Colleagues
Expand Kristin Atchison Associate Manager
- Kristin Atchison (Associate Manager) began her insurance career in 2010 with Marsh & McLennan Private Client Services where she focused on new business development and personal risk management. Prior to entering the insurance field, Kristin was a project manager for a high end residential interior design firm. She graduated from Dickinson College in 2006 with a BA in International Business & Management. Kristin is extremely active in Chicago’s philanthropic community and currently sits on boards for the University of Chicago Cancer Research Foundation (UCCRF), The Rehabilitation Institute of Chicago (RIC), The Joffrey Ballet (JAB) and the Goodman Theatre.
Expand Diane Beatty Vice President
- Diane Beatty (Vice President) began her insurance career in 1985 as a marketing representative for Progressive Insurance Company. After learning the specialty market, Beatty moved to Fireman's Fund Insurance Company for six years as a territory manager where she expanded her product and contract knowledge to the affluent arena. She then spent eleven years on the company side of the business with Chubb Insurance Company training and developing new staff as well as assisting agents with client reviews, proposals and risk management programs. Her experience with these carriers allowed her an effective transition to the brokerage side of the business where she has been directly assisting affluent families since 2006. She was recognized by Washingtonian magazine in 2010 as one of the areas top insurance advisors and in 2011 by Northern Virginia magazine as one of the areas most trusted risk managers. Beatty received her BA in Journalism from the University of North Carolina in Chapel Hill where she was a scholarship athlete and four time national soccer champion.
Expand James Boyd Senior Advisor
- James Boyd (Senior Advisor) recently retired from Personal Lines Insurance Brokerage, Inc. (PLI) as Senior Vice President. Boyd’s responsibilities with PLI included management responsibility for all Texas and Western U.S. offices located in Los Angeles, Phoenix, San Francisco, Seattle and Denver. He started his career with Travelers in Oklahoma City following graduation from The University of Oklahoma. Boyd is currently developing a thesis for an advanced degree in history.
Expand Linda Butz Finance Manager
- Linda Butz (Associate Manager) began her insurance career at National Liberty Corporation (now Aegon) in government relations. Most recently she worked in non-profit administration. Butz holds a BS degree in management, summa cum laude, and an MBA from Rosemont College.
Expand Michael Carmody Principal
- Mike Carmody (Principal), prior to joining Lane McVicker, was a Vice President of PLI Brokerage, a subsidiary of The Chubb Corporation. Carmody has developed risk management expertise in the family office and high net worth arena working with advisors to reduce exposure to risk. In the 1980's, while at Allstate he served as Territory Manager for the state of Illinois. Carmody received his BS in Marketing and Business Administration from Southland University.
Expand Tyler Chalk Account Executive
- Tyler Chalk (Account Executive) began his insurance career in 2002 with State Farm. He then joined the Private Client Department of Marsh & McLennan Companies as a Client Advisor. In this position, Chalk focused exclusively on the insurance needs of high net worth individuals and families. Chalk is currently in the process of obtaining the CIC (Certified Insurance Counselor) professional designation. Prior to working in insurance, Chalk was a professional music performer and teacher. Tyler holds a BA in Music Performance from Cal State Hayward University.
Expand Amy Ciasulli Principal
- Amy Ciasulli (Principal) began her career in 1989 with Continental Insurance Company's Executive Training Program. After twelve years of managing National and Regional accounts she joined AIG's Private Client Group as a Business Development Manager for their in-house property-casualty business. Ciasulli received her BA from Montclair State College with a concentration in Economics and Russian Area Studies.
Expand Cindy Clauson Associate Manager
- Cindy Clauson (Associate Manager) began her insurance career with Liberty Mutual in Boston in 1974 as part of their Personal Lines Customer Service Department. Clauson later moved to the agency side of the industry adding sales to her service experience. As part of this transition, Clauson spent seven years with Long and Foster insurance. Her last assignment before joining Lane McVicker was as an account manager with USI Insurance Services, specializing in high net worth personal insurance. Clauson received her Bachelor of Arts degree from Mary Washington College of the University of Virginia in English Literature.
