Steve is a part of the Financial Services team at CRI with a focus on providing audit, accounting and consulting services to clients within the captive industry (both domestic and offshore), property and casualty insurance companies, self-insured group funds, public entity risk pools, state and local governments (including state retirement systems and other post-employment benefit plans) as well as third party administrators. Steve is an approved service provider in domestic domiciles ranging from Delaware to Utah as well as the British Virgin Islands. He annually attends and conducts continuing education classes covering various topics within the insurance, governmental, and employee benefit plan industries.
Steve is an active member of the Self-Insurance Institute of America and past member of the Workers’ Compensation Committee which focuses on political, regulatory, and educational issues facing self-insured groups. Steve’s time in SIIA has been invaluable in helping to understand the issues facing self-insureds as well as the alternative risk markets. In his community, Steve serves as teaching director for Community Bible Study’s Lee County Teen ministry working with kids from ages of 12-18 from various backgrounds and areas. Additionally, Steve serves by teaching classes on Sunday and Wednesday within his church.
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Troy University, Bachelor’s
Troy University, Master’s
7550 Halcyon Summit Dr Montgomery, AL 36117