Approved Captive Managers


AIG Insurance Management Services, Inc.
Juliette Greene, Sr. Account Manager
1201 Main Street, Suite 1980
Columbia, SC 29201
Phone: 561-492-2861
Fax: 000-000-0000
Email: juliette.greene@aig.com
Website: www.aig.com/captives

Active Captive Management, LLC
Michael C. McKahan, Chief Operations Officer
24422 Avenida de la Carlota, Suite 400
Laguna Hills, CA 92653
Phone: 949-727-0155
Fax: 949-727-4770
Email: mmckahan@activecaptive.com
Website: www.activecaptive.com

AcuCap Insurance Management, LLC
Frederick James Marcks, Member
1074 E Cathy Drive
Gilbert, AZ 85296
Phone: 602-615-2249
Fax: 000-000-0000
Email: frederick.marcks@gmail.com
Website:

Acuity Strategic Consulting
William Paul White, Managing Principal
15 Augusta Drive
Westampton, NJ 08060
Phone: 609-915-1196
Fax: 6092676353
Email: wpw@acuity-strategic.com
Website: www.acuitystrategicconsulting.com

Advantage Insurance Management (USA) LLC
Christina Kindstedt, Managing Director
27 Main St, First Floor
Burlington, VT 05401
Phone: 802-578-3342
Fax: 000-000-0000
Email: c.kindstedt@aihusa.com
Website: advantagelife.com

Align Risk Solutions, LLC
Andy Rhea, President
3322 West End Ave., Suite 120
Nashville, TN 37203
Phone: 615-988-9153
Fax: 615-630-7801
Email: arhea@alignrisksolutions.com
Website: www.alignrisksolutions.com

Aon Insurance Managers (USA) Inc.
Nancy Gray, Regional Managing Director - Americas
76 St. Paul St., Suite 500
Burlington, VT 05401
Phone: 802-652-1570
Fax: 802-860-0440
Email: nancy.gray@aon.com
Website: www.aon.com

Artex Risk Solutions, Inc.
Ann West, Division SVP
115 Central Island Street, Suite 100
Charleston, SC 29492
Phone: 843-573-4814
Fax:
Email: ann_west@artexrisk.com
Website: www.artexrisk.com

BR Intermediate Holdings, LLC
Norman Chandler, Partner
5151 Hampstead High Street Unit 200
Montgomery, AL 36116
Phone: 334-260-7774
Fax: 334-387-2033
Email: nchandler@captivesusa.com
Website: www.captivesusa.com

Beecher Carlson Insurance Services, LLC
Jason Flaxbeard, Sr. Managing Director
8390 E. Crescent Parkway, Suite 200
Greenwood Village, CO 80111
Phone: 303-996-5408
Fax: 303-388-5688
Email: jflaxbeard@beechercarlson.com
Website: www.beechercarlson.com

Broad Reach Partners LLC
Scott A. Syphers, President
1101 Haynes St., Suite 213
Raleigh, NC 27604
Phone: 919-309-9325
Fax: 919-309-9890
Email: ssyphers@broadreachpartnersllc.com
Website: www.broadreachpartnersllc.com

CIC Services, LLC
Bryan Ridgway, Managing Partner
9721 Cogdill Rd., Suite 202
Knoxville, TN 37932
Phone: 865-544-8338
Fax: 865-244-1307
Email: bryan@cicservicesllc.com
Website: www.cicservicesllc.com

CICS, LLC
Bryan Ridgway, Managing Partner
9721 Cogdill Road, Suite 202
Knoxville, TN 37932
Phone: 865-248-3044
Fax: 865-244-1312
Email: bryan@cicservicesllc.com
Website: www.captivatingthinking.com

Cabier Captive Corp
Dax Philbert, CEO - President
101 Hudson Ave Floor 21
Jersey City, NJ 07302
Phone: 201-988-3231
Fax: 000-000-0000
Email: info@cabiercaptive.com
Website: www.cabiercaptive.com

Capterra Risk Solutions, LLC
Sandra L. Fenters, President
842 5th Avenue
Coraoplois, PA 15108
Phone: 412-802-2600
Fax: 000-000-0000
Email: sandra@capterrarisk.com
Website: www.capterrarisk.com

Captive Experts, LLC
Thomas Anthony Cifelli, President
P.O. Box 2285
Sedona, AZ 86339
Phone: 602-677-7578
Fax: 888-750-7080
Email: captiveexperts@gmail.com
Website: www.captiveexperts.com, www.uscaptive.com

