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
56 Acquisitions
60mm+ of Revenues
5 Nationwide Programs: Commercial Transportation, Marine, Recreational Vehicles, Special Events Insurance, Private Client Group
Partner Agencies in 20 States
AZ, CA, FL, GA, IA, ID, KS, LA, MA, 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 -
SHELBY SAIFI
EXECUTIVE DIRECTOR, HR
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
LAFFERTY PRIVATE CLIENT GROUP
SCOTTSDALE, ARIZONA -
IAN J. MALAYANG
CFO
AMERICAN MARINE INSURANCE
NEWPORT BEACH, CALIFORNIA -
STEVE KLUMB
MANAGING DIRECTOR
US NATIONAL INSURANCE
SCOTTSDALE, ARIZONA -
AARON FRIEDMAN
FOUNDER / MANAGING DIRECTOR
APEX
SCOTTSDALE, ARIZONA -
PATRICK FLEMING
COMMERCIAL LINES MANAGER
AMI
NEWPORT BEACH, CALIFORNIA -
JACQUELINE BROWNING
MARKETING DIRECTOR
AMI
NEWPORT BEACH, CALIFORNIA -
LEXI LAFFERTY
ACCOUNT EXECUTIVE
LAFFERTY PRIVATE CLIENT GROUP
SCOTTSDALE, ARIZONA -
JASON HUTH
COFOUNDER / 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 -
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 -
TROY DIMSDALE
PRESIDENT
VANTAGE BENEFITS, LLC.
TAMPA, FLORIDA -
MIKE WHITMAN
OWNER
WHITCO INSURANCE AGENCY
GULFPORT, FLORIDA -
DAWN MCGUIRE
CORPORATE MANAGER
WHITCO INSURANCE AGENCY
GULFPORT, FLORIDA -
BRIAN YORK
PARTNER, SUMNER BEAUMONT & YORK INSURANCE AGENCY
TIFTON, GEORGIA -
J. MICHAEL BEAUMONT
PARTNER, SUMNER BEAUMONT & YORK INSURANCE AGENCY
TIFTON, GEORGIA -
ERIC DYKSTRA
PARTNER, WALLACE & ASSOCIATES INSURANCE AGENCY
BURLINGTON, WASHINGTON -
JOSH TOP
PARTNER, WALLACE AND ASSOCIATES INSURANCE AGENCY
BURLINGTON, WASHINGTON -
STEVEN D. ANDERSON
PRESIDENT
ANDERSON'S INSURANCE ASSOCIATES
NEW BERLIN, WISCONSIN -
ANTULIO GONCALVES
PRESIDENT
PREMIERE ADVISORS, INC.
CLINTON, MASSACHUSETTS -
JOÃO PEREIRA DA SILVA
PARTNER
PREMIERE ADVISORS, INC.
CLINTON, MASSACHUSETTS -
GUSTAVO FRAGA
PARTNER
PREMIERE ADVISORS, INC.
CLINTON, MASSACHUSETTS -
SCOTT SPENCE
PARTNER, US NATIONAL DBA SCOTT SPENCE INSURANCE AGENCY
FARMERS BRANCH, TEXAS -
JASON FORGE
PRINCIPAL, COWELL JAMES FORGE INSURANCE GROUP
KANSAS CITY, MISSOURI -
LEON VAN BERKUM
PARTNER, COWELL JAMES FORGE INSURANCE GROUP
KANSAS CITY, MISSOURI -
CHARLES ANZALONE
PRINCIPAL
FIRST STATE AGENCY, INC.
INDEPENDENCE, LOUISIANA -
JENNIFER McLEOD
MANAGING DIRECTOR
WILLIAMS INSURANCE AGENCY
NICEVILLE, FLORIDA -
MICHELLE MORIARITY
MANAGING DIRECTOR
SDI STAFFING INSURANCE
SAN DIEGO, CALIFORNIA -
SHARLENE THEAKSTON
MANAGING DIRECTOR
SDI STAFFING INSURANCE
SAN DIEGO, CALIFORNIA -
H. WEBSTER BALDWIN IV
PARTNER
BASIS INSURANCE GROUP
SAN ANTONIO, TEXAS -
KENNY FLETCHER
PRINCIPAL, HOLWELL-FLETCHER INSURANCE AGENCY
QUITMAN, GEORGIA -
GARY VANDRISSE
PRINCIPAL, VANDRISSE INSURANCE AGENCY INC.
GREEN BAY, & LUXEMBURG, WI -
MARC MACKE
PRINCIPAL
AGENCY 10 INSURANCE
MAPLE GROVE, & WALKER, MN
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 more than 140 acquisitions throughout his career. In 1990, he founded Milne Scali & Company Insurance Services (MSC) in Phoenix, which grew to more than $210 million in sales and over $17 million in commission revenue, with a net income margin above 30%.
From 2006 to 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. The firm grew to more than 140 colleagues across Arizona and Nevada, with annual operating revenue exceeding $20.5 million.
As CEO of NFP Property and Casualty Services, Inc. from 2011 to 2019, he led property and casualty (P&C) revenue growth from $50 million to $500 million through strategic acquisitions and organic growth.
JOSEPH SCALI
MANAGING MEMBER
SCOTTSDALE, ARIZONA
Joe is the founder and owner of Scali Group, LLC, a buy-side investment banking firm he founded in 2013 that originates insurance agency acquisitions across the United States.
His company has originated more than 85 acquisitions in the insurance sector, totaling over $500 million in transaction value, and has sourced transactions for several of the top 50 U.S. brokers.
Joe began his insurance career at age 16, scanning and filing documents in the surety bond department at Lapre Scali, LLC. He later obtained his property and casualty insurance license at age 20 and spent college summers cold-calling prospective clients for the firm.
Joe earned a Bachelor of Science in Finance from the University of Arizona and holds a real estate license in Arizona.
