AAIMCO - Key Persons
Job Titles:
- Expert Consultants
- Professional Member / Owner / Member
Job Titles:
- Expert Consultants
- Professional Member
Andrew helps policyholders prepare, present, and defend their business interruption/business income claims and has been doing so for more than 20 years. His success stems from his ability to understand and communicate the quirks and nuances of his clients' businesses using both numbers and words. He has turned paltry claim offers and complete denials from…
Job Titles:
- Consultant With Agency
- Consultant With AgencyFocus
- Expert Consultants
Colby Allen is a consultant with AgencyFocus who has over 10 years of industry experience in finance, operations, analytics, and project management. During that time he has worked with regional agencies, national agencies, and a regional carrier. Notable projects include refinement of agency finance and operational reporting processes as well as assist in acquisitions to plan and support revenue reconciliations and book of business rolls for acquired agencies. He has also worked to build a proprietary analytics platform to provide insights into producer performance which was used to enhance new business sales, revenue retention, and monitoring of new producers in the validation process.
His current endeavors include fair market valuation services for small to mid-sized agencies, as well as fractional CFO engagements to help agencies set and achieve growth goals for exit planning.
He attended the University of Louisiana at Lafayette where he earned a B.S. in Insurance & Risk Management with a Minor in Finance, an M.B.A. in Finance Operations, as well as industry certifications including the AIDA, ARM, and CXAP.
Damian is an insurance coverage attorney, expert witness, and former adjunct law professor whose legal practice focuses on representing and counseling commercial policyholders, business and trial attorneys, and insurance agents and brokers regarding insurance issues. In his consulting and expert witness practice, Damian also draws from his pre-law school experience as a claims adjuster for…
Job Titles:
- Expert Consultants
- Principal Consultant and Founder of Risk Consulting
David Stegall is the Principal Consultant and Founder of Risk Consulting & Expert Services (RCES) since January 1, 2007 with over 45 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator in two Arbitrations.
He was President of the Society of Risk Management Consultants from 2016 to 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Insurance Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US (an insurance & reinsurance arbitrators association), the Defense Research Institute, and an Associate Member of the American Bar Association - Tort, Trial and Insurance Section.
RCES provides research, analysis and advice to commerce, industry, government and individuals. The forensic expert witness consulting practice includes being designated as an expert witness in 194 case assignments, 103 State cases and 87 Federal cases. These include Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Mississippi, Missouri, Montana, New Jersey, New York, New Mexico, Nevada, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Vermont, Washington, Wisconsin and British Columbia, Canada. Mr. Stegall has provided 150 expert opinions, been deposed 79 times, testified in six trials and three arbitration hearings. His case assignments are divided between 106 for the Defense and 88 for the Plaintiffs.
Job Titles:
- Consultant
- Expert Consultants
- Member of the American Risk and Insurance Association
Brenda Powell Wells holds both a Bachelor of Business Administration and a Ph.D. in Risk Management and Insurance from the University of Georgia. She holds the Chartered Property and Casualty Underwriter (CPCU), Accredited Advisor of Insurance (AAI) and Construction Risk Insurance Specialist (CRIS) designations. She also holds a graduate certificate in Business Analytics from East Carolina University.
Brenda has spent over 30 years studying and teaching risk management and insurance. In 2009 she was hired to build a new risk management and insurance program at East Carolina University (ECU). She presently serves as the director of that program and is the Robert F. Bird Distinguished Professor of Risk Management and Insurance.
Brenda is a private consultant to the insurance and risk management industry. A sought-after public speaker, Brenda can educate and entertain groups of all sizes and backgrounds. She has served as an expert witness and consultant on several court cases. Her consulting firm-Risk Education Strategies-offers agency management consulting, custom seminar delivery, preparation of expert opinions and testimony, continuing education course delivery, agency valuation, risk management audits. Brenda's expertise is in property-casualty insurance, and she also has experience in life insurance twisting/churning cases.
During her career she has taught a variety of risk and insurance courses. She has supervised countless internships and independent study projects. She is also the faculty advisor to ECU's Gamma Iota Sigma - Beta Theta Chapter. Brenda has a long history of forming, supporting, and mentoring student organizations and has a wide range of experience in public relations and fundraising. She is the founder of the Texas Risk and Insurance Professional Society (TRIPS), a non-profit entity that supports insurance education. She has a career fundraising total of well-over $3 million.
Brenda has published numerous articles in Journal of Risk and Insurance, Journal of Insurance Regulation, Journal of Insurance Issues, Journal of Services Marketing, Small Business Institute Journal, Journal of Applied Business Research, Journal of Applied Risk Management and Insurance and Journal of Risk Education. Her current research interests are varied. They include marijuana legalization and the insurance industry, diminished value in automobile insurance, and insurance education. Her publication in Journal of Insurance Issues on marijuana legalization and its impact on property-casualty insurance is considered the seminal paper in this field.
