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About Us

Unmatched Industry Expertise

At Westmont, we prioritize understanding your business goals and the significant impact regulatory decisions can have on your operations. Our team of dedicated professionals is renowned for their quality-driven approach, earning respect from both clients and regulatory bodies.

We actively contribute valuable insights and feedback to leading industry groups, insurance departments, and NAIC committees. In collaboration with our affiliated law firm, we expertly manage reinsurance recoverables, litigation, mergers and acquisitions, corporate formations, and fraud identification strategies. Additionally, we support compliance teams in forms development and in-depth legislative and regulatory analysis.

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Global Comprehensive Compliance Services

At Westmont, we provide a comprehensive array of compliance services tailored to enhance your operational efficiency and reduce complications across all U.S. states. Our goal is to equip you with industry-leading best practices that significantly accelerate your speed to market. Westmont specializes in developing multi-tiered strategies that expedite your access to U.S. markets.

Schedule a consultation to learn how we can enhance your operational efficiency!

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Who We Are

Westmont brings an unparalleled team of seasoned professionals, including contract/compliance specialists, attorneys, claims experts, accountants and actuaries. Our senior staff possesses insurance company experience and also includes former regulators. The principals on our staff have been senior executives at insurance companies throughout the U.S.

Fredric Marro

Fredric Marro, Esq.

President

Fredric Marro, Esq.

President

Westmont’s founder and President, Fredric Marro, Esq., has over 35 years of broad based industry experience. This includes executive legal positions with Life and Health and Property and Casualty insurance companies, as well as a strong background in legal and regulatory work. Rounding out this experience have been responsibilities as a commercial underwriter and in excess and surplus lines brokerage.

Mr. Marro’s positions have included transition chief to a newly-elected insurance commissioner and corporate counsel for a multinational, billion dollar insurance company holding company. In the latter capacity, Mr. Marro was responsible for insurance regulatory corporate law, claims, litigation and mergers and acquisitions. He has also served as Deputy Receiver for Consumers United Insurance Company (in liquidation), Manhattan Re in Rehabilitation and as acting General Counsel and Deputy Receiver for National Heritage Life Insurance Company (in liquidation), the nation’s largest insolvency of a life insurer due to fraud.

Mr. Marro continues to serve as the Claims Monitor for the Arrowood Insurance (formerly Royal) Companies runoff on behalf of the Delaware Insurance Department.

Mr. Marro earned his undergraduate degree from Manhattan College and his law degree from Seton Hall University School of Law. He is a member of the American Bar Association, New Jersey Bar Association, Camden County Bar Association, Washington D.C. Bar Association, the Federation of Regulatory Counsel and the Federation of Insurance and Corporate Counsel. He is also a member of the International Association of Insurance Receivers and an associate member of the Society of Financial Examiners. Mr. Marro currently serves on the Board of Trustees for his alma mater, Manhattan College.

Nancy Stepanski

Nancy Stepanski

Executive Vice President and Chief Operating Officer

Nancy Stepanski

Executive Vice President and Chief Operating Officer

Nancy Stepanski, Executive Vice President and Chief Operating Officer, is responsible for all insurance regulatory matters, including company licensing, state filings, redomestications, name changes, compliance issues and market conduct examinations. Additionally, she oversees product development and corporate risk management programs. Ms. Stepanski has led Westmont’s insurance regulatory staff for over 25 years and possesses over 35 years of regulatory experience.

Immediately prior to joining Westmont, she served in the Government and Industry Relations Department at Reliance Insurance Company. Her responsibilities included managing the staff responsible for property and casualty state filings on a nationwide basis, coordinating responses to state inquiries and filing submissions among profit centers, processing bureau affiliations, performing government relations, managing all company licensing functions, creating and maintaining regulatory reference manuals and documents and representing corporate interests at NAIC meetings. In a previous position, Ms. Stepanski was the Vice President of Regulatory Compliance for an international insurance group and was responsible for all regulatory matters, as well as product development and risk management.

