To achieve Exponential Life, you need exponential thinking. To help our clients pursue Exponential Life, Lexington Leadership has assembled a team of diverse, niched, and vetted independent professionals who are available to work collaboratively with you and your existing advisors to provide 360 degree guidance and management to address the broad spectrum of business and financial life needs. Each contributor brings specific insight and experience that when combined, forms a collective powerhouse of ideas and innovation. Lexington serves the needs of independent business owners, highly successful individuals, and families by providing the right people, the right technology, and the right processes to solve the complex problems of business and life in today’s changing world.
Health and Wellness
Dr. Anthony Capasso
Dr. Capasso works with Lexington’s clients to help them achieve a balanced lifestyle and improved mental and physical well-being. He attended the Ohio State University and graduated Cum Laude in 1987 with a Bachelor of Science degree in Biology. In 1993 he received his Doctor of Medicine Degree from the University of Alabama at Birmingham. Dr. Capasso completed his Medical Residency in Internal Medicine at University of Florida, Jacksonville campus. He was board certified by ABIM in internal medicine in 1998. Since graduating, he has worked with the University of Florida in Jacksonville as an Associate Medical Professor. Dr. Capasso entered private practice in 1998, and has offices in Jacksonville Beach, Florida. In 2009, he was Voted #1 Physician in Jacksonville Beach by Folio Magazine.
Dr. Anthony Capasso is Thin Centers MD’s Chief Medical Officer, and he is the medical visionary behind Thin Centers MD’s weight-loss programs, products and protocols.
By utilizing the latest medical research in nutrition and diet, hormones combined with the latest non-invasive laser therapy, Dr. Capasso has helped his patients lower their weight, blood pressure, cholesterol and risk for Diabetes. With over 17 years of medical experience, Dr. Capasso has changed the lives of hundreds of his patients by providing them the best medically, supervised weight loss care available.
His goals include continuing to further his education in diet, bio identical hormones, and to clearly educate his patients to arouse awareness, realistic expectations and outcomes, to insure patients the highest level of medical care, before, during, and after every visit, and finally to maintain integrity that adheres with the strong code of ethics in his practice, preserving his reputation as an outstanding medical physician.
During college he studied nutrition and worked as a fitness trainer. He is an avid tennis player and sports enthusiast who is passionate about health, fitness and exercise, as well as nutrition and anti-aging. His cutting edge philosophy on diet and bio identical hormones has enhanced his patient’s health and youthfulness.
CPA, CPCU, CSFS, CFE, ARe, AIAF, ARC, ACP
At Lexington, Norm provides our clients with self-insurance solutions for families and business. Norman has over fifteen years experience in directing auditing, accounting, compliance, and taxation engagements for insurance organizations in the states of Alabama, Arizona, Georgia, Florida, Illinois, Nevada, North Carolina, New Jersey, New York, South Carolina, Tennessee, and Texas. He has achieved the highest designation within the insurance industry, Chartered Property Casualty Underwriter (CPCU).
He has designed and managed insurance programs involving Life & Health and Property & Casualty coverages for multiple insurance companies, captives, and self-insured groups.
Norman also served for approximately ten years as the Reinsurance Specialist for the Tennessee Department of Commerce and Insurance.
His strengths are client relationships and personal attention and responsiveness to client needs. He invests a great deal of time in continuing professional education in order to maintain the expertise required to work and consult with insurance organizations. He currently is the President of the Alabama Captive Association (ACA), Co-chairman of the Governmental Relations committee of the Tennessee Captive Insurance Association (TCIA), and a member of the Governmental Relations committee of the North Carolina Captive Insurance Association (NCCIA). He is a member of the Captive Insurance Companies Association (CICA) and served on the Excess/Surplus/Specialty Lines Section of the CPCU Society.
Norman holds the CPA designation in the states of Alabama, Georgia, Florida, New York, North Carolina, South Carolina and Texas. He is a member of the Society of Financial Examiners (SOFE), and a member of the Alabama and Georgia Societies of CPAs and the American Institute of CPAs. He is also a former member of the Pike County (AL) Board of Education.