Brenda is a member of the American Risk and Insurance Association (ARIA), Western Risk and Insurance Association (WRIA) and the Southern Risk and Insurance Association (SRIA). She is a past-president of SRIA and WRIA. She is a Professional member of the American Association of Insurance Management Consultants (AAIMCo).
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…
Job Titles:
- Expert Consultants
- Risk Management Consultant and Insurance Industry Expert
Jane Downey is an internationally known Risk Management consultant and Insurance industry expert. Jane has a background in both Insurance brokerage and Risk Management. Her specialty industries include manufacturing, financial institutions, and technology risks. She has made many Risk Management reports to the C-Suite. Her work is also focused on claims management and reducing Workers Compensation claims.
Job Titles:
- Expert Consultants
- Founding Member of the Walker Law Firm
- Founding Member of the Walker Law Firm, LLC
Jennifer Walker is the founding member of the Walker Law Firm, LLC. (Iowa), the Law Office of Jennifer Walker, LLC. (Georgia) and Walker Risk Consulting, LLC. (Iowa). Jennifer was admitted to the Georgia State Bar in 2014 after a 30 year career in the insurance industry. She was admitted to the Iowa State Bar in 2015 and the Nebraska State Bar in 2016.
Law Practice: She practices primarily in the area of insurance law (including coverage opinions and policy form development), plaintiff policyholder claim disputes, broker/agent malpractice, personal injury, criminal defense, disability employment discrimination. Jennifer is accredited with the Veterans Administration.
Risk Consulting Practice: In addition to being an expert witness in property & casualty insurance and consulting in insurance, she provides insurance related education and training.
Jennifer has a JD from Atlanta's John Marshall Law School where she attended night school while working full-time at Marsh & McLennan in Atlanta. Jennifer graduated in the top of her class. Additionally, she was the Executive Managing Editor for the Law Journal as well as a published author for the Law Journal. She graduated with CALI Awards in Insurance Law, Healthcare Law and Consumer Law. Jennifer was on the Corporate Transactional Law Team, a Peer Mentor and on the Council of Magistrates Research Panel. She has an MBA from Iowa State University and a BS from Drake University.
Immediately prior to opening her law office, Jennifer performed insurance and business consulting, legal research for a prominent civil law firm, and had an apprenticeship for the Deputy Chief Assistant District Attorney for Cobb County, Mike Carlson. In addition to being a research assistant for Mr. Carlson's 2 nd edition of his book Carlson on Evidence, Jennifer received many training opportunities such as: Security & Integrity Training through the Georgia Bureau of Investigation; Gang Seminar & Summit; Joint Law Enforcement, Victim's Advocate and Prosecutor Family Violence Training; ABA Death Penalty Due Process Review Project (National Symposium on the Modern Death Penalty in America); Child Sexual Abuse & Exploitation Conference; and Miscarriages of Justice Georgia Symposium.
Jennifer is a member of the following organizations:
American Bar Association (ABA);
State of Georgia Bar Association;
Iowa State Bar Association;
Nebraska Bar Association;
Federal Bar Association (FBA),
American Immigration Lawyers Association (AILA),
International Society of Certified Employee Benefit Specialist (ISCEBS),
Claims & Litigation Management (CLM);
American Association of Insurance Management Consultants (AAIMCo);
National Association of Criminal Defense Lawyers (NACDL);
National Organization of Veterans Advocates (NOVA);
Society of Human Resources Management (SHRM);
The National Alliance
Jennifer began her insurance career in the Midwest, originating in Des Moines, Iowa. She worked for several insurance agencies and insurance companies. In 2004, she transferred with her employer, Marsh & McLennan, to Las Vegas, Nevada. In 2006, she transferred once again with Marsh to Atlanta, Georgia. She left Marsh & McLennan as a Senior Vice President and held numerous positions over the years. Jennifer works part-time for Amwins Group, Inc.
Jennifer holds the following non-legal insurance designations: CIC, CRM, CPCU, CEBS, CIT, GBA, AIC, AIM, ALCM, ARM. Jennifer has been a seminar and classroom instructor for more than twenty five years. She has taught Micro and Macro Economics, Business Law, Business Communications, Human Relations, Insurance and Risk Management courses in various colleges and universities as well as instructed courses in CISR, ARM, AU, CPCU and continuing education.
