Oversees all financial operations, including accounting, budgeting, and forecasting, to ensure fiscal integrity and strategic alignment with organizational goals.
Provides executive leadership in financial planning and analysis, guiding data-driven decisions that support growth and operational excellence.
Leads accounting and finance teams with a focus on accuracy, efficiency, and compliance—strengthening financial performance and accountability across the organization.
Over 15+ years of industry experience with High Street Insurance Partners and Gallagher
Drives growth and innovation within the Employee Benefits practice, building strategies that deliver exceptional client outcomes and strengthen market presence.
Inspires high-performing teams through hands-on leadership, coaching, and mentoring—developing next-generation sales talent and elevating organizational culture.
Combines deep industry expertise with a passion for people, empowering teams to hit the bull’s-eye on client service, sales excellence, and business development goals.
Over 20 years industry experience, most recently Agency President at AssuredPartners.
Leads enterprise-wide value creation initiatives that accelerate growth, elevate operational excellence, and strengthen long-term success across regions.
Partners with executive leadership and key stakeholders to align vision, advance strategic priorities, and reinforce the organization’s commitment to excellence.
Empowers with purpose and precision, aligning people, processes, and performance to deliver meaningful results and sustained value creation.
Brings over 20 years of industry leadership experience with top national firms including Marsh McLennan Agency, AssuredPartners, and Brown & Brown.