Business Development

Lance McNeel, CPCU, ARM
Vice President of Business Development

Lance McNeel - Capstone Associated Vice PresidentEducation

  • B.A. in Economics awarded by the University of Texas at Austin, 1979.
  • Chartered Property & Casualty Underwriter (CPCU) awarded by the American Institute for Chartered Property and Casualty Underwriters. The CPCU is widely considered the premier designation in the property and casualty insurance industry.
  • Associate in Risk Management (ARM) awarded by the Insurance Institute of America. The ARM designation reflects extensive education in risk management and insurance.

Background

Mr. McNeel is Vice President of Business Development for Capstone Associated Services, Ltd. Lance brings over 30 years of experience in all areas of the insurance industry, including property and casualty insurance, life and health insurance, and reinsurance.

Mr. McNeel served as Vice President for AmGRIP, a division of Victor O. Schinnerer (Marsh subsidiary), where he was responsible for the development of exclusive underwriting programs with insurers and large self-insurance pools.

Mr. McNeel’s duties included responsibility for underwriting and broking reinsurance placements for clients, marketing the programs to independent agents and brokers nationally, manuscripting policies and endorsements and designing efficient workflows. During his tenure at AmGRIP, Mr. McNeel was an integral part of a three-person team that wrote and presented the successful proposal to the newly formed Texas Workers’ Compensation Insurance Fund (now called Texas Mutual Insurance Company) to administer the underwriting and marketing operations for the Fund on an outsourcing basis. The bid was released in early November 1991 and awarded to AmGRIP in the first week of December 1991. The first policy was written on January 1, 1992, and Texas Mutual is now the largest writer of workers’ compensation in Texas with a market share of just under 40%. As a result of this contract, AmGRIP grew from an operation of 30 employees to over 250 employees in less than a year.

Mr. McNeel also served as Site Manager for a division of Computer Sciences Corporation that provides business process outsourcing to the insurance industry. Mr. McNeel managed the Houston office that provided administration of over 300,000 life insurance policies with 50 employees. The operations reporting to Mr. McNeel included Client Services, Underwriting, New Business, Claims, Accounting and Compliance.

Below are some articles written by Lance McNeel, CPCU, ARM


Steve Lonergan, CPCU
Director of Business Development, Midwest

Steve Lonergan, Capstone Associated Services Director of Business Development, NorthwestEducation

  • B.A Economics and Psychology, Cum Laude, Macalester College
  • CPCU - Chartered Property & Casualty Underwriter
  • Licensed MN agent for Property Casualty and Life & Health Insurance

Background

Mr. Lonergan is responsible for Capstone business development in the Midwest and supports other regions as needed. Steve has a diverse background with over 30 years of experience in the insurance, reinsurance and captive insurance industries. Steve has an extensive background in captives and served as Managing Director of General Motors Bermuda based captive, General International Ltd.

Mr. Lonergan managed outgoing protections to mitigate complex property and casualty exposures and established new market relationships with several major reinsurers.
Later in his career, Mr. Lonergan served as Senior Vice President of Business Development at GMAC Re and its successor, Maiden Reinsurance, for 12 years, working with cross-functional actuarial, claims, and underwriting teams to maintain strong submission flow from brokers. While at the firm, he supported the Accident & Health team and served as Practice Leader for captive reinsurance.

Mr. Lonergan said that he has “found that utilization of a captive can be a very efficient risk financing tool for companies in a wide variety of industries. Despite today’s soft P&C insurance conditions, captives remain an excellent tool for centralizing risk management and efficiently funding long term loss activity.”

Capstone’s unique value proposition and focus on “high touch” customer service and customized solutions make us the premier provider of captive services for high quality middle market operations. We have over 100 active customers and are looking forward to significant growth in our Midwest portfolio.


John Williamson, CPA*
Director of Business Development, South

John WilliamsonEducation

  • B.B.A. in Accounting awarded by the University of Texas at Austin, 1978
  • CPA licensed 1981, State of Texas (*Inactive)
  • NYSE Licenses: Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent Law Exam and Series 65 - Uniform Registered Investment Adviser Law Exam (RIA)
  • Texas Department of Insurance, General Insurance Lines-Life, Accident, Health & HMO

Background
Mr. Williamson is Director of Business Development for Capstone, bringing over 30 years of experience in the financial services industry. Mr. Williamson spent 27 with Wells Fargo Securities and The Westcap Corporation as an institutional fixed income specialist in mortgage derivatives.

