“I don't know how we would have found answers or how to begin if they had not coached us through the process.”
John Sullivan is Vice President and Corporate Treasurer of Avaya Inc., a leading technology company headquartered in Silicon Valley. He has more than 25 years of corporate finance experience including 8 years at JDS Uniphase Corporation and 9 years at PG&E Corporation....Read more
David Baria is the elected Minority Leader of the Mississippi House of Representatives and practicing attorney from Bay St. Louis, Mississippi. He is a partner in Baria-Jones with offices in Bay St. Louis and Jackson, Mississippi. David has practiced law as a consumer advocate for over 20 years and is a past President of the Mississippi Trial Lawyers Association. He is also a member...Read more
Jim Beneke is a third-generation public adjuster with more than 30 years of experience negotiating fair and proper insurance settlements for his clients. His company, Beneke/Adjusters International, is based in Austin, Texas. He is also licensed to adjust claims in Arizona, California, Florida, Indiana, Louisiana, Mississippi, Nebraska, Ohio, and Oklahoma. Jim is certified by the National...Read more
Nicholas Casagrande is the CEO of NC Financial Group and brings over 20 years of financial planning experience to our Board. NC Financial Group offers a wide variety of financial solutions including investment and retirement strategies, real estate services, insurance and annuity products, estate conservation, tax preparation and small business tax analysis. Casagrande is also...Read more
Terry Coleman has been a partner with Pillsbury & Coleman, LLP (formerly, Pillsbury & Levinson), since 1999, specializing in the representation of policyholders in insurance bad faith and insurance coverage matters. Past clients include individuals as well as small businesses and large corporations. In 2002, Mr. Coleman tried the disability bad faith case of Randall Chapman,...Read more
Laura Levine is a Home Loan Officer and brings over 20 years of home lending experience. Ms. Levine specializes in purchase loans, especially short sales and REO properties, first-time homebuyer loan programs, down payment assistance and employer assisted homeownership, as well as VA and FHA loans.
Ms. Levine previously worked for a non-profit that...Read more
William "Chip" Merlin
William "Chip" Merlin has served as a plaintiff's attorney with a focus on Commercial and Residential Property Insurance Claim Disputes and Bad Faith Insurance litigation since 1983. Chip is a noted national authority on Insurance Bad Faith, lecturing to national trade groups and publishing a number of papers and articles on the subject for organizations such as The American Association...Read more
Jennifer Rosdail loves real property. She has been helping people build wealth and create options for more than 15 years in her favorite city. As a partner broker of Keller Williams International she has access to a vast nationwide network of resources and referral partners as well as a significant presence in the local real estate community.
Ms. Rosdail joined the UP board...Read more
Pamela Schmitz serves as a Financial Advisor at Brio Financial Group in San Francisco. Ms. Schmitz specializes in providing comprehensive financial advice for clients working towards or in retirement, preparing for the unexpected and leaving a legacy.
Ms. Schmitz...Read more
Doug Wertheimer serves as a Partner of IC. Prior to joining IC he was a successful entrepreneur with several well-known ventures in media and entertainment, consumer products and financial services.
From 1999-2002, Mr. Wertheimer was a founding executive with Size Technologies, a pioneering electronic payments company acquired by First Data Corporation in 2006. From 1995-1999...Read more
Amy Bach has been a professional advocate for insurance policyholders since 1984 and an attorney since 1989. She co-founded United Policyholders in 1991 and serves as the organization's Executive Director and primary spokesperson; shaping and overseeing the Roadmap to Recovery™, Roadmap to Preparedness, and Advocacy and Action programs. She is a nationally recognized expert on insurance...Read more