Gary Wilberg

Managing Director

Mr. Wilberg is an advanced insurance planning advisor that focuses on implementing and integrating legal, banking and insurance structures for businesses, executives, and high net worth families.

He has extensive experience in the analysis, design, and implementation of sophisticated solutions to address asset protection, wealth creation, estate tax mitigation, executive compensation and retention, buy/sell, key man, premium financing, and private placement.

Mr. Wilberg is appointed with the country’s leading insurance carriers:  Pacific Life, Nationwide, Penn Mutual, Prudential, Lombard, Crown Global, and John Hancock. 

Mr. Wilberg brings to the table extensive experience and connections to the country’s leading Banks, Estate Planning Attorneys and Trust Companies to orchestrate solutions for his clients. He has been recognized by Northwestern Mutual, Pacific Life, Prudential, and Penn Mutual as a leader in the industry. <

Specialties: Concentration in Advanced Insurance Planning including Taxation, Estate Planning, Asset Protection Planning, Family Offices and Business Planning. Mr. Wilberg and his wife live in the Chicago suburbs and are blessed with 4 children and one grandchild.  They are proud that 2 of their children are serving the country in both the Air Force and Navy.