312-837-0011 info@cbapension.com

WHO WE ARE

CBA Pension is a financial risk management firm serving small to mid-market companies throughout the Midwest. We specialize in employer-sponsored qualified retirement plan design and implementation along with executive benefit solutions to recruit, reward and retain key partners.

Our protection first philosophy coupled with a financial wellness system helps guide our clients to a financially secure workforce and executives to a “work optional” retirement.

Our Process

Our process begins with a diagnostic review of your current retirement plan to measure the effectiveness of the plan design, investment integrity, and cost structure. CBA’s open architecture approach allows for independence, objectivity and the following promises of Institutional Level Investments and Pricing, Fiduciary governance, Employee Education, & Transparency.

Employee Education

A well designed and implemented employee education program is vital to the creation of a financially prepared workforce. Employees who are educated and counseled on risk and the responsibility of realistic contribution amounts are prepared to retire at the appropriate time versus continuing to work out of necessity.

Through our planning system — Wealth Steps® — we will educate participants to save, protect and prepare for today and their tomorrows.

Partnership

We at CBA Pension are very clear as to our strengths: providing top level employer-sponsored retirement plans and executive risk management strategies for small to mid-market companies. Often, our clients may need assistance in areas outside of our scope of expertise, such as group medical benefits or commercial liability insurance. In these instances, we will introduce partner firms we know and trust who share our philosophy of competence, service, and transparency.

Frank EvansFrank Evans – Managing Associate
Frank Evans’ practice is based on working collaboratively with corporate clients structuring in-depth executive benefit strategies and
supplemental employee benefit programs.

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He continues to work individually with clients to address asset protection, insurance planning, retirement, and estate planning concerns. CBA Pension designs, implements and administers executive benefit strategies that help recruit, retain, and reward executive employees by supplementing existing group benefit programs.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.CA Insurance License # 0F16496

Chloe BarryChloe Barry – Administrative Assistant
Chloe joined CBA Pension in November 2017 and currently serves as Administrative Assistant to Frank Evans. She is responsible for scheduling appointments, calendar management, and overseeing the underwriting process.

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Chloe places the utmost importance on client experience and meeting client needs in a timely manner while upholding the integrity and values of CBA.

University of Arkansas alumni from Texas, Chloe and her husband love Chicago summers.

Please don’t hesitate to reach out to Chloe with any questions or needs.

Micheal TaffMichael Taff
Michael brings 10-years of experience in the financial services industry. He is an alumnus of DePaul University and an avid Chicago sports fan.

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Michael’s core responsibilities include the continued building and expanding of his holistic business practice in protection and wealth-building for families and business owners.

Van A. EwingVan A. Ewing II 
As the Managing Principal of Hunken Ewing Financial Group, Mr. Van A. Ewing II shares responsibility for firm-wide management and is a member of the Executive Leadership team.

CA Insurance License # 0L51531 

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He holds the primary leadership position in the firm for their recruiting and retention, wealth management and investments, compliance, and marketing.
With 14 years of experience, Van is a recognized leader in the insurance and financial services industry. He has qualified for Guardian’s Leader’s Club three times and Guardian’s Presidential Citation in Field Management award, Platinum level. Van has also been a qualifier for the Million Dollar Round Table (MDRT).
Van currently resides in the Edgewater area of Chicago with his wife, Elizabeth, and their son.