Insurance & Financial Services Center

Marcia Brodie

Marketing Director

Frieden Agency

Craig Haines

New York Life

Sandra Kimerle, AAI, CIC, CPIW

Vice President

USI Insurance Services

Sandra is the Marketing Department manager for USI Insurance Services.  This department is primarily responsible for the placement of commercial insurance accounts and carrier relations.  She has been with USI and it predecessor company, Henderson & Phillips Inc. for 26 years.  She is an active member of the National Association of Insurance Women, International.  She serves on the agents advisory councils for CNA and Harleysville.

Michael J. Lombardo
Risk Administrator
City of Portsmouth, Portsmouth, VA

Mike manages all risk management programs for both City and Public Schools with a staff of three with $6M insurance budget including property, auto and general liability, fiduciary, excess state workers' compensation, fidelity, and travel/accident for both City and Public Schools. Mr. Lombardo previously worked as a corporate risk manager at the Navy Exchange Service Command (NEXCOM) where he managed a staff of six with $38M self-insured reserve covering medical, life and disability plans, general and auto liability and workers' compensation under the US Longshore Act and insured programs of over $3M in premiums, including catastrophic property, fidelity, fiduciary, surety, travel/accident. Mike also has an MBA in Finance and Marketing from Bellarmine University, Louisville, KY, and is a past President of the Virginia Chapter of the Risk and Insurance Management Society (VARIMS) and the Virginia Public Risk and Insurance Management Association (VAPRIMA).

Matthew L. Mitchell

Assistant Vice President, Claims

GEICO

Matt oversees GEICO's claims operations in Virginia and North Carolina and is responsible for nearly 800 employees in its Virginia Beach office and field locations throughout these two states. He,s been with GEICO 28 years and has worked in the Chevy Chase, Maryland, headquarters as well as GEICO's regional offices in Macon, Georgia, Fredericksburg, Virginia, and San Diego, California. Matt received his bachelors degree from Frostburg State University and currently serves on the Board of Directors for the Make-A-Wish Foundation of Greater Virginia as well.

Charles S. Nusbaum, CPCU
President
S.L. Nusbaum Insurance Agency, Inc

Charlie oversees production and sales at S.L. Nusbaum Insurance Agency. Charlie earned a Masters of Insurance from Georgia State University in 1980. He is a member CPCU Society, Independent Insurance Agents of Virginia, and is Past Chairman of Insurance and Financial Services advisory Board. He has also held leadership positions with the Independent Insurance Agents of Tidewater, the Norfolk Academy Alumni Association, Norfolk Crime Line, and the Red Cross.

James (Jim) S. Parker, CLU, ChFC, LUTCF, AEP, RFC
President
JParker Financial Services

Before entering the Financial Services Profession in 1966, Jim was an Army Officer in the 29th Infantry Division. His primary business activities include retirement planning, estate planning, and executive compensation planning. He is enrolled in Graduate School (The American College) for the Masters of Science In Financial Planning. Jim is Past President of the Norfolk-Tidewater Chapter of the Society of Financial Service Professionals (SFSP), currently a director on the National Board of the SFSP, serves as Mid-East Regional Liaison of the SFSP.

Steven L. Reardon, CPCU, ARM

Vice President

Beskin and Associates, Inc.

Steve has 30+ years experience in the property & casualty insurance business and is currently Underwriting Officer for Beskin and Associates, a Virginia Beach based independent insurance agency.  He hold the Associates in Risk Management (ARM) and Chartered Property Casualty Underwriter (CPCU) designations, and is Past President of the Tidewater Chapter of CPCU. Steve is a life-long resident of VA. and earned a degree in Business Administration from Virginia Tech. 

Bruce Rubin, PhD
Professor of Finance: Director of the Insurance and Financial Services Center
Old Dominion University                                                 

Bruce has been a member of the Finance Department at Old Dominion University since 1981. He has served as chairman of the Finance Department, interim dean of the College of Business and Public Administration, and is currently director of the MBA program. He is also the executive director of the Economics Club of Hampton Roads and the director of the Insurance and Financial Services Center. Bruce helped design the original financial planning program and has taught for the program since its beginning in 1983. Bruce received his bachelors degree from New York University and his masters and doctorate from Case Western University. He was previously on the faculty of the Owen Graduate School of Management at Vanderbilt University.

Parl Terkeltaub

Co-managing Partner

Frieden Agency

Paul Terkeltaub is a native of Hampton Roads and alum of ODU.  Paul graduated in 1982 with a B.S. in Finance with a minor in Child Psychology.  Paul has worked with The Frieden Agency, a John Hancock Company for over 25 years as a Registered Representative.  In 2006 he became Co- Managing Partner of The Frieden Agency.