About

Meet our people, view our strategic resources, and learn about our firm history.

Meet Our Team

Photo of Paul I. Franklin

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Paul I. Franklin

Principal

Photo of Douglas Robbins, CLU<sup>®</sup>, ChFC<sup>®</sup>

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Douglas Robbins, CLU®, ChFC®

Insurance Professional

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Judy Balloff, RICP®

Financial Adviser

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Kris Denson

Client Relationship Manager

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Cassidy Walker

Client Relationship Assistant

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Bernie

Chief Happiness Officer

Strategic Resources

The Nautilus Group® Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Paul Franklin works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC Logo

Through Eagle Strategies, Paul Franklin provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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Firm History

Our Roots

Our Approach

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Sid Franklin began his career with New York Life in the Northern Ohio office. Sid became one of the top producers at New York Life throughout his career by helping families and business owners protect their financial security.

Sid qualifies for MDRT and became a 54 year member.

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, was founded in 1927 and is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

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Sid pictured next to Ben Feldman, one of New York Life's all time agents
en route to a producers meeting.

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Sid Franklin in an MDRT study group.

Information Source: MDRT Website

After building a successful foundation revolving around the protection of his clients and their families, Sid reached the pinnacle of his career by becoming Council President in 1960. Council President signifies the top agent in all of New York Life.

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Sid’s son Alan, inspired by his father's career and the families he had helped, joined the Northern Ohio office and quickly established himself as a top agent.

 

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Alan qualifies for MDRT and became a 38 year member. One of Alan’s favorite parts about MDRT was playing piano in the jazz and bluegrass bands with his lifelong industry friends.

Alan’s son Paul expands the family practice to the east coast, settling in the DC area. What was mostly an insurance and estate planning practice, Franklin Capital Strategies has now grown into a holistic financial strategies operation. Like his grandfather and father, Paul has achieved MDRT qualification every year (2009-present) as well as becoming one of New York Life’s top agents. In addition to spending time with his clients, Paul has been a high school football coach in the Washington, DC area for over 10 years. 

1940

Sid Franklin began his career with New York Life in the Northern Ohio office. Sid became one of the top producers at New York Life throughout his career by helping families and business owners protect their financial security.

history image

history image
Click to view the article

1953

Sid qualifies for MDRT and became a 54 year member.

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, was founded in 1927 and is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

history image

Sid pictured next to Ben Feldman, one of New York Life's all time agents
en route to a producers meeting.

history image

Sid Franklin in an MDRT study group.

Information Source: MDRT Website

1960

After building a successful foundation revolving around the protection of his clients and their families, Sid reached the pinnacle of his career by becoming Council President in 1960. Council President signifies the top agent in all of New York Life.

history image

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1974

Sid’s son Alan, inspired by his father's career and the families he had helped, joined the Northern Ohio office and quickly established himself as a top agent.

 

history image
Click to view the article

history image
Click to view the article

1977

Alan qualifies for MDRT and became a 38 year member. One of Alan’s favorite parts about MDRT was playing piano in the jazz and bluegrass bands with his lifelong industry friends.

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2009

Alan’s son Paul expands the family practice to the east coast, settling in the DC area. What was mostly an insurance and estate planning practice, Franklin Capital Strategies has now grown into a holistic financial planning operation. Like his grandfather and father, Paul has achieved MDRT qualification every year as well as becoming one of New York Life’s top agents. In addition to spending time with his clients, Paul has been a high school football coach in the Washington, DC area for over 10 years. 

NYLIC Review materials on this page are archival in nature.

Photo of Paul I. Franklin

Paul I. Franklin

Principal

Paul established the Franklin Capital Strategies Team in 2016 to continue his financial services career, while following in the footsteps of his father and grandfather—extending over three generations in the financial services industry with offices in both Cleveland and the Washington D.C. area.

What does Paul mean to the Franklin Capital Strategies team? As a former athlete, we like to think of Paul as our quarterback who develops a solid game plan that keeps our clients moving down the field towards their financial goals. Paul is highly customer-centric, very transparent (what you see is what you get) and is 100% dedicated to the success of our team—he is in fact our fearless leader.

When Paul is not in the office or meeting with clients—the best place to find him is actually on the football field! Paul also coaches high school athletes at Maret School and provides financial advice to help athletes and their families plan their financial futures while partnering with coaches, agents, and sports executives. Prior to joining the financial services industry, Paul was a coach and development associate at The Potomac School in McLean, VA.

