AP Captives Leadership
Customized risk management solutions where your input matters
Meet the AP Captives Team
Building a customized, alternative solution to your company’s risk management needs can be a daunting task. The AssuredPartners team brings knowledge, understanding, commitment, and dedication to champion the best interest of your organization.
While we recognize two important parts of an effective captive are control over your company’s future and return on your investment, we value another important element – your input. Sharing risk means partnering with the right companies and the right people, but it also means your voice counts. We understand the key to a successful captive is supporting the group while making sure each individual concern is addressed. Our team is uniquely equipped to make sure your input matters.
Leadership Profile
Nick is a seasoned professional with extensive experience developing risk management and program design solutions for upper-middle market property and casualty consumers. His specialty is creating sustainable and cost-effective solutions for his clients in the captive space. Thanks to his entrepreneurial approach to business, he has consistently been a top performer and leader in the industry. Nick has been recognized as a top 100 broker by Business Insurance.
Leadership Profile
Lori started her insurance career assisting producers and clients with placement into risk retention programs and forming workers’ compensation captives before expanding her experience to include multiple platforms within risk retention strategies. In 2022, Lori was recognized as a Top Women in Construction for her work in this sector and her encouragement to other women in the industry. Lori is a sought-after speaker for her captive expertise and business acumen.
Leadership Profile
Jeff is a highly experienced alternative risk financing expert with over 25 years of experience. He has successfully established several captives in different domiciles and provided consultation services to a diverse range of multinational clients on various alternative risk issues, including U.S. federal, state, and international taxation, accounting, and investment management. Jeff is also a frequent speaker at various insurance associations’ events and has published several articles in industry publications.
Leadership Profile
Geoff has over 24 years of experience in employee benefit plans for employer groups. His expertise extends to employee benefits captives, self-funding arrangements, and employee risk reduction. He is also well-versed in employee/employer education and cost-reduction strategies. In recognition of his outstanding contributions, he was appointed by the Governor of West Virginia to serve on the Public Employees Insurance Agency (PEIA) Finance Board and Task Force.
Leadership Profile
Jack's tenure in the insurance sector is marked by his strategic rise through the ranks of notable firms and his expertise in alternative risk solutions. He has earned a reputation for guiding clients through the complexities of group captives, segregated cell facilities, and single-parent captives, with particular proficiency in structures such as fronted and reinsured programs, deductible reimbursement, and tenant liability. Jack works with corporations from various industries, focusing on mid-market to Fortune 500 real estate, construction, and transportation firms, where his comprehensive understanding of risk and tailored strategy for each client has proved invaluable in a sector where one size does not fit all.
Featured News & Insights
In the standard private equity platform stock acquisition, the Seller’s “occurrence” policies (e.g. workers’ compensation, general liability and auto liability) are portable and can continue...
Employers frustrated with a lack of options and the increased costs of their employee benefits program are beginning to evaluate the potential value of captive coverage. Captives are alternative risk...
The growing captive market is evidence that many organizations are leaving the traditional insurance marketplace for both Property & Casualty (P&C) and Employee Benefits (EB) programs, but why? This...