The office will be closed Thursday, November 23th, and Friday, November 24th, in observance of Thanksgiving Day and the Day After Thanksgiving.

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Captive
Insurance Program

Authorized Service Providers


The following are the business entities authorized in Delaware to serve captive insurance companies.

 
To become an authorized service provider, submit an application to:

Administrator, Captive Insurance Program
Delaware Department of Insurance
The Nemours Building
1007 Orange Street, Suite 1010
Wilmington, DE 19801

The following forms are required and can be found on the forms page:

Actuaries / Actuarial Firms

Captive Managers

Certified Public Accountants


 

Authorized Actuaries/Actuarial Firms


Name Address Contact Telephone
Actuarial & Technical Solutions, Inc. 3900 Veterans Memorial Hwy.,
Suite 300
Bohemia, NY 11716
Steven P. Lattanzio, President, FCAS, MAAA 631.471.8655
Actuarial Advisors, Inc 100 South 5th Street, Suite 1230
Minneapolis, MN 55402
Mark Doepke, President, CAS, MAAA 612.455.3331
Actuarial Factor LLC 175 SW 7th Street
Suite 2201
Miami, FL 33130
Esperanza B. Mead, President, FCAS, MAAA 786.397.9212
Actuaries, Inc. 5637 Forkwood Drive, NW
Acworth, GA 30101
Anthony Pipia, CAS, MAAA 678.438.8696
AJA Risk Management Consultants 40 Railroad Street
Great Barrington, MA 01230
Ben Silberstein 413.528.6509
Alan Gray, LLC 1185 Avenue of the Americas
New York, NY 10036
Amy Waldhauer, FCAS, MAAA 646.218.0519
Allegiant Actuarial Group, LLC 2581 Royalty Lane
South Jordan, UT 84095
Randall D. Ross, Principal 801.556.4836
Altman Global Services 87 Rising Ridge Rd.
Ridgefield, CT 06877
Jeffrey N. Altman, President 617.659.3685
AmeRisk Consulting LLC 9002 North Cobre Drive
Phoenix, AZ 85028
James Rech
Gordon Thompson, FCAS, FSA, MAAA
480.719.5661
480.719.5662
An Actuarial Approach 11009 Parkleigh Dr.
Charlotte, NC 28262
Pradeep Kumar 704.607.3154
Aon Corporation 199 Water Street
9th Floor
New York, NY 10038
Kanika Vats, FCAS, MAAA 212.441.1452
Aon Global Risk Consulting 9841 Broken Land Parkway, Suite 305
Columbia, MD 21046
Donald Riggins, FCAS, MAAA, CPCU 410.309.4539
Aon Global Risk Consulting 2711 N. Haskell Avenue, Suite 800
Dallas, TX 75204
Mario Richard, FCAS, MAAA 214.989.2253
Artex Risk Solutions, Inc. 8800 E. Chaparral Road, Suite 230
Scottsdale, AZ 85250
Doug Jones 480.951.4177
Assurity Resources, Inc. 12643 Castetter Court
Fishers, IN 46038
Darci Z. Noonan, FCAS, MAAA 949.698.8118
AYA Consultants LLC 105 Shooting Star Way
Sunset, SC 29685
James P. McNichols, President, ACAS, MAAA 864.614.9105
Bealer Consulting 29 Blue Grass Road
Clementon, NJ 08021
Donald A. Bealer, FCAS, MAAA 856.783.8246
Benecon Group, Inc. 147 W. Airport Road
Lititz, PA 17543
Brad Kopcha, Exec VP 717.723.4600
Benefit Strategies Group, LLC 5957 S. Redwood Rd.
Salt Lake City, UT 84123
Ronald H. Snyder 801.264.8887
Bickmore 1750 Creekside Oaks Dr, Suite 200
Sacramento, CA 95833
Michael Harrington, President 916.244.1162
Burack Actuarial 1114 Allessandrini Avenue
New Milford, NJ 07646
David Burack 646.402.2076
By the Numbers Actuarial Consulting, Inc. 5213 Country Club Dr., Suite 1000
Brentwood, TN 37027
Lisa Nan Dennison, FCAS, MAAA 615.369.0753
Capital Actuarial Services, LLC 12601 Lakeshore Court
Fort Worth, TX 76179
Kofi Boaitey, Principal Actuary 682.438.0464
CaptiveOne Advisors 1035 State Road 7
Suite 215
Wellington, FL 33414
Paul Chabarek, ACAS, MAAA 954.448.5797
Complete Actuarial Solutions Company 6832 Old Dominion Drive
Suite 302
McLean, VA 22101
Alice Hart Edmondson, Partner
Ahmad Shadman, FCAS, MAAA
Mark E Burgess, FCAS, MAAA
Alice – 571.499.4235
Ahmad – 571.499.4238
Mark – 571.499.4233
Coulter & Associates 379 Princeton-Hightstown Road
Cranbury, NJ 08512
Thomas Coulter, President 609.443.4140
Demotech, Inc. 2715 Tuller Parkway
Dublin, OH 43017-2310
Joseph L. Petrelli, President, MAAA
Steven J. Groeschen, FCAS, MAAA
614.526.2160

