Meet Our Team

[Executive Officers]    [Professional Team]    [Executive Staff]    [Professional Staff]

Executive Officers

Barry M Goldwater

Congressman Barry M. Goldwater, Jr.

Chairman

Barry M Goldwater

Congressman Barry M. Goldwater, Jr.

Chairman

Barry represented California for seven terms in the U.S. Congress, serving on the Public Works and Transportation Committee, the Joint Committee on Energy, and the Committee on Science and Technology. He retired from politics in 1983 and began an extremely successful career in business, and currently serves as a Director on several boards. Barry represents NTG clients in Washington, D.C., before the Congress and Executive Branch. He lives in Arizona and works in the Arizona and Washington, D.C. offices. To read more about Barry, visit www.barrygoldwaterjr.com.

NormanTaplin

Norman E. Taplin, Esq.

CEO

NormanTaplin

Norman E. Taplin, Esq.

CEO

Norman Taplin is CEO of NTG Consultants and President of Taplin & Associates and is an attorney who concentrates his practice in areas of regulatory insurance, administrative law, corporate and commercial law and all aspects of the Financial Services industry. He has 30 years’ experience as an insurance regulatory attorney. He is a member of the Florida Bar and licensed to practice before the Supreme Court of the United States. Norman is on the National Cabinet of Israel Bonds and served on boards of trustees, former board member of the National Alliance of Life Companies and served on the Georgia Hurricane Mitigation Board. Norman and his family reside in Florida.

561-684-8399
Florida
Eric P Serna

Eric P. Serna, Esq.

General Counsel - Member Advisory Board

Eric P Serna

Eric P. Serna, Esq.

General Counsel - Member Advisory Board

Eric Serna is a lawyer specializing in insurance management and regulatory consulting. He is licensed in New Mexico and is admitted to practice before the U.S. Supreme Court. He served as Secretary/Treasurer of the National Association of Insurance Commissioners. He was a statewide elected official to the New Mexico Corporation Commission serving as Chairman for 14 out of 17 years. As such, he had regulatory oversight of utilities, telecommunications, transportation, corporations and insurance rates and tariffs in New Mexico. He served as New Mexico Superintendent of Insurance for 5 years. Eric's law office is located in Santa Fe, New Mexico.

505-670-7055
New Mexico
Derek Wooley

Derek Wooley

Co-President

Derek Wooley

Derek Wooley

Co-President

Derek Wooley has over 15 years experience working as a consultant and public affairs professional in the insurance industry. Derek's has deep roots in the industry, having worked at the Louisiana Department of Insurance, America's Health Insurance Plans (AHIP), National Association of Insurance Commissioners (NAIC) and the Independent Insurance Agents and Brokers of America. Derek is originally from Louisiana – where he served as Executive Director of the Louisiana Democratic Party – and he now resides and works in Florida.

225-229-4335
Florida
Lou Pietroluongo

Lou Pietroluongo

SVP - Fraud Prevention and Catastrophe Response, Member - Advisory Board

Lou Pietroluongo

Lou Pietroluongo

SVP - Fraud Prevention and Catastrophe Response, Member - Advisory Board

Lou Pietroluongo served as executive member of the New York State Insurance Department for 10 years and as Acting Superintendent of Insurance for the State. He served on several Federal, State and Local emergency management committees including pandemic, business continuity planning and disaster planning and recovery. Lou resides and works in New York.

Wayne Goodwin

Wayne Goodwin

Member - Advisory Board

Wayne Goodwin

Wayne Goodwin

Member - Advisory Board

Wayne Goodwin is the former North Carolina Commissioner of Insurance and now CEO and President of his North Carolina-based company, Seaboard Strategic Consulting, LLC. His company provides insights & guidance on business, finance, government, insurance, politics, and regulatory matters anywhere in the United States.

Prior to joining the Board of Directors for Nelson Taplin Goldwater and creating his own private consulting firm, Goodwin served eight years as North Carolina’s 10th Insurance Commissioner. Elected in 2008 and re-elected in 2012, he also previously worked four years as the Assistant Insurance Commissioner and Assistant General Counsel to his predecessor. Overall Goodwin spent 12 years as an insurance regulator.

Before joining the Department of Insurance, he served eight years in the House of Representatives. Elected to four terms, he introduced or sponsored many proposals pertaining to the business of insurance - including items requested by the state’s Insurance Commissioner. Goodwin created and operated his own law practice for 13 years with a focus on workers’ compensation and insurance law.