Expand Penne Crews Assistant Vice President
- Penne Crews (Assistant Vice President) began her insurance career in 1980 with State Farm Insurance. In 1989 she joined Alexander and Alexander, a national insurance brokerage, to manage VIP accounts for the southern region. In 1994 Alexander & Alexander was purchased by PLI Brokerage. Penne remained with PLI as a Senior Account Manager for 11 years. Through the years, Penne has developed a strong expertise in complex matters such as family offices, personal insurance coverage for professional athletes, sports memorabilia collections and equine exposures. For 3 years she was a board member of the Mickey Mantle Charitable Foundation.
Expand Angela Delap Account Executive
- Angela Delap (Account Executive) began her insurance career at Farmers Insurance Group in 2003 before moving to The Holmes Organization, a large independent agency in Tulsa, Oklahoma. As an Account Executive specializing in high net worth clients, she provided exceptional service and comprehensive insurance reviews for VIP clients. In 2007, Angela moved to Texas and continued her emphasis on personal lines risk management as a Senior Account Manager with HUB International. Prior to joining Lane McVicker, she expanded her knowledge as the Affluent Personal Lines Underwriting Manager for a national wholesale brokerage firm. Delap will obtain her undergraduate degree in Psychology.
Expand Kelly Elvin Associate Manager
- Kelly Elvin (Associate Manager) began her insurance career in 2004 with Progressive Insurance. Managing several roles within the Automobile Claims Division, Elvin gained extensive expertise on a broad range of coverage items beginning with property damage claims and later transitioning to complex bodily injury, uninsured and underinsured motorist claims. She received her Legal Principles Claims Specialist Certification from the American Educational Institute in 2007. Elvin graduated magna cum laude from Lock Haven University of Pennsylvania with a BS in Criminal Justice and a BA in Sociology.
Expand Mitch Freedman Vice President
- Mitch Freedman (Vice President) began his insurance career with Aon Corporation in 1999 in their commercial healthcare practice, providing risk management solutions to large integrated delivery systems and managed care organizations. Starting in 2002, he launched, developed and managed the personal insurance brokerage operation for Aon Private Risk Management in Washington, DC. He was recognized by Washingtonian magazine in 2010 as one of the areas top insurance advisors and in 2011 by Northern Virginia magazine as one of the areas most trusted risk managers. Freedman received both a Bachelor degree in Political Science and an MBA from Vanderbilt University in Nashville, TN.
Expand Paul Gallagher Vice President
- Paul Gallagher (Vice President) began his insurance career in 1989 as an underwriter in Chubb's Personal Lines Division. He quickly evolved as a player in Chubb's personal insurance sales, sales management and marketing efforts. Gallagher later moved to the brokerage side of the industry, working for Marsh and Aon in client facing roles. With an underwriter's understanding of insurance policy contracts, he brings a unique and valuable perspective in counseling high net-worth persons. Gallagher received his BS in Environmental and Business Economics from Cook College at Rutgers University.
Expand Heather Gladwell Assistant Vice President
- Heather Gladwell (Assistant Vice President) began her career in personal lines insurance in 1998 at an independent agency in Maryland. Prior to joining Lane McVicker, she grew within the field, working for Marsh & McLennan's Private Client Services in New York, where she was responsible for managing insurance portfolios for affluent individuals and families. Heather received her BFA in Communication Arts from New York Institute of Technology.
Expand Lisa Gormley Account Executive
- Lisa Gormley (Account Executive) began her insurance career in 2001 as an associate underwriter at Amica Mutual Insurance Company. Following a series of promotions and management assignments in Amica offices in both New York and Connecticut, Lisa moved to a reinsurance analyst role at Guy Carpenter. Prior to joining Lane McVicker, she held a reinsurance broking position with Aon Benfield. Lisa graduated cum laude from Hamilton College with a BA degree. In addition, she holds the Associate in Reinsurance (ARe) designation and has completed several courses toward the CPCU designation.
Expand Ashley Gowler Associate Manager
- Ashley Gowler (Associate Manager) began her insurance career at The Noyes Agency before moving to State Farm in 2007. Prior to this Gowler worked as a Client Management Associate for Wachovia's Wealth Management division where she managed the needs of high net worth clients. Gowler graduated magna cum laude from The College of Saint Elizabeth with a BS in Business Administration.