614.526.2166

Epsilon Actuarial Solutions, LLC P.O. Box 339
Gilbert, AZ 85299
Julie Ekdom, ACAS, MAAA 602.692.7189
EVP Advisors, Inc. P.O. Box 115
Wynnewood, PA 19096
Ricardo Verges, Principal 484.331.6259
Financial Risk Analysts, LLC 706 Northeast Dr.
Suite 4
Davidson, NC 28036
Robert W. Van Epps, FCAS, MAAA
Dan Reppert, Principal
704.895.9765
Genworth Financial, Inc. 6620 W. Broad Street
Richmond, VA 23230
William R. Nettles, III 804.922.8219
Gross Consulting 332 Minnesota St SW2700
S. Paul, MN 55101
Scott Anderson, FCAS, MAAA 651.224.0041
Glicksman Consulting, LLC 3124 NW 59 Street,
Suite 100
Boca Raton, FL 33496
Steven Glicksman, FCAS, MAAA 561.994.4385
GPW and Associates /
GPW Actuarial Services
2700 North 3rd St.
Suite 3050
Phoenix, AZ 85004
Ryan D. Hartman
Amanda Kemling, FCAS, MAAA
Joseph E. Kirsits, FCAS, MAAA
Amanda Lubking, FCAS, MAAA
602.200.6900
Hank Youngerman & Associates 1012 Georgetown Dr.
Reading, PA 19605
Hank Youngerman,
Principal
850.264.6009
Huggins Actuarial Services, Inc. 111 Veterans Square,
Second Floor
Media, PA 19603
Grover Edie, CAS, MAAA
Ronald (Rusty) Kuehn, FCAS, MAAA
Kim Piersol, FCAS, MAAA
248.924.5343
610.892.1824

610.892.1808

Jeffrey D. Miller & Company 6806 West 132nd Terrace
Overland Park, KS 66209
Jeffrey D. Miller, MAAA 913.707.0067
Kahn Actuarial Consulting 309 Wheatsheaf Drive
New Castle, DE 19720
Kenneth R. Kahn, President, MCAS 302.669.9237
Korn Ferry Hay Group 1650 Arch St
Philadelphia, PA 19103
Jason Fine, FCAS, MAAA 215.861.2474
Marsh Captive Solutions 540 W. Madison, Suite 1200
Chicago, IL 60661
Dawne L. Davenport, MAAA 312.627.6924
Marsh Captive Solutions 100 Bank Street
Suite 610
Burlington, VT 05401
Janine Finan, CAS, MAAA
Katrina E. Smith, FCAS, MAAA
802.864.2123
802.864.2748
McGriff, Seibels & Williams, Inc. 5605 Glenridge Drive, Suite 500
Atlanta, GA 30342
Joseph W. Tasker, Chief Actuary 404.497.7516
Merlinos & Associates, Inc. 3274-B Medlock Bridge Road
Norcross, GA 30092
Mark Brannon
Gregory Fanoe, FCAS, MAAA
Baongoc Vu, ACAA, MAAA
Rosemary Wickham, FCAS, MAAA
678.684.4843
770.453.9771
678.684.4847
678.684.4844
Mid Atlantic Actuarial 18816 Hammock Lane
Davidson, NC 28036
Joshua Worsham, FCAS, MAAA 704.895.5522
Milliman, Inc. 289 Edgewater Drive
Wakefield, MA 01880
Stephen DiCenso 781.213.6200
Milliman, Inc. 3424 Peachtree Road NE, Suite 1900
Atlanta, GA 30326
Gregory Graves 404.254.6719
Milliman, Inc. 15800 Bluemound Road
Suite 400
Brookfield, WI 53005
Chad Karls 262.796.3327
Milliman, Inc. 3 Garret Mountain Plaza
West Paterson, NJ 07424
Jacqueline M. Keating
Uri N. Sobel
973.569.5835
973.569.5839
Milliman, Inc. One Penn Plaza,
38th Floor
New York, NY 10119
Derek Jones
Alan J. Routhenstein
646.473.3416
646.473.3105
Milliman, Inc. 1001 Franklin Avenue,
Suite 200
Garden City, NY 11530
Paul Struzzieri, FCAS 516.535.6403
Milliman, Inc. 80 Lamberton Road
Windsor, CT 06095
William Thompson 860.687.0124
Moore Actuarial Consulting, LLC 700 Commerce Drive, Suite 500
Oak Brook, IL 60523
David P. Moore, President 773.614.7577
Navigator Benefit Solutions, LLC 2055 St. Andrews Drive
Berwyn, PA 19312
Timothy J. Luedtke 610.296.3062
O’Neil Consulting Services, Inc. 73 White Oak Ridge Road, Box 36
Lincroft, NJ 07738
Mary Lou O’Neil 732.758.8455
Oliver Wyman Actuarial Consulting, Inc. 411 East Wisconsin Avenue, Suite 1600
Milwaukee, WI 53202
Christopher Carlson 414.223.7986
Oliver Wyman Actuarial Consulting, Inc. 500 West Monroe Street
Chicago, IL 60661
Ronnie Fowler 312.627.6120
Osborn, Carreiro & Associates, Inc. 124 West Capitol Avenue
Suite 1690
Little Rock, AR 72201
Paul S. Osborn,
FSA, ACAS, MAAA
501.376.8043
Perr & Knight 1200 N. Federal Highway
Suite 309
Boca Raton, FL 33432
Kyle M. Hales, Principal 708.548.1696
Pinnacle Actuarial Resources, Inc. 3109 Cornelius Drive
IL 61704
Derek Freihaut, FCAS, MAAA
Aaron Hillebrandt
Robert Walling
309.807.2313

