Meet Our Leaders

[{id=93335005007, createdAt=1669649587709, updatedAt=1723472554541, 1='{type=string, value=John Greenbaum }', 3='{type=string, value=https://www.linkedin.com/in/john-greenbaum-7032412/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Greenbaum_John.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with John Greenbaum }', 6='{type=string, value=Executive Vice President }'}, {id=94197711728, createdAt=1670263969497, updatedAt=1673979404579, 1='{type=string, value=Abigail Flaherty}', 3='{type=string, value=https://www.linkedin.com/in/abbyflaherty/}', 4='{type=image, value=Image{width=384,height=384,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Flaherty_Abigail.png',altText='',fileId=null}}', 6='{type=string, value=Senior Account Manager}', 9='{type=string, value=Flaherty}', 10='{type=string, value=Abigail }', 13='{type=string, value=Connect with Abigail Flaherty}'}, {id=94376180024, createdAt=1670363394334, updatedAt=1673979406066, 1='{type=string, value=Scott Schachter}', 3='{type=string, value=https://www.linkedin.com/in/scott-schachter-4b838b34/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Schachter_Scott.jpg',altText='',fileId=null}}', 6='{type=string, value=Northeast Entertainment Leader}', 9='{type=string, value=Schachter}', 10='{type=string, value=Scott}', 13='{type=string, value=Connect with Scott Schachter}'}, {id=94481355439, createdAt=1670430611294, updatedAt=1673979407660, 1='{type=string, value=Anthony Pittari}', 9='{type=string, value=Pittari}', 10='{type=string, value=Anthony}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Pittari_Anthony.png',altText='',fileId=null}}', 13='{type=string, value=Connect with Anthony Pittari}', 6='{type=string, value=Senior Vice President, East Coast }'}, {id=94481355447, createdAt=1670430907183, updatedAt=1673979410500, 1='{type=string, value=Lory Yan }', 9='{type=string, value=Yan}', 10='{type=string, value=Lory}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Lory Yan }', 6='{type=string, value=Vice President, East Coast }'}, {id=94481355520, createdAt=1670431138128, updatedAt=1673979413337, 1='{type=string, value=Rebecca La Fazia}', 3='{type=string, value=https://www.linkedin.com/in/rebecca-la-fazia-4090b241/}', 4='{type=image, value=Image{width=1745,height=1385,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/La_Fazia%20(002).jpg',altText='',fileId=null}}', 6='{type=string, value=Assistant Vice President, East Coast}', 9='{type=string, value=La Fazia }', 10='{type=string, value=Rebecca}', 13='{type=string, value=Connect with Rebecca La Fazia}'}, {id=94481355523, createdAt=1670431337996, updatedAt=1673979415668, 1='{type=string, value=Iris Lugo}', 3='{type=string, value=https://www.linkedin.com/in/irisol-iris-lugo-70912312/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 6='{type=string, value=Senior Account Executive, East Coast}', 9='{type=string, value=Lugo}', 10='{type=string, value=Iris}', 13='{type=string, value=Connect with Iris Lugo}'}, {id=94481355537, createdAt=1670431735591, updatedAt=1686246935028, 1='{type=string, value=Cathy Brunetto}', 9='{type=string, value=Brunetto}', 10='{type=string, value=Cathy}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Cathy Brunetto}', 6='{type=string, value=

Assistant Vice President, East Coast

}'}, {id=96078892048, createdAt=1671630529046, updatedAt=1680283456742, 1='{type=string, value=Anthony Raucci}', 9='{type=string, value=Raucci}', 10='{type=string, value=Anthony}', 4='{type=image, value=Image{width=240,height=240,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Raucci_Anthony.png',altText='',fileId=null}}', 13='{type=string, value=Connect with Anthony Raucci}', 6='{type=string, value=Managing Director, ProSafety Services}'}, {id=96078892052, createdAt=1671630642197, updatedAt=1680283421739, 1='{type=string, value=Tim McCarthy}', 9='{type=string, value=McCarthy}', 10='{type=string, value=Tim}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/McCarthy_Timmy.png',altText='',fileId=null}}', 13='{type=string, value=Connect with Tim McCarthy}', 6='{type=string, value=Operations Manager, ProSafety Services}'}, {id=96725911081, createdAt=1672250599101, updatedAt=1691759950089, 1='{type=string, value=Christian Amabile}', 3='{type=string, value=https://www.linkedin.com/in/christianamabile/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Christian_A.jpg',altText='',fileId=null}}', 6='{type=string, value=Vice President | National Healthcare Practice}', 9='{type=string, value=Amabile}', 10='{type=string, value=Christian}', 13='{type=string, value=Connect with Christian Amabile}'}, {id=97959368330, createdAt=1673368602105, updatedAt=1699888355698, 1='{type=string, value=Jeana Lingenfelter PharmD, MBA }', 2='{type=string, value=PharmD, MBA}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Lingenfelter_Jeana.jpg',altText='',fileId=null}}', 6='{type=string, value=Chief Clinical Officer}', 9='{type=string, value=Lingenfelter}', 10='{type=string, value=Jeana}', 13='{type=string, value=Connect with Jeana Lingenfelter}'}, {id=97959368331, createdAt=1673368777623, updatedAt=1673979437053, 1='{type=string, value=Nicholas Popovich}', 9='{type=string, value=Popovich}', 10='{type=string, value=Nicholas}', 3='{type=string, value=https://www.linkedin.com/in/nick-popovich/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Nicholas Popovich}'}, {id=97965540485, createdAt=1673368699765, updatedAt=1673979434715, 1='{type=string, value=Carol Kuerzi}', 9='{type=string, value=Kuerzi}', 10='{type=string, value=Carol}', 4='{type=image, value=Image{width=null,height=null,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Kuerzi_Carol.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Carol Kuerzi}', 6='{type=string, value=Managing Consultant – Pharmacy Lead}'}, {id=102455409465, createdAt=1676395177215, updatedAt=1677095555767, 1='{type=string, value=Jonathan Finn}', 3='{type=string, value=https://www.linkedin.com/in/jonathan-finn-aai-904a62113/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Jonathan_Finn.jpg',altText='',fileId=null}}', 6='{type=string, value=Manager & Senior Account Executive}', 9='{type=string, value=Finn}', 10='{type=string, value=Jonathan}', 13='{type=string, value=Connect with Jonathan}'}, {id=107852246828, createdAt=1679685432606, updatedAt=1679685460016, 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 1='{type=string, value=TBD Placeholder}', 6='{type=string, value=Placeholder Title}'}, {id=109507152640, createdAt=1680629951835, updatedAt=1684254020194, 1='{type=string, value=Mary Beth Ryan}', 9='{type=string, value=Mary Beth}', 10='{type=string, value=Ryan}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Mary Beth}', 6='{type=string, value=Sr. Vice President}'}, {id=109507152641, createdAt=1680630068073, updatedAt=1684254008895, 1='{type=string, value=Jack M Buttine}', 3='{type=string, value=https://www.linkedin.com/in/jack-buttine-73791a3/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/buttine_jack.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=Jack}', 10='{type=string, value=Buttine}', 13='{type=string, value=Connect with Jack}'}, {id=114690334229, createdAt=1683560094186, updatedAt=1683560177308, 1='{type=string, value=Peter Rosky}', 3='{type=string, value=https://www.linkedin.com/in/peter-rosky-2460b617b/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Pete%20Rosky%20-%20Headshot%205-8.png',altText='',fileId=null}}', 13='{type=string, value=Connect with Peter}', 6='{type=string, value=National Employee Benefits Nonprofit Leader}'}, {id=118016657417, createdAt=1685494439449, updatedAt=1686172206018, 1='{type=string, value=Sam Radin}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Radin_Sam.jpg',altText='',fileId=null}}', 5='{type=string, value=

Sam Radin joined Risk Strategies in 2023.  He designs life insurance products to meet the needs of affluent families, family offices, large businesses, and charitable organizations as well as senior executives of corporations and not-for-profit entities.  Sam previously practiced trusts and estates law and has more than 40 years of experience in addressing issues arising from income, estate, gift, and generation skipping transfer taxation. In addition, he has extensive experience in international estate planning and providing tax efficient ways for non-U.S. persons, including institutional investors, to invest in U.S. real estate interests.

Sam has served as a member of various bar association tax committees, and has been a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal and The New York Times.  His publications include the Executive Compensation Answer Book and the Estate and Retirement Planning Answer Book.