A magna cum laude graduate of Misericordia University, Ms. Stepanski is a member of the Association of Insurance Compliance Professionals, an associate member of the Society of Financial Examiners and a member of Kappa Gamma PI.

Liane Birchler

Liane C. Birchler

Senior Vice President

Liane C. Birchler

Senior Vice President

Liane C. Birchler has performed company licensing, name change and redomestication functions at Westmont for more than 20 years. Ms. Birchler manages the company licensing staff. Her responsibilities include the preparation, processing and monitoring of company admission and amendment applications including line of authority, name change and redomestication applications. Ms. Birchler also assists with company formations and corporate functions. She has experience with licensing/approval projects for stock, mutual, reciprocal and surplus lines companies. Ms. Birchler is a graduate of The College of New Jersey.

Wesley Pohler

Wesley G. Pohler, Jr.

Senior Vice President

Wesley G. Pohler, Jr.

Senior Vice President

Wesley G. Pohler, Jr. manages and directs the state filing functions for property and casualty client companies. Mr. Pohler possesses in excess of 17 years of experience with Westmont. He also assists with various projects including risk purchasing group formations and registrations, retrieving competitor filings/data from the various departments of insurance, and other regulatory/compliance issues. A cum laude graduate of Rutgers University, Mr. Pohler is also a member of the Association of Insurance Compliance Professionals and graduated from Rutgers University School of Law.

Logan Marro

Logan Marro, Esq

Senior Vice President

Logan Marro, Esq

Senior Vice President

Logan Marro is Senior Vice President of Westmont Associates, Inc. He is responsible for leading the administration of all non-risk bearing licensing and related services provided by Westmont. He oversees licensing and compliance for reinsurance intermediaries, producers, surplus lines producers, TPAs, MGAs, and adjusters. His duties also include project management, client relations, and legal research. Logan maintains producer licenses in a number of states.

Prior to joining the Westmont team, Logan was an Assistant Vice President at Marsh USA, Inc. in the Marine Cargo practice located in the New York City office. Logan also led the New York Cargo Chemical Industry Practice Team. He was the senior broker on multinational accounts spanning various industries including media and technology, manufacturing, life science and retail. He is a graduate of Temple University’s Beasley School of Law and is a member of the New Jersey Bar Association.

Darcy Lebau

Darcy Lebau, Esq.

Darcy Lebau, Esq.

Darcy Lebau joined the firm after more than 17 years in the private practice of law. Her practice had most recently focused on the representation of businesses and individuals primarily in matters involving insurance insolvency, reinsurance, third party liability, and construction. Since joining the firm, Ms. Lebau has been responsible for all life and health compliance and filings.

Ms. Lebau concentrates her efforts on life, accident and health products along with holding company issues. She leads a team of attorneys which supports all facets of insurance compliance issues including MGA, TPA and Health Utilization Review licensing and compliance.

Ms. Lebau is admitted to practice in the Supreme Court of Pennsylvania, Supreme Court of New Jersey, United States District Court for the Eastern District of Pennsylvania, and the United States District Court for the District of New Jersey. Ms. Lebau received her undergraduate degree from Princeton University, her master’s degree from Temple University, and her law degree from the University of Illinois College of Law. She is a member of the Bar Associations of Pennsylvania, Philadelphia, New Jersey, and Camden County.

Scott Riley

Scott Riley, Esq.

Scott Riley, Esq.

Scott C. Riley has over 30 years of broad based experience in the insurance industry including regulatory and compliance issues, claims and reinsurance litigation issues and the runoff and liquidation of insurance companies. Mr. Riley received his undergraduate degree Magna Cum Laude from Seton Hall University and his Juris Doctor from Seton Hall University School of Law.

