To meet the needs and exceed the expectations of our clients, Sterling has assembled one of the most admired, trusted, professional and dedicated support staffs in the industry. Integrity, professionalism, and value added services are the hallmarks of the Sterling Resources tradition.
Our staff is composed of high-level insurance professionals with decades of experience in case analysis, field underwriting and carrier negotiation. Our Third Party Advisor practice, headed by an experienced tax attorney/CPA, assists attorneys, accountants, family offices and trustees with their clients’ estate planning, business succession and benefit program life insurance.
Well known by advisors of ultra-high net worth families and philanthropic organizations, the Sterling Resources team has been working together to serve clients for over two decades. The average length of service of Sterling’s core support team is in excess of sixteen years. The absence of staff turnover is reflective of an environment conducive to building long term relationships, internally and with our clients and their advisors. This continued level of commitment has laid a foundation that enables us to provide exceptional service to our clients well into the future.
Tobi has been with Sterling Resources, Ltd. since its inception in 1989. As President, she works closely with our clients and their advisors to audit and implement diversified life insurance portfolios. Tobi is also responsible for advanced underwriting, specializing in Private and Corporate split dollar plan evaluation, implementation and service and assists our producer group with the ongoing development of planning tools and portfolio stress testing. She holds a Bachelor of Arts in Economics from the University of Massachusetts at Amherst and an MBA in Finance and Information Systems from Northeastern University.