In 1989, Mr. Goodwin graduated from UNC-Chapel Hill with honors in Political Science - a recipient of the prestigious Morehead Scholarship and U.S. Senate/William Randolph Hearst Scholarship - and earned his Juris Doctor degree in 1992.

As Insurance Commissioner, he saved North Carolinians over $2.4 Billion, created the State’s highly-successful captive insurance industry, held insurance companies accountable, championed the fight against insurance fraud, and helped his State achieve the lowest average auto insurance premiums in the country and one of the most competitive, stable auto insurance markets in the country. As Insurance Commissioner for a coastal state highly prone to hurricanes, Goodwin negotiated new laws that stabilized the insurance market, promoted availability of coverage, and protected consumers. Further, Commissioner Goodwin has been a strong advocate both for state-based insurance regulation and for independent insurance agents, appointing over 100 insurance agents to advisory committees during his tenure.

He also served on the Executive Committee of the National Association of Insurance Commissioners (NAIC), chaired various committees and working groups, and was the elected Vice Chair of the NAIC Southeast Zone. His duties also included service as State Fire Marshal, making him the voice of 50,000 fire and rescue personnel in the Tar Heel state.

Commissioner Goodwin is married to Melanie Wade Goodwin, also a former legislator and now a Deputy Commissioner and hearing officer for workers’ compensation cases. They have two young children, Madison and Jackson, and reside in Raleigh.

Danny Saenz

Danny Saenz

Consultant - Member - Advisory Board

Danny Saenz

Danny Saenz

Consultant - Member - Advisory Board

Danny Saenz has been an Independent Consultant/Owner of J. D. Saenz & Associates, LLC- since September 2015. He performs consultative duties for various clients ranging from acquisitions and mergers, formation of a new insurance company and assisting in responding to insurance regulatory matters from various state insurance departments.

Prior to this he was the Deputy Commissioner of the Financial Regulation Division at the Texas Department of Insurance where he managed a staff of approximately 240 employees overseeing the financial condition of the insurance industry in Texas from the initial licensing of insurers through the ongoing financial analysis and examination. He worked with insurers experiencing hazardous financial conditions through various means to rehabilitate the insurer and if necessary place insurers in receivership.

Danny was also active on various NAIC Committees and Working Groups. Chaired working groups amending the insurance holding company system model law, as well as developing a new model law for Risk Management and Own Risk Solvency Assessment (ORSA) along with an ORSA Guidance Manual and led three pilot projects in collecting, reviewing and providing feedback on ORSA reports prior to the law becoming effective.

He also participated on various international insurance regulatory matters.

In 2011 he received the Robert Dineen Award in recognition of contributions to Insurance Regulation.

Roger Sevigny

Roger A. Sevigny

Consultant - Advisory Board

Roger Sevigny

Roger A. Sevigny

Consultant - Advisory Board

Commissioner Sevigny retired as NH Insurance Commissioner on 11 June 2018, a position he had held for fifteen (15) years. He was appointed and reappointed to consecutive five (5) year terms by both Republican and Democrat Governors. Prior to his appointment as Commissioner he had served as NH Assistant Commissioner for 1 ½ years.

Before entering State service, Commissioner Sevigny was employed by Travelers Insurance/Citigroup for well over thirty (30) years in a variety of technical and leadership positions.

While serving as the NH Insurance Commissioner he was elected to several officer positions at the National Association of Insurance Commissioners (NAIC) ultimately serving as the NAIC President in 2009. During his service as Commissioner he also served as the National Insurance Producer Registry (NIPR) Board President from 2012 to 2018. He was also Chair of the Interstate Insurance Product Registry Compact (IIPRC) during this time. He currently serves on the Consumer Advisory Committee of the IIPRC. In addition to this he was honored with the NAIC President’s award for Distinguished NAIC Leadership in 2017.

Commissioner Sevigny has a Bachelor’s degree from St Anselm College and retired as a Colonel from the US Army serving thirty (30) years (active and reserve). He is still active with Veteran’s matters having been appointed in 2018 by NH Governor Sununu to the NH Veteran’s Council.

