Steve is a part of the Financial Services team at CRI with a focus on providing audit, accounting and consulting services to captives (both domestic and offshore), property and casualty companies, self-insured group funds, state and local governments (including state retirement systems) and third party administrators.
Steve is an approved service provider in domestic domiciles ranging from Delaware to Utah as well as the British Virgin Islands . Over the years, he has worked with a variety of clients with premiums ranging from less than $1 million to well over $100 million. Steve has also worked with clients having diverse investment portfolios ranging from less than $1 million to over $200 billion. He annually attends and conducts continuing education classes covering various topics within the insurance, governmental and employee benefit plan industries.
Steve currently serves on the Self-Insurance Institute of America’s Workers Compensation Committee which focuses on regulatory, political and educational issues facing self-insured groups throughout the country. Steve is also an eTeen community bible study group leader, a 5th-6th grade royal ambassador leader, co-leader of adult Sunday school, leader of 2nd-3rd grade Sunday school, and a little league softball coach.
Certified Public Accountant (CPA)
Troy University, Bachelor’s
Troy University, Master’s
7550 Halcyon Summit Dr Montgomery, AL 36117