Expand Kevin Griffiths Associate Manager
- Kevin Griffiths (Associate Manager) began his insurance career as an Account Representative at Elias B. Cohen & Associates. In this role, Griffiths was responsible for handling the personal insurance needs of high net worth clients. Prior to working in insurance, he worked at the State Street Bank in Boston as a Fund Accountant. Griffiths received his BS in Economics from the University of Massachusetts Amherst.
Expand Katlyn Hathaway Assistant Vice President
- Katlyn Hathaway (Assistant Vice President), prior to joining our Atlanta based team, was a Client Advisor for Marsh’s Private Client Services Atlanta office. Her service with Marsh includes a stretch in its Palm Beach Private Client Services and the Atlanta office commercial lines area. She began her career with State Farm Insurance. Hathaway is enrolling part time at Georgia State University to obtain her undergraduate degree in Risk Management.
Expand Daniel Izard Aviation Advisor
- Daniel Izard (Aviation Advisor) retired in 2008 as Chief Operating Officer of Endurance Specialty Holdings, Ltd. (NYSE: ENH) a Bermuda based property and casualty insurer and reinsurer. One of its earliest employees, Dan founded its aviation practice. He joined Endurance from Associated Aviation Underwriters, Inc. (AAU), a managing general underwriter owned by Chubb and CNA, where he served as President and CEO for 14 years. AAU, now a part of Global Aerospace, is one of the world's leading aviation specialist underwriters. Dan spent five years as an officer in the U.S. Air Force where he flew jet transport aircraft including a tour in Southeast Asia flying rescue helicopters. He graduated with Honors from the University of Illinois at Champaign-Urbana.
Expand Kyle Kindzierski Account Executive
- Kyle Kindzierski (Account Executive) began his insurance career in 2007 as a client service representative with AIG Private Client Group. He quickly worked up the ranks as an Underwriting Technician and most recently as an Underwriter. In this position Kindzierski developed an in-depth knowledge of AIG Personal Lines and their product offering. His responsibilities included managing a network of brokers throughout the New York metropolitan area. Kindzierski received his BS in Marketing Management and a minor in Finance from Virginia Tech University.
Expand Rita Kline Account Executive
- Rita Kline (Account Executive) began her insurance career with Chubb's luxury home appraisal arm. She then joined JP Morgan/Chase in their Private Client Insurance Group, designing insurance solutions for customers. Kline's last assignment has been Manager of Client Relationships for AIG's Private Client Group. Kline received her BS in Marketing and Business Administration from Temple University.
Expand Gilbert Lai Principal
- Gil Lai (Principal), prior to joining Lane McVicker, was a Vice President and Northeast Regional Director of Aon Private Risk Management. Lai's focus has been on program design of risk management solutions for affluent families in the U.S. He began his career in 1990 as an underwriter in Chubb's Personal Insurance Division. In 1994, he transferred to Personal Lines Insurance Brokerage, Inc. (PLI), eventually becoming a Vice President of Sales. Lai received his BA in Political Science and History from Franklin & Marshall College.
Expand Julie Lovall Account Executive
- Julie Lovall (Account Executive) began her insurance career in 2002 in St. Louis, Missouri at an independent agency specializing in high net worth clients. She then joined Daniel and Henry as an Account Manager in Personal Insurance Services. Her responsibilities also included serving as department Trainer and Team Coordinator. Prior to joining Lane McVicker, Lovall was with Marsh Private Client Services in Chicago as a Client Advisor with emphasis on affluent clients. She holds the designation of CISR (Certified Insurance Service Representative). Lovall received her BS degree in Business from Missouri State University.
Expand Craig Low Account Executive
- Craig Low (Account Executive) spent two years as a volunteer missionary in Southern California before graduating from Brigham Young University with a BS in Psychology and Business Management. Low began his professional career as a mortgage broker with HongKong and Shanghai Banking Corporation prior to joining Lane McVicker.
Expand Sal Lundy Vice President
- Sal Lundy (Vice President) began his insurance career in 1991 with Sentry Insurance. Lundy later moved to the distribution side of our industry joining a New York insurance agency where he was promoted to manage the agency's personal insurance division. In this assignment, Lundy was responsible for managing a team for new business development, customer service and carrier relationships. Lundy holds the Certified Insurance Service Representative designation. He is currently enrolled on a part-time basis at DeVry University where he is working on an undergraduate degree in Business Administration, Sales & Marketing.
