Welcome to
Parkstone Financial Services
Parkstone Financial Services is a multi-faceted financial products and services Investor, Advisor, and Market Developer. With over 100 years of combined insurance, advisory, and benefits experience, we bring the following advantages to our clients and partners:
- Benefits program developer and provider for all scale of clients: from individuals to million-member groups and Fortune 100 companies
- Cumulatively served over 30 million members
- Access to traditional and custom markets not always available to others
- Proven capability to flawlessly execute = track record of satisfied clients
- Significant senior management, advisory, M&A and investment experience
Benefits Solutions
We design, develop, deliver, and market customized, comprehensive benefit programs for groups and individuals
- Health & Life insurance needs
- Property & Casualty
- Ancillary insurances and benefits
- Portfolio of customizable lifestyle, financial, and business products and services – not available to general public and offered at a discount
Advisory Services
We leverage deep relationships and contacts across the Insurance and Finance industries for partner and client benefit
- Board of Directors/Advisors roles
- Strategic Advisory: Corporate, Finance, Sales & Marketing, and Product initiatives
- Client Relationship development
- Interim Executive roles – particularly general management and Senior Sales & Marketing
Our Benefits Solutions Model
We are led by a unique combination of strategic, financial, and revenue leaders from across the Insurance, Financial Services, Healthcare and Consumer industries, with over 100 years of combined experience.
Our Leadership Team
We are led by a unique combination of strategic, financial, and revenue leaders from across the Insurance, Financial Services, Healthcare and Consumer industries, with over 100 years of combined experience.
CEO and Founder,
Pioneer of Affinity
50 years of financial services leadership, ranging from founder to executive in the world’s leading insurance companies.
President,
Former PE and McKinsey
25 years of investing in, advising, and building healthcare, insurance and consumer businesses.
Senior VP,
Chief Counsel and COO
Proven operator and counselor across the insurance and healthcare landscape, with deep acquisitions experience.
Advisor,
Former CEO FCCI
Senior executive, entrepreneur and business builder with deep relationships across carriers, brokers, and the broader insurance industry.
Our Core Values
INTEGRITY
Absolute trust, absolute transparency. Trust is the foundation of Partnership
PARTNERSHIP
The only way we know how to build businesses. Aligned vision, shared values, and mutual respect
MUTUAL RESPECT
We will get the best of each other when we expect and believe that the best has value
MEASURABLE IMPACT
“Value-add” is cliché. Our impact on our partners, clients, and community must be positive and tangible
FAMILY
An unbreakable bond that forged our firm, and defines our relationships with our people, partners and clients
Contact Us
We look forward to exploring a potential partnership with you.
Parkstone Financial Services is an affiliate of Parkstone Growth Partners