The Gallagher Executive Benefits team comprises professionals from every area of the financial services industry. With our combined experience, we have an unparalleled understanding of the dynamic needs of Credit Unions and the skill to best meet those needs. Our consultants are experts in designing and implementing exceptional, highly effective executive benefit plans.
Gallagher’s history of consulting on executive benefits extends more than twenty years. Our firm was established by Rich Brock and Chris Burns-Fazzi in 1995 as Benmark East. In 2005, we became Burns-Fazzi, Brock and Associates and turned our focus to tax-exempt organizations. After building a national portfolio of clients, the firm added a third principal, Tom Telford.
We attribute much of our continued success to the high level of service we provide our clients. Given the long-term nature of a benefit plan, our three principals wanted to ensure we would continue to service these plans well into the future and began seeking a compatible merger partner. In 2015, following years of vetting potential partners to find the perfect match of values, culture, and stability, the firm was acquired by Arthur J. Gallagher & Co. (NYSE: AJG), one of the world’s largest insurance brokerage and risk management firms. Now Gallagher, the firm continues to consult on executive benefits in multiple industries across the country.