A unique aspect of Sam’s role is planning for writers and other creative professionals, including the disposition of their copyright catalogues. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Sam served as an adjunct professor at New York University where he taught a course on the evolution of our legal system.
Sam holds a J.D. from Boston University’s School of Law, where he was awarded the Nathan Burkan Memorial Prize in copyright law, and a bachelor’s degree from Columbia College.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF.

}', 6='{type=string, value=Senior Vice President, Life Practice}'}, {id=119368882990, createdAt=1680629951835, updatedAt=1686257715183, 1='{type=string, value=Jennifer A. Brown}', 9='{type=string, value=Brown}', 10='{type=string, value=Jennifer A.}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Headshot-Placeholder.jpg',altText='',fileId=null}}', 6='{type=string, value=

Senior Vice President, East Coast

}'}, {id=135133040162, createdAt=1694807302741, updatedAt=1699888380331, 1='{type=string, value=Sean Walsh}', 3='{type=string, value=https://www.linkedin.com/in/sean-walsh-0103b2/}', 4='{type=image, value=Image{width=800,height=800,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/1680719874294.jfif',altText='',fileId=null}}', 13='{type=string, value=Connect with Sean on LinkedIn }', 6='{type=string, value=National Pharmacy Practice Leader}'}, {id=141058833815, createdAt=1697744080650, updatedAt=1697831888175, 1='{type=string, value=John O’Neill}', 3='{type=string, value=https://www.linkedin.com/in/john-o-neill-1162971/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Associate%20Headshots/Oneill_John.jpg',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=O’Neill}', 10='{type=string, value=John}', 13='{type=string, value=Connect with John O'Neill}'}, {id=141069684776, createdAt=1697744417160, updatedAt=1697831912857, 1='{type=string, value=Nick Svetcoff}', 3='{type=string, value=https://www.linkedin.com/in/nicholas-svetcoff-3717846/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Associate%20Headshots/Svetcoff_Nick.jpg',altText='',fileId=null}}', 6='{type=string, value=Vice President}', 9='{type=string, value=Svetcoff}', 10='{type=string, value=Nick}', 13='{type=string, value=Connect with Nick Svetcoff}'}, {id=141069684892, createdAt=1697746783937, updatedAt=1697831853144, 1='{type=string, value=Vip Grover}', 3='{type=string, value=https://www.linkedin.com/in/vip-grover-18003911/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Vip%20Grover.png',altText='',fileId=null}}', 6='{type=string, value=Vice President}', 9='{type=string, value=Grover}', 10='{type=string, value=Vip}', 13='{type=string, value=Connect with Vip Grover}'}, {id=141069684894, createdAt=1697746827179, updatedAt=1697831866939, 1='{type=string, value=Mike Ryan}', 3='{type=string, value=https://www.linkedin.com/in/mike-ryan-732b1622/}', 4='{type=image, value=Image{width=215,height=215,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Ryan_Mike.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=Ryan}', 10='{type=string, value=Mike}', 13='{type=string, value=Connect with Mike Ryan}'}, {id=141069684895, createdAt=1697746856476, updatedAt=1697831842842, 1='{type=string, value=Sama Hershey}', 3='{type=string, value=https://www.linkedin.com/in/sama-hershey-davis-5177726/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Associate%20Headshots/Sama%20Hershey%20Davis.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=Hershey}', 10='{type=string, value=Sama}', 13='{type=string, value=Connect with Sama Hershey}'}, {id=149794261836, createdAt=1702506679314, updatedAt=1738849971180, 1='{type=string, value=Matt Wilkin}', 2='{type=string, value=Associate Account Manager}', 3='{type=string, value=https://www.linkedin.com/in/matthew-wilkin-890b1360/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Wilkin_Matt.png',altText='',fileId=null}}', 6='{type=string, value=Associate Account Manager}', 9='{type=string, value=Wilkin}', 10='{type=string, value=Matt}', 13='{type=string, value=Connect with Matt Wilkin}'}, {id=156290671370, createdAt=1707500598871, updatedAt=1707500863486, 1='{type=string, value=Kevin Flasch}', 9='{type=string, value=Flasch}', 10='{type=string, value=Kevin}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Associate%20Headshots/Flasch_Kevin.jpg',altText='',fileId=null}}', 13='{type=string, value=Connect with Kevin Flasch}', 6='{type=string, value=Managing Director, Private Equity Practice}'}, {id=156290671371, createdAt=1707500748104, updatedAt=1707500918818, 1='{type=string, value=James Tallarico}', 3='{type=string, value=https://www.linkedin.com/in/james-tallarico-466290100/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Associate%20Headshots/Tallarico_James.jpg',altText='',fileId=null}}', 6='{type=string, value=Private Equity Practice}', 9='{type=string, value=Tallarico}', 10='{type=string, value=James}', 13='{type=string, value=Connect with James Tallarico}'}, {id=161478407976, createdAt=1710957757845, updatedAt=1713820157737, 1='{type=string, value=JD Weisbrot}', 3='{type=string, value=https://www.linkedin.com/in/jd-weisbrot-b473b311/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/JD%20Weisbrot-2.png',altText='JD Weisbrot-2',fileId=165223569948}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=Weisbrot}', 10='{type=string, value=JD}', 13='{type=string, value=Connect with JD Weisbrot}'}, {id=165847605570, createdAt=1714418274739, updatedAt=1738951865043, 1='{type=string, value=Kierstin Johnsen}', 2='{type=string, value=Northeast Region Fine Art Leader}', 3='{type=string, value=https://www.linkedin.com/in/kierstin-johnsen-90975b43/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Kierstin%20Johnsen.jpg',altText='Kierstin Johnsen',fileId=165850738195}}', 6='{type=string, value=Northeast Region Fine Art Leader}', 9='{type=string, value=Johnsen}', 10='{type=string, value=Kierstin}', 13='{type=string, value=Connect with Kierstin}'}, {id=165847605618, createdAt=1714419403175, updatedAt=1714419655484, 1='{type=string, value=John Muller}', 3='{type=string, value=https://www.linkedin.com/in/jmullertalentexpert/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Muller%20John%20(1).jpg',altText='Muller John (1)',fileId=165852077946}}', 6='{type=string, value=SHRM-SCP, SPHR, Senior Director - Human Capital Advisory Services}', 9='{type=string, value=Muller}', 10='{type=string, value=John}', 13='{type=string, value=Connect with John Muller}'}, {id=166932476176, createdAt=1715275429611, updatedAt=1720623189819, 1='{type=string, value=Kyle Wallace}', 3='{type=string, value=https://www.linkedin.com/in/kylewallace-insuranceadvisor/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Kyle_Wallace_WS.jpg',altText='Kyle_Wallace_WS',fileId=166960246912}}', 5='{type=string, value=

Kyle has over 35 years of experience in the insurance industry. The last 25 has been spent working exclusively with dentists of all specialties and dental practices of all sizes. Kyle is recognized in the dental community as an authority on dental practice risk management and malpractice claims prevention. He often speaks to groups of dentists on this subject, has taught the risk management portion of the AGD Master Track program in Dallas, written several articles for Doctor of Dentistry magazine and was a contributing author for the book, “The Practice Launchpad.”

}', 6='{type=string, value=Dental Practice Leader}', 9='{type=string, value=Wallace}', 10='{type=string, value=Kyle}', 13='{type=string, value=Connect with Kyle}'}, {id=169055131503, createdAt=1717161224761, updatedAt=1736517129176, 1='{type=string, value=Matt Gracey}', 2='{type=string, value=Senior Vice President • National Healthcare Practice}', 3='{type=string, value=https://www.linkedin.com/in/matt-gracey-a00bb74/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Gracey_Matt.jpg',altText='Gracey_Matt',fileId=169573176175}}', 6='{type=string, value=Senior Vice President • National Healthcare Practice}', 9='{type=string, value=Gracey}', 10='{type=string, value=Matt}', 13='{type=string, value=Connect with Matt}'}, {id=169055131507, createdAt=1717161342897, updatedAt=1717605484643, 1='{type=string, value=Steve Fargis}', 3='{type=string, value=https://www.linkedin.com/in/steve-fargis-5a407639/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Fargis_Steve.jpg',altText='Fargis_Steve',fileId=169574807905}}', 6='{type=string, value=Managing Director}', 9='{type=string, value=Fargis}', 10='{type=string, value=Steve}', 13='{type=string, value=Connect with Steve}'}, {id=172542872501, createdAt=1720560098759, updatedAt=1720631793303, 1='{type=string, value=Ann Hettrick}', 3='{type=string, value=https://www.linkedin.com/in/ann-hettrick-78a954263/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/MA_Divisonal%20Sites/Anne_Hetttrick_WS.jpg',altText='Anne_Hettrick_WS',fileId=172560238393}}', 5='{type=string, value=

Ann received her Bachelor of Science in special education from Penn State University (Go Nittany Lions!) and has her Master of Education in applied behavior analysis from Arizona State University. She has 12 years of professional experience including 3 years in the insurance industry. Her attention to detail, organizational skills, passion for helping others, strong work ethic, and growth mindset are just some of Ann’s qualities that allow her to bring excellence to Wallace Specialty. She is committed to creating a multi-faceted program tailored to her clients’ unique needs that fosters their personal and professional growth.

