I am a producer at Lockton, the world’s largest privately held insurance brokerage firm. We specialize in serving clients with complex risk management, insurance, surety, and employee benefits issues. Our clients are among the most loyal in the industry with a 95 percent annual retention rate, 10 points higher than the industry average.
Our experts tailor solutions and services to the unique needs of each company, organization, and individual just about anywhere in the world, including:
- Full service insurance & surety brokerage
- Risk financing services including actuarial and statistical analysis with the industry’s leading collateral specialists
- M&A due diligence
- Comprehensive safety and loss control services
- State-of-the-art workers compensation post-claim management programs
- Premier employee benefit practice with expertise in self-funding and innovative voluntary benefit platform
- Health Reform Advisory Practice
My responsibilities include advising clients on strategy, guiding our team of service experts, and securing new business opportunities.
- Construction & Design
- Real Estate
If you have any questions, concerns, or inquiries, please reach out to us!
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The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service