Tobi has been with Sterling Resources since the company was founded in 1989. As President, she works with trust and estate advisors, tax planners and wealth managers, heading all advanced underwriting tasks, and utilizing her more than 30 years’ experience specializing in private and corporate split dollar plan evaluation and implementation. Tobi also contributes to the ongoing development of planning tools and portfolio stress testing.
With a background in finance and information systems, Tobi approaches each project as a technician. This is a mindset that helped her lead the development of the company’s service department. Also, despite the insurance industry being fairly new to her in her early days, she is now the firm's leader in translating its values and vision to clients.
Tobi earned a BA, magna cum laude, in Economics from the University of Massachusetts at Amherst and holds an MBA in Finance and Information Systems from Northeastern University. While at Northeastern, Tobi was also inducted into Phi Beta Kappa.