}', 6='{type=string, value=Vice President | Team Lead}', 9='{type=string, value=Hettrick }', 10='{type=string, value=Ann}', 13='{type=string, value=Connect with Anne}'}, {id=172542872578, createdAt=1720560303608, updatedAt=1720623529897, 1='{type=string, value=Herb Ford}', 3='{type=string, value=https://www.linkedin.com/in/herb-ford-29a3b6191/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Herb_Ford_WS.jpg',altText='Herb_Ford_WS',fileId=172560238501}}', 5='{type=string, value=

Herb has 5 years of experience in the insurance industry. At Wallace Specialty, Herb thrives in the roles that he naturally succeeds in. With the ability to build a career through the activities and conversations that he enjoys having, he can bring excellence by enjoying what he does and being open to growth. With the desire to be one of the most knowledgeable individuals within the industry, he commits that he’ll provide educated and reliable information.

Herb received a bachelor’s degree in Managerial Economics with a Minor in Astronomy from Allegheny College. He played on the Allegheny Men’s Golf team in college. After graduating, Herb went to work for Merrill in a financial advisor program for 1.5 years prior to joining Wallace Specialty.

In his spare time he works with the Dallas Symphony Orchestra’s Young Professional’s group, plays golf, and looks for wine tastings. He’s always looking to build new connections, create stories, and make new friendships.

}', 6='{type=string, value=Vice President | Business Development}', 9='{type=string, value=Ford}', 10='{type=string, value=Herb}', 13='{type=string, value=Connect with Herb}'}, {id=175266599848, createdAt=1723213825138, updatedAt=1733331434242, 1='{type=string, value=Phil Johnson}', 3='{type=string, value=https://www.linkedin.com/in/philip-johnson-0005154/}', 4='{type=image, value=Image{width=500,height=500,url='https://www.risk-strategies.com/hubfs/PJ%20headshot.png',altText='Phil Johnson',fileId=183511552818}}', 6='{type=string, value=Casualty Analytics Specialist}', 9='{type=string, value=Johnson}', 10='{type=string, value=Phil}', 13='{type=string, value=Connect with Phil}'}, {id=82365149361, createdAt=1660850665215, updatedAt=1699909469492, 1='{type=string, value=Michael Christian}', 2='{type=string, value=Chairman & Founder }', 3='{type=string, value=https://www.linkedin.com/in/michael-christian-70a64412/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Christian_Mike.jpg',altText='',fileId=null}}', 5='{type=string, value=

Mike founded Risk Strategies in 1997, growing the firm into a national, top 9 privately held broker. He currently serves as Chairman, working with the firm's senior leadership team, private equity partner, and the board of directors on strategic and growth initiatives.  

Before starting the company, he worked in senior positions at Alexander & Alexander and Jardine Insurance Brokers.

A native of California, Mike attended the University of California at Santa Barbara and holds CPCU, CLU, and ARM designations. Active in the community, he has served as Board President of Someone Else's Child, Inc. for over 20 years. Mike is also the Managing Partner for Community Impact Ventures (CIV), a venture capital impact fund that provides financial support to social entrepreneurs. 

He was inducted into the Insurance Business America Hall of Fame in 2020. 

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Founder & Chairman

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John joined Risk Strategies as President in 2017 and was promoted to CEO in 2019. He is an energetic and hands-on leader that places a high focus on execution, candor, and client relationships.

As Chief Executive Officer of Accession Risk Management Group and its specialty operating companies, Risk Strategies and One80 Intermediaries, John has responsibility for the mission, vision, strategy, and overall day-to-day operations of the company, focused on revenue growth, organic and M&A, as well as client retention. His deep industry experience and energetic leadership are fueled by over 27 years at Willis Towers Watson and Marsh.

He received a Bachelor of Business Administration and Management degree from Dowling College.

As part of his commitment to community involvement, John holds board positions with Conservation Nation and the Maguire Academy of Risk & Insurance Management at Gallaudet University.

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Chief Executive Officer

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With over 30 years of strategic leadership experience in the insurance brokerage industry, Sharon serves as the Chief Financial Officer of Accession Risk Management Group and its specialty operating companies, Risk Strategies and One80 Intermediaries, where she is responsible for the firm's finance, treasury, real estate, and enterprise risk management activities.

Sharon joined Risk Strategies as Chief Operating Officer in 2019 to help scale the company for tremendous growth. In 2021, she assumed the role of CFO. Previously Sharon was the CFO of Willis Towers Watson's Corporate Risk and Broking segment, as well as for their North America geography. Sharon also held senior roles spanning controllership, shared services, sales and service operations, M&A integration, system implementations, and finance. She also served as Co-Chair of Women at Willis, a Diversity & Inclusion group. Before Willis Towers Watson, Sharon worked for Arthur Andersen & Co. focusing on the Health Care, Senior Living, and Financial Services industries.

A University of Tennessee graduate, Sharon holds a Bachelor of Science degree in Business Administration - Accounting and professional designations as a CPA and CGMA. Sharon is a past recipient of the Business Insurance Women to Watch award. 

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Chief Financial Officer

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National Employee Benefits Growth Leader

}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=26}', 9='{type=string, value=Conklin}', 10='{type=string, value=Josh}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Josh Conklin}'}, {id=82365149357, createdAt=1660850665203, updatedAt=1723136643953, 1='{type=string, value=Jennifer Johnston}', 2='{type=string, value=Chief Marketing Officer}', 3='{type=string, value=https://www.linkedin.com/in/jennifer-j-johnston/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Johnston_Jennifer.jpg',altText='',fileId=null}}', 6='{type=string, value=

Chief Marketing Officer

}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=28}', 9='{type=string, value=Johnston}', 10='{type=string, value=Jennifer}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Jennifer Johnston}'}, {id=82365149338, createdAt=1660850665139, updatedAt=1673979037231, 1='{type=string, value=Mark Manzi}', 2='{type=string, value=National Brokerage Leader}', 3='{type=string, value=https://www.linkedin.com/in/mark-manzi-57777020/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Manzi_Mark.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Brokerage Leader

}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=30}', 9='{type=string, value=Manzi}', 10='{type=string, value=Mark}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Mark Manzi}'}, {id=104278201455, createdAt=1677508892501, updatedAt=1723137194723, 1='{type=string, value=Michael Markett}', 3='{type=string, value=https://www.linkedin.com/in/michael-markett-97918224/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Michael-Markett_WS.jpg',altText='',fileId=null}}', 6='{type=string, value=Deputy General Counsel, Litigation & Regulatory}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=32}', 9='{type=string, value=Markett}', 10='{type=string, value=Michael}', 13='{type=string, value=Connect with Michael}'}, {id=82365149334, createdAt=1660850665125, updatedAt=1722273390541, 1='{type=string, value=John Meder}', 2='{type=string, value=Head of Risk Consulting and Claims Advocacy}', 3='{type=string, value=https://www.linkedin.com/in/john-meder-0b0916/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Meder_John.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Risk Management Practice Leader

