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
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.