VISION
Since our founding on 8/1/21, the Scali Insurance Group (SIG) vision has been to expand our ownership and partners across the US so that we can provide clients with full-service capabilities in commercial & personal insurance. SIG intends to provide property & casualty and employee & individual benefits insurance products and services throughout the US. SIG aims to achieve over $100 million in revenues within the next 5 years in our journey to establish partners in all 50 states.
So far, we have agency locations in these states:
An Agency Built for Agents
Founded in August of 2021
39 Acquisitions
40mm+ of Revenues
5 Nationwide Programs Commercial Transportation, Marine, Recreational Vehicles, Special Events Insurance, Private Client Group
Partner Agencies in 17 States
AZ, CA, FL, IA, ID, KS, MN, MO, MT, NJ, OR, PA, TX, UT, WA, WI, WY
Partnership Model encourages Owners to Rollover Equity at the Parent Level to Continue Having Skin in the Game
Retain Agency Brand
and Local StandingRetain All Employees
Retain AMS System
Back Office Capabilities
National Market Access
MEET THE TEAM
-
TERESA BUELOW
SIG EXECUTIVE VICE PRESIDENT, HR
SCOTTSDALE, ARIZONA -
MICHAEL EVANS
SIG CHIEF FINANCIAL OFFICER
SCOTTSDALE, ARIZONA -
DENNIS VIA
VICE PRESIDENT OF ACCOUNTING AND AGENCY OPERATIONS
SCOTTSDALE, ARIZONA -
SCOTT A. UNTRECHT
VICE PRESIDENT OF FINANCE
SCOTTSDALE, ARIZONA -
COURTNEY WOOGE
PRESIDENT AND MD, FCIS
FOREST CITY, IOWA -
BRANDON MINERT
PRESIDENT AND MD, UCI
BOISE, IDAHO
CULTURE / The lifeblood of a vibrant society is expressed in the many ways we tell our stories, celebrate, remember the past, entertain ourselves, and imagine the future.
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ALLEAN "ALI" LAFFERTY
FOUNDER & MANAGING DIRECTOR, LPCG
SCOTTSDALE, ARIZONA -
IAN J. MALAYANG
CFO, AMERICAN MARINE INSURANCE
NEWPORT BEACH, CALIFORNIA -
STEVE KLUMB
MD, US NATIONAL INSURANCE
SCOTTSDALE, ARIZONA -
AARON FRIEDMAN
FOUNDER AND MD, APEX
SCOTTSDALE, ARIZONA -
PATRICK FLEMING
COMMERCIAL LINES MANAGER, AMI
NEWPORT BEACH, CALIFORNIA -
JACQUELINE BROWNING
MARKETING DIRECTOR, AMI
NEWPORT BEACH, CALIFORNIA -
LEXI LAFFERTY
ACCOUNT EXECUTIVE, LPCG
SCOTTSDALE, ARIZONA -
JASON HUTH
COFOUNDER AND MANAGING PARTNER, FIT INSURANCE GROUP
PHOENIX, ARIZONA -
KENDRA HUTH
COFOUNDER & MANAGING PARTNER, FIT INSURANCE GROUP
PHOENIX, ARIZONA -
JEFF NEILL
FOUNDER, ARROWHEAD RISK MANAGEMENT
SCOTTSDALE, ARIZONA -
JAMIE SHAVER
OPERATIONS MANAGER, UNITED COMMERCIAL INSURANCE
BOISE, IDAHO -
KRISTIN WALDOCH
CISR UNIDALE INSURANCE
CIRCLE PINES, MINNESOTA -
WENDY SANCHEZ
AGENCY MANAGER, FCIS INSURANCE
DODGE CITY, KANSAS -
BRAD ROTH
MANAGING DIRECTOR, McDOWELL ASSOCIATES
GREENSBURG, PENNSYLVANIA -
KARL EISAMAN
PARTNER & COMMERCIAL SALES, MCDOWELL ASSOCIATES
GREENSBURG, PENNSYLVANIA -
RICK MASCOLINO
PRESIDENT, FORTE SERVICES, MASCOLINO INSURANCE SERVICES
MESA, ARIZONA -
ELIZABETH MASCOLINO
VICE PRESIDENT, FORTE SERVICES, MASCOLINO INSURANCE SERVICES
MESA, ARIZONA -
DARRELL VEENSTRA
OWNER/PRODUCER, INTERSTATE INSURANCE AGENCY
NEWTON, IOWA -
ADAM SHEUE
VP OF SALES, SUMMIT INSURANCE SERVICES
JACKSON, WYOMING -
DAVID WALDO
CEO, FIELD-WALDO INSURANCE AGENCIES
ONTARIO, OREGON -
DELLAS WALDO
PRESIDENT, FIELD-WALDO INSURANCE AGENCIES
ONTARIO, OREGON -
BRADLEY WALDO
VP OF BENEFITS, FIELD-WALDO INSURANCE AGENCIES
ONTARIO, OREGON -
BARB SHARP
MANAGING DIRECTOR, CONTRACTORS INSURANCE AGENCY
PHOENIX, ARIZONA -
BRIAN FINN
MANAGING DIRECTOR, CONTRACTORS INSURANCE AGENCY
PHOENIX, ARIZONA -
NATHAN BEACH
PARTNER, NBI & ASSOCIATES
BURLESON, TEXAS -
DARREN HOOKER
PARTNER, NBI & ASSOCIATES
BURLESON, TEXAS -
BECKY TENSETH
PARTNER, NBI & ASSOCIATES
BURLESON, TEXAS -
DAVID BEACH
PARTNER, NBI & ASSOCIATES
BURLESON, TEXAS -
MELISA "MISSY" KNUDSEN
PARTNER, HI SAGE INSURANCE
ESCONDIDO, CALIFORNIA -
JASON DOBSON
PARTNER, HI SAGE INSURANCE
ESCONDIDO, CALIFORNIA -
MONICA SOLBERG
VICE PRESIDENT, FCIS INSURANCE
FOREST CITY, IOWA -
JACKIE RICHARDSON
MARKETING MANAGER, FCIS INSURANCE
FOREST CITY, IOWA -
KEILA BUFFINGTON
FINANCE MANAGER, FCIS INSURANCE
FOREST CITY, IOWA -
COLLEEN McHUGH
OWNER/BROKER, NOR CAL PACIFIC
REDDING, CALIFORNIA -
KERRY FRAMPTON
MANAGING DIRECTOR, FIRST MARINE UNDERWRITING
OSAGE BEACH, MISSOURI -
MARCUS THURSTON
PRINCIPAL, THURSTON FAMILY INSURANCE
BILLINGS, MONTANA -
LEE Y. WILLIAMS
PRINCIPAL/PARTNER, WILLIAMS INSURANCE AGENCY
NICEVILLE, FLORIDA -
ROBERT M. GLASS
PRINCIPAL/PARTNER, GLASS BENEFITS
POMPANO BEACH, FLORIDA -
JACKIE SLOAT
PARTNER, VENTURE INSURANCE SERVICES
CLEARWATER, FLORIDA -
FLOYD SLOAT
PARTNER, VENTURE INSURANCE SERVICES
CLEARWATER, FLORIDA -
JOHNATHON THOMAS
PARTNER, ALL SERVICE INSURANCE AGENCY
NORTH PALM BEACH, FLORIDA -
ADAM GENTZLER
PRINCIPAL/PARTNER, GENTZLER & SMITH ASSOCIATES, INC.
YORK, PENNSYLVANIA -
BRETT MURPHY
PARTNER, BOISE RIVER INSURANCE
MERIDIAN, IDAHO -
MARK FOWLER
PARTNER, FOWLER INSURANCE AGENCY
SURPRISE, ARIZONA -
ERIC FOWLER
PARTNER, FOWLER INSURANCE AGENCY
SURPRISE, ARIZONA
LIFE PURPOSE / The central motivating aim of our lives and why we get up in the morning. Purpose guides life decisions, influences behavior, shapes goals, offers a sense of direction, and creates meaning.
LEADERSHIP
TERRY SCALI / MANAGING MEMBER
SCOTTSDALE, ARIZONA
Terry is the founder of Scali Insurance Group and has completed +140 acquisitions throughout his career. In 1990, he founded Milne Scali & Company Insurance Services (MSC) in Phoenix, which grew to over $210 M in sales and +$17 M in commission revenues with a net income of over 30%.
From 2006-2011 Terry and Mike Lapre merged National Commercial Insurance & Surety Specialists, Inc. and Mike Lapre Insurance Agency to form Lapre Scali & Company Insurance Services, LLC, which grew to over 140+ colleagues in locations throughout AZ and NV, with annual operating revenues above $20,500,000.
As CEO of NFP Property and Casualty Services, Inc. from 2011-2019, P&C revenue grew from $50 M to $500 M through strategic acquisitions and organic growth under his leadership.
JOESEPH SCALI / MANAGING MEMBER
SCOTTSDALE, ARIZONA
Joe is the owner and founder of Scali Group, LLC, a buy-side investment banking firm focused on insurance agencies throughout the US that he formed in 2013.
He has originated +65 acquisitions in the insurance sector with a total transaction volume of >$500m and has sourced transactions for several of the top 50 US brokers.
Joe earned his bachelor of science degree in finance from the University of Arizona and holds property & casualty insurance and real estate licenses in Arizona.
