Capstone Associated Service’s founding president, Charles Earls has retired from his role and will transition into a role as senior advisor at the company.
Earls, who served as president for more than 20 years, will be replaced by Jeff Carlson who has served as vice president of operations at the company since November 2017.
Carlson has more than 25 years of insurance management experience, focusing on property-casualty, life, and health insurance operations.
Before joining Capstone, Carlson served for 20 years at American International Group (AIG) where he led operation and IT teams in the improvement of business processes and IT platforms.
Daniel Calderon will take on the role of vice president of operations. With more than 20 years of experience in strategic and operational planning, customer relationship management, and process improvement experience, Calderon will provide oversight of insurance, account, compliance and risk management.
Calderon works closely with Capstone’s affiliated law firm, the Feldman law firm.
Before joining Capstone, Calderon worked at AIG American General where he led managed compensation for a national independent agent field force.
Carlson commented: “Daniel Calderon’s focus and diligence on operations and processes help ensure that all clients’ captives remain in compliance with applicable laws and regulations.”
“His work also ensures that internal processes continue to reflect excellence in alternative risk / captive planning, as we’ve demonstrated over the past 20 years. We’re excited to have Calderon on board.”
Calderon added: “What drew me to Capstone was its unwavering commitment to its captive clients.”
“Capstone has adapted and improved over the decades and is always seeking ways to better serve its clients.”
“Capstone offers a true captive turnkey solution where clients have oversight over the planning, which is integral to their success. As part of Capstone’s leadership team, I am excited about the role and ensuring that the insurance, tax, legal, accounting, and other facets of the planning are met in the months and years ahead.”
