Regional Practice Leader
CurrentCaptive Formation and ManagementCovering the Southeast (AL, AK, FL, GA, KY, LS, MS, and TN) for Roundstone Management, I collaborate with employee benefit brokers and consultants to provide captive stop-loss health plans and Individual (831b) plans for their clients. Roundstone's captive self-funded group medical plans provide employers solutions to address the impact of the Affordable Care Act (ACA). Captives safely help both small and large employers take control of their employee benefit programs cost and benefit design through self-insured group benefit plans.Since 2005, Roundstone has developed and managed innovative captive/self-insurance solutions for a variety of exposures, including health insurance, malpractice, voluntary benefits, transportation, warranty and workers’ compensation.Roundstone Management, Ltd. (“Roundstone”) based in Lakewood, Ohio is an insurance organization focused on the development, underwriting and servicing of alternative risk products, including captives and specialty insurance programs. Roundstone offers intermediaries and buyers an expertise in the captive marketplace coupled with turnkey insurance management services.Roundstone’s medical expense stop loss program, Mid-Market Med, offers middle-market companies (20-1,000 employees) control over their health insurance costs through self-funding methods historically used by larger companies. It is Roundstone’s mission to limit the annual increase in employer’s health benefit cost to a level below inflation.