Captive Insurance Group, LLC
Charles H. Spitzer, President
9290 Huntington Square
North Richland Hills, TX 76182
Phone: 817-793-6522
Fax: 817-275-7511
Email: cspitzer@captiveinsuranceusa.com
Website: www.captiveinsuranceusa.com

Captive Management, LLC
Ed Lloyd, President
15105-D John J. Delaney Drive #16
Charlotte, NC 28277
Phone: 704-831-7000
Fax: 704-544-8002
Email: ed@captivemanagementllc.com
Website: www.captivemanagementllc.com

Captive Nation, Inc.
Ken Huffman, President
6105 Denton Hwy, Ste 60
Fort Worth, TX 76148
Phone: 888-944-5588
Fax: 866-344-4834
Email: ken@captivenation.com
Website: www.CaptiveNation.com

Captive Planning Associates, LLC
Debra Gaglioti, COO
525 Route 73 North, Suite 218
Marlton, NJ 08053
Phone: 609-714-8889
Fax: 888-315-1741
Email: dgaglioti@captiveplanning.com
Website: www.captiveplanning.com

Captive Risk Planner LLC
Poorvesh Thakkar, CEO
6850 TPC Drive, Suite 108
McKinney, TX 75070
Phone: 855-277-3300
Fax: 469-675-3391
Email: info@captiveriskplanners.com
Website: www.captiveriskplanners.com

Cedar Consulting LLC
Dennis Silvia, President
7181 Chagrin Rd., Suite 100
Chagrin Falls, OH 44023
Phone: 440-264-9992
Fax: 440-264-9993
Email: dennis.silvia@cedarconsulting.net
Website: www.cedarconsulting.net

Cherry Bekaert Advisors, LLC
Jeremy Todd Rosenbaum, Partner
101 S. Fifth Street, Ste 2100
Louisville, KY 40202
Phone: 502-387-5684
Fax: 502-882-4459
Email: todd.rosenbaum@cbh.com
Website: https://cbh.com/

Complete Captive Management Services
Gabrielle N Morella, Esquire
4625 West Nevso Drive, Suite 2
Las Vegas, NV 89103
Phone: 412-369-9696
Fax: 412-369-9990
Email: gnmorella@morellalaw.com
Website: N/A

Connected Captive Solutions, LLC DBA River Oak Risk, LLC
Kimberly Bunting, Managing Partner
3300 Cumberland Blvd., Suite 325
Atlanta, GA 30339
Phone: 404-618-3476
Fax: 000-000-0000
Email: ryan.bowden@riveroakrisk.com
Website: N/A

Dannah Capital Partners
Richard Rodgers, Managing Partner
41391 Kalmia Street, Suite 330
Murrieta, CA 92562
Phone: 951-471-3700
Fax: 951-894-4126
Email: richard@dannah.biz
Website: dannahcapitalpartners.com

Davies Captive Management
Holly Struve, Regulatory Compliance Coordinator
135 Allen Brook Lane, Suite 101
Williston, VT 05495
Phone: 802-371-2211
Fax: 802-229-6280
Email: holly.struve@davies-group.com
Website: davies-group.com

Elevate Risk Solutions, LLC
Jerry D. Messick, CEO
1103 Sovereign Row, Ste. D
Oklahoma City, OK 73108
Phone: 405-673-5603
Fax: 888-278-0527
Email: jerry@elevaterisk.solutions
Website: www.elevaterisk.solutions

Empire Risk Management
Skyler Wildenstein, Chief Operations Officer
8801 Jefferson St., NE, Building C
Albuquerque, NM 87113
Phone: 505-998-6996
Fax: 505-344-9887
Email: skyler@empiretrustinc.com
Website: www.empireriskmgmt.com

Faegre Drinker Group, LLC
Lawrence J. Stern, Director of Insurance and Financial Services Insurance
1500 K Street NW, Suite 1100
Washington, DC 20005
Phone: 202-589-2810
Fax: 317-237-8516
Email: larry.stern@faegredrinker.com
Website: www.faegredrinker.com

First State Captive Managers, LLC
Joseph F Surina, CFO
43 Leopard Road, Suite 102
Paoli, PA 19301
Phone: 215-896-3902
Fax: 610-727-0029
Email: jsurina@fscaptives.com
Website: www.ghinsuranceadvisors.com

