Thomas V. Robertson, CLU, has worked in insurance sales management, and as a fee-based life insurance sales & marketing consultant with both general agencies and insurance carriers for more than 30 years. Mr. Robertson has published articles in professional journals addressing the mathematics of life insurance in the estate planning process, and is currently working on a paper addressing foundational design issues within variable life insurance policies.

Kenneth H. Robertson has worked as an attorney and management consultant prior to joining Robertson & Company. He provided consulting services for Robertson & Co. starting in 2003, and began a full-time position with the company in late 2005. Mr. Robertson studied law and business management at Boston University, completing a J.D. in 2002 and an M.B.A. in 2003. Prior to his graduate studies, he attended Oklahoma State University for two years before transferring to Clark University in Worcester, Massachusetts, to complete his Bachelor's degree cum laude. He is currently licensed to practice law in Massachusetts and Oklahoma.