The team building the next-generation Agency Management System.
Acting CEO
Marine and Army Veteran who transitioned into the business world after military service. Steve worked at Hardware Specialty, an aerospace industry small-parts manufacturer and distributor, and at White Rabbit where he tested R&D systems for government contracts. He was a Consultant at PwC for the automotive, aerospace, and defense industries, and later a Solution Engineer at Oracle supporting Oracle Fusion and NetSuite for the same sectors. He holds an MBA from Syracuse University.
Chief Market Strategist
Army Veteran and strategic leader driving market expansion and revenue growth for Summit AMS. Deep expertise in insurance industry dynamics, carrier relationships, and agency operations. Lawrence shapes go-to-market strategy, identifies partnership opportunities, and ensures the platform delivers measurable value to independent P&C agencies nationwide.
Chief Technology Officer
North Carolina State University alum with a B.S. in Computer Science. Nathan spent 5.5 years as a full-stack engineer at Dell EMC, securing PowerStore systems for federal sales with a focus on hardware-based encryption, STIG/FIPS compliance, and data protection. His multiple pending patents span data analytics and information security. He then joined Oracle as a network engineer, building AI platforms to improve network reliability and enhance the on-call operations experience.
Chief Financial Officer
Finance and accounting leader with deep expertise in GAAP, financial modeling, and SaaS metrics. Rob spent his career overseeing fiscal operations, building robust accounting frameworks, and driving capital efficiency for enterprise technology companies. He holds an MBA and ensures Summit AMS maintains rigorous financial discipline while scaling to serve independent P&C agencies nationwide.