Front Office Management, LLC
Ron Nielsen, President
10421 S. Jordan Gateway Blvd, Suite 400
South Jordan, UT 84095
Phone: 801-830-4011
Fax: 801-830-4011
Email: ron@utahbic.com
Website: n/a

Frontrunner Captive Management LLC
Randall Beckie, Managing Director
303 West Main Street, Suite 360
Freehold, NJ 07728
Phone: 860-796-7584
Fax: Email
Email: rbeckie@frontrunnercaptive.com
Website: www.frontrunnercaptive.com

GPW and Associates, Inc.
Jeremy Elsberry, Managing Consultant
3101 N. Central Ave, Suite 400
Phoenix, AZ 85012
Phone: 602-200-6900
Fax: 602-200-6901
Email: jelsberry@gpwa.com
Website: www.gpwa.com

HIG Captive Insurance Group, LLC
Quentin Spitzer, General Counsel
9290 Huntington Square
North Richland Hills, TX 76182
Phone: 817-253-2038
Fax: 817-275-7511
Email: qspitzer@higginbotham.net
Website: www.captiveinsuranceusa.com

Helios Risk Solutions, LLC
Joe Matthew Queen, Owner
1000 Avenue A
Rome, GA 30165
Phone: 770-827-2211
Fax: 770-827-2211
Email: matthew@thequeenfirm.com
Website: www.tbd.com

Heritor Management Ltd
Curtis Muhlenbruch, President
43 Hermitage Heights, Zetlands, St. John's
Nevis, KN0901
Phone: 869-469-0700
Fax: 869-469-0201
Email: heritor@gmail.com
Website: None

Hylant Global Captive Solutions
Dawn M Dinardo, Director, Captive Management Operations
811 Madison Avenue
Toledo, OH 43604
Phone: 615-732-6538
Fax: 615-732-6599
Email: dawn.dinardo@hylant.com
Website: www.hylant.com/services/business-insurance/program-design-management/captive/

IAT Insurance Group, Inc.
Michael D. Blinson, Sr. VP/Corporate Secretary
702 Oberlin Rd.
Raleigh, NC 27605
Phone: 919-831-8176
Fax: 919-831-8160
Email: mike.blinson@iatinsurance.com
Website: N/A

IDC Management, LLC
Eric Brown, President
800 Oak Ridge Turnpike, Suite A-700
Oak Ridge, TN 37830
Phone: 724-456-0776
Fax: 000-000-0000
Email: eric.brown@idcmgmt.com
Website: In Process of establishing website

INXS Captive Management LLC
Dennis Benjamin Hill, Co-Managing Partner
P O Box 837
Celina, TX 75009
Phone: 800-805-1429
Fax: 916-434-2560
Email: dennis.b.hill1969@gmail.com
Website: www.inxscaptive.com

Insurance Management & Consulting LLC
Stuart Anolik, Partner
13521 Esworthy Rd.
Darnestown, MD 20874
Phone: 571-224-6135
Fax: n/a
Email: sanolik@anolikassociateslaw.com
Website: www.macroviewfidelis.com/

Intuitive Captive Solutions, LLC
Rick Eldridge, President/CEO
8400 E. Prentice Ave.
Greenwood Village, CO 80111
Phone: 720-382-2100
Fax: 866-290-1507
Email: reldridge@intuitivecompanies.com
Website: www.intuitivecaptivesolutions.com

K2M Insurance Management LLC
William Tuttle Montei, President
8500 Greenway Blvd., Suite 102
Middleton, WI 53562
Phone: 608-770-2832
Fax: 608-833-0107
Email: bill@k2minsurancemanagement.com
Website: k2minsurancemanagement.com

Ledger Sharp LLC
Marc A Smith, Principal/Owner
701 Dover Chase Blvd
Toms River, NJ 08755
Phone: 732-236-9930
Fax: 732-367-8432
Email: msmith@ledgersharp.com
Website: Ledgersharp.com

Legacy Captive Advisors, Inc.
Jarid Beck, Vice President
2040 Main St., #450
Irvine, CA 92614
Phone: 562-489-7021
Fax: 000-000-0000
Email: jbeck@riskmgmtadvisors.com
Website: www.riskmgmtadvisors.com

Lighthouse Captive Management Ltd.
Telbert Glasgow, Director
Arthur Evelyn Building, P.O. Box 258
Charlestown, Nevis, 00000
Phone: 869-469-5501
Fax: 869-469-5502
Email: john@lighthousecaptives.com
Website: lighthousecaptives.com