(603) 494-2541
New Hampshire

Professional Team

Ken Allen

Kenneth B. Allen

Insurance Regulatory Law

Ken Allen

Kenneth B. Allen

Insurance Regulatory Law

Ken Allen has over 30 years of experience in the insurance industry, both in the public sector, where Ken served as Director of Bureau of Licensing and Financial Analysis for the Pennsylvania Department of Insurance, Director of Legal Affairs for three health insurers as well as Executive Director for a publicly traded Managed Care company and General Counsel for a legal services company.

Ken is admitted to the Illinois and Pennsylvania Bar.

Ken also served in the US Army, Military Intelligence and JAG Corp.

He was Chair of the Insurance Law Committee from 2006-2007.

Ken is a graduate of UC – Berkeley where he receive his BA and Pennsylvania State University – Dickinson School of Law where he received is JD.

(312) 933-8099
Illinois
David Anderson

David Anderson

Senior Vice President, Advocacy & Regulatory Affairs

David Anderson

David Anderson

Senior Vice President, Advocacy & Regulatory Affairs

David’s extensive insurance industry experience includes both trade association public policy development at the Alliance of American Insurers (later PCI) and achievement, as well as actual “on the line” insurance company CNA Insurance Companies. David’s contacts in the insurance industry are extensive.

At the Alliance (PCI) his experience covered the wide gamut of property/casualty insurance in the areas of law, government affairs and claims. Working with others in the insurance industry, his principal accomplishments included:

  • Drafting and successfully obtaining the enactment of significant workers compensation reform in Florida, Illinois, Texas, Missouri, Oklahoma and many other states. These reforms affected every aspect of the workers compensation system, including medical and indemnity benefits, claims management, underwriting and dispute resolution. Reforms saved PCI member companies millions of dollars.
  • Providing legal support for efforts in the industry to successfully secure favorable implementation and re-enactment of the federal Terrorism Risk Insurance Act. This included evaluating various proposals and developing alternative proposals. Establishing Insurance Arbitration Forums, a national insurance arbitration facility.
  • Playing a major role in performing the necessary research and legal coordination to establish the Institute for Civil Justice, now a part of the RAND Corporation, and I-CAR, a national training facility for the repair of motor vehicles.

He rose through ranks to being a Vice President.

As Vice President and Associate General Counsel of CNA Insurance Companies, he was CNA’s principle regulatory attorney provided legal support for all lines of property/casualty insurance, international, and surplus lines, insurance and reinsurance. In that regard, he managed a team of five attorneys supporting $1 billion in annual commercial insurance premiums. They provided a full range of legal and regulatory compliance services in all 50 states for commercial lines of insurance operations, including CNA’s extensive field offices. Included a wide range of issues, i.e., agent appointment compliance, company licensing, claims settlement and underwriting restriction requirements, market strategy. He was responsible for the selection and management of all CNA’s retained state regulatory counsel.

His principal accomplishments at CNA included:

  • Spearheaded company efforts in developing and achieving legislative and regulatory workers compensation reforms, particularly requiring “self-funded” residual markets. Received written commendations from New Mexico and Louisiana governors as well as the State Treasurer in Florida for workers compensation legislative reform efforts.
  • Coordinated legal services and business team efforts to transfer the property/casualty insurance policies from one company to another, as part of the largest merger affecting the companies (CNA and Continental Insurance Companies of New York).
  • Successfully obtained legislative changes to significantly reform the Massachusetts Commonwealth Auto Reinsurance residual market. Again, reforms were worth tens of millions of dollars in savings to CNA over a span of several years. Worked closely with the Massachusetts Division of Insurance in this regard.

More recently and in addition to his already insurance regulatory experience, David has become involved in appellate practice in Illinois and in the Seventh Federal Appellate Courts, having an impressive of successfully winning appellate victories against Exxon and United States Attorneys’ Office respectively.

630-677-6481
Illinois
Robert D. Birkmaier, Esq., CPCU, CLU

Robert D. Birkmaier, Esq., CPCU, CLU

Consultant

Robert D. Birkmaier, Esq., CPCU, CLU

Robert D. Birkmaier, Esq., CPCU, CLU

Consultant

Robert “Bob” Birkmaier worked the majority of his career with Nationwide Mutual Insurance Company, where he recently served Managing Counsel, AVP – Regional Counsel.  He began his career with INA now CIGNA. Bob was responsible for legislative and regulatory relations and ensuring compliance of business objectives to mitigate risk exposure for business operations.

