POSA Consulting, Inc. was imagined during a 20 plus year career in insurance finance, accounting and operations. Throughout those years there was one common theme, the challenge of easily producing timely, accurate and valuable financials. Whether it was my time at a global carrier, retailer, wholesaler or pool administrator the challenge remained the same. These experiences lead me to recognize that the industry has to transform its outdated process to stay current. It’s about changing the game.
Innovation is leading the way and small to mid-size insurance agencies need support in that transformation. POSA endeavors to assist in achieving the financial abundance while improving the technology platform. We have reimagined accounting controls, structure and analysis by infusing innovation at each step in the process.
Outside of work I am driven by serving my community. I have served as a board member for a transitional housing organization, a tutor for the Lawndale Christian Community center and a volunteer for Chicago Cares. Even in my professional endeavors I seek to grow minority agencies to impact their local communities by hiring local talent, mentoring and infusing the industry with sorely needed diversity.
My wife and I enjoy cooking, dancing, tennis, travel and wine tasting. We sprinkle in San Diego sunsets every chance we get.
Based in San Diego, CA, with an office in Chicago, IL, POSA is on a mission to support agencies looking to innovate.