Prior to joining Westmont Associates, Inc., Mr. Riley served as U.S. General Counsel to the KWELM Management Services Group which was responsible for the runoff of one of the largest property and casualty insolvencies in the world. He was involved in the day to day operation of the Schemes of Arrangement as well as the resolution of direct claims against the Estates and reinsurance recoveries. Prior to KWELM he was Counsel to the CIGNA Companies and Assistant Vice-President to the Consolidated Insurance Group. His responsibilities in these positions included the drafting and negotiation of agency, TPA and MGA agreements, the drafting of policy forms and wordings, regulatory compliance, the drafting of reinsurance treaties and the management of claims and reinsurance litigation involving credit insurance, asbestos, products, manufacturing, lead and pollution exposures.

Jack Chaskey

John (Jack) Chaskey

Senior Regulatory Affairs Specialist

John (Jack) Chaskey

Senior Regulatory Affairs Specialist

John Chaskey joined Westmont with over 30 years of experience in the insurance industry. Most recently, Mr. Chaskey was a Supervising Examiner for the New York Department of Financial Services (“NYDFS”), Consumer Services and Licensing Services Bureau. As part of this position, he served in the New York Investigations Section of the Consumer Services Bureau, where he analyzed, trended and reviewed the market conduct of agents, brokers and adjusters for all lines of insurance, and he investigated applicants and newly appointed insurance company officers and directors. His past experience also includes working as complaint examiner, with an emphasis on insurance company market conduct in all lines of insurance. While at the NYDFS he participated in many National Association of Insurance Commissioners’ initiatives including chair of the Producer Licensing Working Group, the Complaint Handling Working Group, and as a board advisor for the National Insurance Producer Registry.

Mr. Chaskey currently holds the designations of C.P.C.U. through the American Property and Liability Institute and C.I.E from the Insurance Regulatory Examiners Society. He received his BBA in accounting from Siena College in Albany, New York. Jack is a member of the Securities and Insurance Licensing Association and the Insurance Regulatory Examiners Society.

Domenic Serratore

Domenic Serratore

Senior Regulatory Specialist

Domenic Serratore

Senior Regulatory Specialist

Domenic Serratore has worked in the insurance industry for 30 years with a concentration in compliance during the last 18 years. Prior to joining Westmont, Domenic served as the Global Chief Compliance Officer for Ironshore where he managed corporate compliance and regulatory requirements on a global basis. Prior to his tenure at Ironshore, Domenic was Director of Internal Controls at SunLife Financial where his responsibilities included Sarbanes-Oxley review, processing and testing. He also held the position of Compliance Director at Lexington Insurance Company where Domenic was responsible for excess and surplus lines compliance.

Domenic started his career in Australia where he worked in claims as well as in compliance and controls with National Roads & Motorists Association, a personal lines insurance carrier. He holds a B.Bus of Business with a concentration in accounting from the Petersham College of Technical & Further Education (TAFE), NSW, Australia, a Certified Practicing Accountant (CPA) designation in Australia and an MBA with a concentration in Finance from Suffolk University in Boston, Massachusetts.

John Schreppler

John J. (Jack) Schreppler II, Esq.

John J. (Jack) Schreppler II, Esq.

Jack Schreppler has been a member of the Delaware Bar for 35 years.  Prior to joining Westmont in 2016, he most recently served as Vice President, General Counsel and Assistant Secretary of Artesian Resources Corporation, a publicly traded holding company with operating subsidiaries in the public utility sector.  Before his service at Artesian Jack was engaged in the private practice of law in Delaware for 20 years, concentrating his practice on insurance regulatory law.  He served as Delaware counsel to the Health Insurance Association of America.  Jack has represented insurers before the Delaware Insurance Department, the Delaware Court of Chancery and in the Delaware General Assembly where he authored and secured adoption of numerous pieces of legislation.

A native Delawarean, Jack received a bachelor’s degree in history from Princeton University and a doctor of jurisprudence degree from the Vanderbilt University School of Law.  Through the Office of the Child Advocate, Jack has served in Family Court as a pro bono attorney guardian ad litem, representing children who are in state custody because of abuse or neglect.

