Milestone Risk Management
8 Corporate Park
Irvine, CA 92606
d. (949) 852-0909
As President of Milestone Risk Management, I oversee a team that provides cost effective insurance and risk management solutions for mid-sized manufacturers, contractors, retail companies and technology clients located in Southern California. I’m also the Founder of the Brewery Insurance Program, which provides similar services for small breweries located nationwide. My background also includes performing commercial real estate appraisals for both private and institutional investors.
I take deep satisfaction in fostering a client-first mentality, which is why we don’t use brokers or other intermediaries. Milestone’s handpicked team includes account executives and managers that stay in close contact with our clients to better understand and address their specific needs. The result is that many of our clients have maintained a relationship with us for 10, 15, even 20 years.
I enjoy working on sticky problems that are difficult to solve. The kind that require engaging in collaborative problem solving, such as holding round table discussions with my staff, brainstorming ideas with our partners, or reaching out to clients who have faced similar challenges.
When I’m not helping my clients manage the risks associated with their business, you’ll likely find me hiking in the SoCal hills with my wife.