Led the merger and transition from a successful independently owned regional insurance brokerage, agency, and consultancy into the foundational Nebraska location of the world's fourth largest such firm.

Leader and principal shareholder of successful regional independent insurance firm. Professional services included commercial and personal insurance agency, brokerage, risk management consulting, safety and loss control services; employee benefits agency, brokerage, consulting, and communication; flexible spending account sales, service, and administration; life, financial, and retirement planning.