As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers. Phil's objective is to provide clients with a seamless, comprehensive experience.

Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Keith Captain is President of FirstChoice, a MarshBerry Company. Under Keith’s leadership, FirstChoice has become one of the fastest growing networks in the country. Recognized as the top agency partnership by Insurance Journal, FirstChoice has established agency relationships spanning across 32 states and growing. In his role, Keith was instrumental in establishing a smooth integration between MarshBerry’s Platform and First Choice Agents Alliance − a merger that further dominates and redefines the agency partnership and aggregation space.

Brooke Liu’s exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President of the company’s expanded Organic Growth division, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.

Don Folino joined MarshBerry's Organic Growth division in 2018 where he helps insurance agencies and brokerages build infrastructures that drive organic growth, as well as working with them through the continued development and execution of that process.

As a managing director of MarshBerry’s Financial Advisory Division, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 14+ year career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation and strategic planning. Tommy’s analytical talents and passion for the industry produce exceptional results, whether he’s developing new client relationships or providing advice and counsel to existing clients to help them accomplish their goals