}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=35}', 9='{type=string, value=Meder}', 10='{type=string, value=John}', 12='{type=string, value=0}', 13='{type=string, value=Connect with John Meder}'}, {id=88407589925, createdAt=1666019206149, updatedAt=1673979324745, 1='{type=string, value=Jarid Beck}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/jscottbeck/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/assets/images/team/Jarid%20Beck.jpg',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 8='{type=number, value=35}', 9='{type=string, value=Beck}', 10='{type=string, value=Jarid}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Jarid Beck}'}, {id=88600578331, createdAt=1666128710874, updatedAt=1723136979650, 1='{type=string, value=Stuart Piltch}', 2='{type=string, value=President - Risk Strategies Consulting}', 3='{type=string, value=https://www.linkedin.com/in/stuart-piltch-82872110/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Piltch_Stuart2.png',altText='',fileId=null}}', 6='{type=string, value=President - Risk Strategies Consulting}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=37}', 9='{type=string, value=Piltch}', 10='{type=string, value=Stuart}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Stuart Piltch}'}, {id=87342322823, createdAt=1665151112557, updatedAt=1673979303367, 1='{type=string, value=Travis Bennett}', 2='{type=string, value=Associate Director, National Casualty Loss Control Leader}', 3='{type=string, value=https://www.linkedin.com/in/travisbennett1/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Bennett_Travis.png',altText='',fileId=null}}', 6='{type=string, value=Associate Director, National Casualty Loss Control Leader}', 8='{type=number, value=40}', 9='{type=string, value=Bennett}', 10='{type=string, value=Travis}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Travis Bennett}'}, {id=91757429006, createdAt=1668539007989, updatedAt=1673979401475, 1='{type=string, value=John Scroope}', 3='{type=string, value=https://www.linkedin.com/in/john-scroope-1872ab47/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Scroope_John.jpg',altText='',fileId=null}}', 6='{type=string, value=National Director of Retail Operations - All Regions}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=40}', 9='{type=string, value=Scroope}', 10='{type=string, value=John}', 13='{type=string, value=Connect with John Scroope}'}, {id=82365149316, createdAt=1660850665058, updatedAt=1673978957918, 1='{type=string, value=Darren Black}', 2='{type=string, value=National A&E Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/darrensblack/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Darren_Black.jpg',altText='',fileId=null}}', 6='{type=string, value=

National A&E Practice Leader

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Chief Operating Officer, National Employee Benefits and related Specialty Group Companies

}', 7='{type=list, value=[{id=2, name='National Leadership', order=1, label='National Leadership'}]}', 8='{type=number, value=45}', 9='{type=string, value=Spector }', 10='{type=string, value=S. Stuart}', 13='{type=string, value=Connect with Stuart}'}, {id=85621977217, createdAt=1663775612359, updatedAt=1684853359935, 1='{type=string, value=Allen Blount}', 2='{type=string, value=National Cyber & Technology Product Leader}', 3='{type=string, value=https://www.linkedin.com/in/allen-blount-7455486/}', 4='{type=image, value=Image{width=170,height=170,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Allen%20Blount.png',altText='',fileId=null}}', 6='{type=string, value=National Cyber & Technology Product Leader}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=50}', 9='{type=string, value=Blount}', 10='{type=string, value=Allen}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Allen Blount}'}, {id=104278201449, createdAt=1677508762701, updatedAt=1740164557498, 1='{type=string, value=Jorden Zanazzi}', 2='{type=string, value=Chief Legal Officer}', 3='{type=string, value=https://www.linkedin.com/in/jorden-zanazzi-31290423/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Jorden-Zanazzi_WS.jpg',altText='Jorden Zanazzi',fileId=null}}', 5='{type=string, value=

As Chief Legal Officer of Accession Risk Management Group and its family of companies, Risk Strategies and One80 Intermediaries, Jorden oversees all legal, regulatory, and compliance matters including mergers and acquisitions (M&A) securities, litigation, governance, intellectual property, and employment and benefits.

Jorden joined the company in 2019 and was promoted to Chief Legal Officer in 2025. Prior to his role as Chief Legal Officer, he served as Associate General Counsel, Deputy General Counsel and General Counsel where he was engaged in all aspects of Accession’s growth and expansion, including the company’s aggressive M&A strategy. Formerly an associate with Jones Day, Jorden specialized in private equity and M&A for three years.

Jorden earned his juris doctor from the Georgetown University Law Center. He also holds a Bachelor of Science in international economics from Georgetown University.

}', 6='{type=string, value=Chief Legal Officer}', 7='{type=list, value=[{id=1, name='Executive Committee', order=0, label='Executive Committee'}]}', 8='{type=number, value=50}', 9='{type=string, value=Zanazzi}', 10='{type=string, value=Jorden}', 13='{type=string, value=Connect with Jorden}'}, {id=87342322817, createdAt=1665150887897, updatedAt=1673979299811, 1='{type=string, value=Mike Bostley}', 2='{type=string, value=Director, Complex Property Claims}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Mike%20Bostley.png',altText='',fileId=null}}', 6='{type=string, value=Director, Complex Property Claims}', 8='{type=number, value=55}', 9='{type=string, value=Bostley}', 10='{type=string, value=Mike}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Mike Bostley}'}, {id=90277077341, createdAt=1667407644215, updatedAt=1673979376138, 1='{type=string, value=Ben Brandon}', 3='{type=string, value=https://www.linkedin.com/in/ben-brandon-fsa-maaa-fca-55140511/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Brandon_Ben.png',altText='',fileId=null}}', 6='{type=string, value=Senior Consulting Actuary,
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Managing Director, Higher Education Risk Management Leader

}', 8='{type=number, value=70}', 9='{type=string, value=Bryant}', 10='{type=string, value=Steve}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Steve Bryant}'}, {id=87900183435, createdAt=1665596682376, updatedAt=1673979318223, 1='{type=string, value=Will W. Burke}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/wwburke/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Will%20W%20Burke.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 8='{type=number, value=75}', 9='{type=string, value=Burke }', 10='{type=string, value=Will}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Will W. Burke}'}, {id=82365149307, createdAt=1660850665025, updatedAt=1673978920473, 1='{type=string, value=Alex Buschmann}', 2='{type=string, value=Cannabis Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/alex-buschmann-97996b89/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/assets/images/team/cannabis/Alex_Buschmann.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Cannabis Practice Leader

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National Waste & Recycling Practice Leader

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Executive Vice President 

}', 8='{type=number, value=120}', 9='{type=string, value=Cioci Jr.}', 10='{type=string, value=Dan}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Dan Cioci Jr.}'}, {id=87900183382, createdAt=1665596377096, updatedAt=1673979316508, 1='{type=string, value=J. Dale Crow}', 2='{type=string, value=Senior Vice President}', 3='{type=string, value=https://www.linkedin.com/in/j-dale-crow-58624311/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/JDALE%20Crow.png',altText='',fileId=null}}', 6='{type=string, value=Senior Vice President}', 8='{type=number, value=130}', 9='{type=string, value=Dale Crow}', 10='{type=string, value=J.}', 12='{type=string, value=0}', 13='{type=string, value=Connect with J. Dale Crow}'}, {id=82365149308, createdAt=1660850665029, updatedAt=1673978923616, 1='{type=string, value=Ken Dash}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/kendash/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Dash_Ken.jpg',altText='',fileId=null}}', 6='{type=string, value=

Managing Director

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Senior Vice President, West Coast

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Private Client Services Leader - New York Region

}', 8='{type=number, value=150}', 9='{type=string, value=Devin}', 10='{type=string, value=Tim}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Tim Devin}'}, {id=82365149323, createdAt=1660850665084, updatedAt=1673978987323, 1='{type=string, value=Mike DiMayo}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/michael-dimayo-cfp-aci-clu-chfc-bb847b50/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/assets/images/team/Mike%20Dimayo_WS2.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Captives Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=155}', 9='{type=string, value=DiMayo}', 10='{type=string, value=Mike}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Mike DiMayo}'}, {id=85182594879, createdAt=1663353987267, updatedAt=1673979183767, 1='{type=string, value=Bill Dobson}', 2='{type=string, value=Senior Vice President}', 3='{type=string, value=https://www.linkedin.com/in/william-dobson-3ab9b61b/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Bill%20Dobson.png',altText='',fileId=null}}', 6='{type=string, value=

Senior Vice President

}', 8='{type=number, value=160}', 9='{type=string, value=Dobson}', 10='{type=string, value=Bill}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Bill Dobson}'}, {id=81125692317, createdAt=1659648663790, updatedAt=1703189864270, 1='{type=string, value=Bob Dubraski}', 2='{type=string, value=National Healthcare Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/bob-dubraski-b8867819b/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Dubraski_Bob.jpg',altText='',fileId=null}}', 5='{type=string, value=

Bob serves as the National Healthcare Practice Leader for Risk Strategies. Throughout his career, Bob built two national specialty insurance brokerage firms. The first company was sold to Aon where he became the Managed Healthcare Practice Leader. His second firm, Dubraski & Associates, merged with Risk Strategies in 2015.

