Our Team


Frederick V. McNair IV
President and Chief Executive Officer

Frederick V. McNair IV is a nationally recognized expert in developing strategies for preserving and transferring wealth through insurance-based product solutions. During his 27-year career, McNair has achieved 25 consecutive years of qualifying for the Million Dollar Round Table and has been a consistent member of the prestigious Top of the Table. A former Strategic Insurance Partner with JP Morgan Private Bank of Washington, DC, McNair has been a member of the Association for Advanced Life Underwriting since 2001 and served on its national board from 2006 through 2008. McNair holds FINRA Series 7, 63, and 65 licenses. In 1987, he became President and CEO of McNair & Company, Inc. A frequent lecturer at professional and industry meetings, he has authored numerous articles for industry periodicals such as The Journal of Practical Estate Planning and National Underwriter.

Full Bio Available Here.


Key ValMark Associate


Mark Armstrong, CLU, ChFC
Vice President, Insurance Services, Valmark Securities, Inc.

Mark Armstrong is a registered Securities Principal, with over 25 years specializing in life insurance product and company analysis, advanced case design, agency operations, product analysis, agent training and estate and business planning.