309.807.2300
309.807.2320

PricewaterhouseCoopers, LLP 10 Tenth Street,
Suite 1400
Atlanta, GA 30309
Lisa Slotznick, Managing Director 678.419.7126
PricewaterhouseCoopers, LLP 1 North Wacker,
Suite 1400
Chicago, IL 60606
Christopher Walker, Principal 312.298.3223
Risk & Regulatory Consulting, LLC 441 S. Woodbine Avenue
Narberth, PA 19072
David Heppen, FCAS, MAAA 610.247.8019
Risk & Regulatory Consulting, LLC 20 Batterson Park Road
Farmington, CT 06032
David Wolfe, ACAS, MAAA
Edward J. Zonenberg, FCAS, MAAA
484.574.0291
860.559.8543
Risk International Actuarial Consulting 145 King Street,
Suite 203
Charleston, SC 29401
Brian Johnson, CEO
Jessica Efstathiou
843.377.0993
Risk International Actuarial Consulting 131 Main Street,
Suite 2B
Burlington, VT 05401
Jason D. Stubbs, ACAS 802.861.3072
Rivelle Consulting Services 6745 Washington Avenue
Suite 307
Whittier, CA 90601
Marn Rivelle 213.816.8925
RMS Solutions, Inc 736 N. Western Ave.,
Suite 233
Lake Forest, IL 60045
Peter S. Rauner,
FCAS MAAA
847.840.5194
SIGMA Actuarial Consulting Group, Inc. 5301 Virginia Way
Brentwood, TN 37027
Alchron J. Rhodes, III, President 615.376.5110
SGRisk, LLC 1050 Wall Street West, Suite 610
Lyndhurst, NJ 07071
Charles Gruber 201.935.3434
SGRisk, LLC 896 Preston Road
East Meadow, NY 11554
Benjamin S. Newville, FCAS, MAAA, CPCU 516.455.2037
SL Financial, Inc. 437 Bird Rd.
Coral Gables, FL 33146
Achille R. Sime, FIAF, FSA, MAAA, CERA 305.491.5626
Spring Consulting Group, LLC 30 Federal St.
4th Floor
Boston, MA 02110
Steven Keshner, Chief Actuary
Thomas M. King, Sr., Consulting Actuary
Peter Johnson, FCAS, MAAA
617.589.0930

 
 
508.772.4382
Stonewall Insurance Services 1415 Diamond Street
San Francisco, CA 94131
Turhan Enis Murguz 415.285.1035
Taylor-Walker & Associates, Inc. 7681 S Main Street
PO Box 156
Midvale, UT 84047
R. Glenn Taylor
Brent M. Sallay, FCAS, MAAA
801.562.5748
The Actuarial Advantage, Inc. 111 Veterans Square
Media, PA 19063
Dennis R. Henry
Kyle Mrotek
610.627.0702
262.402.8612
Towers Watson Center Square East
1500 Market Street
Philadelphia, PA 19102
Michael Christian
Sandra Santomenno
Vincent Yezzi
215.246.6000
908.879.9254
215.246.7331
Towers Watson 3500 Lenox Road
Suite 900
Atlanta, GA 30326
John Fenton
Duncan M. P. Briggs
404.365.1619
404.365.1710
Towers Watson 101 South Hanley
Suite 900
St. Louis, MO 63105
Elinor Friedman
Russel L. Sutter
314.719.5867 or 314.719.5834
Towers Watson 800 Boylston Street Prudential Tower
Boston, MA 02199
Martin Menard
Ann M. Conway
617.638.3724 or
617.638.3774
Towers Watson 525 Market Street
Suite 2900
San Francisco, CA 94105
Tim Quinn 415.733.4100
Towers Watson 345 California St, Suite 2000
San Francisco, CA 94104
Tapio N. Boles, FCAS, MAAA 415.733.4383
United Health Actuarial Service, Inc. 11 South Street
Old Bridge, NJ 08857
Ben Brandon, FSA, MAAA 732.425.3036
Walter Haner & Associates, Inc. 239 Pollack Mountain Road
Cooperstown, NY 13326
Walter Haner, FCAS 607.264.8380
Windsor Strategy Partners, LLC 196 Princeton Hightstown Road,
Building 2, Suite 16
Princeton Junction, NJ 08550
Margaret Doyle 609.275.6550


 

