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ABOUT US

Consider how the following tools set us apart from other corporate insurance consultanting firms in enabling us to help you save:

Licensed to write in 38 states from Michigan to Florida.

Annual premium billings of $180 million.

Direct agent broker representation for over 40 carriers.

Indirect agent broker representation for over 100 carriers.

About our principle :

Licensed as a: CPA, CPCU, CIC AAI, LIC

Involved in the insurance industry as agency vice president of operations since 1990.

Experience:

  • Employed by KPMG Peat Marwick Detroit.

  • During tenure, served in the Accounting and Auditing Department primarily working with SEC registrants in the financial services sector.

  • Served on the KPMG Professional Practice Review Team that performed peer reviews of other KPMG offices.

  • Active membership in the Michigan Association of Certified Public Accountants (MACPA).

  • Member of the MACPA Board of Directors.

  • Member and past Chair of the MACPA Members Insurance Task Force

  • Current member of the MACPA Corporate Governance Task Force.

Designations:

  • Certified Public Accountant (CPA),

  • Chartered Property and Casualty Underwriter (CPCU),

  • Certified Insurance Counselor (CIC), and

  • Accredited Adviser in Insurance (AAI).

Contact us today and let us introduce ourselves. We'll show you all we can offer you !



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updated 3/30/06
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