Joseph Keller

Joseph Keller, Esq.

Assistant Vice President, Legal

Joseph Keller, Esq.

Assistant Vice President, Legal

Joseph Keller joined Westmont and its affiliated law firm in 2016 as Associate Counsel. Mr. Keller performs a number of integral services in the fields of product development, compliance, and legal research. Joe joins us after starting his career at a commercial litigation and bankruptcy firm. He is a graduate of Temple University’s Beasley School of Law and is also a graduate of Immaculata University with a Bachelor of Arts in Political Science. Mr. Keller is admitted as a member of the Arizona, New Jersey and Pennsylvania Bars. Mr. Keller has recently been featured as a speaker for both regional and national meetings of the Association of Insurance Compliance Professionals, and continues to provide pro-bono work to the non-profit organization Philadelphia Volunteer Lawyers for the Arts.

Wendy Farley

Wendy Farley, ACAS, MAAA

Vice President, Actuarial Services

Wendy Farley, ACAS, MAAA

Vice President, Actuarial Services

Wendy Farley has over 20 years of property and casualty actuarial experience. Prior to joining Westmont Associates, Inc., Ms. Farley held several positions at Chubb Insurance. Most recently, she served on the Chubb leadership team responsible for the integration and conversion of product offerings, coverage levels and pricing differentials during the ACE/Chubb acquisition. She was also the lead actuary responsible for pricing and profitability reviews, reserve reviews, product development and strategic planning for multiple commercial and personal lines of business.

Ms. Farley graduated magna cum laude from Temple University with a Bachelor of Science degree in Actuarial Science and Risk Management and Insurance. She is an Associate of the Casualty Actuarial Society where she serves on the Member Advisory Panel. She is also a member of the American Academy of Actuaries and currently maintains an active property and casualty insurance producer license.

Allison Harris

Allison Harris

Actuary

Allison Harris

Actuary

Allison Harris has over 25 years of property and casualty actuarial experience. Prior to joining Westmont Associates, Inc., Ms. Harris spent thirteen years at Legion Insurance Company (In Liquidation), most recently serving in the capacity of acting chief actuary. Her primary responsibilities included loss reserve and ceded commutation analyses in efforts to shut down the Legion estate. She also played an instrumental role in the development and implementation of the company’s loss reserving system, workers compensation mortality based claims model, and enterprise data warehouse. Prior to joining Legion, Ms. Harris’ experience was in the areas of reinsurance accounting and pricing.

Ms. Harris graduated with highest honors from Lehigh University with a Bachelor of Science degree in Statistics and a minor in Computer Science. She is a Fellow of the Casualty Actuarial Society and a member of the American Academy of Actuaries. She also holds an Associate in Insurance Accounting and Finance designation.

Casey ODonnell

Casey O’Donnell

Project Manager, Company and TPA Licensing

Casey O’Donnell

Project Manager, Company and TPA Licensing

Casey O’Donnell is a Project Manager in the Company Licensing and TPA Licensing groups for Westmont and is responsible for applications for admission and line amendment as well as name change and redomestication support. Her responsibilities include TPA licensure and renewals. Ms. O’Donnell has 10 years of company licensing experience. She graduated from Rutgers University with a Bachelor of Arts degree in Psychology.

Sherri Penn

Sherri Penn

Managing Director of State Filings

Sherri Penn

Managing Director of State Filings

Sherri Penn is a Project Manager in the Property and Casualty State Filings Group and possesses in excess of 11 years of experience. She is responsible for property and casualty form and rate filings research and compliance matters. Ms. Penn began working at Westmont after graduating from the University of Delaware with a degree in Business Management. She is a member of the Association of Insurance Compliance professionals.