MIJS Captive Management, LLC
Douglas W. Butler Jr., Attorney
c/o MIJS, 326 Roswell St., Suite 100
Marietta, GA 30060
Phone: 678-784-2851
Fax: 770-429-8631
Email: dwbutler@mijs.com
Website: www.mijscaptive.com

Management Services International, LLC
Jeremy Colombik, President
7000 Six Forks Rd., Suite 104
Raleigh, NC 27615
Phone: 833-467-7475
Fax: 847-450-0373
Email: jeremy@themsicorp.com
Website: www.themsicorp.com

Marsh Management Services Inc.
Gavin Foggon, Senior Vice President
151 Meeting Street, Suite 301
Charleston, SC 29401
Phone: 843-577-1030
Fax: 843-577-1027
Email: gavin.foggon@marsh.com
Website: www.marshcaptivesolutions.com

NFP Management (Vermont) Corp
Jonathan McKenzie, VP Head of US Captive Management Operations
620 Hinesburg Road
South Burlington, VT 05407
Phone: 802-651-3300
Fax: 802-864-4327
Email: jonathan.mckenzie@nfp.com
Website: www.nfp.com/

ONeal Insurance Services, LLC
Gary Malcolm ONeal, President
113 S. Perry Street, Suite 200
Lawrenceville, GA 30046
Phone: 678-951-8100
Fax: 678-951-8100
Email: gary@onealinsuranceservices.com
Website: Onealinsuranceservices.com

Oxford Risk Management Group
Paul Francisco, Chief Operating Officer
954 Ridgebrook Road, Suite 100
Sparks, MD 21152
Phone: 410-472-6490
Fax: 410-472-6496
Email: pfrancisco@oxfordrmg.com
Website: www.OxfordRMG.com

Palmetto Consulting of Columbia, LLC
Michael David Hunter, Principal
1325 Park St., Suite 200
Columbia, SC 29201
Phone: 803-298-4272
Fax: 803-667-9473
Email: michael@palmettoconsulting.us
Website: www.palmettoconsulting.us

Pegasus Captive Management, LLC
Donald Rousso, Managing Principal
66 Emerald
Irvine, CA 92614
Phone: 949-269-1401
Fax: 949-269-1401
Email: drousso@pegasuscaptive.com
Website: www.pegasuscaptive.com

Premier Insurance Management Services, Inc.
Kathryn Michener Boucher, VP, Regulatory & Compliance
150 Dorset St, PMB #238
S. Burlington, VT 05403
Phone: 802-863-4400
Fax: 704-733-2229
Email: kate_boucher@premierinc.com
Website: insuranceatpremier.com

Professional Captive Management, LLC
Barry J Butcher, Managing Member
11040 SW Barbur Blvd.
Portland, OR 97219
Phone: 503-245-7201
Fax: 503-245-7057
Email: barry@barrybutcher-cpas.com
Website: N/A

Property Owners Protection Insurance Company, LLC
Barton Aronson, General Counsel
665 W 17th Street
Costa Mesa, CA 92627
Phone: 301-996-5293
Fax: 301-996-5293
Email: baronson@popicllc.com
Website: www.popicllc.com

RK Advisors, LLC
Richard F Klumpp, President
PO Box 9, 2851 Creek Road
Yorklyn, DE 19736
Phone: 302-561-5258
Fax: 302-234-9542
Email: rich@rkadvisorsllc.com
Website: www.rkadvisorsllc.com

RMC Consultants, Ltd.
Mark Elwell, Manager of Captive Insurance
791 10th St South, Suite 202
Naples, FL 34102
Phone: 239-298-8210
Fax: 239-298-8211
Email: melwell@rmcgp.com
Website: www.rmcgp.com

Rhodium Program Management, LLC
Peter Hinman Foley, Managing Partner
1350 Ave of Americas, Suite 250
New York, NY 10019
Phone: 646-568-1865
Fax: 917-399-3035
Email: phfoley@rhodiumprograms.com
Website: RhodiumPrograms.com

Risk Administrative Services, LLC
Belinda Lee Fortman, Managing Director
101 Creekside Crossing, Ste. 1700 #104
Brentwood, TN 37027
Phone: 615-957-0525
Fax: 615-933-5102
Email: bfortman@risksrvs.com
Website: www.risksrvs.com

Risk Management Advisors LLC
Max Jong, Managing Director
11301 Carmel Commons Blvd., Suite 101
Charlotte, NC 28226
Phone: 562-489-7026
Fax:
Email: mjong@riskmgmtadvisors.com
Website: www.riskmgmtadvisors.com

