Leadership Team


Jeff Smith, JD, CAE profile image
Jeff Smith, JD, CAE
Chief Executive Officer
Carey Wallace profile image
Carey Wallace
Chief Operations Officer
Judy Sivy, CIC, CISR, CWCC, PRIS profile image
Judy Sivy, CIC, CISR, CWCC, PRIS
Director of Agency Services

Agent & Carrier Outreach Team


Jodie Shaw, CLCS profile image
Jodie Shaw, CLCS
Business Development Manager
Megan Smith, CPCU, API profile image
Megan Smith, CPCU, API
Company Partners Manager
Carolyn Mangas profile image
Carolyn Mangas
Government Affairs Manager

Innovation Team


Carey Wallace profile image
Carey Wallace
Chief Operations Officer
Adam Crumrine profile image
Adam Crumrine
Data & Analytics Manager
Donny Houck profile image
Donny Houck
Senior Data Analyst
Justin Jones profile image
Justin Jones
Senior Data Analyst
Lynne McGuire profile image
Lynne McGuire
Database Manager
Craig Niess profile image
Craig Niess
Business Planning & Valuation Manager

Agency Services Team


Judy Sivy, CIC, CISR, CWCC, PRIS profile image
Judy Sivy, CIC, CISR, CWCC, PRIS
Director of Agency Services
Alexandra DeVictor profile image
Alexandra DeVictor
Insurance Administrative Assistant
Katie Gratton profile image
Katie Gratton
Insurance Renewal Specialist
Cassie Sowers-Maddux profile image
Cassie Sowers-Maddux
Insurance Renewal Specialist
Stacy Rosenthal profile image
Stacy Rosenthal
Insurance Renewal Coordinator
Crystal Williams profile image
Crystal Williams
Insurance Renewal Specialist
Lisa Williamson, CISR, CPIA profile image
Lisa Williamson, CISR, CPIA
Senior Business Development Representative

Professional Development Team


Carey Wallace profile image
Carey Wallace
Chief Operations Officer
Sam Vasquez profile image
Sam Vasquez
Project Coordinator

Marketing & Communications Team


Becky Taylor profile image
Becky Taylor
Marketing Manager
Katrina Marschner profile image
Katrina Marschner
Marketing Coordinator
Kaitlin Perfect profile image
Kaitlin Perfect
Communication Coordinator

Finance & Administration Team


Becca Calkins, CPA profile image
Becca Calkins, CPA
Controller
Melissa Lewis, CPA profile image
Melissa Lewis, CPA
Accounting Manager
Buffy Hiser, MCP profile image
Buffy Hiser, MCP
Office Manager
Shawna Belcher profile image
Shawna Belcher
Governance Manager