The Butler Capital Advisors Team Is Invested in You

Click on each photo to learn more about our team members.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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David Baum

Financial Consultant/Owner

419.243.9665 ext. 216

dbaum@butlercapital.net

David Baum

Financial Consultant/Owner

David Baum is a founder and managing partner of Butler Capital Advisors, an independent financial firm. David began his career in financial services in 1991. Since then, David has built a business working with individuals, business owners, and professionals in the areas of employee benefits management. He is a registered representative with Cambridge Investment Research, Inc. David is fully registered to provide all type of investments and licensed for insurance services. As a benefits broker, he aims to help guide employers and their companies through the ever-changing world of insurance benefits to make decisions with the best interests of both the company and its employees in mind.

David and his staff of knowledgeable professionals take pride in their high standard of ethics and their ability to make a difference for their clients.

David is currently licensed in multiple states for securities and/or insurance. His insurance certifications include, AHIP, Federal Marketplace for Individual and SHOP. David also holds FINRA series 6, 7, and 63 securities licenses.

David resides in Perrysburg, Ohio.

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Kevin Carmony

Owner/Financial Consultant

419.243.9665 ext. 217

kcarmony@butlercapital.net

Kevin Carmony

Owner/Financial Consultant

Kevin Carmony is a founder and managing partner of Butler Capital Advisors. Kevin began his career in financial services in 1990. Since that time, he has built a successful practice that remains focused on sound and objective-focused financial advice to both individuals and business owners. A registered representative with Cambridge Investment Research, Inc., Kevin is fully licensed to provide all types of investments and insurance services. In addition to Butler Capital, Kevin is also a partner in BCA Insurance Group since its inception in 2009. As an investment advisor and insurance specialist, much of his time is spent providing guidance in the area of financial planning as well as assisting clients with life, disability income and long-term care insurance.

On a personal note, Kevin is a life-long Perrysburg, Ohio resident, is married to Kathleen and together they have three children and three grandchildren. He attended St. Francis High School in Toledo, graduated from John Carroll University and followed that with a graduate degree from Bowling Green State University. He is active on the boards of Zepf Center and Goodwill Industries of Northwest Ohio. His hobbies include officiating swimming and diving competitions in high school and college, scuba diving, boating and playing golf and squash.

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Lisa Vajen

Financial Consultant

419.243.9665 ext. 208

lvajen@butlercapital.net

Lisa Vajen

Financial Consultant

Lisa Vajen began her career in the financial services industry in 1993. She has been with Butler Capital Advisors since 2004. Lisa is committed to exceeding client expectations while developing a plan for their financial success. Lisa earned her CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations and currently holds FINRA series 7 and 63 securities licenses and insurance licenses.

Lisa is a graduate of Bowling Green State University with a Bachelor’s degree in Marketing. Lisa is married with 3 very active boys. She enjoys spending time outdoors, golfing, and sports activities with her boys.

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Denise Pollick

Account Manager

419.243.9665 ext. 206

dpollick@butlercapital.net

Denise Pollick

Account Manager

Denise Pollick has been an Account Manager of Butler Capital Advisors since 2003. She has almost 20 years’ experience in group and individual insurance including, but not limited to, health, life, disability, and Medicare. She is a licensed health and life broker with all of the necessary credentials to provide the best service to her clients.

Denise supports several local charities and was awarded in 2013 for her volunteer services for the East Toledo Family Center.

She lives in Oregon, Ohio and enjoys time with her family and friends, photography, and the outdoors with much of her personal time spent at the beautiful parks on the shores of Lake Erie.

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Ericka Mann

Account Manager

419.243.9665 ext. 207

emann@butlercapital.net

Ericka Mann

Account Manager

Ericka has been with Butler Capital Advisors as an Account Manager since 2007. During her time in the industry, she has been committed to providing high level customer care to employer groups and individuals. Ericka’s primary focus is in employee benefits and Medicare insurance. She strives to understand and meet the needs of her clients with efficiency and care.

Ericka graduated from Long Island University with a Bachelor of Science degree in Psychobiology. She is currently licensed in both Ohio and Michigan in health, life, property and casualty insurance. Certifications include AHIP, and the Federal Marketplace for Individual and SHOP. She is currently working towards her Certified Insurance Counselor (CIC) designation. Ericka lives in Toledo with her husband, Michael, and daughters Meleah and Taylor. As an active member of her church, she serves the community through various ministries.

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Ashly Gramling

Account Manager/Accounting

419.243.9665 ext. 210

agramling@butlercapital.net

Ashly Gramling

Account Manager/Accounting

Ashly is a proud graduate of Spring Arbor University where she earned her Bachelor’s Degree in Organizational Management. She has been an Account Manager with Butler Capital Advisors since May 2012. She also enjoys helping out during Medicare’s Open Enrollment, and with that obtains her AHIP Certification every year. Ashly loves being able to help people, and strives to provide the highest level of customer service to clients. Ashly also handles all of the Accounts Payable and Receivables. During her free time Ashly loves spending time with her family.

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Kelly Berger

Administrative Assistant

419.243.9665 ext. 205

kberger@butlercapital.net

Kelly Berger

Administrative Assistant

Kelly graduated with Honors from American InterContinental University of Chicago, IL in July of 2010 with an Associate degree in Business Administration.

Prior to joining Butler Capital Advisors, Kelly worked for a law firm in Toledo, Ohio for over twelve years, where she mastered organization, filing, reception and administrative duties. Kelly has been a part of the Butler Capital team since September 2014, serving as an Administrative Assistant to all aspects of the company. Kelly also holds her AHIP Certification.

Kelly is responsible for establishing and maintain accounts and paperwork as necessary as well as daily administrative duties. Kelly is dedicated in helping resolve health and financial questions that clients may have.

Kelly resides in Perrysburg, Ohio with her husband and three children. In her spare time, she enjoys working out, camping, motorcycling and spending time with her family and friends.

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Jenny Montague

Executive Assistant

419.243.9665 ext. 201

jmontagu@butlercapital.net

Jenny Montague

Executive Assistant

Jenny is an Executive Assistant with over 30 years’ experience having held positions in insurance, medical, and financial fields. She has been associated with Butler capital Advisors since it was established in 1997 and has been Kevin Carmony’s assistant for over 16 years. One personal goal she diligently maintains is to develop a rapport with clients so they are always comfortable when calling the office. Jenny and her husband, Alan, have three grown daughters and now live in Brooklyn, MI.

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