Search

David Lau is widely recognized as an innovator and disruptor in the financial services industry.

Heather Rosato is an experienced marketing and communications strategist with 25 years of experience helping founders, CEOs and executive teams build their brands and grow their companies.

Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways. Jonathan combines extensive knowledge of commission-free insurance products with expertise in RIA practice management and technology.

Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients.

Kameron McRay is adept at communicating new ideas, strategies, and opportunities to RIAs.

Sam Johnson is expert in ways commission-free insurance can be used to deliver value to investors. Sam has more than seven years of experience working in the insurance industry, primarily focused on the RIA channel. His expertise includes sales, marketing and RIA technologies.