Authorized Captive Insurance Managers


Name Address Contact Telephone
Active Captive Management, LLC 24422 Avenida de la Carlota, Suite 400
Laguna Hills, CA 92653
Park Eddy 949.727.0155
Advantage Insurance Management (USA) LLC 14362 N Frank Lloyd Wright Blvd, Suite 1000
Scottsdale, AZ 85260
Charla Smyser 800.800.4324
Advantage Insurance Management (USA) LLC 263 King Street,
Suite C
Charleston, SC 29401
Simon Kilpatrick 843.853.0446
Advanced Captive Management Company, LLC 18 N. Main Street
Suite 200
Chagrin Falls, OH 44022
Charles M. Hall 440.914.9675
Alliance Risk Management, LLC 7410 S. Creek Road
Suite 202
Sandy UT 84093
J. Randall Richards or John R. Riley 801.206.4350
Alta Holdings, LLC 17520 Von Karman Ave
Irvine, CA 92614
Donald Rousso 949.269.1400
Alvarez & Marsal Wolverine Assurance Company, LLC 10 Penn Center 1801 Market St, Ste 1830
Philadelphia PA 19103
Daniel Spragg 267.507.3120
Americap Solutions, LLC 525 North 12th Street, Suite 205
Lemoyne, PA 17043
James C. Byerly, CEO 717.497.8966
Amethyst Captive Insurance Solutions, Inc. 150 Bank Street,
Suite 201
Burlington, VT 05401
James Girardin 802.735.1682
Aon Risk Solutions 146 Fairchild St. Suite 135
Charleston, SC 29492
Mike Coulter 843.614.3135
Artex Risk Solutions, Inc. P.O. Box 2227
140 Kennedy Drive
South Burlington, VT 05407-2227
Kevin Heffernan 802.861.6801
Artex Risk Solutions, Inc. 1635 N. Greenfield Road, Suite 127
Mesa, AZ 85205
Jeremy Huish 480.553.6221
Atlas Management, LLC 7301 Carmel Executive Park, Suite 101
Charlotte, NC 28226
Martin Eveleigh, Chairman 704.945.6620
Beecher Carlson Insurance Services, LLC 8390 E. Crescent Parkway, Suite 200
Greenwood Village, CO 80111
Jason Flaxbeard, Senior Managing Director 303.996.5408
Caitlin-Morgan Insurance Services 11555 N. Meridian Street, Suite 100
Carmel, IN 46032
Chris Murray, President 317.575.3979
Capstone Insurance Management, Ltd. 1980 Post Oak Blvd.,
Suite 1950
Houston, TX 77056
Stewart A. Feldman 713.800.0550
Capsure Risk LLC 121 South Street
Chardon, OH 44024
Warren Vickers, Captive Manager 440.510.1920
Capterra Risk Solutions 310-330 Grant Street, Suite 1320
Pittsburgh, PA 15219
Sandra L. Fenters 412.802.2600
Captive Insurance Group, LLC 222 West Main Street
Arlington, TX 76006
Charles H. Spitzer, CPA 817.793.6522
Captive One Management, LLC 1035 State Road 7
Suite 215
Wellington, FL 33414
Diane Sugimoto 305.632.2399
Captive Planning Associates, Ltd Five Greentree Centre
Suite 218
525 Route 73 North
Marlton, NJ 08053
John Capasso 888.305.8889
Caronia & Associates 38 Fieldstone Lane
Oyster Bay, NY 11771
Charles A. Caronia 561.301.9046
Cascino & Associates, P.C. One South Dearborn St, Ste 2100
Chicago, IL 60603
Anthony E. Cascino, Jr. 312.212.4245
Chelsea Rhone Captive Services, LLC 130 S. First St, Suite 400
Ann Arbor, MI 48104
J. Marc Feeney 734.996.2700
CIC Management, Ltd. 1911 Hillandale Road,
Suite 1020
Durham, NC 27705
Vance Syphers, Principal 919.309.1406
CIC Services, LLC 1111 N. Northshore Dr Ste N325
Knoxville TN 37919
Bryan Ridgway 865.544.8338
Congress Management Group
A Division of Congress Asset Exchange, LLC
656 Gage Lane
North Wales, PA 19454
John V. Maggi 215.882.0052
CT Insurance Management (Delaware) LLC Corporate Trust Center
1209 Orange Street
Wilmington, DE 19801
Andrew McComb 441.278.7700
Definitive Insurance Management Services, Inc. 24 Arnett Ave, Suite 115
Lambertville, NJ 08530
William Megna 609.773.6150
Delaware Holding Services Inc. Foulkstone Plaza
1403 Foulk Road,
Suite 200
Wilmington, DE 19803
Clara Paschitti,
Vice President
302.656.8900
Elevate Captives, LLC 1103 Sovereign Row
Suite D
Oklahoma City, OK 73108
Jerry D. Messick 405.550.2651
Enterprise Risk Strategies, LLC 4215 East McDowell Road, Suite 115
Mesa, AZ 85215
Luis Filipe,
Vice President
602.734.5764
Faegre B&D Group 1050 K Street, N.W., Suite 400
Washington, DC 20001
Lawrence J. Stern 215.369.0703
First State Captive Managers, LLC 1410 Russell Road, Suite 101
Paoli, PA 19301
William McPherson 610.727.0028
Global Insurance Management Company, LLC 1250 South Pine Island Road, Suite 300
Plantation, FL 33324
Steven L. Salman, CEO 954.923.1900
GPW and Associates, Inc. 2700 N. Third Street
Phoenix, AZ 85004
Lawrence Prudhomme 602.200.6937
HDH Group 210 Sixth Avenue
30th Floor
Pittsburgh, PA 15222
Evan Muffly,
Vice President
412.535.0710
Heritor Management Ltd. Suite 1, Henville Bldg.,
Main StreetCharlestown, Nevis, West Indies
Telbert Glasgow,
Managing Director
869.469.0700
Hyperion Insurance Management (Cayman) Limited Grand Pavilion Commercial Centre
Suite 24
802 West Bay Road
P.O Box 10281
Grand Cayman, KY1-1003
Simon Owen,
Insurance Director
345-626-6500
I. David Gordon Associates, Inc. 845 Third Avenue
New York, NY 10022-6601
I. David Gordon 212.687.2525
ICG Captive Services, LLC 401 Commerce Street
Suite 740
Nashville, TN 37219
Andrew P. Rhea, Managing Director 615.467.7211
Independent Captive Manager Services, LLC 1201 N. Orange Street
Suite 700, #7222
Wilmington, DE 19801
Robert R. Giordano, MSFS, CPC 800.708.5550
Innovative Captive Strategies, Inc. 3001 Westown Parkway West
Des Moines, IA 50266
Thomas S. Stewart,
Vice President
515.223.6852
