Twenty-Two years of experience. Chris
leads the Property & Casualty portion of
SIPG's Risk Management Services.
Serves as Property & Casualty Division Leader and Specialty Insurance Partners Group CEO. He has been responsible for the development and implementation of all group programs and service teams. Chris also serves as the insurance risk manager for a NYSE publicly traded REIT.
Chris began his career in 2002 working within Lloyds of London as a broker, underwriter and consultant. Prior to founding SIPG in 2014 he worked on global marine, financial institutions, property, public and non-public infrastructure and manufacturing. He has developed delegated underwriting products and insurance risk services for distribution in the United States of America for the past twenty-two years. Chris’s current practice predominantly provides professional and management liability risk transfer, insurance marketing and management consulting. Chris is a third-generation wholesale insurance broker. The Gilbert family have been active Lloyds of London insurance brokers since 1915 and have established specialty insurance practices in the United States, Asia, Australia & the UK.
Over thirty years experience in
commercial and private financial risk
services.
Serves as Western Regional Manager and Head of the Lenders Financial Products Desk.
Ken has 30 year’s experience in commercial and private financial risk services. He leads JV white label operations distribution and sales of specialized institutional financial risk transfer products. Whilst Ken has been a financial planning consultant for the past twenty years his specialty focuses are on Institutions and 401k’s. Ken is our lead implementation rep for our retirement plan automations management systems platform. Ken is a specialist consultant with the ability to combine financial plan marketing, property and casualty solutions and life and health systems implementation.
Over thirty years experience Mark leads
the Life & Annuities Division and is
responsible for development of SIPG's
advanced planning co-broker services.
Mark has 30 year’s experience in estate planning and is recognized nationally as an expert in his field. Mark was most recently the program director for the Certified Financial Planner program at Central Michigan University where he revitalized the department to take it to being ranked 7th in the United States. Mark has a deep understanding of the use of business and private financial planning risk management tools designed to provide growth and preservation of wealth that go beyond the standard commonly traded mechanisms. His advisory practice has been predominantly insurance based providing him with a wealth of real world problem solving experience that he utilizes day to day to assist people. Mark is a specialist consultant with the ability to combine financial plan marketing, property and casualty solutions and life and health systems implementation.
Link 1Isaac is a third generation benefits
insurance broker.
Isaac continues the family legacy as a product leader in the health insurance space as plan designer, HR enrollment and benefits automations implementation manager.
Isaac is a specialist consultant with the ability to combine benefits, insurance based estate planning and commercial property and casualty risk transfer marketing mechanisms.
Jeremy provides technical case planning support to advisors
in development of estate planning, succession planning and
implementing tax efficient strategies utilizing a variety
specialized industry tools and risk transfer markets. Read More.
Jeremy is a US Army Veteran having served in US Army Intelligence for 23 years. Jeremy has ten year’s experience providing financial & accident risk transfer solutions. He holds a degree in accounting and is a Certified Financial Planner.
Jim is a specialist consultant with a 30 year practice that has
been primarily retirement focused navigating the complexities
of the 401k world making him uniquely qualified to combine
benefits and retirement plan marketing with commercial
property and casualty risk transfer mechanisms. He also serves as the VP of the Collaborative Retirement Trust Multiple Employer Plan, a Belpointe Financial Group proprietary product designed to improve access to quality 401k plans for small businesses.
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