Paul is an active volunteer in the community and within the financial services industry. Paul is a Political Involvement Leader (PIL), serving as a liaison between the New York Life Office of Government Affairs and his local office. Paul sits on the Visiting Committee of the Board of Trustees for Hawken School in Cleveland, OH. He is a member of the Greater Washington Jewish Federation Strategic Planning & Allocations Committee and establishes priorities in consultation with the Executive Committee. Paul previously served as AVP of the Alumni Board for George Mason University’s Schar School of Public Policy.

Paul began his career as a financial professional with New York Life and is affiliated with Eagle Strategies, LLC, as a Registered Investment Adviser. He is also a registered representative with NYLIFE Securities LLC. Paul holds a Series 6,7, 63 and 66 license with FINRA. Paul holds an M.P.P. in Public Policy from George Mason University’s Schar School of Policy and Government and a B.A. in Business Management from Washington College. Paul currently resides in Arlington, Virginia with his wife Andrea, their daughters Madeleine & Isabelle, and their dog Bernie (who is also our CHO).

 

Photo of Douglas Robbins, CLU<sup>®</sup>, ChFC<sup>®</sup>

Douglas Robbins, CLU®, ChFC®

Insurance Professional

Doug joined the Franklin Capital Strategies Team in 2019 as a Financial Services Professional with an incredible track record of 33+ years of experience in the financial services industry. He specializes in utilizing insurance strategies as an estate planning tool for families and small business owners.

What does Doug mean to the Franklin Capital Strategies team? Well, Doug is our Yoda. He provides sound advice and truly is our mentor and we are his Jedi. Doug is loved by many of our clients and has an incredible rapport with everyone. What can we say, we love Doug!

Doug’s career began with the New England Life Insurance Company (now MetLife) at the young age of 23 years old. While at New England, he developed a niche within the small business community as well as advising high net worth individuals on how to plan for the next generation. Doug then went on to build and staff a successful financial services practice which included investment management, risk management and estate planning.

When Doug is not in the office—you can find him exercising, traveling, or hanging out at the local dog park playing ball with his black lab, Boomer. Doug has a passion for dogs (we love) and is an advocate for those dogs that are less fortunate without an owner or home. With a passion for the financial services industry, Doug spends time mentoring young agents (Yoda).

Throughout his career Doug pursued and obtained his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) which are both regarded as respected designations in the financial services industry. He is also a registered representative with NYLIFE Securities, LLC and holds a FINRA Series 6 and 63. Doug is a proud 1985 graduate of Virginia Commonwealth University with a BS in Accounting. He currently resides in Richmond, VA with his best companion Boomer.

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Judy Balloff, RICP®

Financial Adviser

Judy joined the Franklin Capital Strategies as our Long Term Care and Employee Benefits Specialist. Her accomplished career has helped clients feel more secure in their future and empowered to have more choices later in life. She has been recognized for encouraging business owners to add more benefits for their employees without causing a burden to the bottom line.

What does Judy mean to the Franklin Capital Strategies team? Judy’s sweet spot is leading the group benefits and long-term care operations. Sharing the team’s passion for finding the best solutions for our clients , Judy loves to educate and give her clients confidence in making important choices on their financial future. Outside of the office, Judy is an active volunteer in her community conducting Grief Sensitivity Training for local faculties and staff in the DC Metro area.

Prior to joining FCS, Judy was a Registered Nurse rotating between the ER and Labor & Delivery. After raising her four (now adult) children, Judy started a Lamaze & Aerobics business that she successfully owned and operated for over ten years. She then transitioned into financial services and worked at many major banks up and down the east coast for the last 27 years. Judy joined New York Life as a financial services professional in 2017, and is affiliated with Eagle Strategies, LLC as a Registered Investment Adviser. She is also a Registered Representative with NYLIFE Securities, LLC. Judy holds a Series 7, 66, 79 license with FINRA. Judy graduated from the Swedish Hospital School of Nursing and currently resides in Alexandria, VA with her husband David.

California Insurance License #OM26613

Photo of Kris Denson

Kris Denson

Client Relationship Manager

Kris joined the Franklin Capital Strategies team in 2019 as a Client Relationship Manager. She brings over five years’ experience in the customer service industry and is responsible for onboarding and welcoming all of our clients to the FCS family.