Intuitive Captive Solutions, LLC 8400 E. Prentice Ave.,
Suite 645
Greenwood Village, CO 80111
Rick Eldridge,
President
303.691.8560
Intuitive Captive Solutions, LLC P.O. Box 278
Hockessin, DE 19707
Joanne Shaver, Sr. Vice President 303.691.8533
James River Business Solutions, LLC 2710 Kenbury Road
Richmond, VA 23225
Richard D. Eckis 804.859.6020
JLT Towner Insurance Management (USA) LLC 148 College Street,
Suite 204
Burlington, VT 05401
Guy Ragosta, CEO 802.861.2930
Kane (USA), Inc. 1180 Sam Rittenhouse Blvd., Suite 235
Charleston, SC 29407
Ann R. West,
Director
843.573.4814
KeyState Captive Management (NV), LLC 101 Convention Center Drive, Suite 850
Las Vegas, NV 89109
Joshua C. Miller 702.598.3738
KeyState Captive Management (NV), LLC 824 N. Market Street, Suite 220
Wilmington, DE 19801
Tom Laskaris 866.246.5332
KRP Managers, LLC 604 E. Baltimore Pike
Media, PA 19063
Joel Pina 610.228.4863
Marsh Management Services, Inc. 100 Bank Street,
Suite 610
Burlington, VT 05401
Julie Boucher 802.864.5912
McCarran Ferguson Captive Management 1200 G. Street NW, Suite 800
Washington DC 20005
Robert Willis, President 202.434.8763
Mid-America Associates, Inc. 30775 Barrington St.
Madison Heights, MI 48071
Christopher Mazur, President 248.585.7900
MIJS Captive Management, LLC 326 Roswell Street
Marietta, GA 30060
Doug Butler 678.784.2851
MIJS Captive Management, LLC 9900 Corporate Campus Drive, Suite 3000
Louisville, KY 40223
Alexander T. Galloway, III 502.410.6021
Monarch Entity Services, LLC 500 Delaware Avenue, 11th Floor
Wilmington, DE 19801
Lori Cooney, President 302.888.5811
Montera Captive Insurance Management LLC 1410 W. Guadalupe Road
Suite 121
Gilbert, AZ 85233
Richard and Cindy Avery 480.209.1123
M. R. Mead & Company, Inc. 7222 West Cermak Road, Suite 403
North Riverside, IL 60546
Michael R. Mead, CPCU 312.316.5084
N/F Insurance Alliance, LLC 1350 Avenue of the Americas, 18th Fl.
New York, NY 10019
Peter H. Foley, Executive Director 212.596.3409
Navigator Benefit Solutions, LLC 2011 St. Andrews Drive
Berwyn, PA 19312
Timothy J. Luedtke, Managing Director 610.296.3062
Oxford Management Company LLC 954 Ridgebrook Road
Suite 120
Sparks, MD 21552
Kevin E. Myers, CPA, Principal
Michael A. DiMayo, CFP, CLU, ChFC, Principal
410.472.6490
Pacific Risk Solutions, LLC 2897 Kalawao Street
Honolulu, Hawaii 96822
Tony Schmidt, President 808.988.3215
Patriot Captive Management, Inc. 401 E. Las Olas Blvd., Suite 1650
Fort Lauderdale, FL 33301
Eric Halter 980.224.1214
PERMA, LLC 50 South 16th Street,
Suite 3600
Philadelphia, PA 19102
Roger Ladda, ARM 267.702.1444
Perr&Knight 3 Second Street,
Plaza 10, Suite 802
Jersey City, NJ 07311
Christopher J. Ridge,
Manager
843.425.9038
R & Q Quest Management Services USA, LLC 13253 N. LaMontana Dr.
Suite 203
Fountain Hills, AZ 85268
Rod Morris, CEO (p) 480.816.5609
(c) 480.794.0429
Risk Management Advisors, Inc. 444 W. Ocean Blvd,
Suite 1250
Long Beach, CA 90802
Wesley Sierk,
ACI, CRIS
562.472.2846
ext. 211
Risk Management Services, Inc. 2221 West Baseline Rd.
Suite 104
Tempe, AZ 85283
David C. Cooper,
Vice President
602.840.3234
Risk Services, LLC 1605 Main St, Suite 800
Sarasota, FL 34236
Michael Rogers 800-226-0793
River Oak Risk, LLC 3300 Cumberland Blvd., Ste 325
Atlanta, GA 30339
Kimberly Bunting 404.902.5738
RK Advisors, LLC 104 Country Center Lane
Hockessin, DE 19707
Richard Klumpp 302.651.5258
Ryan, Inc. 16220 N Scottsdale Road, Suite 650
Scottsdale, AZ 85254
Kenneth D. Kotch, Esq. 602.955.1792
Safe Haven Captive Group, LLC 5015 Birch Street
Newport Beach, CA 92660
Brent N. Robbins, CPA 949.929.4192
Sanford-Bodden, LLC 4468 Forsyth Road
Macon, GA 31210
Clay Capps, CEO 478.471.4221
St. Charles Management Company, Inc. 1350 Avenue of the Americas, 18th Floor
New York, NY 10019
Peter H. Foley, President 212.596.3409
Stern Risk Partners, LLC 3990 S. Wadsworth Blvd.
Suite 370
Lakewood, CO 80235
Kirk Mooneyham, Executive VP 303.250.8243
Strategic Risk Solutions (Vermont) Ltd. 2352 Main Street,
Suite 304
Concord, MA 01742
Brady Young 781.234.1498
Strategic Risk Solutions (Vermont) Ltd. 1341 G. Street NW
10th Floor
Washington, DC 20009
Melissa Hancock 202.802.1439
Strategic Risk Solutions (Vermont) Ltd. 159 Bank Street, 4th Floor
Burlington, VT 05401
Patrick Theriault 802.861.2630
Sutterfield Financial Group, Inc. 501 East 4th St.
Bartlesville, OK 74003
Trevor Sutterfield, CEO 918.338.2255
Synergy Captive Strategies, LLC 8905 W. Post Road, Suite 210
Las Vegas, NV 89148
Justin Spiegel or
Keith W. Langlands, CPA
702.473.5270
Tempus Management 7702 E. Doubletree Ranch Rd., Suite 300
Scottsdale, AZ 85258
Yves Lapointe 480.600.5615
The Complete Captive Solution, LLC 706 Rochester Road
Pittsburgh, PA 15237
Jeffrey J. Morella,
Esquire or
S. Shepard Werth, COO
412.837.1500
The Taft Companies, LLC 1620 Providence Road
Towson, MD 21286
Mary Claire Goff 877.587.1763
USA Risk Group 2386 Airport Road
Barre, VT 05641
Andrew Sargeant , COO 800.872.7475
USA Risk Group of South Carolina 1327C Ashley River Road, #200
Charleston, SC 29407
Paul Newton 800.872.7475
Willis Towers Watson 100 Bank Street
Suite 500
Burlington, VT 05401
Jason L. Palmer, Managing Director 802.264.9555


