Corporate Benefit Design

CONNECT

Address:

5347 S. Valentia Way, Ste 300
Greenwood Village, CO 80111

Phone:

720-833-0800

Fax/Other:

303-390-1877

Strategic Alliances

 

Strategic Alliances

 

 


William MagazinerWilliam Magaziner

(Financial Planning)

 

President and Founder, Magaziner Financial Associates, Inc.

Phone: 303-296-8264
Fax: 303-790-4846
E-mail:

Bill has been at the forefront of the financial planning field since 1972. His strengths are in estate preservation and succession planning for the closely-held business owner. Bill specializes in facilitating all financial issues for his clients and acts as a liaison with other key advisors to develop strategies for future growth.

Bill received his bachelor degree from Pennsylvania State University, later attending Georgetown for one year of graduate work in business. He is a frequent speaker on the issues of wealth preservation and business transfer techniques. He is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER.

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John S. ClarkeJohn S. Clarke

(Estate Planning)

 

President, Grayhill, LLC

Phone: 303-296-8201
Fax: 303-296-8230
E-mail:

John S. Clarke, founder of Grayhill LLC., is a graduate of Colgate University in New York. He is a Chartered Life Underwriter, and a Chartered Financial Consultant. In his free time, John enjoys fishing, golfing, and skiing, as well as spending time with his two daughters and two grandchildren.

 

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Bryan SulserBryan Sulser, CISR

(Commercial/P&C Insurance)

 
Phone: 303-831-5109
Toll free: 800-873-8500
Fax: 303-831-5295

 

Bryan leads a team of insurance professionals that specialize in multi-unit real estate coverage. The business that flows into our unit consists of: apartments, condo’s, townhomes, high rise real estate, HOA’s, PUD’s, hotels, and office buildings. What USI does for our clients is to examine their current policies, make coverage recommendations, and send their bids out to the open market to find the best available products. We can build master plans that include the entire portfolio of a firm, or break off individual pieces of real estate to be written on standalone polices. Another advantage of working with USI is our fiduciary responsibility is always to our clients and not the carriers. We will take your property to market at every renewal and verify that your current insurance package is the best, or provide you a better one. For over a century, USI has been growing through satisfied customers and referrals. By combining the attention of a small company with the resources of a large one, USI experts offer the education, advice and guidance customers need to make insurance easier. USI is a full service insurance broker and our areas of expertise include the following:

  • General Commercial > Health Care, Senior Care, Real Estate, Mergers & Acquisitions, Executive Liability, Workers Compensation, Oil & Gas
  • Professional Liability > Architects, Engineers, Lawyers, CPAs, Environmental, Cleantech /Green Energy
  • Personal Insurance > Home, Auto, Home Owners Associations
  • Construction & Surety > Captives, Surety, Wraps, Custom Packages, Workers Compensation Dividend Programs
  • Risk Management Solutions > Claims, Risk Analysis, Risk Control

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David R. JohnsonDavid R. Johnson

(CFO Services)

 

Managing Partner, C2 Solutions LLC

Phone: 303-968-9280
 

Dave is a co-founder of C Squared Solutions LLC. C2 Solutions provides analytical, management and planning expertise in both operations and finance. Partners function as interim COO's and CFO's for clients needing sophisticated, experienced talent quickly.

Dave possesses 35 years of management experience from companies such as KPMG, Sprint, Bank of America, Zentec, Sodak Gaming, Evolving Systems, and Encorp. He has served in roles as CEO, COO and CFO at both publicly traded and privately owned companies. His industry experience includes software, renewable energy, professional services, gaming, high tech manufacturing and engineering. He was part of the founding team at Sprint, was an active team leader in building two companies from early stage through IPO, and provided senior management in the turnaround of Sodak Gaming and Evolving Systems where shareholder value increased over $1.5 billion.

Dave brings substantial academic background in addition to 30 years of industry experience. He holds a BA-Accounting from the University of Washington, an MBA from the University of California-Berkeley, an MPA and a PhD (ABD) from the University of Southern California and is also an active licensed CPA in Washington.

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** These individuals are not affiliated with Woodbury Financial Services, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck