About

Vernon W. Holleman, III, CLU
Founder, HOLLEMAN

Vernon founded HOLLEMAN at the start of 2024 to return to his entreprenaurial roots, utilizing his relationship building skills to identify planning problems that life insurance products can solve with acute observation and discernment for excellence.

Prior to 2024, Vernon was managing director at New York City-based Winged Keel Group, Inc. As a Client Relationship Manager with deep roots in the life insurance profession, he worked closely with ultra-affluent families and their advisors on wealth transfer planning. He additionally spearheaded the development of Winged Keel's presence in the greater Washington, D.C. area.

Prior to 2019, Vernon oversaw the Washington, D.C. division of BCG Companies, known as BCG Holleman. Vernon joined his father's life insurance firm, The Holleman Companies - which ultimately merged with BCG Companies - in 1994 and became President in 2001.

Vernon has been published in industry and trade publications, such as Bloomberg Tax and Trusts & Estates, and frequently speaks on the topic of succession planning. He serves on the Board of the Washington, D.C. Estate Planning Council and is Co-Chair of the Membership Committee. He is a member Finseca (formerly the Association for Advanced Life Underwriting). He previously served as President of the District of Columbia Association of Insurance and Financial Advisors from 2003 to 2004.

He is also dedicated to his community as a second-generation Washingtonian and is a current Trustee of the Federal City Council and member of The Economic Club of Washington, D.C. He has held several prior board positions for local organizations such as the Washington DC Police Foundation.

Vernon is a graduate of St. Albans School in Washington, D.C. He earned a B.A. in Political Science and Public Policy from the University of Denver in 1993 and his Chartered Life UnderwriterR designation in 2011 from The American College. Vernon resides in Washington, D.C., where he enjoys spending time with his wife, children, and step- children. He also relishes being in nature, fishing, skiing, traveling, reading, '80s movies, and can't seem to shake his interest in politics and the local professional football team.