About us
Company Overview
How We Help

Long-term Partnership
All plans we design, implement, and service are backed by the long-term resources of our parent company Modern Capital Executive Solutions.

Service
Each client is assigned an in-house service team, not a third party administrator or impersonal call center, to respond to your needs and manage the daily requirements of your benefit plan.

Administration
You and your participants have online access to the benefit plans. All of your due diligence and carrier reports, accounting entries, policy values, and more are available online in a secure, SOC 1 certified portal.

Ongoing Regulatory Compliance
Your client service team is supported by the South Carolina based law firm of L.W. Cooper Law Office, experts in state and federal regulations affecting executive benefits.

Advocacy
Modern Capital Executive Solutions engages the law firm of L.W. Cooper Law Office to represent client interests to state and federal regulatory agencies. The firm maintains direct relationships with these agencies and are frequent speakers at regulator events.
Our History
Our Team

Ryan Millman
Managing Partner, CEO

Alex Bebis
COO/Head of Case Design

Mike Miele
Head of Business Development, CMO

Kris Wild

Andrew Krout

Brad Atkins
Head of RIA and Broker Dealer

John (Bernie) Winne

Nina Kopp

Clay Estabrooke

Carly Wilhelm

Jeffrey Adler

Jordan Josephson

Steven Herrera

Jack Cotlar M.D.

Tony DaSilva

Erika Peterson

Lindsey Cooper
Legal Counsel

Karen joined Modern Capital in January 2023 as an Office Administrator. She comes with over 19 years of experience in the financial planning and insurance industry. She prides herself with her client service expertise and relations. She is very happy in being part of our Modern Capital team.
Karen is a native of Southern California, where she still resides with her family. While not at work, she spends her free time with her children and grandchildren. She also enjoys reading and is a huge fan of USC football.