Risk Partners, Inc
Gary H Osborne, Vice President
128 Millport Circle, Suite 200
Greenville, SC 29607
Phone: 516-658-6829
Fax: 609-714-7763
Email: gosborne@riskpartners.com
Website: www.riskpartners.com

Risk Services LLC
B. Troy Winch, VP and Director
1605 Main Street, Suite 800
Sarasota, FL 34236
Phone: 941-373-1105
Fax: 941-366-1076
Email: twinch@pboa.com
Website: www.riskservcos.com

Risk Services-Vermont, Inc.
Michael T. Rogers, President/CEO
58 East View Lane, Suite 2
Barre, VT 05641
Phone: 202-471-5945
Fax: 202-471-5947
Email: hross@riskservcos.com
Website: www.riskservcos.com

River Oak Risk, LLC
Curtis Wilder, Risk Analyst
3300 Cumberland Blvd., Suite 325
Atlanta, GA 30339
Phone: 678-723-6007
Fax: 000-000-0000
Email: cwilder@riveroakrisk.com
Website: www.riveroakrisk.com

Roundstone Management, Ltd.
Michael Schroeder, President
15422 Detroit Avenue
Lakewood, OH 44107
Phone: 440-617-0333
Fax: 866-848-9496
Email: mschroeder@roundstoneinsurance.com
Website: www.roundstoneinsurance.com

SBC Risk Management, LLC
Clay Capps, President
1760 Bass Road, Suite 204
Macon, GA 31210
Phone: 478-225-0080
Fax: 478-225-0094
Email: ccapps@sbcrisk.com
Website: www.sbcrisk.com

Somers Risk Consulting Inc.
Eva Conley, Senior Manager of Captive Consulting Services
9337 Huntcliff Trace
Atlanta, GA 30350
Phone: 803-320-0673
Fax:
Email: econley@somersriskconsulting.com
Website: www.somersriskconsulting.com

Specialty Captive Group
John G. Yaple Jr., Vice President
210 Sixth Avenue, 30th Floor
Pittsburgh, PA 15222
Phone: 412-992-2853
Fax: 412-535-0753
Email: john.yaple@specialtycaptivegroup.com
Website: https://www.specialtyprogramgroup.com/

Stern Risk Partners, LLC
Kirk D Mooneyham, EVP
3609 S Wadsworth Blvd, Suite 250
Lakewood, CO 80235
Phone: 303-250-8243
Fax: 303-223-3310
Email: kmooneyham@sternrisk.com
Website: www.sternrisk.com

Strategic Risk Solutions
David Littlehale, Director
101 S. Tryon St., Suite 2700
Charlotte, NC 28280
Phone: 704-666-8724
Fax: 000-000-0000
Email: david.littlehale@strategicrisks.com
Website: www.strategicrisks.com

Synergy Coverage Solutions, LLC
Scott H Grant, Chief Financial Officer
217 S. Tryon Street
Charlotte, NC 28202
Phone: 704-927-6187
Fax: 704-927-6188
Email: bflachs@synergyinsurance.net
Website: synergyinsurance.net

The Taft Companies, LLC
Matthew Holycross, Director of Finance
1620 Providence Rd.
Towson, MD 21286
Phone: 877-587-1763
Fax: 803-667-9473
Email: matt.holycross@taftcos.com
Website: www.taftcos.com

USA Risk Group Americas, Inc
Robert John Leadbetter, SVP
725 Cool Springs Blvd, Suite 600
Franklin, TN 37067
Phone: 802-371-2280
Fax: 877-483-1864
Email: rleadbetter@usarisk.ky
Website: www.usarisk.com

United States Surety Company
Jonathan Marc Schneider, Senior Vice President
20 W. Aylesbury Road
Timonium, MD 21093
Phone: 213-330-1321
Fax: 310-338-0351
Email: jschneider@hccsurety.com
Website: www.hccsurety.com

Wealth Management Solutions
Dana Taranto, Manager
120 E Main St STE 101
Ramsey, NJ 07446
Phone: 201-995-9086
Fax: 201-995-9087
Email: danataranto@yahoo.com
Website: www.wmsolutionsnow.com

Willis Towers Watson Management (Vermont), Ltd.
Jason Palmer, Director
100 Bank St., Suite 500
Burlington, VT 05401
Phone: 802-264-9555
Fax: 802-658-5520
Email: jason.palmer@willistowerswatson.com
Website: www.willistowerswatson.com