Shared conviction.
Complementary experience.

Vision, planning and execution.

As Chief Executive Officer of 1911 Legacy Partners, Jason Oldroyd works at the intersection of these three disciplines.

A senior strategic marketing, sales and operations leader, Jay brings 30 years of experience building professional-advisor alliances, systems and strategies focused on the planning and insurance needs of successful individuals, their families and businesses.

His work centers on helping advisors and clients understand life insurance as a portfolio asset, with attention to opportunities in both the primary and secondary markets.

Planning intent, translated into execution.

Elizabeth Mihalovich brings two decades of experience designing life insurance strategies for complex balance sheets, family-governance structures and long-term legacy goals.

She works closely with attorneys, CPAs, insurance brokers and RIAs, building advisor relationships and translating planning objectives into underwriting, sourcing and execution that can be maintained over time.

At 1911 Legacy Partners, Beth’s focus includes liquidity needs, risk controls and disciplined premium funding. Her approach emphasizes clear governance, careful documentation and proactive reviews as markets, carriers and family circumstances change.

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Turning plans into action.

Rachel brings experience in project management, business development, and coordinating complex initiatives to 1911 Legacy Partners.

As Chief of Staff, she helps organize firm priorities, support the team, and turn plans into action—keeping clients and advisors at the center of the firm's work.