Accountants and Actuaries
Bartlett Actuarial Group, Ltd.
Bartlett Actuarial Group is an independent property and casualty actuarial consulting firm providing services nationwide to clients in the alternative risk transfer market. We specialize in captive feasibility studies, captive program formation, self-insurance programs and actuarial certification of insurance reserves. We have offices in Charleston, SC and Phoenix, AZ.
Andrea Bartlett, Vice President
145 King St, #203
Charleston, SC 29401
Phone: (843) 377-0993 • Fax: (843) 377-0995
Clifton Gunderson LLP
Clifton Gunderson, ranked as one of the nation’s largest CPA and consulting firms, provides assurance, tax, IT and consulting services to a variety of property and casualty insurance companies, captives, risk retention groups, self-insured risk pools and premium finance companies. The firm has been recognized as one of the country’s best places to work.
Mark King, Senior Manager
9515 Deereco Road, Suite 500
Timonium, MD 21093
Phone: (410) 453-0900 • Fax: (410) 453-0914
GPW & Associates
GPW and Associates, Inc. (GPWA) is a captive management, actuarial and consulting firm located in Phoenix, Arizona. GPWA provides independent and objective services, including captive management, actuarial, product development and general consulting.
Charles A. Wanner, Vice President
2700 N. Third Street, Suite 3050
Phoenix, AZ 85004
Phone: (602) 200-6921 • Fax: (602) 200-6901
Johnson Lambert & Co. LLP
Johnson Lambert & Co LLP is a full service specialty public accounting firm headquartered in the Washington, DC metro area. Our firm was formed in 1986 to serve specialized industries and to be an effective alternative to the traditional public accounting firms’ organization and client service philosophy. JLCo provides services to insurance entities and regulators in numerous jurisdictions. In addition to traditional insurance companies, we serve a variety of alternative risk mechanisms including captive insurance companies, association-sponsored insurance programs, self-insured health programs, self-insured Workers’ Compensation programs, insurance trusts and agency and service operations. This focus has enabled JLCo to develop a national reputation as possessing a unique depth of expertise specifically relevant to the needs of our insurance industry clients.
Joshua Keene, Partner
3110 Fairview Park Dr, Suite 800
Falls Church, VA 22042
Phone: (703) 842-1118 • Fax: (866)251-2002
Merlinos & Associates, Inc.
“Inside the Numbers, Outside the Box” Merlinos & Associates, Inc. is an independently owned, property and casualty actuarial consulting firm. We serve captives, RRGs and self-insured entities in almost all states, Bermuda and the Caribbean. We combine the resources of large national firms with the service of local firms.
Paul Merlino, President
3274 Medlock Bridge Rd.
Norcross, GA 30092
Phone: (678) 684-4841 • Fax: (770) 453-9776
Milliman is among the largest actuarial and management consulting firms in the United States. Milliman provides a broad spectrum of services for captive insurers. We provide independent consulting services in the areas of feasibility studies, loss and expense liabilities, risk retention alternatives, pricing and funding, financial modeling, and claims management.
Joel Chansky, Principal
289 Edgewater Dr.
Wakefield, MA 01880
Phone: (781) 213-6200 • Fax: (781) 213-6201
Saslow Lufkin & Buggy, LLP
One of the nation’s leading providers of auditing, tax and consulting services to the commercial and alternative insurance marketplace. We service over 200 insurance companies structured as captives, self insured groups, joint underwriting associations and commercial insurance companies which are located in numerous domiciles throughout the United States.
Glenn R. Saslow, Audit Partner
10 Tower Lane
Avon, CT 06001
Phone: (860) 678-9200 • Fax: (860) 678-9202
SIGMA Actuarial Consulting Group, Inc.
SIGMA was founded to provide casualty actuarial consulting services to risk managers, brokers and risk management consultants. Our services include all analyses necessary to insure proper financial reporting and program funding. We develop both traditional and alternative insurance programs for entities of all sizes and types.
Contact: Al Rhodes, President & Senior Actuary
5301 Virginia Way, Suite 230
Brentwood, TN 37027
Phone: (615) 376-5110 x202 • Fax: (615) 376-5117
Spring Consulting Group, LLC
Spring Consulting Group, LLC provides a full range of strategic consulting, brokerage and alternative funding services. We are leaders in developing employee benefits solutions, and offer feasibility, program design, actuarial, implementation and ongoing support services to captive insurance companies.
Karin Landry, Managing Partner
84 State Street, Suite 500
Boston, MA 02109
Phone: (617) 589-0930 • Fax: (617) 589-0931
The Tillinghast insurance consulting business of Towers Perrin provides a wide array of captive consulting services focused on three areas: feasibility studies, implementation assistance, and ongoing support, planning, and monitoring. Clients value our objectivity and independence, our experience in all of the major domiciles, our ability to combine risk management and actuarial expertise, and our expertise across a broad range of risks.
Michael Poe, Principal and Consulting Actuary
2107 Wilson Boulevard, Suite 500
Arlington, VA 22201-3062
Phone: (703) 351-4746 • Fax: (703) 351-4848
Veris Consulting, LLC
Veris Consulting, LLC has a long-standing focus on the insurance industry and offers an array of services including outsourced accounting, internal audit and corporate governance consulting, information technology assurance and forensic accounting and litigation support. Our executives have a broad range of experience within the insurance industry including financial management and internal/external audit positions as well as leadership roles in developing the industry’s technical accounting and financial measurement principles.
11710 Plaza America Drive, Suite 300
Reston, VA 20190
Phone: (703) 654-1400 • Fax (703) 796-1200