Bob was responsible for developing state-specific legislative and regulatory action plans in collaboration with business clients, counsel and state industry and national trade groups. Additionally, Bob provided legal counsel and strategic advice on claims, underwriting, product and sales to ensure compliance and mitigate risk.

Bob received his BA in Political Science from North Carolina State University and earned his JD from the University of South Carolina School of Law. Bob is also a Certified Life Underwriter (CLU) and Certified Property and Casualty Underwriter (CPCU), he is a former board member of the Arkansas Rural Risk Underwriters Association, Kentucky Life & Health Insurance Guaranty Associations, Mississippi and West Virginia Guaranty Associations and a State Affairs Board member of NAMIC.

(717) 903-7854
Tennessee
jane cline

Jane Cline

Consultant

jane cline

Jane Cline

Consultant

Jane Cline was employed at the law firm of Spilman Thomas and Battle, PLLC as the Director of Public Policy from November 2011 through April 2020. During her tenure at Spilman, Ms. Cline was a leader in the firm's Regulatory Compliance Group primarily focusing on insurance. She was also a key member of the firm's Government Relations Practice Group and the Public Policy, Advocacy and Reform Group.

During her tenure at Spilman Ms. Cline consulted with national and state trade associations, insurance companies and other regulated entities on licensing and compliance matters, developing strategy to satisfy regulatory requirements. She monitored public policy and legislative developments regionally and nationally that affect insurance and other industries. She also, worked with companies and national trade associations on legislative matters.

Prior to joining Spilman, Ms Cline served as West VIrginia's Insurance Commissioner from January 2001 to June of 2011, when she retired from state government with 30 years of service. During her time as Insurance Commissioner, Ms. Cline lead efforts to pass and implement legislation that led to the successful privatization of West Virginias's workers' compensation system for the benefit of claimants and employers. Ms. Cline also, worked to develop solutions to alleviate West Virginia's medical liability crisis and to implement other insurance reforms for the benefit of West Virginia consumers.

During her tenure as Insurance Commissioner, Ms. Cline served in numerous leadership roles at the National Association of Insurance Commissioners. She was elected NAIC president in 2010. She was a leader in the establishment of the Interstate Insurance Product Commission where she served as chairperson. Ms. Cline was a member of the executive committee of the International Association of Insurance Supervisors.

Prior to being appointed Insurance Commissioner, Ms. Cline operated a consulting firm providing services as a government relations expert, providing governmental representation for national corporations, local businesses and associations.

Ms. Cline served as Commissioner of West Virginia's Division of Motor Vehicles the agency responsible for titling and licensing of vehicles and licensing and monitoring of drivers for the purpose of promoting highway safety and revenue collection. During her tenure at DMV she served in leadership positions with the American Association of Motor Vehicle Administrators.

Ms. Cline has a B.S. degree is Business Administration from West Virginia University and an M.B.A. from West Virginia College of Graduate Studies.

304-541-4833
West Virginia
Ernie Csiszar

Ernie Csiszar

Vice-Chairman

Ernie Csiszar

Ernie Csiszar

Vice-Chairman

Ernie has experience as an attorney, a merchant banker, and as executive, regulator, and academic in the insurance industry, having been CEO of Seibels Bruce Inc. (a property and casualty insurance carrier then listed on the NASDAQ), Director of Insurance for the State of South Carolina, President of the NAIC, and CEO of the Property and Casualty Insurers Association of America.  He was also a Clinical Professor of Finance at the University of South Carolina, where he taught courses in insurance and risk management.  He is a member of the Board of Directors of MasTec Inc., American Integrity Insurance Inc. and Patriot National Inc. Ernie has degrees in Mathematics and Philosophy and in Law from the University of Windsor.

847-224-2783
South Carolina
David Edwards

David Edwards

Senior Vice President, Healthcare Policy

David Edwards

David Edwards

Senior Vice President, Healthcare Policy

David G. Edwards serves as the Chief Executive Officer of American Insurance Holdings, LLC and its wholly-owned subsidiary, Perimeter Lane Insurance Brokers, LLC.