Meghan Smart

Meghan Smart

Senior Analyst

Meghan Smart

Senior Analyst

Meghan Smart performs property and casualty state filing functions and RPG renewals. She joined Westmont upon graduation from Siena College with a degree in Marketing/Management. She is responsible for preparing form and rate submissions and assisting in all property and casualty support functions. Ms. Smart possesses in excess of 10 years of experience and is a member of the Association of Insurance Compliance Professionals. She currently maintains an active property and casualty insurance producer license.

Forest Hughes

Forest (Buzzy) Hughes

Forest (Buzzy) Hughes

Forest Hughes is a Senior Claims Consultant for Westmont Associates. He has almost 50 years of experience working in the insurance industry. Prior to joining Westmont he served in various executive capacities for several insurance companies and claims management organizations specializing in commercial insurance, primarily workers compensation. Along with experience as a national claims manager for a number of run-off operations, Buzzy also has extensive experience running various insurance programs, non-profit programs, insurance operations for trade associations and claims departments of MGA’s and TPA’s.

Richard Liersaph

Richard Liersaph

Richard Liersaph

Richard Liersaph is a Claims Professional with national claims, risk management, and leadership experience. He has over 40 years of insurance industry experience including being Claims Director for Arrowpoint Capital (formerly Royal, USA) Richard has in-depth expertise in workers compensation claim cost containment, improving customer satisfaction and risk management service program performance/results, and building long term, constructive and mutually profitable relationships.

Mr. Liersaph has unique expertise/knowledge in delivering claims services to a broad spectrum of insured and self-insured customers countrywide. He has proven ability in effectively leading and teaming with business partners to evaluate/agree upon loss exposures, best disposition options, and successfully executing a cost-effective claim resolution strategy. Richard has experience building and leading highly effective teams to attain customer service, claim cost, productivity, and expense budget objectives. He has an extensive background in customizing systems, implementing data quality controls and designing report formats based on internal performance targets and business partner needs and performance benchmarks.

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Daniel Marbell, Jr.

Daniel Marbell, Jr.

Daniel Marbell, Jr. is a Certified Public Accountant with over 40 years of varied financial services experience. His experience includes audit and tax stints with two Big Eight accounting firms, Ernst & Whinney (now Ernst & Young) and Deloitte, Haskins & Sells (now Deloitte, Touche, Tohmatsu Limited), including Property & Liability and Life Insurance Company auditing. He has served private corporate and individual clients in all aspects of business services, including accounting and tax functions, for the past 35 years. He has owned his own business and been involved in ownership of other businesses during that time.

Mr. Marbell brings a unique perspective to business services over a broad spectrum of knowledge and experience. He has experience working with large and small teams to deliver financial services.

Charles Markus

Charles A. Markus, Esq.

Charles A. Markus, Esq.

Charles A. Markus has over 22 years of experience in the insurance industry including regulatory/compliance issues regarding agency, claims, privacy, sales, TPA, underwriting and company licensing and management of corporate insurance litigation. Mr. Markus has an undergraduate degree from Louisiana State University and his law degree from Widener University School of Law. He is a member of the New Jersey and Pennsylvania Bars.

Prior to joining Westmont Associates, Inc. Mr. Markus served as Corporate Counsel and Chief Privacy Officer with United National Group and Corporate Counsel with Reliance Insurance Company. His responsibilities in these positions included the drafting and negotiating of agency, TPA and reinsurance agreements, the development and implementation of privacy policies to assure compliance with GLB privacy requirements and management of corporate litigation.

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Randall (Randy) C. Mims

Randall (Randy) C. Mims

Randall C. Mims works with a variety of entities within the insurance industry to improve their business practices and to increase net profit. Mr. Mims was formerly a Senior Vice President at Aon Re where he led reinsurance placements of over $500 million in annual ceded premium. He worked with a wide range of companies to optimize their reinsurance purchases including excess and surplus lines and admitted insurers of varying types and sizes. Fifteen years of brokering all lines provided Randy with a unique perspective which has proven to be extremely valuable to his clients and those of Westmont.

