About Us
Scott Cahill, Jr.
Scott Cahill, Jr. was already a successful entrepreneur before launching FinSec Life. Defined by his faith, ethics, and strength of character, Scott supports every client with integrated, personalized, and comprehensive financial services.
After receiving his Master’s in Business Administration, Scott went on to build and acquire several successful food service franchises. He learned the value of serving customers well and creating an atmosphere for everyone, both customers and staff members, to enjoy. After exiting the food service businesses, Scott focused his attention on solving more complex cases in the life insurance industry, following his father and grandfather’s successful careers in advanced planning strategies. Being a business owner himself, he now works with business owners to bring solutions, using the many advantages of life insurance, whether it is business building or business succession.
Scott serves in various capacities with his local church including youth ministry, local and global missions and evangelical outreaches. With the same mission and passion, he also dedicates his spare time to help local candidates, running for various offices at the local, state and national level, get elected.
Scott has competed in multiple triathlons, marathons, and half marathons.
EDUCATION & CREDENTIALS
- Series 7 – General Securities Representative Exam License
- Series 66 – Uniform Combined State Law Exam License
- Accredited Investment Fiduciary® (AIF)
- Retirement Income Certified Professional® (RICP)
- Certified Exit Planning Advisor® (CEPA)
- Chartered Life Underwriter® (CLU)
- MBA, University of Central Florida
- BA, Palm Beach Atlantic University
- CA #4229013
Drew Hallberg
Managing Director
Prior to partnering in FinSec Life, Drew Hallberg had a successful 16-year career in the office products and furniture business. His background in acquiring, operating, and selling family businesses has given him a unique window into how to serve corporate clients in the areas of business succession and executive compensation. He is passionate about people and using creativity to offer personalized solutions to both corporate and individual clients.
As the former Vice President of America’s Office Source (AOS), Drew led the sales team and helped drive the strategic initiatives of the company. During his tenure, the company grew each year to strategically position AOS for acquisition by Office Depot.
After assisting with the integration of AOS into the Office Depot Federation Strategy, Drew was able to leverage his experience to help found FinSec Life. FinSec was created to focus on strategies that help our clients realize their objectives for their family and business.
Drew lives in Maitland with his wife Carey and three children. Drew & Carey have served in many Christian Ministries around Orlando and continue to support ministries that are dear to their family. Drew is passionate about the outdoors and is an avid hunter and shooter. In his youth, he enjoyed competitive wakeboarding, snowboarding, and dirt biking. Drew has passed along his love of wakeboarding to his children and now finds himself left to drive the boat.
EDUCATION & CREDENTIALS
- Series 63 – Uniform Securities Agent State Law Examination
- Series 6TO – Investment Company Products/Variable Contracts Representative Examination
- SIE – Securities Industry Essentials Examination
- 2-15 Florida Life, Health & Annuities License
- University of Central Florida, BS, Business Management
G. Scott Cahill, Sr.
CLU®
As a senior advisor at FinSec Life, G. Scott Cahill, Sr. devotes his time to ensuring that families keep their businesses where they belong…in the family. Relying on experience gained over the last 40+ years in the executive benefits and life insurance profession, Scott consults alongside the other FinSec Life advisors and consultants.
“My purpose,” said Scott, “is to assist medium to large family businesses with the various challenges of ownership succession. Closely held businesses face unique liquidity and leadership challenges when passing financial responsibilities from generation to the next generation. Growing up in an entrepreneurial family, I learned the values and principles required for managing wealth and generosity from a generational perspective.”
In 1988, Scott joined the Orlando, Florida executive benefits firm, James B. Greene & Associates. He worked at the firm until the CEO’s passing later that year. He then bought and managed the firm while serving its clients, many of whom are still wonderful clients to this day.
In 2007, Scott co-founded Fulcrum Partners, LLC., a fully independent Executive Benefits consulting and brokerage firm. Over the next 13 years, he co-led Fulcrum Partners to become one of the country’s largest and most respected executive benefit consulting firms.
In 2020, Fulcrum Partners was strategically acquired and integrated into a large multiline insurance brokerage and consulting company. Over the next three years, Scott worked closely with his clients and succession team to facilitate a smooth transition. “Now,” says Scott, “I am off to the next chapter, serving families and their businesses with the talented team at FinSec Life.”
Outside of work, much of Scott’s time is spent at the beach with his family or on the ski slopes. Scott and his wife, Joanie, also invest their time with several ministries, such as Nations Church, Christ for all Nations, First Baptist Church of Orlando, and several others. Scott currently serves as board chair and advisor to the Luis Palau Association. Joanie has been in a leadership role for one of the Central Florida Bible Study Fellowship groups for the last 25 years.
Maria Gonzalez
Firm Administrator
Maria serves as the Firm Administrator at FinSec Life, where she is responsible for managing the firm’s daily operations and ensuring everything runs seamlessly. With a strong foundation in administrative management, Maria is dedicated to supporting our team and helping drive the firm’s continued success. Her attention to detail and commitment to excellence ensure that all client needs are met with precision and care. Her proactive approach and problem-solving skills are key to the firm’s efficiency and maintaining the high level of service our clients expect. Above all, Maria takes pride in being a reliable resource for both FinSec Life advisors and clients.
STRATEGIC PARTNERS
JAMES DAWSON, CFP®, CLU®
Life Settlements
James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. His unique bid protocols provide full transparency at each stage of the process. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter (CLU) professional.
Morgan Lee
Underwriting Case Manager
Morgan Lee is a New Business Specialist with our partner, Valmark Financial Group where she is responsible for reviewing policy applications, providing high quality customer service, and advocating on behalf of clients with insurance companies. She works hard to simplify the underwriting process for our clients. Before joining Valmark, Morgan was an accountant with a resource management firm and holds a BBA in Financial Planning from The University of Akron.
Luke Ehinger, ChFC®, CLTC®
Case/Policy Design
As Director of Insurance Marketing for our partner, Valmark Financial Group, Luke is responsible for advanced life insurance case design, product analysis, and the development of analytical and educational tools to assist our clients with their financial goals. Mr. Ehinger’s expertise enhances our ability to design great solutions for our clients. He brings a decade of experience in the life insurance space working in roles at both a carrier home office and the independent agency environment. Mr. Ehinger holds a bachelor’s degree from Trine University and has his Series 6, 63, 7, and 24 registrations. He is also a Chartered Financial Consultant® (ChFC®) and holds a Certification in Long Term Care® (CLTC®).
Eric Johnson
Underwriting
Eric Johnson is Vice President and Chief Underwriter for our partner, Valmark Financial Group. He is responsible for risk assessment appraisal, consultation, and negotiation on behalf of Valmark Financial Group Member Offices and clients. Mr. Johnson brings more than 35 years of experience in impaired risk and jumbo case underwriting, reinsurance, sales, and brokerage operations. His respect in the industry and broad relationships often provide improved underwriting outcomes. He has presented at numerous industry seminars and workshops speaking on topics, such as Challenging Underwriting Impairments, Jumbo Business and Brokerage Underwriting. Mr. Johnson earned his BA from Luther College, is a member of the Association of Home Office Underwriters (AHOU) and the Twin Cities Association of Home Office Life Underwriters (TCAHOU).
Michael Amoia, JD, LLM (TAX), CLU®, CHFC®
Advanced Planning/Legal
As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. His narrow focus and years of experience provide creative designs not often found in the marketplace. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore’s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.
