Bio
Insurance advisor who specializes in risk mitigation and continuity planning for business owners before and after a transaction. Working closely with business brokers, M&A intermediaries, attorneys and lenders to help identify and structure insurance solutions that support deal stability, such as key person coverage, buy-sell planning, executive retention strategies, and personal income protection for business owners. I am known for my clear, educational approach and my ability to collaborate seamlessly with deal teams without disrupting momentum. My role is often to surface and solve insurance-related issues early, helping to reduce last minute surprises and protect all parties involved. Based in the Chicagoland area, I serve clients throughout IL and the U.S.