Keith Captain is President of MarshBerry Networks. Under Keith’s leadership, FirstChoice has become one of the fastest growing networks in the country. Recognized as the #1 Agency Partner by Insurance Journal, FirstChoice has established agency relationships spanning 43 states and the District of Columbia.

Keith brings his experience as a leader in the insurance industry where he builds strong and effective relationships with agents, Carriers, and Strategic Partners . He’s committed to helping agencies increase revenue through education, strategic planning, and leveraging technology.

Phil Trem brings deep expertise in merger & acquisition (M&A) advisory, strategic consulting, and operational leadership. He is a trusted partner to buyers and sellers who rely on his proficiency in deal negotiation, due diligence, execution, and integration. Phil has led engagements across the full life cycle of M&A for independently owned insurance agents and brokers, specialty distributors, wealth and retirement advisors, private equity firms, banks and credit unions, and insurance carriers. His focus is simple: deliver a seamless, comprehensive experience that drives long-term value for clients.

Jen McKay joined MarshBerry in 2019 and currently serves as a Vice President on the investment banking and consulting team. Her primary responsibilities include managing sell side transactions, equity and debt capital raises, due diligence projects, valuation engagements, and strategic planning facilitation. During her tenure at MarshBerry, she has advised on several large insurance brokerage transactions on both the buy and sell side. Jen is also a valuable contributor to MarshBerry’s external publications and has spoken at various industry events.

Heath Shearon brings a combination of firsthand experience and industry-wide perspective to his role as Vice President, Strategic Partnerships at FirstChoice, a MarshBerry company. A second-generation insurance professional, Heath has worked across every facet of the industry, from agency owner and 
carrier representative to agency consultant and Insurtech content strategist.

In his current role, Heath leads strategic partnership efforts to drive growth, revenue, and market presence for independent agencies while cultivating relationships with insurtech companies, marketing and media partners, education and workforce development organizations, industry associations, 
and other strategic collaborators to create long-term value and industry impact.

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, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.

Brooke’s operational expertise, product development experience, and servant leadership style are instrumental in helping MarshBerry clients achieve their growth goals through the invaluable MarshBerry programs such as Connect executive peer exchange.

Diane is a lifelong advocate of the independent agency system helping agency owners realize their true potential and value through strategic planning and coaching.

As Vice President of Education & Strategic Planning for FirstChoice, a MarshBerry Company, Diane is committed to helping members build strategic plans for their agencies and set goals for future growth. She believes setting effective plans is life altering relative to experience and value and loves helping agency owners get clarity around what goals they want to achieve. Diane is skilled in helping agency owners work on the business and believes every interaction with agency owners and staff should be focused around increasing agency value.