 

Certified Public Accountants


Name Address Contact Telephone
Accounting Consulting Services, LLC PO Box 102
Park Ridge, NJ 07656
Francis J. Fenwick, CPA 201.349.6324
Acquavella, Chiarelli, Shuster Berkower & Co. 517 Route 1 South
Iselin, NJ 08830
Maurice Berkower 732.855.9600
Aguirre, Greer & Co. 1252 N. San Dimas Canyon Road
San Dimas, CA 91773
Eric Aguirre, President 909.394.0355
Albright, Persing and Associates, Ltd. 1025 Ridgeview Drive, Suite 300
Reno, NV 89519
Eric Kronawetter 775.826.5432
Anderson ZurMuehlen & Co., P.C. 828 Great Northern Blvd.
P.O. Box 1040
Helena, MT 59624
Paula Jacques, Shareholder 406.442.1040
Backstrom, Gandhi & Soni, LLP 34-220 Gateway Drive, Suite 120
Palm Desert, CA 92211
Amita Gandhi 760.340.5547
Bauknight Pietras & Stormer, P.A. 1517 Gervais Street,
PO Box 1330
Columbia, SC 29202
Bryan P. Hudson, Shareholder or
Christian R. Stormer, Shareholder
803.771.8943
BDO USA, LLP 221 East 4th Street
Suite 100
Cincinnati, OH 45202
Chip Von Lehman 513.592.2400
BDO USA, LLP 99 Monroe Avenue, NW,
Suite 800
Grand Rapids, MI 49503
Barbara A. Woltjer, CPA 616.802.3368
BDO USA, LLP 225 W. Illinois St.
Suite 225
Chicago, IL 60654
Robb Zerfass 312.863.2320
BDO USA, LLP 339 Sixth Avenue
Pittsburgh, PA 15222
Lawrence Barger 412.281.2501
Bee, Bergvall & Co. 936 Easton Road,
Box 754
Warrington, PA 18976
James L. Bee 215.343.2727
Belfint, Lyons & Shuman, P.A. 1011 Center Road,
Suite 310
Wilmington, DE 19805
Jeffrey Elwell, CPA 302.225.0600
Bennett Thrasher P.C. 3625 Cumberland Blvd., Suite 1000
Atlanta, GA 30339
Anton Hayward, CPA
Karen Mueller, Partner
770.396.2200
678.302.1429
Berkower LLC Wayne Plaza II
155 Route 46
Wayne, NJ 07470
Maurice Berkower, CPA 732.510.1523
BKD, LLP 312 Walnut Street
Suite 300
Cincinnati, OH 45202
Anthony M. Perazzo, Partner 513.621.8300
Brown Smith Wallace, LLP 6 City Place Drive
Suite 900
St Louis, MO 63141
Aaron D. Cooper, CPA
Alan J. Fine, CPA
314.983.1200
314.983.1292
Carr, Riggs, and Ingram, LLC 4360 Chamblee-Dunwoody Rd.,
Suite 420
Atlanta, GA 30341
Matthew Gunning, Partner 770.457.6606
Carr, Riggs, and Ingram, LLC 7550 Halycon Summit Drive
Montgomery, AL 36117
Steven G. Williams, Partner 334.386.5219
Cherry Bekaert LLP 1029 Greene Street
Augusta, GA 30901
Bonnie Lamb Cox, Partner 706.421.1364
Clark Schaefer Hackett & Co. 1 East Fourth Street
Suite 1200
Cincinnati, OH 45202
Carl R. Coburn, President 513.241.3111
CliftonLarsonAllen LLP 103 W. McMillan St.,
Suite 2, Box 428
Marshfield, WI 54449
Todd M. Hasenbank, Principal 715.221.3039
CliftonLarsonAllen LLP 2 East Main St.,
Suite 120
Danville, IL 61834
Michael Meidel, Principal 217.442.1643
Cover & Rossiter, PA 62 Rockford Road
Wilmington, DE 19806
Eric Williams 302.656.6632
Crowe Horwath LLP 175 Powder Forest Drive
Simsbury, CT 06089
Glenn Saslow
David A. Roberts
Arthur M. Salvadori
Todd Thiesfeldt
860.470.2103
860.470.2107
860.470.2117
860.470.2114
Crowe Horwath, LLP 105 Continental Place, Suite 200
Brentwood, TN 37027
Kenneth Wills 615.360.5559
Deloitte & Touche LLP 200 Berkeley Street
Boston, MA 02116
David J. Finnerty, Partner
Robert A. Howard, Jr., Partner
617.437.2602