Bob's client experience across his industry career includes public agencies, publicly traded companies, privately held firms, purchasing groups, nonprofit companies, and healthcare organizations.

He received a Bachelor of Science degree in Mathematics, specializing in Statistics, from the University of California, Irvine. 

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National Healthcare Practice Leader

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Employee Benefits Leader, National Healthcare Practice

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Managing Director

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National Property Practice Leader

}', 8='{type=number, value=190}', 9='{type=string, value=Fallon}', 10='{type=string, value=Peter}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Peter Fallon}'}, {id=82699682367, createdAt=1661199394032, updatedAt=1673979133625, 1='{type=string, value=Deanna Faris}', 2='{type=string, value=Unmanned and Non-owned Aviation}', 3='{type=string, value=https://www.linkedin.com/in/deannajwestfall}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Danna%20Ferris.png',altText='',fileId=null}}', 6='{type=string, value=

Unmanned and Non-owned Aviation

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Vice President

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Managing Director, National Marine Practice

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=205}', 9='{type=string, value=Fisher}', 10='{type=string, value=John}', 12='{type=string, value=0}', 13='{type=string, value=Connect with John Fisher}'}, {id=82669158789, createdAt=1661187709571, updatedAt=1708958060087, 1='{type=string, value=Michael Fitzpatrick}', 2='{type=string, value=Senior Vice President}', 3='{type=string, value=https://www.linkedin.com/in/michael-fitzpatrick-0a00711a/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/assets/images/team/Michael%20Fitzpatrick.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Relocation Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=210}', 9='{type=string, value=Fitzpatrick}', 10='{type=string, value=Michael}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Michael Fitzpatrick}'}, {id=90287593336, createdAt=1667407764057, updatedAt=1673979377875, 1='{type=string, value=Michael Frank}', 3='{type=string, value=https://www.linkedin.com/in/aquariuscapital/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Michael%20Frank.png',altText='',fileId=null}}', 6='{type=string, value=

Managing Director & Actuary
Health, Accident, Life and Annuity 

}', 8='{type=number, value=220}', 9='{type=string, value=Frank}', 10='{type=string, value=Michael}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Michael Frank}'}, {id=82365149329, createdAt=1660850665108, updatedAt=1705587379663, 1='{type=string, value=Matthew Friedson}', 2='{type=string, value=Managing Director, National Life Insurance Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/matthew-friedson-63088381/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Matthew%20Friedson.png',altText='',fileId=null}}', 5='{type=string, value=

Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader.  He is responsible for developing and leading the national growth strategy for the Life Insurance practice.   

Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.   

Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.

For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian (https://www.washingtonian.com/best/financial-advisers/ and in 2023, he was listed into their Top Wealth Advisor Hall of Fame (https://www.washingtonian.com/2023/01/31/top-wealth-adviser-hall-of-fame/)

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF. Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success.

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National Life Insurance Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=225}', 9='{type=string, value=Friedson}', 10='{type=string, value=Matthew}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Matthew Friedson}'}, {id=89686261342, createdAt=1666883686952, updatedAt=1673979371658, 1='{type=string, value=Peter Galasinao}', 3='{type=string, value=https://www.linkedin.com/in/peter-galasinao-6346217/}', 4='{type=image, value=Image{width=432,height=432,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Galasinao_Peter.png',altText='',fileId=null}}', 6='{type=string, value=Senior Managing Director}', 8='{type=number, value=235}', 9='{type=string, value=Galasinao}', 10='{type=string, value=Peter}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Peter Galasinao}'}, {id=88600578340, createdAt=1666128833278, updatedAt=1673979351583, 1='{type=string, value=Dustin Gary}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/dustin-gary-6b25243/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Dustin%20Gary.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director, Property & Casualty Actuarial Services}', 8='{type=number, value=240}', 9='{type=string, value=Gary}', 10='{type=string, value=Dustin}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Dustin Gary}'}, {id=88041323073, createdAt=1665695956792, updatedAt=1673979321351, 1='{type=string, value=Kurt Gehring}', 3='{type=string, value=https://www.linkedin.com/in/kurt-gehring/}', 4='{type=image, value=Image{width=817,height=819,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Kurt%20Gehring.png',altText='',fileId=null}}', 6='{type=string, value=

National Public Sector Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=245}', 9='{type=string, value=Gehring}', 10='{type=string, value=Kurt}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Kurt Gehring}'}, {id=88922020942, createdAt=1666295150171, updatedAt=1673979356437, 1='{type=string, value=Kate Genovese}', 3='{type=string, value=https://www.linkedin.com/in/kate-genovese/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Kate%20Genovese.png',altText='',fileId=null}}', 6='{type=string, value=SVP, Employee Benefit Strategist}', 8='{type=number, value=250}', 9='{type=string, value=Genovese}', 10='{type=string, value=Kate}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Kate Genovese}'}, {id=82365149326, createdAt=1660850665095, updatedAt=1673978999895, 1='{type=string, value=John Greenbaum}', 2='{type=string, value=National Employee Benefits Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/john-greenbaum-7032412/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Greenbaum_John.jpg',altText='',fileId=null}}', 5='{type=string, value=

John leads the National Employee Benefits Practice as well as the Risk Strategies Benefits Specialty Group. He joined Risk Strategies in 2006 and became the founding member of the company's employee benefits practice with overall responsibility for the growth, profitability, and 350+ associates in the company's largest industry practice. He has implemented operational efficiencies, invested in technology, and upgraded resources that create consistency and support his team resulting in improved client outcomes.

Prior to joining Risk Strategies, John was Executive Vice President of a regional insurance brokerage firm in the Boston area. In addition, his prior experience includes working for the Mutual Life Insurance Company of New York. He has over 30 years of experience in the insurance industry.

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National Employee Benefits Practice Leader

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National Entertainment Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=285}', 9='{type=string, value=Hamby}', 10='{type=string, value=John}', 12='{type=string, value=0}', 13='{type=string, value=Connect with John Hamby}'}, {id=88600578336, createdAt=1666128761330, updatedAt=1673979350125, 1='{type=string, value=Clark Heitkamp}', 2='{type=string, value=Senior Consulting Actuary}', 3='{type=string, value=https://www.linkedin.com/in/clark-heitkamp-612b3b6/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Heitkamp_Clark.png',altText='',fileId=null}}', 6='{type=string, value=Senior Consulting Actuary,
Health & Life Actuarial Services}', 8='{type=number, value=290}', 9='{type=string, value=Heitkamp}', 10='{type=string, value=Clark}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Clark Heitkamp}'}, {id=165789911836, createdAt=1714399205740, updatedAt=1714402213972, 1='{type=string, value=Marshall Heron}', 3='{type=string, value=https://www.linkedin.com/in/marshall-heron-11b08048/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Heron_Marshall.png',altText='Heron_Marshall',fileId=165814745132}}', 6='{type=string, value=National Real Estate Practice Leader}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=290}', 9='{type=string, value=Heron}', 10='{type=string, value=Marshall}', 13='{type=string, value=Connect with Marshall Heron}'}, {id=81125692318, createdAt=1659648725326, updatedAt=1673978905949, 1='{type=string, value=Tracy Hoffman}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/tracy-hoffman/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Hoffman_Tracy.jpg',altText='',fileId=null}}', 6='{type=string, value=

Managed Care Leader, National Healthcare Practice

}', 8='{type=number, value=295}', 9='{type=string, value=Hoffman}', 10='{type=string, value=Tracy}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Tracy Hoffman on LinkedIn}'}, {id=85592125440, createdAt=1663764395466, updatedAt=1708971062570, 1='{type=string, value=Erica Honig, J.D.}', 2='{type=string, value=Employee Benefits Compliance Director}', 3='{type=string, value=https://www.linkedin.com/in/erica-honig-b9914b5/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Honig_Erica.png',altText='',fileId=null}}', 6='{type=string, value=Employee Benefits Sr. Compliance Director}', 8='{type=number, value=300}', 9='{type=string, value=Honig, J.D}', 10='{type=string, value=Erica}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Erica Honig, J.D.}'}, {id=82699682368, createdAt=1661199394977, updatedAt=1685644925331, 1='{type=string, value=Haley Hughey}', 2='{type=string, value=Aviation Team Leader}', 3='{type=string, value=https://www.linkedin.com/in/haley-hughey-a34b2b6/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Haley%20Hughey.png',altText='',fileId=null}}', 6='{type=string, value=

