Personal Access.
Strategic Solutions.

LaTrina Gerstberger is a dedicated point of access to solutions for business owners and families navigating business succession, estate tax exposure, executive compensation planning, liquidity events, and capital diversification — connecting clients with a highly experienced, collaborative team of specialists and architects behind sophisticated premium financing and legacy planning strategies for high-net-worth individuals, families, and business owners.

Her role is the relationship: qualifying candidates, gathering the right information, making the connections, coordinating conversations and documentation collection — walking alongside each client from the first introduction through ongoing annual reviews — while the team of specialists handles the technical design, structuring, and stress-testing behind every strategy. LaTrina is honored to serve clients from within a producer network where excellence, conservative designs, and professional discipline prioritize a client-first approach built on collateral strength, realistic performance, and clearly defined outcomes.