Meet the Team

Experienced. Thoughtful. Energetic. Creative. Our team is comprised of some of the industry’s sharpest and most trusted consultants. Our seven partners alone represent over 125 years of experience in advising the insurance distribution market.

Bobby Reagan

Executive Chairman

Kevin Stipe

Partner and CEO

Tom Doran

Partner

Brian Deitz

Partner and President

Brian McNeely

Partner and EVP

Harrison Brooks

Partner

Mark Crites

Partner

Webb Milward

Head of Strategic Development

John Merrill

VP of Due Diligence

Wes Mikec

VP of Due Diligence

Ethan Baker

Senior Associate

Benjamin Thompson

Director of Technology

Logan Brown

VP of Marketing

Topher Sullivan

Associate

Collin Crowel

Senior Analyst

Stephen Sadie

Senior Analyst

Eric Mitchell

Analyst

Michelle Appelbaum

Research Coordinator

Paige Williams

Recruiting and Events Coordinator

Hannah Drake

Office Manager