Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Mr. Carlson has over twenty years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van focuses Strategic Risk Alternatives on risk management primarily and facilitates SRA to assess and solve for the risks our clients have. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.
Mr. Seehawer has over 15 years of experience in the financial services industry and has earned the designation of Certified Financial Planner from the CFP Board of Standards. Aaron oversees monthly reconciliations of all reinsurance transactions as related to ceded premium and solicitor & wholesaler fees. Aaron also sets and manages the working budget for the company as a whole and runs cost and return analyses on prospective and current campaigns.
Mr. McKernan has an extensive background in sales and corporate management. As an SRA team member, Bill helps to facilitate further sales growth and establish a more corporate culture within our growing company. Bill is responsible for educating Strategic Risk Alternatives’ wholesalers and field marketing agents, as needed, to ensure their understanding of the reinsurance process and risk management tools SRA offers and to further advance sales growth among SRA’s network of wholesalers and field marketing agents.
Mr. Bryan brings over 15 years of sales and operations management experience to SRA with a consistent history of leading high-performing sales teams and operational excellence. Ed will be working to refine and optimize our CRM platform. Ed will also be overseeing the day-to-day management of reinsurance companies administered by SRA and facilitate the needs of the individual clients and producing companies.
Mr. Ogden brings a passion for building and strengthening relationships in his role as an area wholesaler. Many of Clay’s business relationships have been developed on the golf course; where he has an extensive background. Clay was a collegiate golfer at Brigham Young University, and after graduating went on to golf professionally on the Nationwide, Web.com, Canadian and mini tours. In his role as Area Wholesale Manager, Clay, interacts with business owners, financial advisors, CPA firms, consulting firms and health brokers to explain SRA’s risk management strategies and assist his area field marketing representatives throughout the sales process.
Katheryn is responsible for the coordination of reinsurance assets and assisting in the day-to-day management of reinsurance companies administered by SRA. She gives financial advice to clients and reinsurance company owners, as well as training new Investment Advisors to our practices and philosophies. Ms. Treasure facilitates the needs of individual clients and producing companies. She specializes in organizing and planning client events, as well as ensuring clients, agents, managers, and principals have what they need to achieve success while maintaining a cohesive environment.
Mr. Carlson oversees the internal operations of SRA, as well as the operations of all reinsurance companies administered by SRA. Dustin has been with SRA since its inception and has been fundamental in establishing and improving our internal and external operations. Dustin also coordinates with clients’ other professional advisors, whether it be a Certified Public Accountant, Attorney or a company’s Chief
Financial Officer to ensure proper management of each reinsurance company and related individual clients and producing companies.
Mr. Pruitt oversees the day-to-day management of all reinsurance companies administered by SRA and facilitates the needs of the individual clients and producing companies. Tim is responsible for annual reporting and collection of all required tax documentation for each managed reinsurance company. Tim’s duties also include reporting dividends and other reinsurance company transactions.
Mr. Solberg is a recent graduate of the University of Idaho with a degree in Finance and Accounting. Sam will primarily assist the Client Reinsurance team with the day-to-day operations and assists the sales team by gathering research and following up with potential clients. Sam handles the preparation and communication of policies and tax information to all managed reinsurance companies. Along with these duties, Sam also helps maintain both reinsurance customers and representative relationships throughout the year.
Miss Cohen is responsible for all aspects of marketing within SRA including events, digital marketing, branding, collateral, strategic partnerships and identifying new marketing opportunities. She supports sales by providing wholesalers and agents with up-to-date educational material to ensure their careful understanding of the reinsurance process and risk management tools SRA offers.