GoodWorks
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Copy of Overview

Purpose Beyond Profit

 
 

Our Story

Founded in 2011, GoodWorks Financial Group is comprised of dynamic, forward-thinking and creative industry and product development experts. Working with our business partners GoodWorks Insurance, Industria Risk & Insurance Services, Metayer Bonding Associates, and Wheeler & Taylor Insurance, we have developed products, expertise and service that set us apart from all others.  But it is our socially responsible business model and commitment to community that truly distance us from the competition. Focused on how we can make a difference for our clients and our communities, we give at least 50% of our operating profits each year to nonprofits supporting local education, health, and safety programs.

Each of our companies, independently and collectively, is dedicated to providing superior customer service and quality product solutions for all of our clients.  Whether you’re looking for an insurance services partner that knows your business, a surety bond for a construction company, or a risk management program built and tailored entirely to fit the specific needs of your company, we are the suite of companies you’re looking for.  Prompt, professional handling of our clients’ needs is the priority and foundation of our company and why we have maintained an unparalleled client retention level of 99%.  We are a firm dedicated to companies looking for unparalleled industry expertise, unsurpassed service and a passion for giving back to the community.

 
 
 
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charitable mission

GoodWorks Financial Group represents a network of companies who are all proud contributors and sponsors of many local and national charitable, arts and civic organizations.

We are proud of the success of our companies and talented staff, and we feel very strongly about giving back to the community in which we live and work. In addition to our service platforms, all of our companies have long been citizens in our communities.  Our charitable mission is to donate 50% of our operating profits each year to organizations supporting local education, healthcare, and public safety programs while in-turn strengthening communities where we transact business.

 
 

Leadership


Goodworks financial

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Chad Yonker

Chairman


Chad Yonker


Chad founded Litchfield Capital Management in 2002 as a specialist investment manager focused on the financial services and real estate sectors of the market. From 2009, LCM has primarily been engaged in proprietary private equity and venture capital investments in the financial services and real estate sectors. From November 2002
through year-end 2008, LCM was ranked amongst the largest independent global fund managers focused specifically on the financial services space of the market.

Prior to founding Litchfield Capital, Mr. Yonker was a managing director and member of management of specialist investment bank Fox-Pitt, Kelton’s (FPK) research team ranked #1 or #2 for global insurance and financial services research in 2000, 2001 and 2002 by Institutional Investor magazine’s survey of global institutional investors. While at FPK (1994-2002) he was seven times named an “All-Star” and “5-Star Analyst” for his research work and investment recommendations in the banking, insurance and consumer finance sectors. Prior to joining FPK, Mr. Yonker was an analyst at investment management and venture capital firm Robert W. Duggan & Associates.

Mr. Yonker has over 25 years of institutional investment experience, including 16 years of long/short portfolio management experience and over 14 years of institutional experience in private equity, venture capital and investment banking / M&A. As a financial institutions expert, Mr. Yonker has been widely quoted by publications such as The Wall Street Journal, Investor’s Business Daily, Barron’s, The Wall Street Transcript, The American Banker, Buyside Magazine, Crain’s Business, SNL Securities, and various newswires and regional newspapers.

Currently, Mr. Yonker serves as Chairman of GoodWorks Financial Group, one of the nation’s fastest growing insurance brokers, and is an investor in a variety of other entities in various stages of growth and development. He is the former vice-chairman of the New Milford Regional Economic Development Corporation – a regional EDC tasked with fostering regional economic growth in western Connecticut, and is socially active through his charitable endeavors.

Mr. Yonker is a Chartered Financial Analyst (CFA) and holds a degree in Business Economics and Accounting from the University of California at Santa Barbara.

Learn About Chad
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Bryan Russo

Regional President


Bryan Russo


Mr. Russo joined GoodWorks in April 2017 as head of our West Coast Employee Benefits Division. Bryan comes to us with over twenty years of experience in the insurance industry, including claims management and adjudication, workers’ compensation and financial planning. Mr. Russo has chaired numerous committees on worksite infrastructure development for a number of Fortune 500 companies.