What does Kris mean to the Franklin Capital Strategies team? She genuinely loves the interaction with our clients, whether it is in person or on the phone. Kris brings a strategic focus and natural ability to Client Relations—and just delivers the client magic. Kris truly goes the distance for our clients and inspires us all with her incredible energy.

Not surprising, Kris’s relentless strategic focus and endurance comes from a notable athletic career! For the last 16 years, Kris has been a Division I Women’s College Basketball referee which included appearances in a Division II Final Four Championship game and the NBA “G” League. Kris started her career in K12 education and was a former Athletic Director, Physical Education Department Head, and multi-sport Coach at Chesapeake Bay Academy in Virginia Beach. Prior to that she was a PE Teacher and multi-sport coach at Georgetown Day School in Washington, D.C.

Kris is an avid athlete and fitness participant—a three-time All-American Lacrosse player, NCAAW Division II Midfielder of the Year, and played in two Final Four Lacrosse Championships. When Kris is not in the office, she can be found enjoying Ultimate Fitness and CrossFit (amazing!) as well as continuing to play adult women’s lacrosse. Kris is a graduate of Longwood University with a B.S. in K-12 Health/Physical Education and a Minor in Coaching. She currently resides in Richmond, VA with her daughter Daileena.

Photo of Cassidy Walker

Cassidy Walker

Client Relationship Assistant

Cassidy joined the Franklin Capital Strategies team in 2019 as our Client Relationship Assistant. She brings with her over five years experience in the customer service industry and is passionate about serving others.

What does Cassidy mean to the Franklin Capital Strategies team? Cassidy shines when speaking and connecting with clients personally. Having grown up in the restaurant business she brings a natural understanding of how to serve, relate, and attend to people’s needs.

Cassidy is a full time college student in Washington State pursuing a BFA in Graphic Design as well as a minor in American Sign Language. She is utilizing her artistic degree by selling her artwork and donating a portion of her profits to Child Rescue Coalition. CRC is an organization that builds technology to help law enforcement arrest child sex trafficking predators and rescue children from sexual abuse. This is an issue she is passionate about and hopes to make a difference.

When Cassidy is not in the office she can be found illustrating, hiking or visiting family. She currently resides in Ellensburg, WA with her husband Austin.

Photo of Bernie

Bernie

Chief Happiness Officer

Bernie is our fuzziest Franklin Capital Strategies Team Member and cherished Chief Happiness Officer (CHO). He is responsible for making sure that FCS clients and employees feel right at home when visiting the office. Bernie is very close pals with Doug, because of his passion for doggies—it’s a beautiful thing.

What does Bernie mean to the Franklin Capital Strategies team? Bernie brings a certain energy to the team that is fueled by belly rubs, infectious laughter and giant smiles (like his). Bernie’s passion is making everyone feel loved and well…happy!

When Bernie is not in the office— you can find him trotting through the neighborhood enjoying the company of other doggies and delivering awesome high fives. Bernie enjoys delicious bones, chasing squirrels, and snacking on string cheese in his spare time.

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Broderick L. Young, CFP®, ChFC®, CLU®, CASL®, CLF®

Consultant

Broderick L. Young is a graduate of the University of Florida where he graduated with honors with a B.S. in Finance and Insurance. While working with New York Life he has obtained the designations of Certified Financial Planner®, Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Leadership Fellow®, and Chartered Advisor for Senior Living®.

Broderick joined New York Life Insurance Company in 2000 as an agent and registered representative in the South Florida General Office. Before deciding to transition into management, he was the Leading New Sales Associate in the South Florida General Office in 2001 and 2002. He has held positions in Valley Forge, Pennsylvania, Orlando, Florida, in the Greater Washington General Area, and is currently one of the Product Consultants for the South Central Zone.

Broderick is able to assist your agent and his/her clients with many aspects of insurance and retirement planning. From risk management to estate planning, he has supported many agents’ help to achieve their clients’ financial goals. Never undoing any good work that has already been done, he is dedicated to providing the best service possible.

*Broderick is an employee of New York Life Insurance Company and is not directly employed by Franklin Capital Strategies.