In 2011, Mr. Edwards formed Gaen Healthcare Advisors LLC (now Gaen Advisors LLC) to assist sponsors of new health insurance companies obtain loan awards under the federal CO-OP program. Gaen prepared the applications for the Connecticut, Illinois and Arizona CO-OPs which received loan awards aggregating $330 million, and assisted in the development of each of these health insurance carriers, principally in the areas of structuring, state insurance licensure, governance and contract negotiations. In 2016, Mr. Edwards committed to pursue Gaen’s employer health plan initiatives through American Insurance Holdings.

From 2001 until 2011, Mr. Edwards was a partner in the law firm of Barnes & Thornburg LLP (Chicago office) and, previously, worked for other law firms in Illinois and Pennsylvania, notably, Reed Smith. Throughout his legal career, Mr. Edwards practiced principally in the securities, M&A and general corporate areas.

Mr. Edwards received his B.A. degree from Duke University and his J.D. degree from Cornell University. He is admitted to the bars of Illinois (active) and Pennsylvania (inactive). In addition, Mr. Edwards is an insurance producer in life, health, property and casualty licensed in all 50 states and the District of Columbia, with certifications for annuities, life settlement and long-term care.

847-707-9033
Washington
Rob Esson

Rob Esson

Senior Vice President, International Business

Rob Esson

Rob Esson

Senior Vice President, International Business

Rob Esson is an Oxford educated UK Chartered Accountant who spent 21 years at the NAIC, primarily on international issues. An IAIS “Distinguished Fellow”, he was responsible for supporting various international accounting and solvency work streams at the International Association of Insurance Supervisors (IAIS) and the International Accounting Standards Board (IASB). He was Vice Chair of IAIS Accounting & Auditing Working Group, and previously Chairman of the IAIS Insurance Contracts Subcommittee throughout the life of that committee (2005-11), advising the IASB on how insurance accounting standards should be promulgated. He was also active in the Insurance Groups Working Group, the Common Framework for the Supervision of Internationally Active Insurance Groups (or ComFrame), designing a future global solvency regime for insurers, and the basic capital requirement and global insurance capital standards, and was heavily involved in drafting of many Insurance Core Principles.

He was responsible for Joint Forum work (a grouping of Insurance, Banking and Securities regulators around the world). At the Joint Forum he chaired the work stream on mortgage insurance issues and was a key member of the work team that developed the Conglomerate Principles, a member of Longevity Risk Transfer work stream, the Point of Sale Disclosure work stream, and co-chaired the Asset Encumbrance work stream. He also co-chaired the evaluation of the Conglomerate principles, and worked on intra-group support, asset securitization reports, and credit risk management.

He was the IAIS representative on the IASB Insurance Working Group, the IASB Financial Instruments Working Group, the joint FASB/IASB Financial Crisis Advisory Group, Expert Panel on Financial Instrument Impairment and Financial Institutions Advisory Group, and developed strong relationships with the IASB and FASB members and staff.

928-277-8656 or 816-260-1698
Arizona
Doug Franzen

Douglas J. Franzen

Vice President - Policy

Doug Franzen

Douglas J. Franzen

Vice President - Policy

Doug Franzen serves as regulatory and legislative counsel to numerous insurers, providing assistance with enforcement, licensing, admission, and all matters of insurance policy. He is a member of the Federation of Regulatory Counsel and has published several articles on insurance law.

Doug is a past recipient of the British Government's Foreign and Commonwealth Office Award to pursue graduate studies in the United Kingdom. He serves as a St. Thomas Law School Mentor and is the former Chair of the Governmental Relations Committee of the Hennepin County Bar Association.

In addition to his ongoing legal/legislative practice, Doug serves as the Chancellor of The Episcopal Church in Minnesota, advising the Bishop and various church governing bodies and institutions on secular legal issues, litigation and compliance with Church Canons and ecclesiastical proceedings.

Education:
Yale Divinity School
United Theological Seminary - M. Div.
London School of Economics, Graduate Research Program
William Mitchell College of Law J.D.
University of Minnesota, B.A.

Admitted:
Minnesota, 1979; United States District Court, District of Minnesota, 1979

612-703-8860
Minnesota
Rett Hatcher

Rett Hatcher

Consultant

Rett Hatcher

Rett Hatcher

Consultant

Rett Hatcher is the founding partner at Capitol Consulting Firm. Possessing more than a decade of experience in and around the state capitol, Rett has gained insight into the unique financial framework of state government. As Governor Asa Hutchinson’s initial Director of Legislative and Agency Affairs, Rett managed a staff of 15 policy analyst and agency liaisons. As a member of the senior staff, Rett met daily with the Governor to discuss his agenda and to brief the Governor on financial issues at the state level.