With his extensive and broad experience base across many sectors of insurance, Bryan’s passion rests in the area of Group Benefits where he has spent the last ten years revolutionizing how benefits are offered through employers, collaborating with human resources professionals in order to strengthen and enhance employee relations through innovative benefit packages.

Bryan’s experience and education enables this innovative approach. Majoring in Rhetorical Theory/Communication Research at Indiana State University, he received his Bachelor’s degree in three years before embarking on his journey through the world of insurance. A recipient of numerous awards and designations in his field of study, Bryan still approaches every client with genuine concern and determination to accomplish their corporate objectives while enhancing employee relations along the way.

Bryan hails from the Hoosier state but via many corporate moves across the United States, he resides in Benicia, California, his home for the past 15 years where he lives with his wife Rita of 12 years and two beautiful daughters.

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WHEELER & TAYLOR INSURANCE

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George Ryan

President


George Ryan


Mr. Ryan brings 37 years of experience to his role as President of Wheeler & Taylor Insurance. After being involved in property and casualty sales for many years, George was promoted to branch manager of the Stockbridge Office before assuming his current role as President of the Agency in 2011.

Wheeler & Taylor is one of the largest independently owned insurance agencies in Western Massachusetts with approximately 50 employees operating five office locations across the state.

Built on the principles of providing superior customer service and quality insurance solutions for their clients, Mr. Ryan is responsible for overseeing all client service needs for the company.

George is a former Board member of the Berkshire County Red Cross, Stockbridge Golf Club and the Berkshire Hills Technology Foundation. Mr. Ryan is a graduate of Hartwick College.

Learn About George
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Douglas M. Goudey

Chief Financial Officer


Douglas M. Goudey


Douglas Goudey is the Chief Financial Officer for Wheeler & Taylor, Inc., the parent company that has been operating an insurance agency with an adjoining realty division since 1871. In addition to Mr. Goudey’s financial responsibility as CFO, he also serves as the President of Wheeler & Taylor Real Estate Company, Inc.

Mr. Goudey joined Wheeler & Taylor in 1994 after earning a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. Mr. Goudey is licensed to transact insurance sales for property, casualty, life, health, and accident policies in the states of Massachusetts, New York, Connecticut, and Rhode Island. Mr. Goudey obtained his Certified Insurance Counselor (CIC) designation in 1998 from the National Alliance for Insurance Education & Research. Mr. Goudey also obtained his Massachusetts’ Real Estate Salesman license in 1991 and subsequently his Massachusetts’ Real Estate Broker’s license in 2016.

Concurrent with his dual roles at Wheeler & Taylor, Mr. Goudey serves in many community roles in the Southern Berkshires. He currently serves as the President of the Stockbridge Land Trust, Treasurer/Secretary for the Berkshire County Board of Realtors, Assessors for the Town of Stockbridge, and is a member of the Stockbridge Tourism Committee. A few of his past roles include: Member of the Stockbridge Fire Department, President and Treasurer for the Stockbridge Fire Company, Treasurer and Trustee for the Laurel Hill Association, Treasurer and Executive Board Member for the Stockbridge Chamber of Commerce, Treasurer and Trustee for the Stockbridge Library Association, and Trustee for the Stockbridge Bowl Association.

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MBA Surety

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Michael F. Metayer

President & CEO


Michael F. Metayer


Mr. Metayer is President & CEO of Metayer Bonding. Mike graduated from Drew University in 1982 with a BA Degree in Economics. He has been in the Surety Industry his entire career, starting with CIGNA in 1982 and continuing with Travelers/Continental through 1992. While at Travelers/Continental, he served as a Regional Manager in the New Jersey Field Office and as an Officer in the Home Office Northeast Division before joining a National Surety Broker in 1992. Mike is primarily responsible for the Production and Underwriting of Metayer Bonding Associates business and its administration as President and CEO since 1996.

Learn About Michael