At BCI Group, we leverage the unique assets of each individual to maximize our overall strength as a team. Our professionals bring a comprehensive level of skill and service to our clients. Our team has expertise in employee benefits, retirement planning, business consulting, financial services, and human resources.
Robert W. Coen
Chief Executive Officer
President of BCI Group, Bob Coen has a diverse background as an active advisor to a variety of businesses from printing and publishing companies, manufacturing and distribution firms to technology, retail and service providers. His past experience includes starting his own business, merging it with a larger organization, and then acquiring other select books of business and small companies to become what we are today.
Bob consults with shareholders and senior management team members who want to grow and/or transition their business and employee benefits to the next generation. His areas of specialty are advising and consulting clients in defining shareholder objectives, senior management team structure, performance measurements, executive compensation and employee benefits.
Bob excels at understanding the unique needs of business and the leadership required to crystallize its goals, priorities, and direction. He also assists business owners in generating wealth, properly managing and diversifying their assets, and preserving what they have worked hard to accumulate.
Bob is a Managing Director at Milwaukie Convalescent, and Board Member for Mount Hood Community College, Van's Aircraft, Ruby Solberg, AEC organization.
Bob greatly enjoys his family, business, and learning about business. He loves people and outdoor activities of any kind.
BS from Willamette University in Salem, OR
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Licensed Consultant Dick Smith is the founder of BCI Group. He has been the visionary and impetus for the company's long-standing success. His negotiation skills and innovative leadership ideas have brought him recognition with both clients and insurance carriers. An industry veteran, Dick has been in the life and health insurance business for over 45 years.
He says the success of BCI is based upon one simple philosophy: "Provide the highest and most efficient level of service to our clients and their employees."
Dick has been a member of the Presidents Council and Eagles Club, with the Leading Producers Round Table, in the National Association of Health Underwriters. He has served on the Blue Cross and PACC Advisory Committee. Dick had served over 20 years on the Hospital Foundation board in Hood River, four as President. He has served with both the White Salmon and East Vancouver USA Rotary clubs. He has served five years as the President of the Lake Merwin Campers Hideaway board of directors and also as a past County Commissioner. Dick currently serves on the Clark County YMCA Board of Managers and the Columbia Willamette YMCA Board of Trustees.
In his personal time, Dick enjoys travel, remodeling, reading leadership books, wine tasting, community service and camping with family and friends.
Registered Health Underwriter RHU
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With over 35 years in financial services, Steve has extensive experience in the design, implementation, and on-going service of employee benefit and retirement plans, along with a successful track record in contract negotiations on behalf of his clients.
He also has a depth of knowledge in executive compensation, business transitions, shareholder exit strategies, strategic planning, estate planning and comprehensive wealth management. These skills assist BCI Group clients in successfully designing and managing benefit plans for employees, key executives and shareholders. In addition, Steve provides solutions to shareholder and family wealth management, allowing business owners, key executives, and their families to comfortably move forward in defining and achieving their goals in ever changing, dynamic situations.
As a Certified Financial Planner and Chartered Life Underwriter, Steve brings a unique approach to employee benefits that combine sensitivity to employee needs while balancing employer objectives to deliver results. Steve is a member of the Financial Planning Association, National Association of Insurance and Financial Planning, Western Pension Benefits Association, National Association of Health Underwriters, Oregon Association of Health Underwriters and the Society of Financial Service Professionals.
Steve enjoys the outdoors, traveling, playing and viewing sports and spending time with his friends and family.
BS in Management and Marketing from the University of Portland in Portland, OR Graduate of the College for Financial Planning in Denver, CO - designated Certified Financial Planner (CFP)
Graduate of the American College in Bryn Mawr, PA – designated Chartered Life Underwriter (CLU)
- Oregon Life and Health Insurance Agent in Oregon, Washington, California, Idaho, and Arizona
- Stephen Beyer maintains his series 6, 7, 22, and 63 registrations with Financial Telesis Inc.
- Investment Advisory Representative through Financial Telesis, Inc.
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Chief Financial Officer
With BCI since 1999, John has a wealth of finance and administration experience in private industry with companies including Holland America Cruise Lines, Red Lion Hotels, Tidewater Barge Lines, and Mt. Hood Chemical Corporation. He is well versed in all aspects of accounting and finance and has managed information systems, human resource functions, corporate insurance, and the employee benefits of a business.
