State of the Union Event
State of the Union

Cory Chapman

Founder/ Managing Partner /Sr. Wealth Advisor, Life Licensed – Series 65 – RE Licensed

Cory Chapman

Founder/ Managing Partner /Sr. Wealth Advisor, Life Licensed – Series 65 – RE Licensed

Cory J Chapman has established himself as a financial expert and entrepreneur, notably through his founding and leadership of EFC Wealth Management firm.

His extensive twenty-five-year tenure in the financial services sector is characterized by educational contributions, such as authoring books and conducting seminars, which reflect his deep-seated knowledge and expertise. Chapman’s comprehensive background spans several domains, including mortgage, real estate, estate planning, and taxation, providing a solid foundation for his advisory role.

His educational endeavors, such as writing on financial planning and personal development and engaging in various media engagements, underscore his commitment to financial education. Chapman’s insights, drawn from a robust career, offer valuable perspectives to those seeking financial guidance.

Phon Vilayoune

Phon Vilayoune

Founder and CEO of Veta Investment Partners

Phon Vilayoune

Founder and CEO of Veta Investment Partners

Phon Vilayoune is the Founder and CEO of Veta Investment Partners, which he established in 2019.

Before founding Veta, he led the risk management and derivatives team atSecurity Benefit, an insurance company managing a $16 billion portfolio based in Kansas.

Today, Veta oversees more than $4 billion in assets under management (AUM), including $1.6 billion for insurance carriers and $2.5 billion for advisors and wealth platforms. The firm's primary focus is on risk management and mitigation, aiming to deliver a smoother portfolio experience.

Phon graduated at the top of his class from the University of Iowa with a degree in Economics.

State of the Union

Tim Sargent

Director at Sterling Capital

Tim Sargent

Director at Sterling Capital

Timothy Sargent joined BB&T Asset Management in 2004 and became part of SCM through a merger in 2010. With industry experience dating back to 2000, Tim currently serves as the Business Development and Relationship Manager for SCM's outsourced investment advisory services.

Previously, he worked as a regional consultant covering the Mid-Atlantic territory. Before joining BB&T, Tim held roles as a financial consultant at Merrill Lynch and a financial planner at Morgan Stanley.

He earned his B.S.B.A. in Accounting and Finance from Ohio Northern University.

Garth Waterfield

Garth Watefield

Senior Vice President, Sales and Distribution at Investors Heritage

Garth Watefield

Senior Vice President, Sales and Distribution at Investors Heritage

Garth Waterfield is the Senior Vice President of Sales & Distribution at Investors Heritage Life Insurance Company. Mr. Waterfield began his insurance career at Investors Heritage and has previously served as VP Agency and Director of Agency Sales & Support.

Mr. Waterfield has overseen the growth of the sales and distribution through relationship building with our independent marketing organizations and producers.

Mike ball

Mike Ball

VP of Wealth Management

Mike Ball

VP of Wealth Management

Mike is the Vice President of Wealth Management at Advisor’s Excel. He joined the company in September 2022 and brings over a decade of experience in the financial services industry.

Throughout his career, Mike has held roles as a director of wealth, financial advisor, product manager, and distribution specialist. He has passed the FINRA Series 6, 7, 63, and 65 exams and believes that an unwavering focus on growth and development leads to long-term success.

Mike lives in Kansas City with his two children. Outside of work, he enjoys
playing golf and traveling.

Register Now
Kick off the new year with excitement and insight at our

"State of the Union" event on Saturday, January 11, 2025

at the Neptunian Woman’s Club, 920 Highland Avenue,
Manhattan Beach, California, 90266.

We’ll share our perspective on the economy, the firm’s growth, and our exciting new initiatives for the year. Connect with fellow clients, enjoy a delicious brunch starting at 9:30 a.m., and network with our community.

Registration begins at 9 a.m.

Register Now

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Feel free to bring up to two like-minded guests to join you.

Please RSVP by January 3, 2025, by 5 p.m. via the registration link.

Call our office Call 310-645-0001.

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