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Capstone's President Earls Retires, New Leadership Takes the Helm

Taking the Helm-SF
November 14, 2018

Daniel Calderon has moved into a leadership position as vice president of operations for Capstone Associated Services, Ltd. Jeff Carlson, who served in the role previously, will transition to president. Charles B. Earls III, Capstone's founding president, served as its president for over 20 years and will move to the role of senior adviser.

In the role, Mr. Calderon will oversee insurance, accounting, compliance, and risk management and will also work closely with Capstone's affiliated law firm: The Feldman Law Firm LLP.

"Daniel's focus and diligence on operations and processes help ensure that all clients' captives remain in compliance with applicable laws and regulations," said Mr. Carlson. "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 Daniel on board."

With over 20 years of strategic and operational planning, customer relationship management, and process improvement experience, Mr. Calderon first joined Capstone in September. Prior to his arrival, he served as a director at AIG American General where the team he led managed compensation for a national independent agent field force. He also authorized the hiring of independent agents for the company's portfolio of financial products.

Additionally, Mr. Calderon served as vice president of client services and agency services at National Western Life Insurance Company. In this role, he oversaw both policyholder and agent customer service departments, as well as both domestic and international agent onboarding and commission activities.

"What drew me to Capstone was its unwavering commitment to its captive clients," said Mr. Calderon. "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."

Mr. Earls said, "Over these past 20 years, our company has taken the lead in forming and managing 200 captives. Since its inception, Capstone has dealt with a diverse client base spread across the country, encompassing health care, construction, distribution, service, defense, tech, hospitality, energy, trucking, and agribusiness, among other industry sectors. I'm very proud of the work Capstone together with The Feldman Law Firm LLP has done in serving our clients over the past 2 decades."

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