Business and Estate Planning Strategies
Thomas J. Handler, J. D., P.C
Tom Handler offers Lexington clients comprehensive estate and business planning solutions. Mr. Handler is an advanced planning attorney who focuses on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm's Advanced Planning & Family Office Practice Group.
His experience includes tax controversy, estate contests, tax litigation, public accounting and corporate and foundation directorships. He is active in Chicago Bar Association activities including its taxation and trust law committees, and has authored numerous professional articles. He has lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.
Mr. Handler has been named to the Wealth Strategies Design Team comprised of fifteen of the top wealth planners in the U.S., to the Citywealth Global Leaders List of the top wealth planning attorneys, to Who’s Who in American Law and Who’s Who in America. Illinois Leading Lawyers named Mr. Handler one of the top lawyers in the areas of closely and privately held business law and trusts, will and estate planning law. In 2015, he was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year in addition to receiving the prestigious Michael J. Brink Wealth Industry Leadership and Service Award.
He earned a Bachelor of Sciences in Accountancy degree from the University of Illinois at Urbana-Champaign and a Juris Doctor degree, Law Review, from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces who has been quoted in the Wall Street Journal, Chicago Tribune, New York Times, Worth Magazine, Financial Times, Barron's, Christian Science Monitor, Family Office Review, Las Vegas Review Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report, Wealth Manager Magazine and other publications.
Advanced Estate and Tax Planning
DAVID P. HEILICH, CPA, AEP®
David P. Heilich provides advanced estate and tax planning services to Lexington clients across the nation and beyond. He is a Partner with Brown Smith Wallace, a nationally acclaimed, top 100, full-service CPA and business advisory firm headquartered in St. Louis, Missouri. He is also practice leader of the firm’s Family Wealth Planning Group. David’s areas of expertise include income tax compliance and consulting; estate planning; family business consulting; business succession planning; advanced planning; and estate, gift and trust compliance and consulting.
As a member of the Lexington 360 Alliance, David Heilich and the Brown Smith Wallace team bring deep experience in serving individuals, families, closely held businesses, and executives with comprehensive tax and wealth management services. They do not sell investments or products. They work with a client’s advisors as a team to provide independent and timely tax; business; and estate, gift and trust planning advice and services.
David is a licensed Certified Public Accountant and an Accredited Estate Planner®. He is a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants and the Estate Planning Council of St. Louis.
As the Chief Sales Officer for HUB International Personal Insurance, Robb is responsible for the personal insurance sales initiatives across North America.
Robb is also the Director of Hub’s Family Office Practice where he and his team develop creative solutions for complex risks. Whether the client is a professional athlete, high net worth individual or family office, their risk management needs demand a tailored plan and his years of experience help create one. The product he provides isn't an insurance policy. The product is the forensic analysis that goes into gathering the right information and then using that to develop the plan that matches the client's end needs.
Robb has been a guest speaker for various Family Office gatherings and Professional Athlete symposiums across the United States where he demonstrates the integral role that risk management plays in each of their lives both professionally and personally.
He is backed by a team of nearly 1600 Personal Lines experts at HUB International Limited. Hub is a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services throughout offices located in the United States and Canada.
Specialties: HUB's extensive product portfolio for high net worth individuals and families includes:
- Personal and excess liability
- Homeowner's insurance - coverage for high limits, coastal, and worldwide
- Auto insurance - replacement cost of high-value cars
- Fine arts, jewelry, and other valuable articles
- Aviation, watercraft, farms, ranches & equine
- Kidnap & Ransom
- Directors & Officers liability for public and private board members
- Employment Practices liability for domestic employees
For selected clients, Robert and his team consult with Lexington to analyze portfolios and to recommend investment strategies and investment policy. In addition, Robert serves as the CEO of Gavion, LLC, an investment consulting firm with client assets under advisement of approximately $22 billion. Robert oversees the growth strategies of Gavion and additionally chairs the Gavion Research Advisory Board to which Robert brings his twenty-five years of investment consulting experience. Robert also serves as Senior Consultant on several of Gavion’s largest client relationships with specific expertise to hospitals, foundations, insurance reserves, post retiree healthcare trusts, defined benefit and defined contribution clients. Robert lectures periodically at various conferences on topics ranging from alternative investing to market outlook. Robert graduated magna cum laude with a bachelor’s degree in finance and a minor in economics from the University of Memphis and is a Chartered Financial Analyst. Robert’s community involvement includes past service on various committees for Hope Presbyterian Church; he also serves on the Board of Directors for BioDlogics, LLC, a Memphis based biologics company.
