior to that she functioned as an account manager for other employee benefits firms. She has been a licensed agent since 1980.

Jim McDonald

Lead Account Manager

In his current role as Lead Account Manager, Jim McDonald manages client benefits packages and enrollment processes on a day to day basis, ensuring any issues that arise are resolved quickly. Jim works with clients to implement programs that best suit their needs.

Previously, Jim worked on the carrier side and has also been an agent. He has been licensed since 2000.

Implementation & Support Teams

Deanna Eastman

Enrollment Specialist

Deanna makes sure clients’ needs are met. She supports the Lead Account Managers when dealing with benefit enrollments, terminations, and changes.

Prior to joining Schechter she worked in the finance industry, mainly banking for about 16 years, 12 years working in data entry at JPMorgan Chase bank.  She also has worked as an accounts receivable specialist with various companies for 5 years.

Deanna is married with 4 wonderful kids and enjoys spending a lot of her free time with them.  Her hobbies are bike riding, music and she loves to crochet.

Lauren Olane

Account Assistant

As an account assistant at Schechter Benefits Advisors, Lauren Olane provides a wide variety of administrative support, from enrollment and terminations, to claims, audits, preparing handbooks and election forms for the clients. She genuinely enjoys helping our clients in any way she can.

Prior to joining Schechter, she worked for a managing agent for BCBSM, in their New Business/Proposals department. Working directly with BCBS provided her with insight into how carriers work and gave her a strong background in Health Benefits, and rating and underwriting.  Prior to that, she was a Chef for 5 years.

Lauren grew up in the Metro Detroit area and lived in Croatia for 3 years. She also worked at Disney World in Orlando for a year.  She currently lives in Madison Heights, and still enjoys cooking and traveling in her free time.

Angelika Merkle-Kempf

Administrative Assistant

Angelika ensures all client needs are being met by handling a variety of duties that support the Lead Account Managers and Rate Analysts, including the process of benefit enrollments, terminations and managing any changes for the clients.

Kelly Nicol

Rate Analyst

Kelly Nicol started with Schechter 2003 on a temporary basis to defray the workload in the Individual Life Department. A few weeks later she was hired full time as an Administrative Assistant and later became a Client Service Advisor to handle high-end clients insurance service needs. Ms. Nicol oversaw the reorganization of the file system and change over to a new data base CRM, which helps maintain the growing customer base and life insurance policies.

In her current role as a Rate Analyst Ms. Nicol obtains quotes, based on the client organization participation and needs and prepares client presentations which illustrate options in Medical, Dental, Vision, Life and Disability coverage.

Peggy Oz

Account Assistant

As an Account Assistant at Schechter Benefit Advisors, Peggy Oz works assisting Account Managers and clients with their day to day needs regarding the open enrollment process and eligibility, claims resolutions, rate renewal certifications, and filing of STD, LTD, and life claims as needed on behalf of our clients. She also researches and updates any changes found in group audits, and prepares reports for groups on a monthly basis.

Peggy has worked in the insurance industry for over 30 years, with the last 11 years being in the employee benefits area. She previously worked at a third party administrator as an Account Executive dealing primarily with self-funded medical, dental, vision and prescription plans. In this position, she did all the renewal marketing to various stop loss carriers, prepared the renewal presentations, met with clients to discuss their renewal options and cost savings opportunities, and conducted employee meetings as needed.

She holds her insurance license with the State of Michigan for Life and Health Insurance business.

Lynne Korpela

Rate Analyst

In her current role as a Rate Analyst, Lynne Korpela manages the many requests for proposals and she analyzes proposals once they are received. She also prepares Schechter Benefits for all renewal meetings which include current rates, renewal rates and alternatives.

Ms. Korpela obtained a Bachelor of Science in Business Administration degree from Lawrence Technological University, has passed four Life Office Management Association courses (Principles of Insurance: Life, Health and Annuities, Life and Health Insurance Company Operations, Insurance Administration, and Legal Aspects of Life and Health Insurance) and has participated in multiple software, managerial and supervisory seminars.

Sharlene Ellard

Executive Administrative Assistant

Sharlene joined the Schechter Benefits team in February 2012 to provide administrative support for the Lead Account Managers. She handles a variety of responsibilities and is heavily relied on for her efficiency and strong administrative skills.

Prior to joining Schechter, Sharlene was an Administrative Underwriting Analyst, New Business Manager, Team Leader and Case Manager at Accuquote in Illinois. She is a graduate of Michigan State University.

Sheri Cwagenberg

Administrative Assistant

Sheri started with Schechter Benefits in October 2011 to provide administrative assistance to the SBA team.  She handles a variety of duties to support the Lead Account Managers including auditing client invoices, the preparation and distribution of benefit support materials for employer presentations and employee open enrollment meetings, assisting Rate Analysts in the client quoting process, and other internal support responsibilities.

Sheri’s prior work experience was in the banking industry as a Product Manager of Fee Based and Small Business lines of business for a large regional bank.  Immediately prior to joining Schechter, she devoted her time to volunteering for a variety of school-related activities.  She is still an active volunteer in numerous organizations.  She is a proud graduate of Michigan State University.

Kelli VanSickle

Director of Accounting
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Kelli VanSickle oversees all of the accounting functions within the organization. She ensures that all generally accepted accounting procedures are practiced and maintained. Kelli efficiently and effectively adapts her department’s processes to the ever-changing and increasingly complex software and hardware issues that arise from time to time. As a result of her efforts, our clients and vendors experience the highest level of client service.

Tammy Leichtnam

Accounting Assistant
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Tammy Leichtnam assists the accounting team in all aspects, including accounts payable and cash receipts.

She also assists the Human Resources department manager with a myriad of tasks.

Christine Belcher

Executive Assistant
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Chris Belcher is responsible for supporting Schechter senior executives and management to ensure all administrative details are handled efficiently and effectively. She plays a vital role in preparing sales reports and client presentation materials, combining and formatting the information used to illustrate strategies and concepts. Christine also assists our firm’s marketing team with sponsorship advertisements. Her responsibilities include in-house systems maintenance to help ensure that Schechter’s operational fundamentals are successfully achieved.

Nancy Hoag

Vice President of Marketing
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Nancy Hoag manages and oversees the marketing and public relations for Schechter and Schechter Benefits Advisors. This includes the development of communications to the media, the public, our clients and their advisors as well as our strategic partners. Nancy also supervises all marketing team members including outside agencies and public relations professionals.

Jodi Galperin, PHR

Director of HR and Administration
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Jodi Galperin manages the human resources and administrative teams at Schechter. Problem-seeker and solver, she strives to maintain the highest standards of our firm’s internal systems and procedures. By ensuring that our office functions at peak efficiency, Jodi and her administrative team maintain an environment where our staff can focus their efforts on our clients’ needs.

Jodi has worked in human resources and administrative/office management for over 20 years. Jodi has a Bachelor of Arts degree in finance from Michigan State University, and her hobbies include tennis, boxing workouts, and jewelry-making. She also volunteers her time to Warriors for Warriors, a local charity that raises funds for cancer awareness.


Not Photographed

Laura McDermott

Laura McDermott

Lead Account Manager
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Laura McDermott joined the Schechter Benefits team in November 2007. As Lead Account Manager, her role is to work with clients as a day to day contact for their insurance needs. With her team, she helps the client create a benefit program that suits their needs and budget. She then helps the client implement and administer their benefit program.