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About Me

As a trusted personal risk management consultant, I specialize in protecting financially successful families with complex risk profiles; requiring creative solutions on their personal and commercial insurance needs. I see the value in building long-term relationships with clients and their circle of advisors; helping to manage and minimize the uncertainty of losses that can adversely affect client’s assets and financial statements. While consulting private and public companies on their property and casualty insurance and risk management programs, I work closely with the executive team as well as board of directors.

Expertise includes:
High-end homes and estates
Fine art, jewelry and collectibles
Automobiles
Exotic, vintage and collector cars
Yachts and private aircraft
Equine, farm and ranch
Personal liability
Full-time or part-time domestic employees
Directorship or board exposure
Sports and entertainment
Family enterprises
Protection of trusts, LLCs and family limited partnerships

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