Sr. Account Executive

}', 8='{type=number, value=305}', 9='{type=string, value=Hughey}', 10='{type=string, value=Haley}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Haley Hughey}'}, {id=82365149319, createdAt=1660850665069, updatedAt=1673978977325, 1='{type=string, value=Bryan Ice}', 2='{type=string, value=Transportation Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/bryanice/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Ice_Bryan.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Transportation Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=310}', 9='{type=string, value=Ice}', 10='{type=string, value=Bryan}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Bryan Ice}'}, {id=82365149322, createdAt=1660850665080, updatedAt=1673978983544, 1='{type=string, value=Max Jong}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/max-jong-bb8a794/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/assets/images/team/Max%20Jong_2.jpg',altText='',fileId=null}}', 6='{type=string, value=

Managing Director, National Captives Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=320}', 9='{type=string, value=Jong}', 10='{type=string, value=Max}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Max Jong}'}, {id=82365149363, createdAt=1660850665221, updatedAt=1673979124831, 1='{type=string, value=Brian Jungeberg}', 2='{type=string, value=Vice President}', 3='{type=string, value=https://www.linkedin.com/in/brian-jungeberg-7676802/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Jungeberg_Brian.jpg',altText='',fileId=null}}', 6='{type=string, value=

Vice President

}', 8='{type=number, value=330}', 9='{type=string, value=Jungeberg}', 10='{type=string, value=Brian}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Brian Jungeberg}'}, {id=88454286461, createdAt=1666033088475, updatedAt=1673979326567, 1='{type=string, value=Roger Kluge}', 2='{type=string, value=Managing Director}', 3='{type=string, value=https://www.linkedin.com/in/roger-kluge-382a5a8/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Roger%20Kluge.png',altText='',fileId=null}}', 6='{type=string, value=Managing Director}', 8='{type=number, value=335}', 9='{type=string, value=Kluge}', 10='{type=string, value=Roger}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Roger Kluge}'}, {id=87217487284, createdAt=1665070270732, updatedAt=1673979269826, 1='{type=string, value=Neil Krauter, Jr.}', 2='{type=string, value=Co-Leader Private Equity Practice}', 3='{type=string, value=https://www.linkedin.com/in/neil-krauter-jr-7a021590/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Krauter_Neil-Jr.jpg',altText='',fileId=null}}', 6='{type=string, value=National Private Equity Practice Co-Leader}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=340}', 9='{type=string, value=Krauter, Jr.}', 10='{type=string, value=Neil}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Neil Krauter, Jr.}'}, {id=82365149315, createdAt=1660850665054, updatedAt=1673978955085, 1='{type=string, value=Neil Krauter, Sr.}', 2='{type=string, value=Private Equity Practice Leader}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Krauter_Neil.jpg',altText='',fileId=null}}', 5='{type=string, value=

Neil leads the National Private Equity Practice.

Before joining Risk Strategies, he founded Krauter & Company in 2004 which merged with Risk Strategies to form and build a leading private equity specialty practice. Prior to founding Krauter & Company, Neil worked at Lloyd's of London, Marsh, and Aon, where he built out and managed the Aon Mergers & Acquisitions Group. He was Aon's leading specialist in providing services to the Mergers and Acquisitions industry with well over 2,000 transactions to his credit. Active in the private equity community, he launched the Private Equity Principal Group in 2014, which currently has over 130 members.

Today, the Risk Strategies Private Equity Practice has over 350 private equity firms as current and active clients.

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National Private Equity Practice Leader

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Director, Commercial Lines Claims Leader

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As National Brokerage Leader, Mark is the lead liaison to the carrier and intermediary community, where he is responsible for communicating the needs of Risk Strategies and its clients and assisting in developing strategy and negotiating complicated coverage and claims. He also leads Risk Strategies National Product Line Practices.

An industry veteran with over 30 years of experience, Mark began his career at Marsh in New York. He joined Risk Strategies through the acquisition of healthcare specialty brokerage Dubraski & Associates, where he served as Managing Director, Chief Operating Officer and Practice Leader. Mark also served as Property & Casualty Practice Leader for Risk Strategies Healthcare Practice before being named National Brokerage Leader.

Mark earned his MBA from the Isenberg School of Management, University of Massachusetts in Amherst, Massachusetts and his Bachelor’s Degree in Business Administration with a concentration in Marketing and Management from Fordham University in the Bronx, New York.

Throughout his career, he has had extensive involvement in mentoring programs and professional development training. Mark serves on several Carrier and Intermediary Broker Advisory Councils, is a member of the Northeast Board of Directors for the Insurance Industry Charitable Foundation (IICF), and is a frequent contributor to industry publications.

Active in his community, Mark has served on his local Little League Board of Directors, was a youth football and baseball coach and has participated in a host of other athletic programs. He also volunteered at his local Volunteer Ambulance Association and Long-Term Care and Assisted Living Facilities.

}', 6='{type=string, value=National Brokerage Leader}', 7='{type=list, value=[{id=1, name='Executive Committee', order=0, label='Executive Committee'}]}', 8='{type=number, value=371}', 9='{type=string, value=Manzi}', 10='{type=string, value=Mark}', 13='{type=string, value=Connect with Mark Manzi}'}, {id=85758601886, createdAt=1663876854389, updatedAt=1673979217304, 1='{type=string, value=Bryan Lorenz}', 2='{type=string, value=National Account Director, Management Liability Practice}', 3='{type=string, value=https://www.linkedin.com/in/bryan-lorenz-242317159/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Bryan%20Lorenz.png',altText='',fileId=null}}', 6='{type=string, value=National Account Director, Management Liability Practice}', 8='{type=number, value=375}', 9='{type=string, value=Lorenz}', 10='{type=string, value=Bryan}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Bryan Lorenz}'}, {id=82365149309, createdAt=1660850665033, updatedAt=1673978926843, 1='{type=string, value=Terry Lyons}', 2='{type=string, value=National Education Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/terrylyonsriskstrategies/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Lyons_Terry.jpg',altText='',fileId=null}}', 6='{type=string, value=

National Education Practice Leader

}', 7='{type=list, value=[{id=3, name='Practice Leadership', order=2, label='Practice Leadership'}]}', 8='{type=number, value=380}', 9='{type=string, value=Lyons}', 10='{type=string, value=Terry}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Terry Lyons}'}, {id=82767999840, createdAt=1661272334988, updatedAt=1673979137108, 1='{type=string, value=Spencer Macalaster}', 2='{type=string, value=Executive Vice President}', 3='{type=string, value=https://www.linkedin.com/in/spencer-macalaster-a029681/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Macalaster_Spencer.jpg',altText='',fileId=null}}', 6='{type=string, value=

Executive Vice President

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Senior Managing Director

Mergers & Acquisitions

}', 8='{type=number, value=390}', 9='{type=string, value=Macedo}', 10='{type=string, value=Olavo}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Olavo Macedo}'}, {id=87342322812, createdAt=1665150623334, updatedAt=1673979297959, 1='{type=string, value=Mike Marinelli}', 2='{type=string, value=Risk Analyst}', 3='{type=string, value=https://www.linkedin.com/in/michael-marinelli-35b51015a/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Mike%20Marinelli.png',altText='',fileId=null}}', 6='{type=string, value=Risk Analyst}', 8='{type=number, value=400}', 9='{type=string, value=Marinelli}', 10='{type=string, value=Mike}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Mike Marinelli}'}, {id=86935016046, createdAt=1664894038576, updatedAt=1673979258064, 1='{type=string, value=Elizabeth Marks}', 3='{type=string, value=https://www.linkedin.com/in/lizhopemarks/}', 4='{type=image, value=Image{width=360,height=360,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Elizabeth%20Marks.png',altText='',fileId=null}}', 6='{type=string, value=Senior Strategy Consultant, Student Health}', 8='{type=number, value=405}', 9='{type=string, value=Marks}', 10='{type=string, value=Elizabeth}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Elizabeth Marks}'}, {id=88578289786, createdAt=1666121331251, updatedAt=1673979346708, 1='{type=string, value=Gary Marmo Jr., CLMS}', 2='{type=string, value=Director}', 3='{type=string, value=https://www.linkedin.com/in/gary-marmo-jr-clms-48992654/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Gary%20Marmo%20jr.png',altText='',fileId=null}}', 6='{type=string, value=Director}', 8='{type=number, value=410}', 9='{type=string, value=Marmo Jr., CLMS}', 10='{type=string, value=Gary}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Gary Marmo Jr., CLMS}'}, {id=86350584164, createdAt=1664386487195, updatedAt=1673979228700, 1='{type=string, value=Alex Maza}', 2='{type=string, value=Senior National Director, Management Liability Practice}', 3='{type=string, value=https://www.linkedin.com/in/alex-maza-3717952/ }', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Alex%20Maza.png',altText='',fileId=null}}', 6='{type=string, value=