Rett is a licensed attorney and CPA in the state of Arkansas. He received his Bachelor of Science in Business Administration from the University of Arkansas at Fort Smith and his Juris Doctor from the William H Bowen School of Law in Little Rock. As an appointee of Governor Asa Hutchinson to the State and Public School Life and Health Insurance Board, he worked to maintain an actuarially sound system while managing state OPEB liability. He has previously served in various roles in both the Arkansas Teacher Retirement System and the Secretary of State’s office.

(479) 883-6193
Arkansas
sue Howard

Sue R. Howard

Assistant COO - Compliance & Captive Services

sue Howard

Sue R. Howard

Assistant COO - Compliance & Captive Services

Sue Howard brings extensive insurance experience to NTG Consultants, including product development, compliance and operations in the life and health lines. Sue has worked with large and small group health insurance plans as well as specialty lines such as travel accident, personal accident, Medicare supplement and LTC. Sue’s experience also includes extensive corporate compliance, experience in Certificate of Authority applications and reporting, SIU/Fraud, OFAC, AML including development of complaint and agent misconduct procedures.

(734) 765-7291
Florida
Mike Maher

Mike Maher

Consultant

Mike Maher

Mike Maher

Consultant

Mike Maher joined NTG Consultants in 2019 as an Associate. Mr. Maher serves as a consultant to various clients in the Mid-West and the U.S. in the areas of Producer Regulatory, Workers Comp Fraud and Pension.

Mr. Maher was the former Deputy Director of Enforcement and Investigations for the Illinois Department of Insurance, where he managed a staff of employees in both Chicago and Springfield. In his time at the Department of Insurance, Mr. Maher was part of the leadership team of two Directors and two Acting Directors.

Mr. Maher served on the Workers Compensation Research Institute (WCRI) Illinois State Advisory Committee and the Illinois Health Care Fraud Elimination Task Force.

Mr. Maher holds a Bachelor of Science in Business Administration and Management from DePaul University.

(708) 751-2611
Illinois
robert rainville

Robert E. Rainville, Esq.

Associate

robert rainville

Robert E. Rainville, Esq.

Associate

Robert E. Rainville, Esq. is the newest member of our team and comes aboard as Senior Executive Counsel at Nelson Taplin Goldwater. Mr. Rainville is a proud alum of the University of Rhode Island and Quinnipiac University School of Law. After graduating from law school he began his career at some of largest and most respected law firms in the US before becoming the President and Founder of The Rainville Law Firm where he managed the office for over 10 years until accepting a position in 2011 as the Chief Executive Attorney and General Counsel at one of America’s fastest growing companies in 2013.

Mr. Rainville has been practicing law for over 18 years and has extensive experience representing various sized companies and providing government consulting for the insurance and health care industries. Mr. Rainville has particular experience leading companies through the myriad issues that come before various State Departments of Insurance and Business Regulation as well as the Executive and Legislative branches of government. He has also worked extensively in contract review and negotiation, corporate law, and he has a background in real estate matters, both leasing and investment.

Mr. Rainville’s significant community involvement and respect amongst government officials and his peers in the legal profession was recognized when he was appointed as the youngest judge ever in the State of Rhode Island, serving for 8 years as a Probate Judge until 2009.

Robert was also the Founder and Principal of Dorrance Strategy Group which Specialized in Executive Management, Business Development, Government Relations, Public Relations, Political Strategy, and Strategic Communication. Their clients included companies in many different industries including but not limited to automotive, retail, technological, health care, pharmaceutical and insurance.

Mr. Rainville is an active member of Bar for the States of Rhode Island and Massachusetts as well as the United States District court for RI.

401-480-6171
Rhode Island
Jeff Sanow

Jeffrey Sanow

Associate

Jeff Sanow

Jeffrey Sanow

Associate

Jeffrey Sanow began his public service career by joining the Peace Corps at the age of 20. He served as a Peace Corps Volunteer, working as an Agricultural Mechanic and Farm Machinery Technician in Tunisia and in Gabon. After completing his service, he resumed his college studies, earning his Bachelor of Science and Master of Science degrees. After working in the private sector, Jeff joined the Central Intelligence Agency serving in Asia, the Middle East and the Eastern Mediterranean as an Operations Officer. He was then called back to Langley, Virginia to serve in leadership positions, rising to the rank of a Senior Intelligence Service Officer (SIS 1). After his retirement, Jeffrey worked with a variety of companies training the US Military in Intelligence Operations. He spent one year in Islamabad, Pakistan serving as Chief of Intelligence and Security for the company building the US Embassy. He subsequently became the General Manager of the third largest security company in Uganda. He returned to Florida in 2020 to establish his Investigations Company to continue serving the public good.

