Carr, Riggs, & Ingram, LLC
Phyllis Ingram
7550 Halycomb Summit Dr., Montgomery, AL 36117
[email protected]
http://www.cricpa.com/

As a leader in the captive insurance industry, Carr, Riggs & Ingram offers a deep bench of experience in financial reporting, risk management, taxation, regulatory compliance and control reporting for insurance service providers.


Crowe Horwath LLP

Lisa Rivoire
3310 Woodbridge Ln., Rowlett, TX 75088
[email protected]
http://www.crowehorwath.com/

Crowne Horwath LLP is one of the largest public accounting and consulting firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.


Ernst & Young, LLP
Paul Phillips
151 N. Wacker Dr., Chicago, IL 60606
[email protected]
http://www.ey.com/

Ernst & Young LLP is a professional services company. The company provides assurance, auditing, technology and security risk, enterprise risk management, transaction support, merger and acquisition, actuarial, and real estate advisory services. It also offers employee benefit plan, taxation, and entrepreneurial services. The company provides corporate finance services through its subsidiary, Ernst & Young Corporate Finance. The firm caters to automotive, energy, chemicals, financial, health, real estate, retail, consumer products, and entertainment industries.


JLK Rosenberger
Michael Goni
16475 Dallas Parkway, #770, Addison, TX 75001
[email protected]
http://www.jlkrosenberger.com

When choosing professionals to help meet your captive’s objectives, you need accountants and advisors who are insurance specialists to assist in reducing your compliance burden and maximize the captive advantage. JLK Rosenberger is the 10th largest insurance practice in the country and understands the opportunities and  challenges that arise when operating in a regulated environment. The firm has a deep-rooted involvement in the Texas marketplace since the mid-1980s, having collaborated with the Texas Department of Insurance many times over those years. Discover the benefits of working with a local Texas provider with national and international insurance experience. 


Johnson Lambert LLP
Diane Walker, TxCIA Board Member
3110 Fairview Park Dr., Falls Church, VA 22042
[email protected]
https://www.johnsonlambert.com/

Johnson Lambert is a multi-office CPA and advisory firm. The firm’s clients benefit from Johnson Lambert’s dedication to delivering external audit, tax, and advisory services to distinct industry niche markets with unmatched technical excellence and quality of service.


Sage Advisory

Greg Cobb
5900 Southwest Parkway, Building 1, Austin, TX 78735
[email protected]
http://www.sageadvisory.com 

Sage is an independent and employee-owned investment advisory firm providing comprehensive investment and reporting programs for the insurance industry.  Our team is well-versed and well-tested in the nuances of managing insurance company portfolios driven by a number of competing objectives: financial, actuarial, accounting and regulatory.  Our more strategic, consultative and customized approach ensures that investment portfolios are continuously and properly aligned with each company's overall business objectives. Our experience confirms that over time, this alignment serves to deliver more robust enterprise-wide solutions.