Ultimately, my mission is to go above and beyond to ensure that my clients are satisfied with the services I provide, and am committed to not only meeting expectations but exceeding them.

As the Global Director of Private Client Services at MSG Personal Lines Insurance, I have had the privilege of managing the global insurance portfolios of some of the wealthiest individuals in the world. The majority of my 20 years of experience has been spent primarily on customizing insurance solutions for celebrities, athletes, and media personalities. Through this experience, I have gained a deep understanding of the unique complexities and challenges faced by this exclusive group of clients.

One of my most significant achievements was spearheading a project that increased cross-sales on private client accounts by 18%, boosting our personal lines revenue stream. We grounded this initiative in forging strategic partnerships with insurers, reflecting the collaborative essence necessary for effectively managing the global assets of high-net-worth individuals.

Additionally, I led a team that aimed to reduce the firm's exposure to wildfire claims by about 15% in California by leveraging the latest technologies and data analytics in our assessments of new business accounts. Through this effort, we were able to identify and mitigate properties with significant wildfire risk characteristics, ultimately saving our insurance carrier partners millions of dollars in potential claims.

My core competencies include conducting thorough risk assessments, designing effective protection strategies, negotiating favorable terms with the nation's top insurance carriers, mentoring and leading a team of professionals, and securing strategic alliances with business managers and financial advisors.

As a financial professional, I recognize that every client's situation is unique, and therefore requires a tailored approach to address their specific needs. To provide the level of quality service that my clients deserve, I take an in-depth approach to understanding their financial goals and risk tolerance level and then work to tailor a solution that best fits their risk exposures.

Ultimately, my mission is to go above and beyond to ensure that my clients are satisfied with the services I provide, and am committed to not only meeting their expectations but exceeding them. Through open communication, attention to detail, and a dedication to excellence, I strive to provide my clients with the peace of mind that comes from knowing their financial assets are covered properly and that when a claim arises they are handled and paid to the fullest extenet allowed by the policy contract.

Work Terms

I am available by appointment only via phone, Zoom or FaceTime.

A free 30-minute consultation prior to hiring me for your situation is required so that we can discuss the details and scope of your particular situation and I can ensure that it falls within the scope of my expertise.

Please Note: Payment must be received in full prior to my findings report being released to you.

** SPECIAL: The first (10) clients that mention this special during our initial 30-minute consultation will receive the initial 4-hours of work for the price of only 3 hours ($750 versus $1,000) - a 25% discount! Most often 4 hours is enough time for me to adequately review your case and claim, though sometimes more complex claims/situations will take more time than this. I will let you know once we exceed the initial 4-hour allotment to see if you would like to authorize additional time/funds for me to continue the process.

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