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Our Team

Located in Southern California, we are licensed nationwide and work with clients across the country, catering to global citizens and dealing with complex jumbo markets.

Boulevard Insurance Strategies Team

Andrew Aiello
Andrew has more than 25 years of financial services experience with specialization in insurance strategies for ultra-high net worth families, business owners and senior executives.  At Boulevard, Andrew is responsible for structuring insurance portfolios in conjunction with clients’ needs in the areas of estate, business, philanthropic and legacy planning services. Andrew worked previously with the Private Banking & Investments Group at Merrill Lynch, servicing their ultra-net worth clientele.  Prior to that, he worked at MetLife, also focusing on ultra-high net worth insurance strategies. Andrew began his career with Deloitte & Touche.  He currently serves on the board of American College Financial Services and is a member of AALU and the California Society of CPAs.

Before entering the workforce, Andrew earned his B.S. degree in Accounting at San Diego State University. He currently lives in Encinitas with his wife and four daughters.

Licenses include: Series 2, 6, 7, 26, 63, Life and Health
Matthew Celenza
Matt brings over 20 years of experience servicing the ultra-high net worth marketplace. Matt's focus is marshaling all of the integral resources and providing the highest level of service needed to properly structure a multi-family office platform.

Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group. Matt made the decision to take our business independent in order to truly offer best-in-class opportunities and service to our clients.

Matt is very active in the local community, serving as chairman of the board for A Better LA, and working hard with other organizations to bring equality to the inner city of Los Angeles.  When out of the office, he enjoys traveling and spending quality time with his wife and their two sons.

Matt graduated with honors from Niagara University’s business program.

Licenses include: Series 7, 63, 65, Life and Health
Miles Stackpool
Managing Director, Strategic Development
Miles' role at Boulevard is to actively target new client opportunities and business partnerships for the Family Wealth and Insurance Solutions divisions bringing a world class experience to a select client base. Miles has over 15 years of experience in Financial Services specializing in Wealth Management, Private Equity and Marketing. His work has taken him from his native Australia, across Asia and finally to the U.S., empowering him to bring a unique international perspective to Boulevard Insurance Strategies.

Miles started his career at Macquarie Bank before moving to Citi where he sat in both the Private Banking and Institutional businesses. At the Citi Private Bank he collaborated with some of the world's wealthiest and successful people to help manage their wealth and financial affairs, and in the Institutional business worked with investors including Hedge Funds, Sovereign Wealth Funds and Government Bodies. During this time Miles also took on roles spearheading marketing and communications. 

Having honed his skills at some of the world's largest banks and still left wanting a more comprehensive solution for clients, Miles is excited to be an integral part of the team at Boulevard Insurance Strategies, where a truly holistic approach to client affairs is practiced. Out of the office he enjoys an active life and can be found at the gym and yoga studio.
Bill Fortner
Managing Director, UHNW Specialist
At Boulevard Insurance Strategies, Bill serves as the Managing Director with a focus on structuring insurance portfolios specifically for UHNW clients. Bill has more than 30 years of experience in private wealth management. 

Bill previously managed and supported advisors for AIG's Brokerage General Agency - Advisor Insurance Solutions Center as the Regional VP, specializing in life insurance sales in the SoCal and Hawaii regions. Prior to his work with AIG, Bill spent six years at Lincoln Financial Advisors as VP, Managing Director of the Western Division.

Bill serves as a faculty member of the Southern California Institute and a 'Fellow" in the organization's Laureate Program, which offers a robust business and estate wealth strategies curricula to help financial advisors and their clients.

On his spare time, Bill enjoys endurance cycling and is in an active philanthropic supporter for the Orange County Roosters Foundation, an organization that supports disadvantaged children. He currently resides in Coto de Caza, CA with his wife Jacqui and their three miniature dachshunds.

Fortner graduated from the University of Southern California in Los Angeles with a Bachelor of Arts degree in Social Sciences and Communication.

Licenses include: Series 6, 7, 24, 26, 63, and California Life and Health
Catrina Beauchamp
Director of PPLI Strategies
Catrina is the Director of PPLI Strategies specializing in private placement insurance investments. At Boulevard, Catrina provides her extensive expertise inside complex insurance strategies and offers guidance on the intricate dynamics between advisors, insurance carriers and UHNW families. 

Catrina began her career at CIBC Oppenheimer Planning Group, as the national insurance product specialist. Through her rapidly growing expertise and insurance industry acumen, she transitioned to Business Development Director at American International Group where she established a business process for private placement sales and multi-million premiums in PPLI. 

Prior to transitioning to Boulevard, Catrina was the founding executive and VP of Investors Preferred Life Insurance Co. where she developed strategic business and marketing initiatives that later became influential in her transition to Director of PPLI and Wealth Advisor for MAS Advisors, LLC.

On her spare time, Catrina enjoys listening to live music, traveling and attempts at golf. She currently resides in Houston, Texas with her husband and two children. 

Licenses: Series 65 and Life
Jennifer Linden
Operations Manager
Jennifer leads Boulevard Insurance Strategies operations and case management. With over 15 years of leadership experience in the financial services industry, Jennifer has deep knowledge of new business, underwriting, case management, operations and client service.   Prior to joining Boulevard, she worked with Andrew Aiello at Metlife as the Director of Underwriting and Operations within multiple distribution channels including Brokerage, Captive and Bank/Wire Houses strategy. Jennifer began her career in an emerging leader program at The Hartford.

Jennifer graduated from the University of Connecticut with a degree in Business Management and currently lives in Connecticut with her husband and three children.
Greg Courtney
Case Strategist
Greg has over 30 years of experience in developing insurance-related case designs and product illustrations. At Boulevard, he will serve as the primary case strategist as an integral force behind all new design development and solution support. 

He began his career working with insurance professionals at Executive Life and advanced his expertise as an analyst  previously working for Pacific Life, Penn Mutual, All American Life and The Independent Order of Foresters. His experience also includes tenure with several national brokerages, IMO's and top of the line producers. 

Greg pursued his undergraduate studies at both Mt. San Antonio College and Northern Kentucky University. He currently resides on the central coast of California with his wife Susan and their cat, Jazmin. Greg is an aviation enthusiast who also enjoys cycling, hiking, and the beautiful vistas of the Central Coast.

Licenses include: California Life and Health
Amanda North
Account Manager
With over 14 years of experience in the insurance industry, Amanda joined Boulevard Insurance Strategies with expertise in underwriting, case management, and client services. Prior to joining Boulevard, Amanda worked closely with fellow colleagues Jennifer Linden and Andrew Aiello as a Supervisor over the Bank Channel.

Amanda graduated from Bay Path University with a Bachelor's in Business Administration and MBA in Entrepreneurial Thinking and Innovative Practices. She currently lives in Connecticut with her husband and two children.
Valerie Freeman
Account Manager
Valerie has over 12 years of experience in financial services, insurance underwriting, client relations and case management. Prior to joining Boulevard, Valerie worked at MetLife. 

Valerie graduated from Tunxis College with a degree in Health Science. Outside of Boulevard, Valerie enjoys spending time outdoors in the beautiful low country of South Carolina with her husband, two daughters and sweet rescue fur baby.
Anna Breed
Executive Assistant

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