Sentinel Risk Advisors

At Sentinel, we employ a strategic approach that delivers measurable results and value. A consultative and non-transactional methodology involving our best-in-class advisors committed to your unique interests. 

The risk and insurance solutions discovered and presented represent more than just a line-item expense. They are the result of a solid foundation of trust and a deep understanding of your business and industry that yields better protection of your assets. Throughout the process, our team continually monitors and tracks the performance of your program, continuing to change as your business evolves. 

The Benefits of a Collaborative and Calculated Risk Management Plan Include:

To every commercial business we serve across a wide array of industries, whether construction, manufacturing, warehousing and distribution, retail, hospitality, engineering, property management, or nonprofit (just to name a few), our promise is uncompromising care. Together, we are one team dedicated to Safeguarding Your Success. 

Solutions & Offerings

Sentinel focuses on navigating the risk and exposures faced today while anticipating and planning for potential threats in the future. The Sentinel difference extends beyond simply protecting the value of your business. As risk advisors, we position you and your business for greater prosperity tomorrow. Our team delivers comprehensive and competitive solutions, with long-ranging strategy and support in an unparalleled service platform.

Our Standard Capabilities Include:

We have a depth of knowledge and breadth of experience to help you evaluate your risk management program and risk tolerance. Our team of forward-thinking individuals focuses on long-ranging strategies with technical insight and analysis.

Our Service Offerings Include:

We can help companies of all sizes and operational focuses better understand your exposures, mitigate risks, and secure the insurance coverages for your unique needs so you can focus on continued growth and success.

Complex Risk

Companies with intricate risk challenges often feel limited with regard to options for risk management and insurance services. They are wholly unique in their makeup, and most often, sophisticated in their structure. It’s Sentinel’s privilege to marshal value and benefit on their behalf.

Our Complex Risk division focuses on businesses with:

  • High hazard or catastrophic profile
  • Unique or limited presence—only a small number of like-kind competitors
  • Alternative strategies for risk financing
  • Multi-state or international exposures
  • Revenue in excess of $250,000,000
  • Greater exposure to natural hazards
  • Dynamic or evolving risk profile
  • Creation of new and untested products or solutions
Middle Market

In today’s economy, middle market risks are often overlooked, without the advantages of the business perks and programs enjoyed by the very small and very large companies they are sandwiched between.

Sentinel assumes the role of a strategic partner, putting our elite risk management expertise in play from within your organization. The benefit of that partnership is clear from the start; your firm gains the expertise, technical advice, and counsel of an elite-level risk manager, without having a dedicated risk professional on your payroll.

Most Middle Market accounts include:

  • Normalized risk profile, generally fitting most carrier appetites
  • Structured management, processes, & programs that utilize value-added services
  • Employ 100–1,000 employees and generate $5-500 million in revenue per year
  • Exposed to varying risk scenarios that require flexibility and creativity when providing advice and counsel
International

Increased globalization has given rise to the need for international risk management strategies and solutions like never before. However, international risks require specialized insurance knowledge.

Sentinel represents clients in numerous locations worldwide, leveraging our global network to deploy in-country expertise and a coordinated risk and insurance program. From loss control protocols to concierge claims services, to alternative risk financing strategies, captive funding mechanisms, and global risk assessments, Sentinel’s international service deployment is customized, consistent, and proactive.

Our Client Executives

We believe our primary competitive advantage is our team, the knowledge we share together, and the experience we can bring to protect you and your exposures. We have a dedicated team of process-oriented, strategically driven professionals who pursue and deliver innovative solutions customized for you. 

We collaboratively customize your service plan, goals and objectives, and timelines to ensure that accountability and measurement dates are in effect. We understand that it is critical to have a singular point of contact with responsibility to lead the team, coordinate interactions and be accountable for requirements and deliverables. Meet our Client Executives who are responsible for the oversight, management, and implementation of all strategies as they relate to servicing your business.

James L. Holmes, Jr., CPA
Managing Partner

Mike Carlton
Regional Managing Director

Carr McCaskill, CRM, CPCU, CIC, ARM, CLU
Triad Managing Director

Erica Rossiter
Charlotte Managing Director

Michael L. Story, MBA
Client Executive

Paul H. Smits, CPCU, CIC, AIM
Client Executive

Lisa Prather, MBA, CTP
Client Executive

Joel Ford, TRA
Client Executive

Rachel Urban
Client Executive

Ben Bradley
Client Executive

Blaise Waters
Client Executive

Gillian Moore
Client Executive,
Healthcare Practice Solutions