Principal
CurrentI've spent my 25+ year career developing deep expertise in life insurance solutions for ultra-affluent individuals and their families. As a Principal of Winged Keel Group, I specialize in the structuring, implementation, and administration of both Traditional and Private Placement Life Insurance and Annuities, working directly on many of the firm’s largest and most complex portfolios.Leveraging my extensive experience interacting with clients and their professional advisors, I also drive the development of Winged Keel’s operational platform and integrate new technologies to optimize the firm’s ability to provide best-in-class services to its clients. I play a key role in strategic planning initiatives and facilitate automation and process improvements to deliver consistent, high-quality work across the firm.