617.437.2594

Deloitte & Touche LLP 500 College Road
Princeton, NJ 08540
David A. Geer
Director
609.520.2324
Deloitte & Touche LLP 201 N. Franklin Street
Suite 3600
Tampa, FL 33602-5818
David M. Freitas,
Audit Partner
Thomas C. Hochhausler
Partner
Daniel A. Paone
Director
813.983.5427
813.373.8325
Deloitte & Touche LLP 1601 Dodge Street
Suite 3100
Omaha, NE 68028
Larissa L. Johnson, Partner 402.997.7212
Dixon Hughes, PLLC 1829 Eastchester Drive
High Point, NC 27265
Michael Wright, CPA 336.889.5156
Doug Granger, CPA, PA 201 Dort Street, Suite A
Plant City, FL 33563
Doug Granger 813.752.1500
Dwight Darby & Company, P.A. 611 S. Magnolia
Tampa, FL 33606
Dawn M. Lopez, Partner 813.251.2411
EisnerAmper, LLP 2015 Lincoln Highway
Edison, NJ 08818
Kenneth Croarkin, Partner 732.947.3614
Ernst & Young, LLP 3200 Beechleaf Court, Suite 700
Raleigh, NC 27604
Amy Baker 919.981.2919
Ernst & Young, LLP 200 Clarendon Street
Boston, MA 02116
John Palermo 617.375.3786
Faulkner Mackie & Cochran, P.C. One American Center
3100 West End Avenue, Suite 700
Nashville, TN 37203
Page Robble, CPA 615.292.3011
Faw, Casson & Co., LLP 160 Greentree Drive
Dover, DE 19904
Jennings P. Hastings, CPA, ABV 302.674.4305
Gary Mehta, CPA, EA 1000 N. West Street
Suite 1200
Wilmington, DE 19801
Gary Mehta, CPA 302.858.0800
George P. Farley CPA 89 Highwood Ave.
Tenafly, NJ 07670
George P. Farley, Captive Manager 201.563.2263
Grant Thornton LLP 124 Hebron Avenue, Suite 200
Glastonbury, CT 06033
Dana A. Wilson, Jr., Partner 860.781.6703
Grossman Yanak & Ford LLP Three Gateway Center,
Suite 1800
Pittsburgh, PA 15222
Jeffrey A. Ford, Partner 412.338.9300
Gunnip & Company LLP 2751 Centerville Road, Suite 300
Wilmington, DE 19808
Robert Wright 302.225.5161
Habif, Arogeti & Wynne, LLP Five Concourse Parkway, Suite 1000
Atlanta, GA 30328
J. Scott Barnett, CPA, Partner 404.898.8483
HKG, LLP 1401 Quail Street
Suite 140
Newport Beach, CA 92660
David Liptz 949.474.8500
HoganTaylor LLP 2222 South Utica Place, Suite 200
Tulsa, OK 74114
Calvin Rowland, Partner 918.745.2333
Insurance Industry Auditing and Consulting, LTD 555 E. Butterfield Road, Suite 209
Lombard, IL 60148
Jerome P. Dublan, CPA, Audit Partner 630.971.1200
JDS Professional Group 5670 Greenwood Plaza Blvd.Suite 200
Greenwood Village, CO 80111
Jill E. Korenek, Partner 303.771.0123
Johnson Lambert & Co., LLP One Lawson Lane
P.O. Box 525
Burlington, VT 05402-0525
Joshua W. Partlow, CPA 802.383.4812
Johnson Lambert, LLP One Lawson Lane,
4th Floor
Burlington, VT 05401
John Prescott, Partner 802.383.4811
KFMR Katz Ferraro McMurtry PC 223 4th Avenue
Suite 300
Pittsburgh, PA 15222
John R. McMurtry, CPA 412.471.0200
KPMG, LLP 303 Peachtree Street, NE
Atlanta, GA 30308
Michael J. Grillaert, Partner 402.222.3456
KPMG, LLP 90 South 7th Street
4200 Wells Fargo Center
Minneapolis, MN 55402
Edward J. Metzger, CPA 612.305.5325
KPMG, LLP 2500 Ruan Center, 666 Grand Ave
Des Moines, IA 50309
M Sean Vicente, Partner 515.697.1108
Kutchins, Robbins & Diamond, Ltd. 1101 Perimeter Drive
Suite 760
Schaumburg, IL 60173
Christopher M. Cameron, Partner 847.278.4350
Lally & Co., LLC 5700 Corporate Drive
Pittsburgh, PA 15237
Edward Gorski, CPA 412.367.8190
LaPorte Sehrt Romig & Hand, CPAs 1770 Saint James Place
Houston, TX 77056
Harold Hidalgo 713.963.8008
Larson & Company 9065 South 1300 East
Sandy, UT 84094
Martha Hayes, CPA 801.984.1848
Ledger Sharp LLC 370 New Central Avenue
Lakewood, NJ 08701
Marc Smith, CPA 732.236-9930
LB&A Certified Public Accountants, PLLC 1801 Stanley Road,
Suite 220
Greensboro, NC 27407
William C. Chesson, Partner 336.689.2482
Liptz & Associates, Inc. 1401 Quail Street, Suite 140
Newport Beach, CA 92660
David B. Liptz, Principal 949.474.8500
Mantyla McReynolds, LLC 178 S. Rio Grande,
Suite 200
Salt Lake City, UT 84101
E. Shane Grant, CPA 801.269.1818
MarksNelson, LLC 1310 East 104th Street
Suite 300
Kansas City, MO 64131
