Our Mission
We strive to improve the lives and legacies of our clients by optimizing their life insurance portfolios both today and for future generations.
As a trusted partner we offer advanced life insurance planning for high-net-worth clients and business owners, with a focus on optimizing the performance of client’s life insurance portfolios
With decades of experience and the recognition of leading institutions across the nation, we help clients achieve the goals they once thought impossible.
Our Story is built on experience and a desire to always do the right thing.
We have been in the business of creating fully customized, premium financed life insurance structures for high-net-worth clients since 1989, working with some of the largest institutions in the world.
​
Our firm’s abilities are based on trust and time-tested relationships with insurance company and banking partners. Our track-record of never missing a funding commitment is impressive given some of the world events that have transpired over the past 30 years.
Kuorum Partners is a national organization with offices and team members located strategically throughout the United States. Our continued success is measured one satisfied client at a time.
Our Team
Vineet Goyal
MANAGING DIRECTOR
DALLAS | TEXAS
Blake Fellows
MANAGING DIRECTOR
LEESBURG | VIRGINIA
​
Allison Gerwick
EXECTUTIVE DIRECTOR FINANCE
AUSTIN | TEXAS
​
Jaqueline Steinberg
DIRECTOR ADVANCED CASE DESIGN
AUSTIN | TEXAS
Michael Cox
DIRECTOR ADVANCED CASE DESIGN
COLUMBUS | OHIO
​
Paula Crisi
DIRECTOR UNDERWRITING
PITTSBURGH | PENNSYLVANIA
​
Jeff Schalk
EXECUTIVE DIRECTOR OPERATIONS
LEESBURG | VIRGINIA
Bianca Manzo
DIRECTOR ALTERNATIVES & FINANCE
SAN DIEGO | CALIFORNIA
​
Trudy Turscak
CASE MANAGER
POLAND | OHIO
Mark Martin
EXECUTIVE DIRECTOR OPERATIONS
PITTSBURGH | PENNSYLVANIA
Maisa Hamdan
EXECUTIVE ADMINISTRATOR
TAMPA | FLORIDA