Strategic Retirement Plans
When Lexington clients need expertise with retirement plans, Larry Starr provides thorough review, analysis, and implementation of the best solutions for your business. Lawrence C. Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC is President of Qualified Plan Consultants, Inc. (QPC), a West Springfield, Massachusetts firm providing Pension and Profit Sharing plan consulting, administration and actuarial services on a fee-for-service basis. QPC does not market any products and works with many area accountants, attorneys and insurance professionals. Though their over 500 clients are primarily found in New England, QPC provides services all over the country.
Larry received his Masters of Business Administration in Economics and Finance with a specialty in Insurance from the University of Hartford where he has also served on the adjunct faculty. In addition, he was a member of the faculty of the University of Connecticut for over fourteen years where he taught courses in Pension and Profit Sharing, Social Security, and related areas. Prior to establishing QPC, Larry was with Connecticut General (later CIGNA) for almost ten years. He is a frequent lecturer and speaker and has participated in many seminars all across the country.
In addition to being a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC), he holds designations as a Certified Employee Benefit Specialist (CEBS) and the American Society of Pension Professionals and Actuaries (ASPPA) designations of Certified Pension Consultant (CPC) and Qualified Plan Financial Consultant (QPFC). He has served many roles within ASPPA, including Vice President of ASPPA and many years on the ASPPA Board of Directors, the ASPPA Education and Examination Committee, and the executive committee of the ASPPA Government Affairs Committee, where he has chaired the Communications Committee which oversees the GAC publications, Q&A sessions with the Government Agencies, and ASPPA’s webcasts. He is currently Senior Advisor to the Government Affairs Committee. He has also served as Chairman of ASPPA’s Political Action Committee (ASPPA PAC). He is a founding partner and operator (SYSOP) of a nationwide electronic pension bulletin board system called The Pension Information eXchange (PIX). He is an Enrolled Agent (EA) authorized to practice before the Internal Revenue Service and holds the designation of Accredited Tax Advisor (ATA) from the Accreditation Council for Accountancy and Taxation.
Larry received ASPPA’s Educator Award in 2004 for his significant contributions to retirement plan education, and in 2012 he was named recipient of ASPPA’s highest award, the Harry T. Eidson Founders Award, acknowledging his significant contributions to ASPPA and to the private pension system. He is one of only two individuals who have received both the Educator Award and the Eidson Award.
Larry is Senior Editor of the Journal of Pension Benefits, is the co-author of The Life Insurance Answer Book For Qualified Plans and Estate Planning, published by Panel Publishers, and is a contributing author of The CPA’s Guide to Retirement Plans for Small Businesses published by the American Institute of Certified Public Accountants.
As a Lexington Alliance Partner, Bradford Vieira and his team at ServisFirst provide customized solutions for our clients’ commercial, personal, and private banking needs.
Bradford is a 1997 graduate of Belmont University where he received a Bachelor of Business Administration degree in Accounting. He is the currently Executive Vice President and Regional CEO of ServisFirst Bank. He has served as ServisFirst Bank Nashville President since the expansion of the Bank into Tennessee in 2013. For the past three years, Bradford has been named Power Leader in Finance by the Nashville Business Journal. Under his leadership, ServisFirst Bank was also named a 2020 Best Place to work by the Nashville Business Journal for the fourth year in a row.
ServisFirst is a full-service commercial bank focused on commercial banking, correspondent banking, cash management, private banking, and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service. Recently, the Bank announced its assets exceed $9 billion. The Bank offers sophisticated cash management products, Internet banking, home mortgage lending, remote deposit express banking, and highly competitive rates.