Retirement Planning Firm & Wealth Management Advisory Services

As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.

Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers.

Brandon is an accomplished sales director with over 20 years’ experience in Fortune 500 company sales, marketing and strategy. In his role, Brandon is responsible for providing management consultation, strategic planning, coaching and sales leadership to MarshBerry’s portfolio of insurance brokerage clients and carriers.

As a Vice President on MarshBerry's Financial Advisory team, Rob's development and implementation of sustainable growth strategies enables his team to deliver outstanding client service and highly competitive solutions to the wealth management and insurance distribution industries.

Tina Hohman, Director of Financial Advisory at MarshBerry, brings over 30 years of comprehensive expertise in the investment and insurance industry. Renowned for her strategic vision and operational excellence, Tina specializes in leadership, strategy, and fostering organizational growth. She has a proven ability to drive success in merger and acquisition (M&A) transactions that help organizations achieve sustainable growth and profitability.

Tina’s deep financial industry knowledge empowers her clients to navigate complex deal negotiations, due diligence, execution, and integration planning effectively. She is celebrated for her client-first philosophy that drives growth and promotes a culture of accountability, ensuring that her teams consistently perform at their highest potential.

Before joining MarshBerry, Tina served as Executive Vice President and Wealth Management Practice Leader at Alera Group, where she spearheaded significant practice expansion through both organic growth and M&A. Her previous roles at GCG Financial and Cleary Gull further honed her leadership skills, positioning her as a market leader in the industry.

A passionate advocate for women in finance, Tina has championed initiatives that empower emerging female leaders. She chaired the Women’s Leadership Steering Committee at Alera Group. She is a sought-after mentor for women and advocates for their success in financial services. Her insights and expertise make her an in-demand voice in the media, inspiring others to break barriers.

Tina holds a Bachelor of Arts in International Business and Spanish from Illinois State University. She also holds the FINRA registrations Series 6, 7, 24, 26, and 63, through MarshBerry Capital, LLC, the affiliated FINRA registered Broker/Dealer of Marsh, Berry & Co., LLC.

John Orsini joined MarshBerry as Director in 2021 for its Wealth Advisory division. In his role, he is responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution.

Justin Starnes brings more than two decades of experience in wealth and asset management, merger & acquisition (M&A) advisory, and strategic consulting to his role as Financial Advisory Director for MarshBerry. His deep understanding of financial markets allows Justin to provide valuable guidance to clients on business planning, strategic relationship management, organic growth best practices, and other valuation enhancement strategies.

Before joining MarshBerry, he held leadership roles at two national Registered Investment Advisors (RIAs). Most recently, he was Principal and Founder at Antrim Bay & Co., where he served as a strategic advisor to RIAs, wealth management, and financial services firms.

Justin began his career at Goldman Sachs, where he held progressively senior roles within the firm’s Alternative Services Group, gaining invaluable experience in both client service and operational strategy.

Justin graduated from the University of Kansas with a Bachelor of Science in Business Administration & Accounting.

Justin is passionate about mentoring, coaching youth sports, and spending time with family outside of work.