Executive Committee

 

Bill Betz, President of Betz Financial Advisory, LLC

Bill Betz joined Capitas in 2003. On December 1, 2005, Bill purchased the Capitas partnership and was approved by the Capitas Board to be their Partner for Maryland, Washington D.C. and Northern Virginia. Delaware was added to his Capitas marketing area in 2008. Bill has over 43 years of experience in the insurance business. Believing in community service and giving back to his profession, Bill most recently served on the Board of the National Capital Chapter of the Society of Financial Service Professionals. He completed his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, and holds his series 7 and 63 insurance licenses.

Michael Blair, President of The Blair Agency

Mike Blair is a financial professional with more than 35 years of experience in brokerage insurance sales and management. Mike is the President of The Blair Agency. The Blair Agency was founded by James T. Blair III in 1972 and is a founding partner of Capitas Financial, Inc.  Mike is experienced in the management of a multiple company brokerage agency and skilled in the art of negotiating contracts for his clients. Mike actively works with clients of his advisors, helping them identify and implement estate planning strategies that reduce tax exposure and allow legacy planning, succession planning and effective business continuity. He also holds his series 6 and 63 insurance licenses. Mike became President of The Blair Agency in 2000. He is truly a professional asset available to all our advisors and clients, and takes great pride in our service and support. Mike graduated from Arizona State University in 1979, and speaks regularly to advisor and client groups.

Brian Latinovich, President of Rushing Financial Group, Inc.

Brian Latinovich graduated from Purdue University in 1985 with a B.S. in Business. He began his insurance career that same year as a Disability Income Specialist with Paul Revere. Brian joined Rushing Financial Group in 1987 as a Brokerage Manager specializing in wealth transfer planning and business succession strategies. Brian holds his Series 6 and 63 licenses, and is a Registered Investment Advisor. He is a current member of the National Association of Insurance & Financial Advisors, the Estate Planning Council, and the Society of Financial Service Professionals.

Timothy Smith, President of Smith Companies, Ltd.

Tim Smith started working with the Charles T. Smith Insurance Company in the summer of 1985. He has held various internal positions with the company over the past 25-plus years including Marketing, Field Underwriting, and Case Design for national accounts and independent producers. From 1987 to1998, he held the position of Sales Vice President and Associate General Agent where he worked with Merrill Lynch, Smith Barney, and A.G. Edwards advisors. He collaborated with property and casualty firms to develop strategies to market life insurance to business owners. Since 1999, Tim has focused on marketing life insurance to large independent producers using a variety of insurance and financial strategies, such as business continuation planning, estate planning, and planning for non-resident citizens holding U.S. assets.

Dave Wickersham, President of The Leaders Group, Inc.

Prior to forming The Leaders Group in 1994, Dave Wickersham began his financial services career as an Underwriter at State Farm. He moved to E.F. Hutton, where he served as a life specialist FA and branch manager. Dave has been active in the industry, working to bring life insurance and securities distribution closer together. As a CFP, Dave serves as President and CEO of TLG Advisors, Inc., an SEC Registered Investment Advisor that provides investment management and financial planning services for individuals, corporations and retirement plans. Dave serves as chairman and CEO of Quick Life, an internet life insurance platform designed for FAs.

Advisor to the Executive Committee:

Rick Maholchic, President of Pacific Southwest Financial and Insurance Services, Inc.

Rick has worked in the insurance industry for over 25 years. Rick has spent the majority of his career working with banks, wirehouses and independent financial advisors in a consultative sales environment. Before entering the insurance and financial services industry, Rick was an officer in the US Army Field Artillery, attaining the rank of Captain before his honorable discharge in 1989. While in the military, Rick graduated from both the Airborne and Ranger schools. In 1992, Rick joined the Hartford, where he achieved the highest production awards for a manager and field consultant. From 2003 - 2010 Rick was Hartford Regional Vice President for California, Hawaii and briefly the Pacific Northwest before becoming a Partner with Pacific Southwest Financial (PSF) and joining the Capitas Financial team. Rick has had multiple articles published in The National Underwriter and California Broker. He holds a Criminal Justice degree from San Diego State University and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Rick holds the Series 26, 6 and 63 licenses as well as a RIA.