Over the course of his career, John has worked with decision makers for financial institutions, public entities, and corporate enterprises, evaluating strategic and tactical risks to fixed income portfolios, including credit, market, liquidity, regulatory, and structure.

In recent years, Mr. Williamson practiced a values-based consultative approach as a wealth manager with Capital Management Advisors LP, where he was responsible for designing customized, private wealth plans for clients while coordinating the execution of advanced trust and estate planning efforts, with a focus on family wealth.

Mr. Williamson was formerly a practicing CPA with a strong financial background and successful history with middle market clients.

Mr. Williamson forges strong relationships with business owners who are interested in alternative risk management and planning solutions, such as captive insurance companies. As an integral part of Capstone’s multidisciplinary team, Williamson works with clients to form their own captive insurance companies to pre-fund future losses, promoting financial efficiency. Mr. Williamson is also instrumental in expanding Capstone’s referral partner network with CPAs and financial advisors.


David Osbourn, CPCU
Director of Business Development, Northeast

David OsbournEducation

  • B.S. Business Administration awarded by Duquesne University, 1976
  • Chartered Property & Casualty Underwriter, 1985
  • Pennsylvania License for Property & Casualty, Life, Accident & Health, 1987
  • Pennsylvania Surplus Lines License, 2011

Background
Mr. David Osbourn is Director of Business Development for Capstone - Northeast, bringing over 35 years of broad experience in property & casualty insurance, reinsurance, and captives.

Earlier in his career, Mr. Osbourn demonstrated his insurance expertise at Chubb Group as a Loss Control Executive, Daniell Sapp Boorn & Associates as an Account Executive, and in other insurance and risk management roles.

Later, he served as an Account Executive for AON Risk Services, developing property & casualty programs using risk financing and risk transfer techniques and creating comprehensive client services plans to enhance strategic objectives. After a four-year hiatus, Mr. Osbourn returned to the company as Senior Broker, negotiating coverage pricing with insurance and reinsurance carriers. During his hiatus, Mr. Osbourn worked in Dublin, Ireland for H.J. Heinz where he served as General Manager of its captive insurance companies. He also led budgeting and forecasting of insurance costs, loss expenses, and loss recoveries.

This experience has positioned Mr. Osbourn to make a significant impact at Capstone, where he develops relationships with business owners and advisors, educating them on the benefits of captive insurance planning. Based in Pittsburgh, PA. Mr. Osbourn’s regional reach throughout the Northeast and Mid-Atlantic states ensures that businesses in a variety of industries can mitigate and cover risks while drawing on the full resources of Team Capstone. Mr. Osbourn is among six CPCUs at Capstone, all of whom are actively engaged in captive design and implementation.

Capstone continues to expand, providing excellence in attorney-led captive planning. David Osbourn is an integral part of the Capstone team, assisting clients in engaging in compliant alternative risk and captive planning.


Clete Thompson, MBA
VP of Business Development, Southwest

Clete ThompsonEducation

  • MBA, Marketing, DePaul University, Chicago, Illinois, 2001
  • BA, English, Abilene Christian University, Abilene, Texas, 1988

Background
Clete Thompson has over 20 years of experience as a marketing executive, sales professional, and client manager at both Fortune 500 and middle-market companies. After a 7-year tenure with Capstone at its Houston headquarters, Mr. Thompson returned to Capstone in 2017 following a four-year hiatus, to work out of Capstone’s Phoenix offices. Prior to working at Capstone, Mr. Thompson developed his marketing expertise in financial services, managing post-acquisition rebranding initiatives for two top national lenders.

Mr. Thompson’s 25 years of sales and marketing experience again positions him for success at Capstone, where he develops relationships with business owners and advisors, educating them on the benefits of captive insurance planning. Mr. Thompson’s regional reach throughout the Southwest ensures that businesses in a variety of industries can mitigate risks while drawing on the full resources of Team Capstone along with its Southwest team leader.

Capstone continues to expand, providing excellence in attorney-led captive planning. Clete Thompson is an integral part of the Capstone team, assisting clients in compliant alternative risk and captive planning.




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