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Roger Banville, MBA, CMFC

Consultant

Roger Banville brings 26 years of financial services experience, during which time, he has experienced the stability only Mutual companies can provide to investors.. After witnessing New York Life deliver the such unparalleled security to its clients, in 2012 he received an opportunity to join the Forbes top 60. He is now responsible for Investments and Retirements in the Mid-Atlantic region.

Roger started his career as a financial planner for John Hancock in 1992. Prior to New York Life, he was a Vice President of Sales at Walton International, he grew the Mid-Atlantic territory to number one in the company; served as a Director of Annuities at MassMutual, where he tripled the territories in just 18 months; and John Hancock Regional Vice President of Annuities where he built a territory from scratch to 24% market share. Throughout the years he has been called on to work with financial planners at all types companies; Insurance Agencies, Banks, Wire houses, Independent Broker/Dealers, as well as Investment Advisor’s.

Roger is a well accomplished professional speaker, having given hundreds of client workshops and seminars over the years, and being key note speakers at industry meetings.

Roger’s success has been his passion for crafting financial strategies and assisting investors, helping them make smart decisions and achieve their lifetime financial goals. He believes key components to a good financial plan maximizes returns, mitigates risk and minimizes taxes, should lead investors to overall happiness and success.

In addition to the education gained from industry experience from the last 26 years, Roger earned an undergraduate B.S.B.A from Creighton University with majors in Finance and Economics and an M.B.A from Carroll School of Management at Boston College.

*Roger is an employee of New York Life Insurance Company and is not directly employed by Franklin Capital Strategies.

Photo of Matthew P. Pisera

Matthew P. Pisera, CFP®, CLU®, RICP®, CLTC

Consultant

Matthew began his career with New York Life in the summer of 2013 as an agent in the Westchester General Office. During that time Matt worked primarily with a mature demographic and focused on implementing sound retirement protection, accumulation, and distribution plans. After attending the Executive Council Meeting in Nashville, TN, Matt joined the Sales Desk as an Internal Product Consultant for the Long-Term Care Options Team. Most recently, has taken on the role of Long-Term Care Product Consultant in the West Central Zone.

Matt believes the Long-Term Care industry is one that is underserved and creates a tremendous opportunity for agents to generate additional income while helping their clients protect retirement income and assets. His experience as an agent, knowledge of New York Life’s LTC Options suite, and understanding of the competitive landscape allows him to help agents effectively implement LTC Solutions into their practice. Matt works with agents to identify existing opportunities within their client base as well as develop marketing and selling systems that enable them convert prospects to new clients.

Education

  • Bachelor of Business Administration, James Madison Univ.

Professional Experience

  • External Product Consultant, LTC, New York Life 2017-Present
  • Internal Product Consultant, LTC, New York Life 2015-2017
  • Registered Representative, New York Life 2013-2015

Designations and Licenses

  • Series 7, April 2014
  • Series 63 November 2013
  • Series 66, October 2016
  • Series 6, November 2013
  • NY State Life Accident, & Health with Variable Line, August 2013

Awards and Recognition

  • National Sales Desk Wholesaler of the Year, 2016
  • LTC Internal Wholesaler of the Year, 2016
  • LTC Internal Wholesaler of the Quarter, Q4 2016, Q3 2016, Q2 2016
  • NYL Executive Council, June 2015
Photo of Mark Jansen

Mark Jansen, J.D., CPA, CLU®, ChFC®

Consultant

Mark Jansen is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company, serving the agents of the South Central Zone. Mark is an engaging presenter and skillful consultant, collaborating with agents, their clients and their clients’ professional advisors in the areas of estate, tax and business succession planning.

Mark joined New York Life with over twenty years’ experience in the financial services industry. He has worked with prominent life insurance companies as advanced marketing counsel; and, in several positions for the design and sales of variable and investment-driven insurance products. He has also marketed insurance products through banks and credit unions.

Mark brings a creative and comprehensive approach to using insurance products in estate and business planning. He is known for his practical teachings and conversational style of presentation, speaking frequently to groups about the proper use of insurance in buy-sell agreements and estate plans. Mark’s collaborative approach and technical knowledge positions him as a skillful and insightful specialist.

Mark received his law degree from the University of Michigan Law School (cum laude); and, began his professorial career in the tax department of a nationally prominent accounting firm.

*Mark is an employee of New York Life Insurance Company and is not directly employed by Franklin Capital Strategies.