Life Insurance for Business Owners & Entrepreneurs

Our Mission

WHY ENTREPRENEURS TRUST ME

I was Employee One at an Inc. 500 #481 startup. I've spent 25 years building successful companies, failing spectacularly at others, and learning what business owners actually need.

I'm not a career insurance salesman. I'm an entrepreneur who helps entrepreneurs protect what they've built. Think of me like a Rick Rubin of insurance—I listen, bring 25 years of business experience to help you solve problems most agents don't even understand.

Whether it's partnership protection, key person insurance, or succession planning, I speak your language because I've lived your challenges.

Who We Work With

I help three types of business owners:

CAUGHT THE TIGER

You built a successful company. You've got partners, employees depending on you, and real assets to protect. You need a succession plan, buy-sell agreements, and partnership protection—not just another life insurance policy.

MID-JOURNEY

You're building something. Revenue is growing, you've got a partner or two, and you're starting to realize: "What happens if one of us dies?" You need answers before you need them.

PLANNING YOUR EXIT

You've built something valuable and you're thinking about the next chapter—retirement, selling the business, passing it to family, or transitioning to the next generation. You want to maximize what you've built, minimize what the IRS takes, and make sure your legacy continues. Tax-advantaged strategies, estate planning, and succession insurance are tools you need, not products you're being sold.

If you fit one of these categories, let's talk.

Ready to protect what you've built?

Buy-sell agreements. Succession planning. Partnership protection.

Let's talk about your specific situation—not sell you a generic policy.

Got a business partner? What happens if they die tomorrow? Planning your exit? How do you minimize taxes and maximize what you keep? Key employees? How do you protect against losing them? I help business owners answer these questions before they become crises.

Hours

Open today

09:00 am – 05:00 pm

Inc. 500 Entrepreneur Now Protecting What You've Built

Our Mission

Who We Work With

Ready to protect what you've built?

Hours

Let's figure it out!

Resources

Inc. 500 Entrepreneur Now Protecting What You've Built

Our Mission

Who We Work With

Ready to protect what you've built?

Hours

Let's figure it out!

Social

Resources

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