BBoggess AdvisoryGROUP · FLORIDABoggess Advisory Group
People

Senior partners only.

Every BAG engagement is led by a partner who has run the function in industry. No pyramid shops. No juniors on critical paths.

DB
David Boggess
Managing Partner

Founder. 20+ years across advisory, consulting, and product. Sits across the firm's largest engagements.

RT
Rex Taylor
Partner, Insurance & Annuity

20+ years across insurance, annuity, and PE-backed carrier platforms. Leads the firm's largest D2C engagements.

SP
Senior Partner, Capital Markets
Capital Markets Lead

20+ years across buy-side and sell-side firms. Capital-stack optimization and BSA/AML modernization.

SP
Senior Partner, Healthcare & Life Sciences
HLS Lead

HIPAA-aware data platforms for payers, providers, and research. Auditable from day one.

Work with a partner, not a pyramid.