Trevor is the Chief Executive Officer of Baldwin Risk Partners. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being BRP’s President & CEO.
Trevor has a background investing in and working with companies to shape their goals and success. Before joining Baldwin Risk Partners, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.
Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.
Mr. Wiebeck currently serves as Chief Strategy Officer at BRP Group, focused on strategic initiatives across the organization. He was appointed to Chief Strategy Officer from Chief Financial Officer at BRP Group. At various times over his tenure at BRP Group, Mr. Wiebeck has led the finance, accounting, legal, and Partnership functions of the organization, playing an integral role in the firm’s success since he joined in 2015. Prior to that, Mr. Wiebeck served as Senior Vice President at MMA Capital Management after beginning his career in the Advisory Services practice of PricewaterhouseCoopers. Mr. Wiebeck holds a bachelor’s and master’s degree in Accounting from the University of Florida. While at the University of Florida, he was an All-American student-athlete and graduate of the Honors Program.
Brad Hale has served as Chief Financial Officer of BRP since April 2021, after previously serving as Chief Accounting Officer since joining BRP in 2019. Prior to joining BRP, Mr. Hale served as Managing Director and Shareholder at CBIZ MHM, LLC, where he led the Accounting Advisory group on projects primarily focused on the application of technical accounting. In addition, Mr. Hale signed both private company and public company audit reports and served as a subject matter expert within the firm’s national office for a variety of complex GAAP areas. Before joining CBIZ, he was the Director of Accounting & Risk Management at Bloomin’ Brands, Inc,. after having grown up in the Big 4 with Deloitte, LLP.
Brad has a Bachelor’s and Master’s degree in Accounting from Wake Forest University and is a Certified Public Accountant in Florida. He serves as the Treasurer of Voice for Children and volunteers on various committees at Hyde Park United Methodist Church and St. Mary’s Episcopal Day School. Brad and his wife, Amy, have two children and reside in Tampa.
Dan joined Baldwin Risk Partners as Chief Operating Officer in early 2019. As COO, Dan is focused on operational execution of the firm’s strategic priorities, organizational development and business development. He is also responsible for sales strategy and execution throughout all operating groups.
Dan began his career at Cintas Corporation in 2003 and after 10 years in various operations and sales leadership roles, was head of sales for the Document Management division. In May 2014, when Cintas Document Management and Shred-it entered into a joint venture, Dan was appointed as Executive Vice President of Sales, running Sales and Sales Operations for the organization. In October 2015, Shred-it was acquired by Stericycle where Dan was named Senior Vice President of Sales, running Sales for all of Stericycle’s Compliance Service Businesses in North America. Dan’s team at Stericycle was responsible for driving $2.5 billion in annual revenue.
In prior positions, Dan became known for his ability to take over non-performing teams and regions and build them into top performers. Recognized as a versatile leader of Sales and Operations, Dan’s leadership strengths include talent management (recruiting/attracting/developing/retaining talent), challenging leadership, change management, financial acumen, motivational leadership, visionary leadership, operational and route logistics, sales and sales operations.
Dan graduated with a B.A. from Cornell University in Ithaca, NY in 2003, where he majored in Government with a minor in Economics. He played four years on the Varsity Squash team. He and his wife are originally from the Northeast (Connecticut and Long Island), but currently reside in Tampa, FL with their 3 young children. Aside from spending time with family, Dan enjoys exercise, racquet sports and fishing.
John Valentine joined Baldwin Risk Partners in 2018 as Chief Partnership Officer. John has more than 17 years of experience closing merger and acquisition, equity and debt transactions for public, private and sponsor-owned clients across a number of industry sectors. Most recently John led the Investment Banking practice in the Mid-Atlantic region at Wells Fargo Securities. Prior to joining Wells Fargo Securities, John was a vice president at Hyde Park Capital Partners, LLC and Athena Capital Partners. John began his career at Keefe, Bruyette and Woods, Inc., where he assisted in the structuring and marketing of sell-side M&A engagements, trust preferred and mezzanine capital transactions for financial services companies.
As Chief Partnership Officer, John is responsible for Partnership execution and due diligence activities in collaboration with BRP’s respective Division and Business Function leadership teams. In addition, John collaborates with BRP’s leadership team to drive successful integration of new partner firms.
John earned his B.S. in Business Administration, with special attainments in commerce, from Washington and Lee University in Lexington, Virginia, where he was a four-year varsity wrestler. John is also a Chartered Financial Analyst. John lives in Charlotte with his wife and three daughters.
Corbyn Lichon has served as Chief Accounting Officer of BRP since April 2021, after previously serving as Director of Accounting since joining BRP in 2019. As CAO, Ms. Lichon is responsible for leading the accounting department through the business’s growth trajectory with accurate and informative financial reporting while being responsive to the demands of integration and partner support.
Corbyn began her career in the Assurance practice of CBIZ & MHM Tampa Bay, where she planned and executed financial statement audits of privately-held and publicly-traded companies. While at CBIZ, Corbyn served as a technical leader focusing specifically on transaction-related accounting, business combinations and revenue recognition.
