Carey C Wallace
Over the past 2 decades, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support, financial…
Read MoreRobert M. Anderson
Bob began his career as a casualty underwriter for Pacific Indemnity Company (Chubb) and later for US Fire and Fireman’s Fund. Bob also served as chief executive officer of the well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company into the fifth-largest brokerage firm in…
Read MoreKearson M. (Malmgren) Strong
Kearson (Malmgren) Strong is a property claims consultant and claims handling expert with over 37 years experience in the insurance industry. Kearson started her career as a civil/structural engineer specializing in forensic investigations. As Kearson was “raised in the insurance industry”, as both her parents were insurance adjusters, Kearson saw an opportunity to have more…
Read MoreJack Schwartz
After 16 years spanning stints at two of the largest insurance consulting firms in the Northeast, sandwiched in between by work for two insurance brokerages, and followed by experience at a midsized NYC law firm, I founded my own boutique insurance consulting firm. Taking the best from each stop along my career path, and identifying some…
Read MoreTrey Hutt
I earned my Bachelors degree in Risk Management/Insurance from Florida State University in 1989, and my CPCU designation in 1992, eventually adding an MBA in 2022. Most of my career has been in the retail P&C arena, spanning 30 years, and I run a small retail agency with 14 employees. Our client base is broad,…
Read MoreSteven Pahl
Steven H. Pahl has extensive experience in the insurance industry, as demonstrated by his work with insurers such as Allstate, CIGNA, and AIG, and brokers like Aon and Arthur J. Gallagher & Co. This background provides him with a deep understanding of industry practices, policy intricacies, and the roles of various stakeholders. Currently, as…
Read MoreDavid Princeton
My passion for insurance has thrived for over 20 years. From humble beginnings as an auto-field adjuster to eventually serving as a Director of Corporate Risk for a private equity group. I’ve been involved in overseeing the challenges of insurance coverage across renewable energy, construction, aviation, information-technology, agriculture, beverage manufacturing, senior living, real estate, education,…
Read MoreJohn F Nixon
Asperta, Ltd. is a unique independent consulting practice coaching risk managers and brokers on critical issues with property insurance underwriting submission format, data quality, and valuation, including optimization for leading CAT models. Insureds with large, complex property schedules need to attract capacity at best available terms. We offer an objective and credible insiders’ perspective on…
Read MoreColby Allen
Introduction and Experience My name is Colby Allen and serve as VP of Consulting and Valuations with Agency Brokerage Consultants. To date I’m a published industry expert and thought leader on Insurance Agency Valuation and M&A Advisory. Since starting my career in the industry have collected 13 years of experience in finance, operations, analytics, and project…
Read MoreJames F. Hughes III
I am an unique risk management and insurance professional, having worked in all three main sectors of the industry, insurer, broker, and risk management. More particularly, I have been a risk manager for a Fortune 50 company, an insurance broker, twice albeit in different roles in addition to being a wholesale insurance broker, and a…
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