KBA Support Team

Our Focus Is Your Future.

David D. Brain, MBA, CFP®, CLU, ChFC, Director of Advanced Planning ⁵

David has worked in the financial services field for over 20 years. His main focus is consulting on advanced cases with fellow financial services professionals. He has extensive experience working with business owners and helping families plan for the distribution of their estates. He also conducts numerous seminars for clients and associates. Prior to joining Karr Barth in 1993, David worked in the AXA Advisors’ Miami office and with Connecticut National Bank. He is a member, and volunteers on several committees for the Society of Financial Service Professionals.

Jim Frank, J.D., LL.M, Director of Financial Planning ⁵

For over 20 years, Jim has helped individuals accumulate, manage and plan for the distribution of wealth. Jim has worked with clients and their legal and tax advisors to implement individual and business financial plans. He also has experience in the design and operation of qualified and non-qualified retirement plans. Jim received his B.S. from the Pennsylvania State University and his J.D. and LL.M (taxation) from Temple University School of Law. He is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council and The Financial Planning Association.

Deborah Hodges, QKA, Preseident, Karr Barth Pension Administration, Inc. ⁵

Deb joined Karr Barth Pension Administration, Inc. in 1993. Prior to joining Karr Barth, Deb had governmental and privateaccounting experience and was Director of Marketing for the Accountants and Legal Markets at Safeguard Business Systems. She holds the (Qualified 401(k) Administrator) designation from the American Society of Pension Professionals and Actuaries and a B.S. in Accounting. Deb’s focus is on the pension administration of qualified plans.

Brian M. Sharkey, CLU, ChFC,President, Karr Barth Administrators, Inc. ⁶

Brian was educated at Benjamin Franklin University in Washington, D.C., with a strong emphasis in Accounting and Economics. Brian has been involved in the field of non-qualified benefit plans since 1979. He joined Karr Barth Associates in 1984 to provide specialized computer and accounting support for complex corporate-owned life insurance plans. Brian is the primary architect of Karr Barth’s Auto-Hedge valuation system. The combination of his thorough understanding of the complex accounting, legal and tax issues on non-qualified plans, together with his experience in product design and development of prototype proposal and administration systems, makes Brian widely recognized as a leading technical expert in the industry.

John M. Stack, Branch Asset Management Specialist ⁵

John joined Karr Barth in 1994 following his graduation from the University of Delaware with a B.S. in Business Administration. As the Asset Management Specialist, John is responsible for coordinating the sale of annuity, mutual fund, fee-based accounts and brokerage products. He also provides point-of-sale assistance for complex planning cases including case presentation, planning recommendations and specific product implementation.

Paul Aszklar, Employee Benefits Consultant, Kistler Tiffany Benefits ⁷

Paul joined KTB in July 2009 after spending over 17 years with Horizon BCBSNJ. During those years, Paul focused on the Sales and Account Management aspects of Horizon’s employee benefits portfolio. His most recent assignment at Horizon, before joining KTB, was Director of Sales and Account Management for the Southern NJ and Philadelphia region of Horizon’s Dental subsidiary. With his many years of experience in working with employers in the 50 to 5,000 employee market, Paul is principally in charge of the Karr Barth/KTB partnership and is a member of the KTB management team leading our Manasquan, NJ location as KTB continues to grow and expand.

securities and investment advisory services are offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products are offered through AXA Network, LLC and its subsidiaries. AXA Advisors and Karr Barth Associates are not tax or legal advisors. Please consult your personal tax and legal advisors regarding your specific situation. Karr Barth Associates is not owned or operated by AXA Advisors or AXA Network.

⁵ The named individual offers securities and investment advisory services through AXA Advisors, LLC.

⁶ The named individual offers securities through AXA Advisors, LLC.

⁷ The named individual offers group insurance and benefits through Kistler Tiffany Benefits.

Karr Barth Pension Administration, Inc., Karr Barth Administrators, Inc. and Kistler Tiffany Benefits are not affiliated with AXA Advisors or AXA Network.

AGE 53634 (2/10) (exp. 2/12)

TIMELY PERSONAL PLANNING

It is one of life's ironies that the more time we spend making money, the less time we have to manage it. Yet the efficient use of time – planning – is a key factor in the creation and preservation of wealth.

To realize our goals – a good education for our children, financial security, a comfortable retirement and a well-protected estate – we must begin by clearly defining our objectives and establishing a sound plan to achieve them.

 

Few of us, however, possess the time or expertise to research and organize into a sound plan the exhaustive range of insurance and investment options now available. If you are like most people, you have assembled a patchwork of financial products and providers as time permits. Invariably, there are gaps. Missed opportunities. Everyone is rowing, but no one is steering the ship.

Regardless of your age or income, Karr Barth can show you many ways to help you accumulate greater wealth and to better protect your family, home and business. Moreover, a Karr Barth associate can help you preserve another equally precious asset: your time.

SOUND PLANNING FOR GROWING BUSINESSES

For professionals and entrepreneurs, personal and business wealth are usually closely intertwined. At Karr Barth, we understand the risks and the opportunities you face. Our associates and specialists serve closely-held businesses. They can help you to protect your assets, insure the long-term stability of your business and provide cost-effective benefits to attract and retain valued employees. In addition, Karr Barth can provide benefit planning for large corporations, as well as hospitals and school districts. Our associates are experienced at developing and implementing funding concepts for non-qualified benefit plans and other benefit liabilities often left unfunded.