SRS West

h_ann_m

President, SRS West

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Current Responsibility

Ann is responsible for the oversight of SRS’ clients and staff in Arizona, Hawaii, Nevada and Utah. She also provides relationship management and peer review services to SRS’ clients in other domiciles.

Experience

Ann has been forming and managing captives and risk retention groups in the domestic domiciles since 1987. Prior to joining SRS in August 2007 Ann was responsible for the marketing and management of AIG’s US captive operations out of Burlington Vermont. Ann has formed and managed a wide variety of single owner and group captive types and has worked with clients from most industries. She is a Director and past President of the Arizona Captive Insurance Association and is a past President of the Vermont Captive Insurance Association.

Affiliations

  • Member and past President Arizona Captive Insurance Association
  • Past President Vermont Captive Insurance Association
  • Member, Nevada Division of Insurance, Advisory Committee for Captives

Education and Professional Designations

  • Certified Public Accountant
  • Champlain College, Burlington, VT
20151009Tempe_PSFC_022

Director of Operations and Compliance ,SRS West

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Current Responsibility

Tempe is responsible for the management and oversight of a portfolio of single parent captives and risk retention groups domiciled in Arizona and other western US domiciles. Tempe’s responsibilities include the preparation and peer review of monthly and quarterly financial statements, regulatory filings, NAIC filings, and co-ordination of external audits and examinations. Tempe oversees the implementation of the firm’s operating procedures across SRS West. Her portfolio of clients include healthcare, energy, agriculture, construction, and recreation.

Experience

Tempe joined SRS in June 2012, after re-locating from New South Wales, Australia. A native of Vermont, Tempe obtained her undergraduate degree and advanced diploma in accounting in Australia. She joined SRS after gaining five years accounting experience with the Wollongong City Council, New South Wales.

Affiliations

  • Member of Utah Captive Insurance Association
  • Affiliate member of the Arizona Captive Insurance Association

Education and Professional Designations

  • International Center for Captive Insurance Education – Associate in Captive Insurance
  • University of Wollongong, Bachelor of Commerce – Accounting
  • Illawarra TAFE Institute, Australia, Advanced Diploma of Accounting
  • University of Wollongong, Bachelor of Arts – Politics
Andrew Marson

Director, SRS West

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Current Responsibility

Andrew is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies in our western US region. He splits his time between the Scottsdale, AZ and Austin, TX offices and will relocate full-time to Texas in 2015. Andrew manages the firm’s activities in Texas and provides support to other central time zone domiciles including Oklahoma and Missouri.

Experience

Andrew joined SRS in 2010. He has over twelve (12) years experience in the audit and management of captive insurance companies. Prior to joining SRS he worked for Marsh Management Services in Cayman providing day-to-day management services to Cayman captive insurance companies. At Marsh, Andrew was primarily involved in the management of captives in the healthcare industry and was the primary contact for nine healthcare captives.

Affiliations

  • Director, Texas Captive Insurance Association
  • Former Director, Arizona Captive Insurance Association

Education and Professional Designations

  • Fellow of the Association of Chartered Certified Accountants
  • Member of the Association of Accounting Technicians
h_craig_m

Director, SRS West

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Current Responsibility

Craig is responsible for the oversight and development of SRS’ clients in Hawaii.   He also provides support to other western region clients and is a technical resource on insurance related management, accounting, financial reporting and regulatory issues.

Experience

Craig has over 25 years experience in the captive and commercial sectors of the local and national insurance markets. Prior to joining SRS in January 2011, he was Deputy Insurance Commissioner and Captive Insurance Administrator for the State of Hawaii, where he established and managed a specialized branch to prudently regulate and develop captives in the State. During his ten year tenure, he oversaw a five-fold increase in the size of the captive insurance industry in Hawaii. In addition to his role as a regulator, Craig established and managed the captive management operations of first Johnson & Higgins and subsequently AIG in Hawaii. Prior to captives, he worked for a national insurance holding company as an internal auditor and workers compensation underwriting specialist.  He was most recently CFO at a multi-line property and casualty insurance group domiciled in Hawaii.

Affiliations

  • Member, Hawaii Society of CPAs
  • Member, American Institute of CPAs

Education and Professional Designations

  • Certified Public Accountant (Hawaii)
  • Chartered Global Management Accountant
  • University of San Francisco, M.B.A., International Business & Finance
  • Carnegie Mellon University, B.S. Administration & Management Science and Economics

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