Job Titles:
- past President / Quinley Risk Associates
Lezlee Liljenberg, entered the insurance business in 2004 as she started her first agency from ground zero, growing the business to over $6 million in revenue in less than 12 years. Ms. Liljenberg holds a BA in Journalism/Public Relations and a MA in Political Science/Public Administration from the University of Texas at Arlington. She is…
Marjorie Segale began her career as a commercial insurance broker in Northern California and currently acts as a risk and insurance consultant with more than thirty -five years of experience in this field. She provides a wide variety of risk and insurance consulting services to commercial enterprises, insurance agents, brokers as well as insurance companies, public entities and risk-sharing pools. Marjorie has conducted hundreds of technical seminars on insurance and risk across the US and Canada for a variety of organizations, including the Independent Insurance Agents and Brokers of America, their California affiliate, IIABCal, the Insurance Journal, the Society of Certified Insurance Counselors and her own company, Insurance Community University. In addition, Marjorie acts as an expert witness and expert consultant to attorneys involved in insurance-related litigation. Marjorie is a member of the American Association of Insurance Management Consultants (AAIMCo). She currently works with her clients in many parts of the country from her home-base in Southern California.
Areas of expertise:
Risk analysis and insurance program design
Michelle Villarreal began her claims career over 30 years ago, with Cigna Companies while attending St. Mary's University in San Antonio. She is the President and CEO of Occupational Accident Risk, Inc, a Third Party Administrator specializing in Texas work injury programs. They have been in the Third Party Administration industry since 2006, offering services in both workers compensation and Texas Non Subscription.
Nancy Germond's three decades of risk management experience give her unique insights and abilities as a consultant. An accomplished risk and claims manager, Nancy authored scores of risk-management related articles, White Papers and has presented for organizations like the Public Risk Manager Association (PRIMA) and the Society for Human Resources. She is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America.
Nancy Germond is the former PRIMA Arizona chapter president and the first risk manager of the City of Prescott, Arizona. In 1997 she founded Insurance Writer to assist insurance organizations in better managing their risk and honing their marketing to the insurance industry. Nancy holds a Master's Degree in sociology and holds the Senior Professional in Human Resources, the Associate in Risk Management and the Associate in Claims Designation. She also holds the Insurance Training Professional designation from Society of Insurance Trainers and Educators (SITE).
A frequent presenter on insurance and risk management topics ranging from dog bite liability to the current employment challenges facing our industry, Nancy's entertaining writing and speaking allows her to stay at the top of the industry's thought leadership. She is the author of Workers Compensation in Two Hours: The Business Owner's Guide to an Exceptional Workers Compensation Program, published by Wells Media Group.
Job Titles:
- Expert
- Expert Consultants
- President and Founder of Marchel & Associates
Peter has more than 24 years experience in Legal and Insurance matters. His back ground is unique; from working on Insurance Opinions as a former Law Clerk to Chief Justice Keith M. Callow of the Washington State Supreme Court, to arguing insurance cases before the court on behalf of both defendants and plaintiffs as a Trial Attorney. His experience as in-house Counsel and General Counsel for both insurance companies and insurance brokerages has brought a unique and valuable perspective to his clients. Peter consults with clients and their counsel on complex claims, as well as assistance with policy language, structuring program audits, and development of financial risk solutions. Peter uses his experience to assist clients with placement of their policies as well as helping clients when they are in claim situations. Peter has helped insured's recover over $35,000,000 in claims after they have initially been denied.
Peter has developed D&O programs for over 200 different publically traded companies in the United States and Canada. Prior to becoming involved in the production side of the insurance business, Peter was Senior Vice President and Claims Advocate for Marsh, Inc. which acquired Sedgwick Inc. Prior to the acquisition, Peter was Assistant General Counsel and Director of the Professional Liability Risk Management and Litigation Department, for Sedgwick Inc. He was in charge of all litigation in North America. Before joining Sedgwick, Peter was in the Litigation and Corporate Legal Departments for nearly seven years at SAFECO Insurance Company. During his time in the corporate legal department his responsibility was to oversee bad faith and RICO litigation against the company.
During his time in the litigation department he carried a full trial case load while assisting in managing the five legal departments and implementing TQM within the trial department. Peter helped develop the training curriculum and trained over 400 attorneys to serve as mediators in the greater Seattle area and another 300 attorneys in the Inland Empire in California for Settlement Now. Settlement Now was a pro-bono mediation program created and sponsored by Kenneth LeMaster, Vice President and Associate General Counsel at SAFECO Insurance. Prior to coming to SAFECO Insurance, Peter was in private practice. In 1988 - 1989, Mr. Marchel served as a Law Clerk to the Chief Justice of the Washington State Supreme Court, Keith M. Callow, prior to entering private practice.
