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David Solimine is Chairman of AiK2 Insurance Services, as well as President & Chief Executive Officer of KORE Insurance Holdings, LLC. David drives the strategic direction of AiK2 Insurance Services and KORE, utilizing his industry expertise and proven track record of success leading insurance brokerage operations. Prior to AiK2 Insurance Services and KORE Insurance Holdings, David was principal, as well as President for EMAR Group, Inc., orchestrating its sales to Wells Fargo Insurance Services in 2008.

David graduated from Brown University with a Bachelor of Science in Business/Economics.

Jay serves as Chief Executive Officer of AiK2 Insurance Services, with responsibilities as the general manager of the company. Jay also serves as the CEO of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business.  Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.

He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management; a Cincinnati-based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor.

Jay lives in Kansas City with his wife, Valerie. When he’s not traveling, he and Valerie stay very busy with their 8- and 6-year-old sons and their 4-year-old daughter.

John serves as President of AiK2 Insurance Services, with oversight over sales, marketing, and relationship management activities. John also serves as President of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.

Most recently, John led the High Net Worth Sales division at Envestnet working with RIAs, hybrid RIAs, and Independent Advisor Networks that deployed Envestnet.  John was CEO and Founder of Metamorphosis Money Management an RIA in Denver, Colorado a company that he eventually sold to Envestnet. Prior to M3, John worked for 6 years as a Managing Director for Alexander Capital Management Group, where he was head of sales and marketing. Prior to that, John was a Regional Director for Putnam Investments and also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.

John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license. John lives in Denver with his wife and two children.

Matthew Tobia is a Co-Founder of AiK2 Insurance Services. He provides expertise on the insurance and process management aspects of the business. Prior to this role, Matthew spent five years as an insurance broker with The McIntyre Group. In 2013, Matthew then moved to KORE Insurance Holdings, LLC as Vice President, Commercial Lines, where he split his time between managing KORE’s Commercial Lines Division, the Marketing/Account Management of both new and existing customers, as well as driving the strategic planning and growth of the company. Most recently Matthew has been working on launching a start-up wholesale insurance brokerage focused on making insurance simpler.

Matthew graduated from Muhlenberg College with a degree in Business Administration and earned an MBA in Finance from Fordham University.

Lucas Dietrich is a Co-Founder of AiK2 Insurance Services. He provides expertise on the insurance and process management aspects of the business. Prior to this role, Lucas spent a decade as an underwriter and practice leader at AIG. During this time, he put together insurance programs for the largest contractors in the world, including programs for the reconstruction of the World Trade Center. From there he moved to KORE Insurance, working as a retail insurance broker throughout many niche segments including Construction, Energy, and Aerospace. Most recently, Lucas has been working on launching a start-up wholesale insurance brokerage focused on making insurance simpler.

Lucas graduated from Temple University in 2006 with a degree in Actuarial Science.

Dan serves as the Vice President of sales and marketing with AiK2 Insurance Services. Prior to this role, he was a wealth advisor with Buckingham Strategic Wealth helping clients with holistic wealth planning. The decade prior to Buckingham he served on the Business Development team for Envestnet Financial Management where he supported the firm’s Institutional sales initiatives focusing most of his efforts on prospecting new institutional clients (RIA’s, Banks, Broker/Dealers, and Trust Companies) as well as consulting and advising existing clients.

Dan received his bachelor’s degree in Economics from Southern Illinois University. Additionally, he holds a Series 65 Investment Advisor registration and a Missouri Property & Casualty Insurance License. Dan lives in St. Louis with his wife and son.

Austin Bushwell is a Commercial Lines Associate with AiK2 Insurance Services and K2 Placements. He focuses on Errors & Omissions, Directors & Officers, Business Owners Policy, Employment Practices Liability, Crime, and Cyber coverage for new and current clients. He works closely with Dan Jones, Lucas Dietrich, and Matt Tobia to help with new business demands, client service, and renewals.

Prior to joining AiK2, Austin worked at Prudential Insurance agency in the Property & Casualty division. In this role, he learned the day-to-day of the insurance industry and facilitated sales.

Austin is a graduate of the University of Tampa. He passed his Securities Industry Essentials exam and has his Property and Casualty Insurance License.

De’Marco Davis is an Accounting Associate with K2 Placements. He will be tasked with ensuring all billing and carrier financial transactions occur in a seamless fashion.

Prior to this endeavor, De’Marco worked with an industry leader in Applied Systems for three years in their Accounting Support Division. There, he provided integral assistance in the fundamental operations of numerous agencies’ Finance and Accounting Divisions. As such De’Marco assists in the daily streamlining of procedures and workflows to help accentuate the drive and determination that make K2 Placements a leader in innovation.

De’Marco attended Prairie State College where he majored in both Accounting and Computer Science. When not spending time with his family De’Marco also volunteers as a financial adviser at Youth and Adult Center, a not-for-profit organization aimed at providing relief in socioeconomically deprived neighborhoods. De’Marco lives in suburban Chicago, with his wife and four children.

Ashley works closely with John and Jay across a wide variety of strategic and executional areas, including supporting financial and operational modeling for M&A transactions, serving as lead relationship manager for major outside partners, and serving as the glue for the senior leaders of the companies to ensure operational excellence. Prior to AiK2, Ashley spent four years as a product owner in American Century Investments’ client business management and business transformation groups, where she earned a reputation for speed, accuracy, and on-time completion. Prior to American Century, she worked as a marketing strategist and analyst for DEG Digital.

A seasoned insurance expert, Meaghan Dowd serves as an advisor, insurance educator, and claims advocate. With over a decade of personal insurance experience, Meaghan is devoted to helping her clients understand their risk, implement risk mitigation strategies, and provide adequate coverage to protect their lifestyles. She strives to deepen her relationships with clients and find the best possible solutions for their unique needs.

In her most recent role, Meaghan served as Private Client Advisor at Marsh McLennan Agency, supporting clients with their personal insurance protection. During her time in this role, Meaghan educated clients on how lifestyle choices affect their insurance options and was creative in planning while focusing on client needs. Starting her career out of college, Meaghan has built her knowledge from the ground up, from managing and building a book of business at The Daniel and Henry Co. to serving as an Insurance Advisor at POWERS Insurance and Risk Management, where she crafted her risk management skills.

Sam serves as a Commercial Lines Associate at K2 Placements and handles a diverse range of insurance products, servicing and maintaining all aspects of commercial client accounts. Sam assists the team with assembling and finalizing accurate marketing proposals while gathering and analyzing underwriting information. He has been working in the sales and services industry for over 20 years and brings financial consultation, elevation of client experience, and sales expertise to the team.

Prior to joining K2, Sam spent over 10 years working at State Farm and took on additional roles with Valley National Bank and JP Morgan Chase Bank. Sam has his bachelor’s degree in Business Management and Administration from Montclair University, bringing deep experience in sales, service, and finance. He also holds his Series 6 and Series 63 licenses.

Mark serves as a Senior Private Client Advisor at KORE Insurance and oversees new business marketing. Prior to joining the team, Mark was a Senior Personal Insurance Executive of Hilb Group of NJ and the Director of Marketing at MSG Personal Lines Agency. He also acted as the Claim Advocate and Senior Account Executive at Alliant Insurance Services from 2008-2017.

Mark holds a bachelor’s degree from Swarthmore College and brings deep experience in Fine Art and Jewelry collections insurance, Critical review of Personal Insurance programs, Insurance guidance for new home buyers, and Private Client Claim Advocacy.