Expand Keith McVicker Principal
- Keith McVicker (Principal) founded Personal Lines Insurance Brokerage, Inc. (PLI) in 1984. Ten years later PLI became a subsidiary of The Chubb Corporation. McVicker received his BS in Industrial Management and his MS in Finance from the University of Illinois. He is a Chartered Property Casualty Underwriter (CPCU), as well as a Chartered Life Underwriter (CLU). His article, "Property and Liability Insurance Issues Are Often Ignored," was published in the April 1998 issue of Trusts & Estates. In 1999 McVicker started Lane McVicker, LLC.
Expand Patricia O'Brien Assistant Vice President
- Patricia O'Brien (Assistant Vice President), prior to joining Lane McVicker, was an Assistant Vice President in the Family Office practice of Marsh Private Client Services. In this position she was responsible for the structure and implementation of complex personal insurance programs for multi-generational families. Prior to Marsh, O’Brien was a Vice President with Rockefeller Risk Advisors, handling both family personal needs along with commercial insurance. She received her BBA from the Lubin School of Business at Pace University in New York. O’Brien has been awarded the professional insurance designations Chartered Property and Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) by the American Institute for CPCU.
Expand DeAnna Pledger Account Executive
- DeAnna Pledger (Account Executive) began her insurance career with Marsh & McLennan's Personal Client Services working with high net worth individuals. Prior to joining Lane McVicker, DeAnna was with PLI Brokerage, then a subsidiary of The Chubb Corporation. DeAnna received her BA degree in Communications from The American University in Washington DC.
Expand Christopher Shanks Account Executive
- Christopher Shanks (Account Executive) has spent his entire career in the sales and service of personal lines insurance with the majority of his experience working with the unique needs of the high net worth segment. Chris gained his experience working at PLI Brokerage as an Inside Sales Representative and HUB International as an Account Executive. Chris earned a BS degree in Finance with a focus on insurance practices from Illinois State University in 2000. Chris is currently in the process of obtaining the CIC (Certified Insurance Counselor) professional designation. Chris also served 6 years in the Illinois Army National Guard retiring in 2001.
Expand Krista Tankersley Vice President
- Krista Tankersley (Vice President), prior to assuming the team leader role for Texas, was the Executive Vice President and a founding shareholder of the Dallas based wholesale insurance brokerage, MarketScout Corporation. She created and managed its Affluent Personal Lines division. Prior to this position, she was the Operational Vice President for the U.S. Holding Company of Lambert Fenchurch. Tankersley served as Chairman of Chartis’ Regional Producer Council and was on the Board of Directors for Certified Insurance Service Representatives. Her undergraduate degree in Business Administration is from the University of North Texas.
Expand Marin Weinberg Marketing Manager
- Marin Weinberg (Marketing Manager) joined Lane McVicker in 2004 as an Associate Manager. Weinberg has held a series of positions of increasing responsibility with the firm and was appointed Vice President and Officer in 2008. Weinberg's areas of expertise have included client management, new business development and corporate operations. Prior to joining Lane McVicker, Weinberg was a personal lines underwriter for Chubb. Weinberg received her B.S. in Marketing and Finance from New York University.
Expand Brett Woodward Principal
- Brett Woodward (Principal), prior to joining Lane McVicker, was a Vice President of PLI Brokerage, a subsidiary of The Chubb Corporation. Woodward has been a featured speaker at the FPA (Financial Planning Association) of Illinois financial forum, Midwest NAPFA conference, and the FPA of Colorado conference. His programs focus on the need for financial advisors to incorporate risk management as part of an overall financial plan. He began his insurance career in 1990 with the Chubb Group of Insurance Companies, completing his tour as a Regional Appraisal Manager. Woodward received his BS degree in Marketing from the University of Scranton.
Expand Trident III Principal
- The Trident Funds (Principal) make private equity and equity-related investments in the global insurance and financial services industries, including investments in the property & casualty, life, health, reinsurance, insurance distribution, insurance services, insurance and financial services related technology, human resources and employee benefits industries. Stone Point Capital LLC is a global private equity firm based in Greenwich, CT. Stone Point Capital serves as the manager of the Trident Funds, which have raised approximately $10 billion in committed capital to make investments in the global financial services industry. www.stonepointcapital.com