As an Advisor at Insgroup, LLC, I help family-owned businesses and high-net-worth individuals achieve their financial and legacy goals. With over 32 years of experience in the insurance and employee benefits industries, I have a proven track record of delivering innovative and customized solutions that address the complex and evolving needs of my clients.I also leverage my expertise in financial consulting, risk management, real estate, and historic restorations to support the growth and sustainability of closely-held companies, especially in the manufacturing and construction sectors. In addition, I am the President of Capital Financial Group, Inc., a family holding company with operating subsidiaries in various industries, and the Senior Vice President of Mid-Continent Companies, Ltd., a leading provider of employee benefit plans and services. I hold an MBA from Rice Business, a BS in Business Administration from Marquette University, and three certifications in health rosetta, insurance, and product management.