The team
Operators first. Advisors second.
The people who guide your engagement, from the first call through the structure.
Principal
Craig Clemons
Co-Founder / Chief Marketing Officer
Craig spent his early career inside the Fortune 500, serving as Vice President of Business Development for the world's largest private staffing company, a $4B operation. He brings that C-suite discipline to mid-market business owners, and is the driving force behind The Latitude Plan and the firm's educational programs.
- Former VP of Business Development, $4B private staffing firm
- Fortune 500 C-suite background
- Architect of The Latitude Plan™ education platform
Principal
Robert Ferguson
Co-Founder / Tribal Insurance Manager
Rob leads the compliance and regulatory backbone of The Latitude Plan. His work centers on the IRS doctrine, case law, and sovereign-jurisdiction insurance regulation behind the structure. It's the material your CPA and tax attorney will want to see before you proceed.
- Compliance and regulatory lead, The Latitude Plan
- IRS insurance doctrine and direct-procurement case law
- Sovereign tribal-jurisdiction insurance management
Principal
Scott Roberts
Co-Founder / Chief Operating Officer
Scott has owned and operated five domestic automobile dealerships spanning nine franchises, and has used private reinsurance structures in his own businesses since 2003. He joined the firm in 2021 and guides clients through implementation, risk management, asset protection, and wealth-transfer planning. He is an owner who runs the same structure he recommends.
- Has owned and operated five dealerships / nine franchises
- Reinsurance structure owner since 2003
- Client implementation and wealth-transfer planning lead
Book a Call
Talk to a co-founder, not a call center.
Introductory calls are led by the principals. Bring the hard questions.