Catherine M. Grassl, Partner 816.743.7700
Mayer Hoffman McCann P.C. 700 West 47th Street
Suite 1100
Kansas City, MO 64112
Anthony Coble, Managing Director 816.945.5524
Mayer Hoffman McCann P.C. PA Office
Philadelphia, PA
David LaRosa 610.862.2200
Mayer Hoffman McCann P.C. AZ Office
Phoenix, AZ
David Miller 602.264.6835
McSoley McCoy & Co. 118 Tilley Drive,
Suite 202
South Burlington, VT 05403
Peter McCoy
James Salter
Constance M. Fellion, Partner
802.658.1808
Munninghoff, Lange & Company 231 Scott Boulevard
Covington, KY 41011
Brian Steppe, CPA 859.655.2300
Pershing, Yoakley & Associates, Inc. 2220 Sutherland Avenue
Knoxville, TN 37919
J. Douglas Arnold, Principal 800.270.9629
PKC Kuebler, APC 43385 Business Park Drive, Suite 120
Temecula, CA 92590
Laurie A. Ball, Audit Director 951.676.6555
Plante Moran, PLLC 27400 Northwestern Hwy.
Southfield, MI 48037
Terry A. Olejnik, Partner 248.223.3388
Price Waterhouse Coopers, LLP 2001 Market Street,
Suite 1700
Philadelphia, PA 19103
John Fosbenner 267.330.3000
Price Waterhouse Coopers, LLP 300 Madison Avenue
New York, NY 10017
J. William Gordon, Jr., Senior Manager 646.471.7348
Price Waterhouse Coopers, LLP 101 Washington Street, Suite 1300
Indianapolis, IN 46204
Gabriel Alejandro, Partner 317.940.7156
R&A CPAs, P.C. 4542 E. Camp Lowell Drive, Suite 100
Tucson, AZ 85712
Phillip C Dalrymple, CPA 520.881.4900
RC Holsinger Associates PC 117 VIP Drive
Suite 220
Wexford, PA 15090
John Holt, President 724-934-4880
Rives & Associates, LLP 212 West Center Street
Lexington, NC 27292
Leon Rives II,CPA 336.248.8281
RSM US LLP 1 N. Old State Capitol Plaza
Suite 500
Springfield, IL 62701
Mark Tomaw, Partner 217.523.3370
RSM US LLP 850 Canal Street
4th Floor
Stamford, CT 06902
Steve Kirn, Partner 203.905.5041
RSM US LLP 2021 South First Street
Suite 110
Champaign, IL 61820
Jacqueline Hohn, Sr. Manager 217.363.4546
Santora CPA Group 220 Continental Drive, Suite 112
Newark, DE 19713
William Santora 302.737.6200
Satty, Levine & Ciacco, CPAs, P.C. 125 Jericho Pike,
Suite 200
Jericho, NY 11753
Frank Sluter, CPA 516.338.9500
Schneider Downs & Co., Inc. One PPG Place,
Suite 1700
Pittsburgh, PA 15229
John T. Popies, Shareholder 412.697.5201
Shoptaw, Labahn & Company, P.A. 915 West Main, Suite B
Russellville, AR 72811
John W. Shoptaw, CPA 479.967.3600
Shores, Tagman, Butler & Company, PA 17 S. Magnolia Avenue
Orlando, FL 32801
William Shores 407.872.0744
Skipper W. Riley, CPA 6008 Muirfield Drive
Edmond, OK 73025
Skipper W. Riley 405.285.6960
Smith & Howard, PC 171 17th Street,
Suite 900
Atlanta, GA 30363
Marvin Willis, CPA, CITP 404.874.6244
TideRunner Management, LLC 1105 N. Market St.,
19th Floor
Wilmington, DE 19801
Michael Teichman, Representative
c/o Parkowski, Guerke & Swayze, PA
302.594.3331
VanLehman and Company, Inc. 4755 Lake Forest Drive
Suite 100
Cincinnati, OH 45242
Andrew Donohoe, Shareholder 513.891.5911
Vertical Advisors LLP 1401 Dove Street
Suite 630
Newport Beach, CA 92660
Peter V. DeGregori, Managing Partner 949.756.8080
W. B. Kania & Associates 71 N. Mount Vernon Avenue
Uniontown, PA 15401
Byran Ponzurick or
Paul Kania
724.437.2731
Warren Averett, LLC 2500 Acton Road
Birmingham, AL 35243
Marlene M. McCain, CPA, MBA 205.769.3334
Weisermazars LLP 501 Office Center Drive,
Suite 300
Fort Washington, PA 19034
Jeffrey Palmer, Partner 267.532.4323
Wertz & Company, LLP 5450 Trabuco Rd.
Irvine, CA 92620
Russell Wertz, CEO 949.756.5000
Whisman Giordano & Associates, LLC 111 Continental Drive
Newark, DE 19713
Joseph A. Giordano, President 302.266.0202
Wipfli LLP 2 West Baltimore Avenue
Suite 210
Media, PA 19063
Mark B. Martinelli, Director 610.565.3930
WithumSmith+Brown, PC 5 Vaughn Drive
Princeton NJ 08540
Richard Coyne 609.520.1188
WSRP, LLC 155 North 400 West, Suite 400
Salt Lake City, UT 84103
MacRay A. Curtis, CPA 801.328.2011

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