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

Joel Ford, TRA
Client Executive

Lisa Prather, MBA, CTP
Client Executive

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

Michael L. Story, MBA
Client Executive

Rachel Urban
Client Executive

Phillip Wood
Client Executive

Mike Carlton
Regional Managing Director

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

Erica Gray
Charlotte Managing Director

Thought Leadership Insights