Experience

Risk Transfer Advisory (RTA) Group

• United States
• Insurance
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2023 - Present

  Chicago, Illinois, United States Our Purpose / Our Why: We deliver what matters through authentic connections and relentless accountability. Our Core Values / How: We STACK. Servant's Heart: Put others first. Trust: Give It, Earn It. Accountability: Own the outcome. Curiosity: Actively listen with humility. Kaizen: Commit to continuous improvement. We believe that the insurance brokerage industry (particularly employee benefits) is in deep need of a transformational approach and the status quo… Show more Our Purpose / Our Why: We deliver what matters through authentic connections and relentless accountability. Our Core Values / How: We STACK. Servant's Heart: Put others first. Trust: Give It, Earn It. Accountability: Own the outcome. Curiosity: Actively listen with humility. Kaizen: Commit to continuous improvement. We believe that the insurance brokerage industry (particularly employee benefits) is in deep need of a transformational approach and the status quo doesn’t cut it anymore. We look for partner firms who can experience mutually beneficial value creation by joining a unique tribe of organizations within the employee benefits and commercial insurance industries. We are searching for the most talented teams and aggregating our collective expertise without changing what makes every company unique and special, acknowledging that we need to invest our time to build authentic connections and learn what matters to our partners. At RTA we are a purpose driven network of organizations that hold each other accountable to our commitment to excellence. For potential partners, we are creating a market-leading organization that empowers entrepreneurs and values their opinions, while providing liquidity and tremendous upside potential. Each organization retains autonomy but RTA elevates their brand presence, working together we help our partners optimize their business performance and through our shared purpose, we prioritize our people and our purpose as they are the essential ingredients to creating value. Show less



EmPower HR

• United States
• Human Resources
• 1 - 100 Employee

• President

  • Feb 2014 - Jun 2023

  Greater Milwaukee Area



Common Sail Investment Group

• Business Consulting and Services
• 100 - 200 Employee

• Partner

  • Feb 2005 - May 2022

  Brighton, Michigan

• President of Laurus Strategies

  • Aug 2010 - Oct 2014

  Chicago, Illinois, United States

• Managing Partner, Employee Benefits Consulting at Laurus Strategies

  • 2005 - Oct 2010

  Chicago, Illinois, United States



FST Associates

• Director Client Management

  • 1995 - 2005



People's United Bank, N.A.

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jan 1992 - Jan 1992