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Team

The Butler Capital Advisors Team Is Invested in You

The Butler Capital Advisors Team Is Invested in You

At Butler Capital Advisors, we build relationships through a high level of service and ongoing conversation. It's our goal to understand where you are today and where you want to be at retirement so we can plan together how to get you there. We have the knowledge to show you the way. We strive to show you how to gain financial freedom so you can live out your dreams in retirement.


At Butler Capital Advisors, we understand the many stages of life - from building a family to providing an education for your children. From saving for retirement to shopping for a Medicare plan that covers your insurance needs in retirement. And everything in between. Let us help you start the planning process at whatever stage you are in.

Our name is simply our way of reminding you that we are at your service.
Call us today to see how we can serve you.

Meet Our Team

David Baum

Financial Consultant - Partner

419.243.9665 ext. 216

dbaum@butlercapital.net

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...

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Kevin Carmony

Financial Consultant - Partner

419.243.9665 ext. 217

kcarmony@butlercapital.net

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...

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Lisa Vajen

Financial Consultant

419.243.9665 ext. 208

lvajen@butlercapital.net

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...

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Tyler Carmony

Financial Consulatant

419-243-9665 ext. 223

tcarmony@butlercapital.net

Tyler Carmony is a Financial Consultant for Butler Capital Advisors. He is a registered representative with Cambridge Investment Research Inc. and is fully licensed to sell all types of investments and to provide financial advisory service

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Kevin O'Connor

Financial Consultant

419-243-9665 ext.233

koconnor@butlercapital.net

Kevin joined BCA Insurance Group in October of 2018. He has eight years of experience working and consulting in the financial industry and holds his Series 7 and 63 securities licenses as well as his Life, Accident and Health and...

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Denise Sikorski

Account Manager

419-243-9665 ext. 206

dsikorski@butlercapital.net

Denise (Pollick) Sikorski has been an Account Manager with Butler Capital Advisors since 2003.  She has over 25 years of experience in group and individual insurance including, but not limited to, health, life, disability,...
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Mariah Shaffer

Account Manager

419-243-9665 ext. 207

mshaffer@butlercapital.net

Mariah Shaffer has been an Account Manager with Butler Capital Advisors since 2019. She obtained her Life and Health Insurance license in 2018. Prior to starting her career with Butler Capital Advisors, she worked in the banking and...

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Jill Featzka

Account Manager

419-243-9665 ext. 210

jfeatzka@butlercapital.net

Jill Featzka joined the team at Butler Capital Advisors in 2021 as an Account Manager. Prior to that, Jill has 12 years of experience as a Client Representative, working with medical providers in managing their day-to-day practice and...

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Kasey Dick

Accounting Manager

419-243-9665 ext. 235

kdick@butlercapital.net

Kasey joined Butler Capital Advisors in May 2022.  She has 4 years of banking experience before joining our team.  She is a Toledo native and graduated from Bowling Green State University with an Associate Degree in General...
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Alyssa Merrick

Administrative Assistant

419-243-9665 ext. 205

amerrick@butlercapital.net

Alyssa joined Butler Capital Advisors in January of 2022. Alyssa grew up in Toledo and is a graduate of Central Catholic High School. Alyssa came to us after 5 years of working in the banking industry. She is recently married, has 2...

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Jenny Montague

Executive Assistant

419.243.9665 ext. 201

jmontagu@butlercapital.net

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...

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Trina Konwinski

Executive Associate

419-243-9665 ext. 204

tkonwinski@butlercapital.net

Trina has worked in the financial industry since 1996 and joined the Butler Capital Advisors team in 2018. She has dedicated her career to providing knowledgeable and friendly service to clients, while developing and enduring, positive...

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