I’ve worked with business owners and their financial professionals to provide supplemental risk and retention strategies for decades. In about 15 minutes with a forthcoming business owner, we can usually identify 3 to 5 things that they know they need to work on, but never really got around to fixing. Those concepts include key person retention and risks, buy-sell and partnership agreements, and supplemental income, retirement and life protection solutions to help keep the company moving forward. Most financial professionals know me as their go to for deferred compensation plan design and implementation as a subject matter expert. I previously worked for the nation’s leading provider of these plans. Here is what will be different. I’m not representing just one product or platform, nor am I delivering only that one solution. Deferred compensation is just one of many options we could explore. There are other benefit programs that can help the owner, the key people, and the company achieve their collective goals - to retain, retire, and to recruit and grow. A short interview helps us to establish the priorities - and then we start knocking down those risks. Continuity is a challenge for owners, who should manage the risk of death, disability, departure, and divorce. Business valuations and buy sell reviews are important for any company, but especially as owners prepare for their sale. Here is what will be the same. I’m still partnering with others to get this done. I’m still happy to share my knowledge and experience to help others become successful in this space. Madison Brokerage, the "Advisor's Advisor", is a member firm of Acrisure. Acrisure is the fastest growing insurance brokerage firm in the US, top ten nationally.

Supporting our territory's financial professionals and distribution partners to market and deliver business solutions, including GI Term, Business valuation and buy-sell reviews, NQDC, and other key executive benefits.

Helping advisors and financial professionals to install nonqualified benefit programs for their clients. Financial Planner, Registered Investment Advisor

82nd Airborne Division, Ft Bragg - Shield, Storm, et. al. with 313th MI Bn, 82nd Sig Bn