Actuaries
Allegiant Actuarial Group Randall Ross 801.204.9192 rross@allegiantactuarial.com www.allegiantactuarial.com
Sigma Actuarial Consulting Group Lori Michelle Bradley 800.929.4052 x204 mb@sigmaactuary.com
Taylor-Walker Consulting Sonya Bergquist 801.562.5748 sbergquist@taylor-walker.com www.taylor-walker.com
Attorneys
Smart Schofield Shorter & Lanceford Ryan Smart 801.747.0647 ryan.smart@utahlaw-smart.com www.utahlaw-smart.com
Captive Managers
AON Alison Mullikin 602.427.3039 alison.a.mullikin@aon.com https://www.aon.com
Artex Brian Johnson 602.956.3293 brian_johnson@artexrisk.com https://www.artexrisk.com/
AZO Services Management, Inc Jennifer Pant 269.226.9200 jpant@azoservices.com
Brown & Brown Insurance Services, Inc. Dave Wittwer 801.580.5501 dave.wittwer@bbrown.com www.bbins.com
Captive Planning Associates, LLC John R. Capasso 856.287.4003 jcapasso@captiveplanning.com
Captive RE Insurance Frank Kolovic 914.898.5634 frank@captivereins.com www.captivereins.com
CIC Services, LLC Bryan Ridgway 865.248.3044 bryan@cicservicesllc.com captivatingthinking.com
CIC Services, LLC Cole Massey 865.248.3044 cmassey@cicservicesllc.com captivatingthinking.com
CIC Services, LLC Leane Rafalko 865.248.3044 leane@cicservicesllc.com captivatingthinking.com
Hylant Global Captive Solutions Carter Cappon 616.648.4976 carter.cappon@hylant.com
Innovative Captive Strategies Joe Streck 406.282.0184 jstreck@yourcaptive.com www.yourcaptive.com
JKL Enterprises, LLC James LeRoy 612.723.7062 jimleroyjkl@gmail.com
Leavitt Group Kirk Mac-Naughtan 435.867.2660 mac-naughtan@leavitt.com https://www.leavitt.com/
Leavitt Select Insurance Services Inc Adam Frugoli 208.604.2228 Adam-Frugoli@leavitt.com https://www.leavitt.com/select-ins/
Marsh Management Services Inc. Linda Nipper 801.759.2956 linda.nipper@marsh.com www.marsh.com
MIJS Captive Management, LLC Matthew J. Howard 770.429.1499 mjhoward@mijs.com www.mijs.com/captive/
Moreton & Company Cathy Hampton 801.715.7033 cathy@moreton.com www.moreton.com
Moreton & Company Grady Marshall gmarshall@sequoiarisk.com
Moreton & Company Jameson Smith jsmith@sequoiarisk.com
River Oak Risk, LLC Kimberly Bunting 404.902.5738 kbunting@riveroakrisk.com www.riveroakrisk.com
Ryan, LLC Jeff Andrews 480.604.8636 jeff.andrews@ryan.com www.ryan.com
Ryan, LLC Katie Dee McKean 630.779.2108 katie.mckean@ryan.com www.ryan.com
Ryan, LLC Stuart Olson 650.888.1647 stuart.olson@ryan.com www.ryan.com
Specialty Captive Group, a division of Specialty Program Group, LLC Evan Muffly 412.848.7976 evan.muffly@specialtycaptivegroup.com www.specialtycaptivegroup.com
Utah Risk Management Consulting, LLC Ken Avery 801.669.6131 ken@utahriskmgmt.com www.utahriskmanagementconsulting.com
Captive Owners
Affiliate Risk Captive Michael Pott 916.850.7300 mpott@prismrisk.gov https://www.prismarc.org
American Casualty Corporation Kenesha Brown 832.428.1019 kbrown@nowinsurance.com
Atlantic All Risk I Insurance Company, Inc. Rob Consalvo 609.221.2130 rob@storespace.com
Atlantic All Risk II Insurance Company, Inc. Rob Consalvo 609.221.2130 rob@storespace.com
AZO Services Management Jennifer Pant 269.226.9200 jpant@azoservices.com
Bluefin Insurance Inc. Paul Kerwin 310.668.2070 paul@gsltrans.com
Captive Assurance Solutions, Inc. Charles Lathram 423-280-6016 charles.lathram@reverehealth.com
Compass Insurance Company Angelia Demkovic 630.286.7200 angie@compassholding.net
Guarantee Insurance Company, LLC Robert Williams 513-744-1992 Bob.Williams@fathproperties.com
Hampton Soules Insurance Co. Cathy Hampton 801.715.7033 cathy@moreton.com
Higginbotham Utah Captive Assurance Company Mike Knotts 318.230.4092 MikeKnotts@higginbotham.net
Kornerstone Brad Eichers 801.257.3400 brad@kengarff.com
I Builder Insurance Corporation
Maple Street Insurance Group, Inc. Drue Rutledge 424.209.5367 drutledge@postinvestmentgroup.com https://www.postinvestmentgroup.com
MaximRE Insurance Bill Eleamos 412.802.2602 beleamos@capterrarisk.com
Pacific NW Insurance Corporation Kathryn J. Dobler 253-475-2405 kathyd@dmcimail.com
Palm Insurance Company Mashi Rahmani 310.360.5199 mrahmani@mmchr.com
Recreation Insurance Organization (RIO) Matthew Duarte 916.722.5550 mduarte@capri-jpa.gov https://www.capri-jpa.gov/recreation-insurance-organization-rio
Sheldon Insurance Company Bart Stasa 313.442.8114 Bart.Stasa@smithgroup.com
Standard Insurances Richard Reese richard.reese@standardplumbing.com
Vertical Insure Insurance Company of Utah Kenesha Brown 832.428.1019 kbrown@nowinsurance.comkbrown@nowinsurance.com
CPAs/Auditors
JLK Rosenberger Matt Woodard 818.334.8646 mwoodard@jlkrllp.com http://jlkrosenberger.com
Larson & Company PC Martha Hayes, CPA 801.313.1900 mhayes@larsco.com https://larsco.com
Shores, Tagman, Butler & Co. Larry Shores 407.872.0744 ext 214 lshores@shorescpa.com
WSRP Daniel P. Rinehart 801.328.2011 drinehart@wsrp.com www.wsrp.com
Domicile
Utah Insurance Dept. Travis Wegkamp, Captive Director 801.537.9294 twegkamp@utah.gov insurance.utah.gov
Financial Professionals
Avalan Wealth Jeff Jagard (801) 918-7881 jeff.jagard@avalanwealth.com http://www.avalanwealth.com
Insurance Brokers
HUB International Travis McElvany 909.844.2519 travis.mcelvany@hubinternational.com www.hubinternational.com
Reinsurance Brokers
MaximRe Insurance, LLC Bill Eleamos 412.802.2602 beleamos@capterrarisk.com
Third-Party Administrators
CCMS & Associates Cassandra Hand Gallegos 863.221.0564 cassandra@ccmsclaims.com www.ccmsclaims.com