Articles from Winged Keel Group

Winged Keel Group (“Winged Keel”) today announced the appointment of Tricia Michaels to the role of Chief Financial Officer (CFO). Michaels, who is based in Winged Keel’s Boston office, brings extensive CFO experience across high-growth businesses and will be instrumental as the firm continues to scale its business and enhance operational excellence.

Winged Keel Group (“Winged Keel”) today announced the acquisition of Bridge Life, a Denver-based provider of advanced life insurance planning for affluent and ultra-affluent clients founded by industry veteran Jay Cleary. Jay and his team of brokerage service professionals will join forces with the team in Winged Keel’s Denver office. This transaction expands Winged Keel’s platform and reinforces its position as the premier destination for distinguished life insurance advisors and their clients nationally.

Winged Keel Group “Winged Keel” is pleased to announce the addition of Jacob Boston as Managing Director, Marketing and Communications. In this newly created role, Jacob will oversee the strategic direction and execution of Winged Keel Group’s marketing and communications platform. His remit includes advancing the firm’s messaging around M&A activity, corporate growth initiatives, and institutional partnerships, as well as deepening engagement with key Centers of Influence. He will also partner closely with the firm’s events team to enhance Winged Keel’s highly curated national event platform.

Winged Keel Group (“Winged Keel”) is proud to announce the addition of Christopher “Chris” Cooley, CFP® as a Senior Director and Client Relationship Manager. Based in Nashville, Tennessee, Chris will play a key role in advancing Winged Keel’s strategic expansion in the Southeast and deepen the firm’s ability to partner with institutions and advisors in the region.

Winged Keel Group (“Winged Keel”) is pleased to announce that Sean O’Reilly has recently joined the company as Chief Operating Officer. As the firm continues its rapid expansion as the premier national platform for the structuring, implementation, and administration of high-end life insurance, Sean is responsible for managing the firm’s day-to-day operations in support of Winged Keel’s growth initiatives. These responsibilities include scaling existing businesses and sourcing and integrating new M&A opportunities.

Winged Keel Group is pleased to announce that Carolyn Rogers has joined the firm as a Client Relationship Manager. Carolyn brings more than 20 years of experience with expertise in the life insurance sector, specializing in structuring customized insurance solutions that assist clients in asset accumulation, asset transfer, and business succession planning. Carolyn most recently served as Vice President at a Lion Street Financial insurance brokerage firm. Rogers’ hiring underscores Winged Keel Group’s growth initiatives for 2025 and beyond.

Winged Keel Group is pleased to announce that Scott Coppeto has recently joined the firm as a Director, Client Relationship Manager. With more than 20 years of experience as an estate planning attorney, financial advisor, and insurance planning specialist, Scott is uniquely positioned to deepen the firm’s growing relationships with financial institutions. Scott was most recently an Estate & Insurance Planning Specialist at Crump Life Insurance Services. Scott’s hiring follows the strategic investment by GTCR, and helps underscore the growth initiatives for 2025 and beyond. Winged Keel continues to emphasize the importance of its institutional relationships and continues to add resources to expand their coverage nationwide.

Winged Keel Group (“Winged Keel”) today announced its continued national expansion with the acquisition of MBW Group and opening of its Minneapolis office. The acquisition represents another strategic step forward in the firm’s continued growth as the premier national platform for the structuring, implementation, and administration of high-end life insurance. The new Winged Keel Minneapolis office will be led by Principals Jeffery W. Bird and David A. Wischmeier and comprised of a team of experienced client relationship managers and brokerage service professionals. This marks Winged Keel’s second acquisition this summer.

Winged Keel Group (“Winged Keel”) today announced the acquisition of BryanMark Group, a St. Louis-based provider of life insurance solutions to affluent and ultra-affluent clients. This transaction follows the announcement of GTCR’s strategic investment in Winged Keel in early 2025 to accelerate its growth trajectory and ongoing efforts to build the premier destination for distinguished life insurance advisors and their clients.

Winged Keel Group (“Winged Keel”) today announced the acquisition of The Madison Group and opening of its Denver office, which will be led by Principal Mark J. Richards. The new Winged Keel Denver office will be comprised of an 8-person team of client relationship managers and brokerage service professionals under his leadership. The expansion to Denver follows Winged Keel’s most recent office opening in Atlanta earlier this year and continued business growth.

Winged Keel Group (“Winged Keel”) today announced the acquisition of Nease, Lagana, Eden & Culley (“NLEC”) and opening of its Atlanta office, which will be led by Principals Brent Eden and Walt Helms. The new Winged Keel Atlanta office will be comprised of a 17-person team of client relationship managers and brokerage service professionals under their leadership. The expansion to Atlanta follows Winged Keel’s most recent office opening in Houston and another exceptional year of growth within the firm’s Traditional Life Insurance, Business Continuation Insurance, and Private Placement Life Insurance businesses, along with the development of a Corporate-Owned Life Insurance segment.