Doug Sizemore

Doug Sizemore

Associate

Doug Sizemore

Doug Sizemore

Associate

Doug has experience in most facets of the insurance industry and has done insurance regulatory work with Norm Taplin for over 16 years. He started an independent Insurance agency and grew it into a multimillion business, licensed and doing business in many states. Doug became president of a multi-state casualty insurance company and was a board member of Captive Insurance Companies both domestic and off shore.

Doug served as Commissioner of Insurance for the State of Tennessee for five years and still resides in Tennessee.

Tennessee

Paul Zuckerman

Consultant

Paul Zuckerman

Consultant

Paul Zuckerman was Assistant Deputy Superintendent and Counsel in the Office of General Counsel at the New York State Insurance Department and, following the Insurance Department’s merger with the New York Banking Department, its successor, the New York State Department of Financial Services. Previously, he held several other attorney positions during a long career at the Department.

Mr. Zuckerman headed the Department’s opinions and research section, ensuring that the Department’s opinions were consistent and in conformance with the Insurance Law and regulations and public policy. In addition to overseeing a staff of attorneys, Mr. Zuckerman wrote numerous opinions on all aspects of the Insurance Law and related laws, which helped establish and define Department policy, including with respect to such issues as the doing of an insurance business, who needs to be licensed and rebating and anti-inducement laws.

Mr. Zuckerman was also responsible for drafting, reviewing and commenting on bills, regulations and Department Circular Letters. In this capacity, Mr. Zuckerman often worked closely with the Governor’s office and legislators. Some of the laws that Mr. Zuckerman played an instrumental role include laws regulating life settlements and life insurance; prejudicial standard in liability policies; licensing of title insurance agents; regulation of insurance for transportation network companies (ridesharing); identity theft insurance; health insurance, and group property/casualty insurance.
Mr. Zuckerman also represented the Department at the National Association of Insurance Commissioners, on matters involving federal and national issues including the Liability Risk Retention Act, the National Association of Registered Agents and Brokers (NARAB), the Nonadmitted and Reinsurance Reform Act (NRRA).

Mr. Zuckerman at various times at the Department also was a prosecuting attorney, hearing officer and adjudication counsel at Department adjudicatory hearings, and otherwise participated in enforcement matters.

Mr. Zuckerman was recognized for his 39 years of service to New York State and its people in a New York State Senate proclamation on May 15, 2019 upon his retirement from state service.

Executive Staff

brooke phillips

Brooke Phillips

Director of Client Development

brooke phillips

Brooke Phillips

Director of Client Development

(561)684-8399 ext 109
Florida
Ashlei Website

Ashlei Toback

Director of Operations

Ashlei Website

Ashlei Toback

Director of Operations

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Jasmine Geffrard

Event Planning Coordinator

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Jasmine Geffrard

Event Planning Coordinator

561.684.8399 ext. 101
Florida
Alejandra Melgar

Alejandra Melgar

Project Manager

Alejandra Melgar

Alejandra Melgar

Project Manager

tara schneider

Tara Schneider

Executive Assistant to Barry Goldwater

tara schneider

Tara Schneider

Executive Assistant to Barry Goldwater

Arizona

Professional Staff

Michelle S. Delany

co-Chief Financial Officer

Michelle S. Delany

co-Chief Financial Officer

(561)684-8399 ext 112
Florida
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Angela Gerard

Accounting Clerk

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Angela Gerard

Accounting Clerk

(561)684-8399 ext 105
Florida
Marina Grillo

Marina M. Grillo

Billing Coordinator

Marina Grillo

Marina M. Grillo

Billing Coordinator

(561)684-8399 ext 103
Florida
Mitra Ramdass

Mitra Ramdass

Accounting Assistant

Mitra Ramdass

Mitra Ramdass

Accounting Assistant

(561) 684-8399 ext 113
Florida

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