Corbyn graduated with honors from the University of South Florida with a bachelor’s degree in Accounting. She remains an active alumnus as a business corporate mentor in the USF Muma College of Business. Corbyn is also a Certified Public Accountant. She enjoys traveling and cheering on the Bulls at USF football games.
Erin joined Baldwin Risk Partners as Chief Colleague Officer in July 2020. She brings 25 years of experience in human resources from a Fortune 100 organization. As Chief Colleague Officer, Erin oversees human capital functions and is responsible for driving organizational effectiveness and fostering BRP's powered by people culture. She has a passion for cultivating environments that focus on providing exceptional customer experiences to meet organizational goals.
Prior to joining BRP, Erin began her career at Publix Super Markets, Inc. in 1990, where she held several senior leadership roles within human resources and developed strategic systems and functions related to talent sourcing and development, leadership, and learning development, performance management, and total rewards. She has in-depth experience with organizational development and planning, change management, succession planning, and culture sustainment strategies.
Erin graduated with a Master's Degree in Human Resources from Rollins College in Winter Park, FL and a B.A. in Political Science from University of Central Florida. She is a certified senior human resources professional (SHRM-SCP) and a compliance and ethics professional (CCEP). Erin lives in Lakeland, Florida, with her husband and two children.
Jim Roche joined Baldwin Risk Partners in 2019. He previously served as Managing Partner of Millenial Specialty Insurance. A graduate of Vanderbilt University (Computer Science / Electrical Engineering), Jim spent five years in management consulting, with his last role being Principal. Jim received his MBA from the University of Virginia before joining Progressive Insurance as a product manager ($150M P&L responsibility).
Through various mergers & acquisitions, Jim has worked for Balboa Insurance Company, Bank of America, and QBE Insurance in various roles of growing responsibility, including strategy, marketing, product development & IT, with significant experience in technology solutions and new product introduction. Jim has owned auto, renters & homeowners P&Ls and managed multiple policy administration and billing system implementations. As Chief Insurance Innovation Officer, Jim is responsible for driving continued insurance product and technological innovation both within MSI and across BRP more broadly.
Rajasekhar Kalahasthi joined Baldwin Risk Partners as Chief Digital & Information Officer (CD&IO) in 2021.
Raj comes to BRP Group from Comerica Bank where he served as Chief Information Officer for their Retail and Wealth Management divisions. Prior to that, he led technology teams at Fortune 100 companies: HSBC, Citibank, and General Electric in the United States, Latin America, and India. He has over two decades of IT leadership experience with a history of helping companies and teams navigate through intense periods of transformational change and growth.
Raj actively engages in the business community by serving on advisory boards of product companies and mentoring start-ups. He also volunteers with non-profit organizations focused on education and talent development.
He holds bachelor’s and master’s degrees in Information Technology from BITS-Pilani and IIIT-B in India and an MBA from the University of Michigan – Ross School of Business.
As the General Counsel and Corporate Secretary, Seth is responsible for leading BRP’s legal, compliance, and regulatory function. Seth has been with BRP since February 2020, most recently serving as Deputy General Counsel, Legal Operations & Strategic Initiatives, and Chief Information Security Officer. Seth brings more than 20 years of experience working across multiple industries. Prior to joining BRP, he served as Senior Vice President, Legal - Strategic Initiatives at Savills North America. Prior to that, he served in a number of leadership positions within the legal department at Cisco Systems, Inc., after having spent time at Sonnenschein Nath & Rosenthal (now Dentons) and leading his own law firm.
Seth received a BA in criminology and criminal justice from the University of Florida in 1998 and a JD from The George Washington University School of Law in 2001. Seth is an avid Gator fan, loves fishing, boating and golf, and lives in Tampa with his wife, their two daughters, and their two dogs.
As the Chief Marketing Officer, Rich leads marketing and communications strategy across the firm, delivering programs designed to drive profitable growth and long-term brand recognition. He has more than 20 years of diverse experience at several Fortune 500 brands with a history of building and deploying world class marketing and communications programs.
Mr. Tallo joins BRP from Chubb where he served as Executive Vice President, Marketing & Communications. In this role, he had executive oversight of the company’s marketing and communications operations in North America. Prior to that, he held several senior marketing and communications roles at global insurance carriers and brokers. He holds both undergraduate and graduate degrees from the University of Connecticut.
David Smith joined Baldwin Risk Partners as President & Executive Operating Officer of Guided Solutions in 2021. In his role, David oversees the strategic and operational efforts of the MainStreet and Medicare businesses, with a focus on enhancing their current strategies and processes and working towards their goal of transforming Guided Solutions into the nation’s preeminent resource for personal insurance, small business insurance, and Medicare services. David also works closely with the team at the MGA of the Future to drive technology enhancements and new proprietary products through Guided Solutions’ distribution networks.
David joins from Cardinal Financial where he held progressive roles, including Chief Operating Officer, as they rapidly grew the mortgage lending firm. David has over 30 years of proven experience creating innovative and scalable sales and service capabilities in the financial services industry.