Personal Background
Can you tell us a little about your background before starting your company?
After spending the majority of my career in big corporate, I took a step into entrepreneurship almost 8 years ago. I have never looked back! The truth is that my time in corporate – solving big problems across different businesses across many geographies -these experiences certainly prepared me for addressing the challenges of starting and scaling a new business
Company Journey
How did you start your company? What were the first steps you took to get it off the ground and how did you identify the need for your product/service in the market?Â
HighPeak was formed before I joined just under 2 years ago. I took the helm as the first employee – and took on every role from CEO, to CFO to CPO. I leaned into listening to the market signals and meeting customers with a product that addressed one of the biggest unknowns in retirement – the future cost of healthcare and long term care.
Innovation & Impact
What innovations or unique features set your company apart from others in the industry?
Prudential is our investor, and with that comes not only a breadth of resources but also access to the proprietary data of the business. That data is one of our biggest differentiators in market. Leveraging these inputs our data scientist have developed some incredible IP and delivered unique personalized insights for use by advisors with their clients.
Growth and Strategy
What has been the most effective strategy for scaling your business?
Everything we build is right for us at a certain point of our journey, we don’t try to over engineer any process or system. BUT we do always build with the end in mind which means recognizing that there are building blocks that lay the foundation for the organization we aspire to become.
Advice & Insights
Looking ahead, what are your goals for the future of your company?
We aspire to be the solution of choice for healthcare and longterm care cost estimations that advisors use to support their customers as they navigate n their retirement planning journey.
