Personal insurance for clients whose lives are anything but ordinary. Serving as a trusted partner to Wealth Advisors, Estate Attorneys, and other Advisors serving High Net Worth / Ultra High Net Worth ClientsMarsh McLennan Agency Private Client Services (MMA PCS) offers the personal service, global reach and resources, and in-depth industry knowledge to make sure you're personally protected in the moments that matter. We’re not your ordinary personal lines insurance broker or… Show more Personal insurance for clients whose lives are anything but ordinary. Serving as a trusted partner to Wealth Advisors, Estate Attorneys, and other Advisors serving High Net Worth / Ultra High Net Worth ClientsMarsh McLennan Agency Private Client Services (MMA PCS) offers the personal service, global reach and resources, and in-depth industry knowledge to make sure you're personally protected in the moments that matter. We’re not your ordinary personal lines insurance broker or agent. We design personal insurance solutions so you can protect your wealth and safeguard the things and people you love. We’ve built relationships with the industry’s leading carriers, allowing us to negotiate on your behalf and find coverage even when others can’t. Ready for a partner that understands your unique life, and has the unique expertise to cover it? Show less

• Established and developed a startup insurance agency into the largest ACG/AAA agency in the state of Wisconsin • Top Performing Agency in the State of Wisconsin each year (2013 – 2022)• Successful exit in April 2023

• Analyzed and integrated various sources including hospital patient and financial data, state and federal healthcare databases, market demographics and competitor benchmarking to develop strategic guidance for executive leadership

Full Time MBA Program at the Carlson School of Management with emphases in Strategy and General Management.