John oversees the finance and administration for BCI and assists in the oversight of the Group Insurance division. His financial and systems background provides expertise to BCI's consulting practice – John oversees engagements and provides financial analyses for our clients, as well as plays a lead role in all merger and acquisition propositions.
John is active in the community – helping with the administration of his church and the Gymnastics Booster Club. He is also very involved with the activities of his three daughters and thus is a supporter of Southern Utah Gymnastics, University of Idaho Cheer, and Skyview High School Cheer. His interests include playing bridge and fantasy baseball, completing crossword and sudoku puzzles, watching reality TV, and mourning Washington State Cougar football.
BA in Accounting from Washington State University in Pullman, WA
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Director of Benefits
Kevin has spent a large chunk of his career in the employee benefits business. Most of that time was spent at insurance companies in customer service management, operations management, and sales/account management. Prior to health insurance, Kevin gained experience in high tech manufacturing, logistics/import/export, state government, and wholesale/retail sales companies. His broad experience helps him assist clients using best practices across differing industries and his ability to think "outside the box" to create more valuable benefit plans within the budget allowed.
Kevin is responsible for Business Development at BCI Group, which encompasses the growth of group insurance, individual insurance and financial products, and retirement plans.
Kevin is an active volunteer and supports the Ronald McDonald House, serves on the board and leadership team of the National Association of Insurance and Financial Advisors (NAIFA), and an active member of Health Net Agent Advisory Group.
He is an avid enthusiast of golf and college football.
Graduate of George Fox University in Management and Organizational Leadership
Oregon Health & Life Insurance Agent
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Third Party Administration Manager/Accountant
Carolyn is responsible for BCI Group's bookkeeping. She works closely with the CFO, completing all accounting functions, including AP, payroll, financial statements and commission reporting. She has over 30 years of accounting and bookkeeping experience and has been with BCI Group since 1991. Carolyn helped start and manages our Third Party Administration division, Plus Point Services.
Numbers are Carolyn's passion. She takes great pride in her accuracy and speed in getting jobs done. "I'm willing to take on any task," she says. "I always look for ways to make processes faster and more efficient, without losing the accuracy and detail."
Carolyn has been active in our community as a long-standing member and officer of Soroptimists International of Hood River and a board member of Hood River Adopt-A-Dog. In her spare time, she enjoys hiking, biking, and black cats. Her claim to fame is bungee-jumping out of a hot-air balloon.
Graduate of Heald Business College in Accounting
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Retirement Plan Division Manager
Nick has been with BCI since 2001, providing expertise in retirement solutions for plan sponsors and participants. He has a depth of knowledge in retirement planning and investment analysis, and works with each client to develop the best results for their company and their employees.
His great interpersonal skills and natural leadership ability allow Nick to work closely with clients to provide them with the highest value. He is able to apply creative thinking to optimize the results for each client's company. He is deeply dedicated to developing and maintaining top-notch relationships and delivering exceptional customer service.
Nick is active in Summit View Church and Bible Study Fellowship. He enjoys spending time with his family, coaching baseball and soccer, training and competing in triathlons, and spending time in central Oregon.
BA in Finance from Linfield College in McMinnville, OR
Nick holds state insurance licenses, maintains his series 6, 63, and 65 securities registrations with Financial Telesis Inc. and is RPF Certified through the American Society of Pension Professionals and Actuaries (ASPPA).
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Business Development Director
Prior to joining BCI Group in January 2012, Mike had spent the previous 17 years of his career in the field of philanthropy. Most recently, Mike was the Vice President of Development for Jesuit High School. He began his fundraising career at the University of Portland and has also held positions here in Portland at Catholic Charities and the Providence Child Center Foundation.
Mike's experience building relationships with benefactors, volunteers, alumni, corporations, and foundations makes him an ideal fit in his new business development position here at BCI Group. He believes BCI's philosophy in relationship building is similar in nature to that of nonprofit organizations. The "ask" is important, but you need to take the proper time to cultivate and steward the donor or client - Mike will play a critical role in continuing the growth and positive direction of BCI Group.
Mike is extremely involved in the community - serving as a member of the Providence Federal Credit Union Board of Directors, member of the Hydrocephalus Association Board of Directors, member of the St. John Fisher School Advisory Committee, and member of the St. John Fisher Parish Finance Committee. He also spends time serving as a head baseball coach in the Raleigh Hills Little League program. His favorite activity is spending time with his wife, three kids, and labradoodle.
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