Built on Expertise, Driven by Advocacy
The Royal Oaks Difference
Our founding team brings a unique blend of legal, business, and international experience to deliver meticulous, high-touch service that safeguards your legacy.
Our Philosphy
A Foundation of Advocacy, A Commitment to Partnership
The Executive Team
Don Petrie
CEO & Founder
Trained as an attorney, Don Petrie brings a unique and highly strategic perspective to risk management. As the founder and President of Royal Oaks Insurance Services, he specializes in Directors & Officers (D&O) and Errors & Omissions (E&O), allowing him to anticipate and analyze risk from both a legal and insurance standpoint.
With over 30 years of experience in the D&O/E&O marketplace, including serving as special counsel to a large national program with over $40 million in annual premiums, Don has a proven track record of handling complex claims and protecting institutional clients. He also oversees the firm’s Real Estate and Construction Risk department, managing sophisticated insurance programs for commercial holdings exceeding $4 billion and construction projects valued from $25 million to over $1 billion.
His unique ability to distill intricate risks and insurance coverages into clear, simple terms makes him an invaluable partner. Don excels at collaborating with clients, their attorneys, and their CPAs, ensuring that risk management strategies are seamlessly integrated with their overall financial and legal objectives.
Jean Lee Batrus
EVP, Head of Corporate Development
As Executive Vice President and Head of Corporate Development, Jean Lee Batrus is strategically charting a course for Royal Oaks Insurance’s growth and expanding its global footprint. Prior to joining ROI, she held numerous executive positions in private companies, nonprofits, and multinational organizations, working closely with senior leaders across various corporate functions.
Her most notable achievement includes representing both Major League Baseball and the MLB Players Association in leading a joint investment fund. This unique background provides her with an unparalleled perspective on managing complex, institutional-level client relationships.
Jean’s diverse international experience—having worked in Switzerland, India, Thailand, and Japan—adds a global dimension to ROI’s capabilities. A graduate of both Columbia University and Cornell University, Jean enjoys an active lifestyle, balancing her professional commitments with time spent with family and friends playing golf, tennis, and skiing.
Jack Johnson
EVP, Manager of Account Management and Client Services
Terry Petrie
Director Of Claims
Retired Colonel Terry Petrie brings over four decades of elite legal and investigative experience to Royal Oaks Insurance, including 20 years in the U.S. Air Force and 22 years with the U.S. Department of Justice. A graduate of the Air Force Academy with an MBA and a JD, Terry’s career has been defined by high-stakes litigation and large-scale commercial disputes.
This level of strategic insight was forged in international conflict zones and through his appointment as the first in-house General Counsel to the Commander of the Air Force’s human intelligence community. He views every claim as an intricate puzzle requiring both a sharp legal eye and deep quantitative analysis—an approach honed by years of managing multi-billion dollar corporate accounting and fiduciary cases at the DOJ. This dual-lens perspective allows him to anticipate obstacles and secure outcomes that a standard claims process might overlook.
At Royal Oaks, Terry leverages this unparalleled expertise to provide our clients with advocacy that is truly institutional in scope. Whether he is deconstructing a sophisticated technical contract or navigating a claim, Terry provides the advocacy, technical guidance, and administrative support required to protect our clients’ interests with the same rigor he once applied to the nation’s most sensitive legal and intelligence operations. We are proud to have him on our team.
Patricia P. Weg
Executive Account Manager
A cornerstone of the Royal Oaks client experience, Patricia P. Weg offers hands-on, personalized service and unwavering expertise. Having worked alongside Don Petrie for over eight years, she is a trusted client advocate who is deeply involved in every stage of the insurance journey.
Patricia is the dedicated point of contact who meticulously analyzes coverages, markets risks for the most competitive rates and terms, and provides clear guidance through claims management. Clients get to know Patricia well, relying on her expertise and commitment to their peace of mind.
She holds a Master of Business Administration (MBA) and an undergraduate degree in business administration.
Connor Curran
Senior Account Manager & Insurance Broker
Connor Curran is a senior account manager and insurance broker at Royal Oaks, specializing in complex risk and high-value coverage strategies for discerning individuals and businesses. He operates with a client-first philosophy grounded in transparency, responsiveness, and long-term partnership. Rather than acting as a transactional intermediary, Connor serves as a strategic advisor—guiding clients through every stage of the insurance lifecycle.
He believes effective brokerage is built on clarity, communication, and consistency, ensuring partners fully understand their coverage and remain confident in their protection.
With over a decade of experience, Connor brings institutional-level insight to a highly personalized advisory model. His tenure at Lockton Companies involved advising middle-market business units and developing a deep understanding of layered risk, carrier dynamics, and large-scale program design. Connor later helped establish an independent brokerage in Chicago, concentrating on construction and Surety exposures, as well as high-value Personal Lines placements. This diverse background refined his ability to navigate complex underwriting scenarios and deliver tailored outcomes across both commercial and personal portfolios.
Why We Are Your Ideal Partner
The Royal Oaks difference isn’t just in the policies we write; it’s in the unparalleled expertise and unwavering commitment of the people behind them. We combine a unique blend of strategic insight, institutional access, and meticulous, hands-on service to go beyond a traditional brokerage and become your trusted advocate.
Expertise
Over two decades of specialized experience in D&O and E&O risk gives us a unique perspective. We anticipate challenges from both a legal and insurance standpoint, ensuring your protection is both strategic and comprehensive.
Advocacy
Risk management is a partnership. Our hands-on approach and direct communication ensure you have a dedicated expert guiding you through every stage, from meticulous analysis to seamless claims management.
Global Reach
Our background, working with and for institutional clients on a global scale, combined with our access to all major markets, allows us to deliver world-class solutions for your most complex and international needs.
Partnership
Beyond the role of a traditional broker, we are your long-term advisor. We don't just react to risk; we anticipate it, meticulously crafting a strategic risk management plan that evolves with your assets, objectives, and future legacy.
Ready to protect your future?
Your unique security challenges demand more than standard solutions. Our team of specialists is ready to craft bespoke strategies and provide unwavering advocacy that safeguards your high-value assets and legacy.
Discover the Royal Oaks difference and begin the conversation today.