Peter holds numerous insurance designations (RPLU, CPCU, AIM, and AIS). He earned a Certificate in Total Quality Management from the University of Washington. He received his Law Degree, (JD), Master of Business Administration for Business, Government and Not-for-Profit Management (MBA) and a Certificate in Dispute Resolution (CDR) from Willamette University. His undergraduate degree is from the University of Washington, with a BA in Political Science and Communications. Peter has served both as President and on the Board of Directors for the Local CPCU and Association of Corporate Counsel professional organizations.
Peter has also taught Finance, Investments and Insurance Law at the College level at Crichton College, in Memphis, Tennessee, where he served as an adjunct professor. During the past 24 years, Peter has participated in or presented dozens of times to local, regional and national organizations such as: ABA (American Bar Association); ACC (Association of Corporate Counsel); Washington State Bar Association; PLUS (Professional Liability Underwriting Society; CPCU (Chartered Property Casualty Underwriting Society); FEI (Financial Executive International); National Business Institute; Segal Graduate School of Business, Simon Fraser University; (NACD) National Association of Corporate Directors; and the Directors Roundtable.
Peter has served as an expert witness for both defense and plaintiff firms in State and Federal Courts around the United States, on insurance coverage and professional liability matters.
Job Titles:
- Expert Consultants
- Professional Member / Consultant & President
R. Michael Stroman has over 42 years of experience in the insurance industry. Currently serving as an industry consultant, he assists insurance purchasers, insurance companies and agents, and their attorneys, accountants, and other industry advisors, with agency management, claims consulting, underwriting practices, standard of care, and other technical assistance.
Mr. Stroman has completed more than 80 sales of insurance agencies and provided numerous clients with transaction advisory services, assisting with identifying merger & acquisition candidates, the structuring of transactions, agency valuation, general insurance company, and agency consultation. He also designs and consults with insurance companies and agencies regarding marketing programs and sales force management.
Beginning his insurance industry career as an underwriter for an insurance carrier, Mr. Stroman then served as an officer and executive responsible for production, marketing, acquisitions, and administrative functions for an agency providing services from Wholesale Brokerage to Benefits Sales generating approximately $41 million in premium volume for 18 standard markets and more than 100 excess and surplus lines markets, and employing 48 people. In 1996, Mr. Stroman founded Millennium Insurance Agency, Inc., serving as its President, and growing the firm to a $1.3 million revenue stream before selling the agency to Dean & Draper Insurance Agency, LP in 2004.
He has been an active participant in the Texas and Independent Insurance Agents of Houston since 1985, serving as president, on the Board of Directors, and as chairman or co-chair of numerous committees. He also is active at St Luke's United Methodist Church, having served as Chairman of the Executive Committee and Board of Stewards in recent years. Mr. Stroman earned a Bachelor of Arts in Managerial Studies from Rice University, and is very involved with his family and his four (soon to be five) grandchildren.
Richard Faber is a highly experienced insurance professional who possesses a wide array of skills and a distinctive combination of experience, ranging from marketing, and consulting to managing/underwriting a staggering array of risks. His background and extensive experience work together to make Richard a much sought after authority in his field.
Richard began his career four decades ago, starting at the casualty underwriter for USF&G in 1980. He has held various positions within the insurance and risk management industry, gaining experience and skill sets.
In 2000 Richard was serving as Assistant Vice President of Underwriting for American Specialty Insurance Services. In this role, he utilized his knowledge to bring profitability back to the company's worker's compensation program in only 18 months, as well as mentoring and training junior underwriters.
Richard served Vice-President, Zone Underwriting Manager for Mitsui Sumitomo from 2006 to 2012. Where he managed their Western United States underwriting operations. He worked directly with risk managers with several major commercial enterprises.
In addition, he has served as Liberty Mutual's Mountain Region Underwriting Consultant and later as Senior Account Executive for IFG/Burlington Insurance Company where he achieved the lowest loss ratio in Specialty General Liability Unit for 2015 and 2016.
Over his career, Richard had managed or underwritten a wide variety of commercial risks including Major League Baseball, National Football League teams, sports leagues, major manufacturers, wholesale and retail risks.
In 2018 he formed Underwriter's Resource, LLC as a vehicle to assist in sharing his knowledge and experience with other member and partners in the insurance industry. He is a frequent contributor to the CPCU Society through webinars and in-house CE training. He has been a guest speaker at the Glendale Community College (AZ), The Insurance Journal Academy and Allrisks University.
Since 1991, Mr. Veitch has been actively involved in insurance claim consulting and has testified in court or by deposition over 100 times. During his 50 year tenure in the industry he has had occasion to review and participate in many thousands of insurance claims and has examined hundreds of underwriting files.