Our Team
Operators, Investors, and Advisors.
Integrated expertise across insurance brokerage, capital markets, real estate advisory, and M&A — with deep operational experience in every discipline.
Insurance Operations
30+ years combined experience in commercial insurance, client service, and agency leadership
Capital & M&A Expertise
$5B+ in completed transactions, 12+ operating businesses managed
Multidisciplinary Credentials
CPAs, CFAs, J.D., MBA — spanning insurance, finance, legal, and HR leadership
Chip Smith
Chief Executive Officer
J.D., MBA, Licensed RE Agent
Attorney and founding principal with M&A, corporate, and real estate expertise. Led transactions exceeding $500M. Board member of multiple portfolio companies.
Kay Cameron, CPA
Chief Administrative Officer
B.S., CPA, Licensed RE Professional
30+ years in office administration, real estate, and accounting. Combines operational insight with financial acumen. Expertise in compliance, legal coordination, multi-project management.
Dave Estes
Chief People Officer
MBA in Finance
Strategic HR executive specializing in talent acquisition, workforce planning, and employee engagement. Former Chief People Officer at ATIS/Greenleaf merger.
Art Sordo
Vice President
Business Management (Trulaske)
20+ years in sales leadership and agency development. Leads cross-functional teams driving efficiency through technology, staffing, and workflows. Former Sales Director at Gateway Underwriters.
Jill Berger
Client Services Manager
14+ Years Insurance Experience
Specializes in admin operations and process improvement for commercial clients. Managed accounting for $20M+ premium book. Known for operational excellence and client satisfaction.
Elaine Ross
Client Services
CRM, CIC, CRIS Designations
30+ years insurance experience spanning construction, property, and risk management. St. Louis industry leader. Authority in coverage design and claims coordination.
Joe Stroot
Shareholder / Client Advisor
B.A. Interdisciplinary Studies (Mizzou), MBA Finance (SLU)
Insurance & employee benefits specialist focusing on PE firms and portfolio companies. Leads clients through full transaction lifecycle from due diligence to post-close program management.
Brad Grellner
Shareholder / Client Advisor
Business Studies (Ole Miss), 14+ Years
Deep expertise in sales, finance, and insurance. Active real estate investor for 12+ years — buying, flipping, and managing properties. Brings strategic thinking and operational experience to every engagement.
Kevin P. McLaughlin, SIOR
Commercial Real Estate Advisor
SIOR Designation, 25+ Years CRE Experience
Commercial real estate broker specializing in industrial, office, and retail properties. Founded two separate brokerage firms and completed more than 1,000 transactions across 19 states.
John Moore
Shareholder / Client Advisor
30+ Years at Lockton Companies, VP & Senior VP
Helped grow Lockton's St. Louis office from the ground up while establishing offices in Nashville. Known for integrity, collaboration, and a philosophy of sharing knowledge and networks. Leading Centered's business development efforts.
Colin Smith, CPA
Founding Principal
M.S. Finance, B.A. Accounting
CPA and founding principal with deep finance and consulting experience. Former VP of Finance overseeing $1B+ global operations. President of Arco.
Ryan Tkach, CFA, CPA
Managing Director
B.S. Finance & Accounting
Dual-credentialed (CFA, CPA) director focusing on M&A diligence, valuation, and portfolio support. CFO at ATIS, board member at R&R Sanitation.
Michael Morrison
Director & President, R&R Sanitation
B.A. General Studies
20+ years managing global operations in automotive and waste management. Founded CSI, led European turnaround. Oversees acquisitions and business development.
George Pope
Director, IT & Software
B.A. Business Administration
10+ years managing enterprise IT for 12+ acquisitions. Custom NetSuite solutions, infrastructure oversight, and platform integration across portfolio companies.
Nicho Sorrentino, CPA
Manager
M.S. Accountancy
CPA with 6+ years at PwC in audit and consulting. Supports portfolio companies in accounting, M&A, analytics, and strategic planning. Deal origination and diligence.
Wayne L. Smith, II
Senior Advisor
B.A., University of Missouri
Seasoned capital markets executive with involvement in over $3B of debt and equity investments across his career. Former Managing Director & GP of Eagle Funds, Chairman of Laclede Chain Mfg, CFO of Intrav, and President of Windsor Capital.
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