Senior National Director, Management Liability Practice

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Managing Director

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National Relocation Practice Leader

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Managing Director,

National Aviation Practice Leader

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Managing Director

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As Chief Human Resources Officer of Accession Risk Management Group and its specialty operating companies, Risk Strategies and One80 Intermediaries, Amanda oversees the company's human resources function including talent and organizational development, total rewards, talent acquisition, and overall total employee engagement.

Previously, she served as senior vice president and chief human resources officer at New Jersey Resources (NJR) and as director and senior vice president of human resources in North America for Willis Group Holdings. She has also held senior HR leadership roles at Dun & Bradstreet, Anywhere Integrated Services (formerly Title Resource Group), and Prudential.

Amanda earned a Bachelor of Science degree from the University of Delaware and a Master of Business Administration from Rider University. She is certified as a Senior Professional in Human Resources (SPHR) and holds a Society of Human Resources Management - Senior Certified Professional (SCP) designation.

Active in her community, Amanda serves as a member of the 180 Turning Lives Around, Inc. Board of Trustees, and is the chairperson of their personnel committee. In addition, Amanda is an executive fellow for Rider University's Center for the Development of Leadership Skills and serves on the University's Women's Leadership Council.

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Chief Human Resources Officer

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With over 25 years of experience in the property & casualty insurance industry, Alison has spent the majority of her career in the high net worth segment. Prior to joining Risk Strategies, she worked for the PURE Group of Insurance Companies where she held various leadership positions including Eastern Zone Executive. Previously, she held various roles focused on business development and underwriting for AIG and The Chubb Corporation.

Alison holds a Bachelor of Arts in English Literature from Franklin & Marshall College and is a graduate of Boston’s Future Leaders Program. She is actively engaged in her community through several organizations including the Greater Boston Chamber of Commerce, Insurance Industry Charitable Foundation, Women’s Lunch Place and the Dana-Farber Cancer Institute’s Falmouth Road Race.}', 6='{type=string, value=

National Private Client Services Practice Leader

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National Management Liability Practice Leader

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Managing Director

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Vice President

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National Fine Art Product Leader

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Matthew serves as President of One80 Intermediaries which was formally launched in December 2019. He formerly served as Executive Vice President of Lexington Insurance Company one of the strongest and most stable excess & surplus carriers. Matthew continues to advance the mission of One80, through innovation, specialization, and development of new programs designed to meet the demands of a changing market.

Matthew is a graduate of the University of Massachusetts, and in 2005 completed post graduate studies at Harvard Business School.

He serves on the boards of directors of The New England Council, The Greater Boston Chamber of Commerce, and The University of Massachusetts College of Management Advisory Board.

}', 6='{type=string, value=

President, One80 Intermediaries

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National Environmental Practice Leader

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Senior M&A Investment Associate

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Northeast Entertainment Leader

}', 8='{type=number, value=580}', 9='{type=string, value=Schachter}', 10='{type=string, value=Scott}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Scott Schachter}'}, {id=82365149353, createdAt=1660850665191, updatedAt=1710947221186, 1='{type=string, value=Jim Schmidt}', 2='{type=string, value=Western Region Commercial Lines Leader}', 3='{type=string, value=https://www.linkedin.com/in/jamesjschmidt1/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Schmidt_Jim.jpg',altText='',fileId=null}}', 6='{type=string, value=

Commercial Lines Leader - West Region

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Manned Aviation

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John is responsible for growing our retail operations both organically, by driving consistency to the client and associate experience, and inorganically as we integrate new acquisitions into the Risk Strategies family. An industry veteran with over 20 years of experience in insurance management and underwriting, John joined Risk Strategies from Boston-based CNA Insurance where he served as branch president.

Prior to CNA, he was regional president at OneBeacon Insurance.  He spent the first dozen years of his insurance career in underwriting and marketing with Chubb Insurance.

John holds a Juris Doctor from the Elisabeth Haub School of Law at Pace University in New York and a Bachelor of Science Law degree from Fairfield University in Connecticut.

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National Director of Retail Operations

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Managing Director

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National Account Director, Management Liability Practice

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Managing Director, East Coast

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Senior Vice President

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National Property Practice Leader and International Practice Leader

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Reinsurance Leader, National Healthcare Practice

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Managing Director, National Marine Practice

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Managing Director

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As Chief Mergers & Acquisitions Officer of Accession Risk Management Group and its specialty operating companies, Risk Strategies and One80 Intermediaries, John focuses on all M&A activities, including debt financing, investor relations, and the company's overall capital structure. He has over 30 years of experience in corporate finance, accounting, and operations, with both public and private companies. His background is in insurance and high-tech medical device manufacturing specializing in operational assimilation, accounting, finance, M&A and private equity/venture capital financing.

John has been with the company for over 18 years serving in a variety of roles including CFO. Previously, he was responsible for HR, IT, and Administration.

Prior to joining Risk Strategies, John held positions of increasing responsibility at Endius Incorporated, Benchmark Assisted Living, and Haemonetics Corporation.

John holds both a Bachelor of Science degree in Finance and Accounting and an MBA from Bentley University.

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Chief Mergers & Acquisitions Officer

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National Casualty Practice Leader

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Michael Waters serves as Managing Director in the Financial & Wealth Services division of Risk Strategies. He brings more than 35 years of financial services experience to his clients with a focus on employee benefits, wealth management, and retirement plan services. 

Michael started his career with Profit and Pension Planners inc., a retirement plan consulting firm in 1985 and became a partner in 1989. In 2003, Michael was one of the founding members of TSG Financial LLC, a full-service employee benefits and Financial Services consultant and broker. TSG Financial was acquired by Risk Strategies in 2016. 

Michael strives to provide highly-responsive, personalized strategies to sophisticated clients who desire holistic financial counsel. He believes in developing long-term partnerships with his clients who benefit from competitive, transparent pricing, appropriate products, and personalized guidance. Michael works closely with the Private Equity and Employee Benefits teams to deliver retirement plan solutions which complement the overall corporate programs at Risk Strategies. 
 
Michael earned a Bachelor of Arts degree from Binghamton University. He is a chartered life underwriter, CLU, and Chartered Financial Consultant. 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and Investment Advisory services offered through Securities America Advisors, Inc., a Registered Investment Advisor. TSG Financial and Risk Strategies are not affiliated with the Securities America companies.

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National Surety Practice Leader

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Senior Vice President

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SVP, National Law Firms Practice

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National Account Director, Management Liability Practice

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Director of Actuarial Services

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Stuart Youngentob has served as a Managing Director since 1993. He specializes in the creative application of life insurance solutions and corporate benefit plans, providing business owners, executives and professionals with innovative approaches and exceptional service to enhance their financial futures.

Prior to his Managing Director role, Stuart was the Founder / Director of Revere Bank (formerly Monument Bank) for 12 years.  He also worked at PricewaterhouseCoopers for three years.

Stuart is a Washington, D.C. Estate Planning Council Member and earned his Juris Doctor (J.D.) degree in Tax from the Emory University School of Law.  He also holds an MBA in accounting and finance from Emory University’s Goizueta Business School and a BA in economics and political science from the University of Rochester.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC, and Investment Advisory services offered through Lion Street Advisors, LLC (LSA), an Investment Advisor registered with the SEC. Risk Strategies is not affiliated with LSF or LSA. Tax and Legal services are not offered through LSF or LSA.

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Howard Zodicoff serves as Managing Director in the Financial & Wealth Services division of Risk Strategies. He brings three decades of financial services experience to his clients and was a business owner prior to joining the firm. 

