As a Director in SRS Advisers, I lead the firm’s consulting activities in the central United States and continue to develop SRS’s presence in eastern and western US captive domiciles. This includes conducting feasibility studies, supporting new formations and implementation, and giving strategic advice to help clients maximize utilization of existing captives. I also provide thought leadership and education through regular involvement in various webinars, conferences, and industry groups.

I am a certified Captive 360° facilitator, a captive planning and execution joint venture service I helped SRS develop with LightStance.