Lance Clevinger
Chief Servant (CEO) | Founder at Capsoul- Claim this Profile
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Topline Score
Bio
Robert Ferrone
Lance has the highest level of character and integrity. In my years of working with consultants it’s rare to find one that focuses on value he can bring to any level of job class from C-suite to janitor. He simply places others first and anyone in the NC area or nation should highly consider him as their consultant.
J. Alex Lewis
Lance is one of the hardest working consultants you will meet in the insurance business. He and his team provide clients with the tools, knowledge, & products to help make your business more successful.
Robert Schwarzwalder
Lance is a man of the highest character and brings diligence and a can-do spirit to all of his endeavors. His intelligence and ability are augmented by a great attitude, humble self-confidence and real-world smarts. He was tremendously helpful to me on a time-intensive, high-demand project earlier this year, and played a key role in gathering and editing critical information for it. I hope my own sons turn out a lot like Lance.
Robert Ferrone
Lance has the highest level of character and integrity. In my years of working with consultants it’s rare to find one that focuses on value he can bring to any level of job class from C-suite to janitor. He simply places others first and anyone in the NC area or nation should highly consider him as their consultant.
J. Alex Lewis
Lance is one of the hardest working consultants you will meet in the insurance business. He and his team provide clients with the tools, knowledge, & products to help make your business more successful.
Robert Schwarzwalder
Lance is a man of the highest character and brings diligence and a can-do spirit to all of his endeavors. His intelligence and ability are augmented by a great attitude, humble self-confidence and real-world smarts. He was tremendously helpful to me on a time-intensive, high-demand project earlier this year, and played a key role in gathering and editing critical information for it. I hope my own sons turn out a lot like Lance.
Robert Ferrone
Lance has the highest level of character and integrity. In my years of working with consultants it’s rare to find one that focuses on value he can bring to any level of job class from C-suite to janitor. He simply places others first and anyone in the NC area or nation should highly consider him as their consultant.
J. Alex Lewis
Lance is one of the hardest working consultants you will meet in the insurance business. He and his team provide clients with the tools, knowledge, & products to help make your business more successful.
Robert Schwarzwalder
Lance is a man of the highest character and brings diligence and a can-do spirit to all of his endeavors. His intelligence and ability are augmented by a great attitude, humble self-confidence and real-world smarts. He was tremendously helpful to me on a time-intensive, high-demand project earlier this year, and played a key role in gathering and editing critical information for it. I hope my own sons turn out a lot like Lance.
Robert Ferrone
Lance has the highest level of character and integrity. In my years of working with consultants it’s rare to find one that focuses on value he can bring to any level of job class from C-suite to janitor. He simply places others first and anyone in the NC area or nation should highly consider him as their consultant.
J. Alex Lewis
Lance is one of the hardest working consultants you will meet in the insurance business. He and his team provide clients with the tools, knowledge, & products to help make your business more successful.
Robert Schwarzwalder
Lance is a man of the highest character and brings diligence and a can-do spirit to all of his endeavors. His intelligence and ability are augmented by a great attitude, humble self-confidence and real-world smarts. He was tremendously helpful to me on a time-intensive, high-demand project earlier this year, and played a key role in gathering and editing critical information for it. I hope my own sons turn out a lot like Lance.
Credentials
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Accident & Health or Sickness Insurance License
North Carolina Department of InsuranceJan, 2018- Sep, 2024 -
Life Insurance License
North Carolina Department of InsuranceJan, 2018- Sep, 2024 -
Stock Holder
Green Bay PackersJan, 2010- Sep, 2024 -
Open Water Diver
PADIJun, 2009- Sep, 2024 -
Eagle Scout
Boy Scouts of AmericaJan, 2004- Sep, 2024
Experience
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Capsoul
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Retail Luxury Goods and Jewelry
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1 - 100 Employee
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Chief Servant (CEO) | Founder
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Nov 2022 - Present
Capsoul is a consumer app launching in 2024 designed to help you use your wisdom to build relationships that leave a legacy. Start treating your wisdom as an asset (COMING SOON). Join the wait list at www.capsoul.app Capsoul is a consumer app launching in 2024 designed to help you use your wisdom to build relationships that leave a legacy. Start treating your wisdom as an asset (COMING SOON). Join the wait list at www.capsoul.app
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Chief Servant | Founder
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Nov 2020 - Present
Capsoul Consults is a family of services and software applications designed to help a variety of businesses serve their customers in their legacy journey. Family Offices, Assisted Living, Estate Planning Attorneys, Trust Companies, Palliative Care Clinics, and Financial Advisory firms are our core users. Capsoul Consults is a family of services and software applications designed to help a variety of businesses serve their customers in their legacy journey. Family Offices, Assisted Living, Estate Planning Attorneys, Trust Companies, Palliative Care Clinics, and Financial Advisory firms are our core users.
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Turas Group
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Fractional VP - Strategic Initiatives
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May 2023 - Present
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Security Marketing Group Inc
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United States
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Business Consulting and Services
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1 - 100 Employee
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Benefits Strategy Consultant
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Jan 2021 - Present
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Marsh & McLennan Agency - Mid-Atlantic
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Insurance
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1 - 100 Employee
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Strategy Consultant | Employee Health & Benefits
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Nov 2017 - Oct 2020
My practice was specifically focused on: (100-5,000 employees) ▶ Workforce & Insurance Strategy ▶ Funding Methods (Fully-Insured, Level, Partial & Self-funding) ▶ Health & Welfare Consulting ▶ Development of Aligned Incentives ▶ Associations/Aggregated Purchasing ▶ Mergers & Acquisitions My practice was specifically focused on: (100-5,000 employees) ▶ Workforce & Insurance Strategy ▶ Funding Methods (Fully-Insured, Level, Partial & Self-funding) ▶ Health & Welfare Consulting ▶ Development of Aligned Incentives ▶ Associations/Aggregated Purchasing ▶ Mergers & Acquisitions
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ConstructConnect™
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United States
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Information Services
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1 - 100 Employee
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Senior Consultant | Data Analysis & Strategy
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Feb 2015 - Nov 2017
▶ Advised Commercial/Industrial clients on public & private contract acquisition ($1m - $500m) ▶ Provided strategic insight into leveraging market data to achieve key business initiatives Ex.1: Partnered with GC's and Subs to identify new projects and relationships earlier in the process Ex.2: Helped national paint supplier to track omissions of their product in Plans/Specs Ex.3: Improved international manufacturer contract acquisition rate on specific product lines Ex.4: Provided strategy to increase contractor occupancy rates for national hotel chain (650+ properties) Show less
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Entrepreneur In Training
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2012 - 2013
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Education
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Wheaton College
B.A, Communication - Rhetoric and Culture -
2013 - 2014
Campbell University, Norman Adrian Wiggins School of Law
Doctor of Law - JD (Incomplete), Law -
Eugene Ashley High School
Community
