How I can help you
My work experience is mostly insurance, especially captive insurance companies. I have done this for decades, in many locations, serving many types of businesses, and all sizes. This has given me good knowledge of all types of businesses, not just in insurance. I have also started, financed and closed several companies of my own.
In insurance I have served as an underwriter doing exposure assessment, tools of risk management, and the effects of risk control. I have worked on premium audits and underwriting. While I have not done any claims adjusting I have reviewed many files and talked with adjusters. I understand their duties and responsibilites.
I have worked on workers' compensation, general liability, product liability, directors and officers liability, fidelity and surety and property insurance.
I have operated all over the US, and in Bermuda and Cayman. I have worked with all sizes and complexities of insurance companies. I have served in many capacities in the industry including board and executive positions.
Insurance affects all businesses and much personal matters. This has given me many insights in to several types of firms, businesses and regulations to help others.
While no longer full time I do have a few clients and would consider more. I have a partner who now does most of the work and will succeed me.
In addition to SCORE I do volunteer work for the Winnebago Presbytery. I am married with a large family and many grandchildren, though none live in Wisconsin.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Sales, Marketing & Public Relations
- Professional & Business Services
I received a Bachelor of Arts degree from Coe College, Cedar Rapids, Iowa. I am also a CPCU, which is an insurance designation requiring study and examinations. While no longer real active I am a licensed insurance broker/agent/prodicer in most states.I still work with a few clients.