Meet Our Team

Insurance Consultants

Our point of sale specialists are experts in working with clients to consult and assist with the myriad of complexities high-end planning can present.


Heath Portwood

Vice President of Operations

Robert Cole

Executive Vice President

S. Chris Clausen

RVP Insurance Solutions : Central Florida

David Seligman

RVP Insurance Solutions : South Florida

Jerry Kelleher

RVP Insurance Solutions : Georgia, South Carolina, Eastern Tennessee

Greg Zahn

Vice President of Sales

David Barton

Senior Vice President

Lance Barton