Lisa Shea
Lisa Shea
Joined The Coyle Company: 2025
Caroline is Head of Advanced Planning at The Coyle Company, where she delivers life insurance knowledge and advanced estate planning solutions to ultra-high-net-worth individuals and families. Drawing on her legal background and advanced tax education, Caroline is widely recognized for her deep specialization in insurance planning, wealth transfer strategies, and tax-efficient solutions. Caroline also focuses on developing and supporting advisor relationships within the ultra-affluent estate planning community. A frequent speaker and published author on estate and tax planning, she is valued for her ability to simplify complex topics.
Previously, Caroline was a Senior Wealth Strategist at CIBC Private Wealth, collaborating with clients and their advisors on estate, tax, and philanthropic planning. She also served as Assistant Vice President and Head of the Advanced Markets at John Hancock Life Insurance, supporting insurance professionals, financial advisors, CPAs, and attorneys nationwide on a wide range of advanced tax, business, and estate planning strategies.
Caroline earned her Bachelor of Arts degree, magna cum laude, from Colby College; her Juris Doctor degree, cum laude, from Suffolk University; and her Master of Laws in Taxation from New York University School of Law. She brings extensive insurance knowledge, legal experience, and a commitment to excellence to every client engagement. Caroline is a board member for the YWCA Darien/Norwalk and a co-editor at Trust & Estates Magazine. She enjoys traveling, skiing, and spending time with family and friends. Caroline lives in Darien, CT with her husband and two boys.
Joined The Coyle Company: 2025
As the Director of Client Experience, Tito plays a pivotal role in overseeing long-term strategic planning and the day-to-day management of key client relationships. With a commitment to ensuring exceptional client experience and seamless communication, Tito acts as a vital liaison between clients, advisors, and our company. In collaboration with the COO, he coordinates with Producers and Client Relationship Managers to lead regular service meetings with clients and their advisory teams, addressing concerns and maintaining strong, lasting relationships.
Tito holds FINRA series 7 & 63 securities registrations. Tito lives in Winthrop, MA, and loves spending time with friends and family. He enjoys cooking and traveling, but when he is not doing that, you can find him at the beach with his dog, Winston.
Joined The Coyle Company: 2025
In her role as Sales & Marketing Assistant, Amber provides crucial support to both marketing initiatives and office administration. She collaborates with the Leadership Team to execute marketing campaigns and coordinate client communications. At the same time, Amber ensures smooth office operations by managing administrative tasks, streamlining processes, and offering excellent customer service. Her proactive assistance enhances both the firm’s marketing efforts and the overall efficiency of daily office functions. Amber enjoys sewing, exercising and making memories with friends and family. You can always find her at a local café drinking a freshly brewed latté.