In 1996, Howard merged his firm with Standard Pension Services, LLC, and has been an integral part of the firm’s growth. In June 2020, Howard became President of Standard Pension Services, LLC. In September 2022, the firm joined Risk Strategies adding to the company’s existing financial service capabilities, with a focus on retirement planning. 

Howard specializes in providing solutions in all areas of wealth management, retirement plan design/administration and corporate benefits for individuals and companies. He is committed to transparency, thoughtfulness, and being available to his clients. Howard strives to build personal relationships with every client he serves. Aside from his credentials and considerable experience, his clients appreciate Howard’s dedication, diligence, and the personal interest he takes to best accomplish their goals.

Howard earned a bachelor’s degree in Business Administration and Management from State University of New York College at Old Westbury. He holds a series 6 and 7 securities license as well as life and health insurance.

Howard lives in Roslyn, New York, with his wife, daughters, and dog. In his free time, he enjoys skiing and traveling.

Investment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor.  Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC.

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Atlantic Region Leader

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Commercial Lines Leader - Atlantic Region

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Employee Benefits Leader - Atlantic Region

}', 8='{type=number, value=1040}', 9='{type=string, value=Powers}', 10='{type=string, value=Chris}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Chris Powers}'}, {id=82365149343, createdAt=1660850665159, updatedAt=1723136499787, 1='{type=string, value=Steve Giannone}', 2='{type=string, value=Central Region Leader}', 3='{type=string, value=https://www.linkedin.com/in/steve-giannone-7673849/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Giannone_Steve.jpg',altText='',fileId=null}}', 6='{type=string, value=

Central Region Leader

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Commercial Lines Leader - Central Region

}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1060}', 9='{type=string, value=Balentine}', 10='{type=string, value=Adam}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Adam Balentine}'}, {id=145587226761, createdAt=1700058344710, updatedAt=1723138948982, 1='{type=string, value=Lesa Blaser}', 3='{type=string, value=https://www.linkedin.com/in/lesa-blaser-54830931/}', 4='{type=image, value=Image{width=200,height=200,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Lesa%20-%20PCS%20(1).png',altText='',fileId=null}}', 6='{type=string, value=Private Client Services Leader - Central Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1070}', 9='{type=string, value=Blaser}', 10='{type=string, value=Lesa}', 13='{type=string, value=Connect with Lesa Blaser}'}, {id=100618894210, createdAt=1675199271069, updatedAt=1723137150464, 1='{type=string, value=Michael Grossman}', 3='{type=string, value=https://www.linkedin.com/in/michael-grossman-3572825/ }', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Grossman_Michael.png',altText='',fileId=null}}', 6='{type=string, value=Employee Benefits Leader - Central Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1080}', 9='{type=string, value=Grossman}', 10='{type=string, value=Michael}', 13='{type=string, value=Connect with Michael Grossman}'}, {id=175227514773, createdAt=1723139219488, updatedAt=1723139311842, 1='{type=string, value=Beth Richardson}', 3='{type=string, value=https://www.linkedin.com/in/betharichardsoncic/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Richardson_Beth.jpg',altText='Richardson_Beth',fileId=174679317581}}', 6='{type=string, value=Commercial Client Service Director}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1090}', 9='{type=string, value=Richardson}', 10='{type=string, value=Beth}', 13='{type=string, value=Connect with Beth Richardson}'}, {id=82365149347, createdAt=1660850665172, updatedAt=1723136574951, 1='{type=string, value=Ed Flanagan}', 2='{type=string, value=New England Regional Leader}', 3='{type=string, value=https://www.linkedin.com/in/eflanagan/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Flanagan_Ed.jpg',altText='',fileId=null}}', 6='{type=string, value=

New England Region Leader

}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1100}', 9='{type=string, value=Flanagan}', 10='{type=string, value=Ed}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Ed Flanagan}'}, {id=157103817528, createdAt=1708029785179, updatedAt=1723138966179, 1='{type=string, value=John T. Carson}', 3='{type=string, value=https://www.linkedin.com/in/johncarsonma/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Carson_John_2.jpg',altText='Carson_John_2',fileId=171491611283}}', 6='{type=string, value=Employee Benefits Leader - New England Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1110}', 9='{type=string, value=Carson}', 10='{type=string, value=John T.}', 13='{type=string, value=Connect with John T. Carson}'}, {id=172724970248, createdAt=1720704575947, updatedAt=1723139053877, 1='{type=string, value=Effie Fraone}', 3='{type=string, value=https://www.linkedin.com/in/effie-fraone-cris/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/fraone_Effie.png',altText='fraone_Effie',fileId=170862969178}}', 6='{type=string, value=Commercial Lines Service Leader – New England}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1120}', 9='{type=string, value=Fraone}', 10='{type=string, value=Effie}', 13='{type=string, value=Connect with Effie}'}, {id=88554313497, createdAt=1666100627134, updatedAt=1723136923590, 1='{type=string, value=Charlie Graham}', 3='{type=string, value=https://www.linkedin.com/in/charlie-graham-98a75717/}', 4='{type=image, value=Image{width=320,height=320,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Charlie%20Graham.png',altText='',fileId=null}}', 6='{type=string, value=Private Client Services Leader - New England Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1130}', 9='{type=string, value=Graham}', 10='{type=string, value=Charlie}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Charlie Graham}'}, {id=172692558199, createdAt=1720704729781, updatedAt=1723139063014, 1='{type=string, value=Matthew Lavatori}', 3='{type=string, value=https://www.linkedin.com/in/matt-lavatori-12aa807/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Lavatori_Matthew.png',altText='Lavatori_Matthew',fileId=170853933475}}', 6='{type=string, value=Commercial Lines Operations Leader – New England}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1130}', 9='{type=string, value=Lavatori}', 10='{type=string, value=Matthew}', 13='{type=string, value=Connect with Matthew}'}, {id=91757428235, createdAt=1668535444168, updatedAt=1723137032713, 1='{type=string, value=Steve Trimarchi}', 3='{type=string, value=https://www.linkedin.com/in/stephen-trimarchi-b5159182/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20-%20500x500%20-%20Headshots/Trimarchi_Steve.jpg',altText='',fileId=null}}', 6='{type=string, value=Growth Leader - New England Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1150}', 9='{type=string, value=Trimarchi}', 10='{type=string, value=Steve}', 13='{type=string, value=Connect with Steve Trimarchi}'}, {id=82365149325, createdAt=1660850665091, updatedAt=1738603363836, 1='{type=string, value=Rob Rosenzweig}', 2='{type=string, value=Commercial Lines Leader- Northeast Region, National Cyber Risk Practice Leader}', 3='{type=string, value=https://www.linkedin.com/in/rrosenzweigrs/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Web%20Headshots/Rosenzweig_Rob.jpg',altText='',fileId=null}}', 6='{type=string, value=

Northeast Regional Leader

}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1160}', 9='{type=string, value=Rosenzweig}', 10='{type=string, value=Rob}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Rob Rosenzweig}'}, {id=85535528815, createdAt=1663708660507, updatedAt=1738603414917, 1='{type=string, value=Margaret Bussiere }', 2='{type=string, value=Vice President}', 3='{type=string, value=https://www.linkedin.com/in/margaret-bussiere-94604324/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/Bussiere_Margaret.png',altText='Bussiere_Margaret',fileId=175876335902}}', 6='{type=string, value=Commercial Lines Leader - Northeast Region}', 7='{type=list, value=[{id=5, name='Regional Leadership', order=3, label='Regional Leadership'}]}', 8='{type=number, value=1170}', 9='{type=string, value=Bussiere}', 10='{type=string, value=Margaret}', 12='{type=string, value=0}', 13='{type=string, value=Connect with Margaret Bussiere }'}, {id=82365149348, createdAt=1660850665175, updatedAt=1738603520362, 1='{type=string, value=Brian Celiberti}', 2='{type=string, value=Senior Vice President, Northeast Regional Growth Leader}', 3='{type=string, value=https://www.linkedin.com/in/michael-sean-grant-a156a02/}', 4='{type=image, value=Image{width=500,height=500,url='https://20256628.fs1.hubspotusercontent-na1.net/hubfs/20256628/celiberti-brian.png',altText='',fileId=null}}', 6='{type=string, value=

Growth Leader - Northeast Region

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Employee Benefits Leader - Northeast Region

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