Mr. Mims was Assistant Vice President at Sullivan Payne Company prior to joining Aon Re. He began his experience as a home office field management underwriter at Reliance Insurance Company, where he was provided a strong foundation in Property/Casualty underwriting principles. This skill set has been invaluable in understanding clients’ businesses and developing solutions to address specific needs.

John Phillips

John E. Phillips

John E. Phillips

John E. Phillips joined Westmont with more than 35 years of underwriting and management experience in the property and casualty insurance industry primarily in the personal lines area. He is supporting our property and casualty clients and assists companies with market conduct compliance issues and clients’ development projects. Prior to joining Westmont Associates, Inc., Mr. Phillips served as Underwriting Manager in the Personal Lines Underwriting Division of CIGNA Corporation and, more recently, as Director of Underwriting Operations for AIG Marketing, Inc. where he was responsible for the underwriting support of sales and customer service in AIG’s five national call centers and the management of the in-force book of business for profitability and rate integrity. Additionally, he and the home office underwriting staff assisted the Legal and Compliance departments in responding to market conduct inquires.

Mr. Phillips graduated with a BA in History from the University of Delaware. He also earned a MBA in Finance from Widener University.

Katie Lenguadoro

Katie Lenguadoro

Assistant Vice President

Katie Lenguadoro

Assistant Vice President

Katie Lenguadoro is an Assistant Vice President for Westmont. She supports the producer licensing group at Westmont by assisting in the initial applications and renewal of licenses. She has a Bachelor’s degree in Psychology from The Catholic University of America and a Master’s degree in Applied Behavior Analysis from Drexel University. Katie previously worked as an Associate Therapist for Little Leaves Behavioral Services where she worked one on one with children with autism.

Josh Owen

Josh Owen

Senior Analyst

Josh Owen

Senior Analyst

Josh Owen is a Senior Analyst for Westmont. Josh primarily supports the non-risk bearing compliance group. He focuses on producer compliance and Secretary of State registrations tied to insurance department requirements. Josh also assists with actuarial support and product development with the State Filings team. He is a graduate of Saint Joseph’s University with a Bachelor’s degree in Finance and Risk Management Insurance. He is currently a member of the Society of Insurance Licensing Administrators (SILA).

Kerry Barbieri

Kerry Barbieri

Junior Regulatory Compliance Specialist

Kerry Barbieri

Junior Regulatory Compliance Specialist

Kerry Barbieri is a Junior Regulatory Compliance Specialist for Westmont Associates, Inc. Ms. Barbieri performs property and casualty state filing functions at Westmont. She assists with property and casualty form and rate filings research and compliance matters and property and casualty support functions. Ms. Barbieri joined Westmont after nine years of teaching high school Latin. She graduated from St. Joseph’s University with a Bachelor of Arts in Classical Studies.

Valerie Journeigan

Valerie Journeigan

Licensing Analyst

Valerie Journeigan

Licensing Analyst

Valerie Journeigan comes to Westmont with more than twenty-five years of experience in insurance and project management. As a Licensing Analyst, she is responsible for non-risk bearing licensing and compliance. Ms. Journeigan holds licenses in property, casualty and life insurance. She is currently a member of the Society of Insurance Licensing Administrators (SILA)

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Irvin Averbukh

Irvin Averbukh

Irvin Averbukh joined Westmont and its affiliated law firm in 2022 upon graduation from law school. Mr. Averbukh assists the legal team in the fields of product development, compliance, and legal research. He has over seven years of experience in the insurance industry, previously holding licenses for Life & Health and Property & Casualty. He received his Bachelor of Arts in International Affairs from Wagner College, his Master of Science in Global Finance from Fordham University’s Gabelli School of Business, and his law degree from Temple University’s Beasley School of Law. Mr. Averbukh is currently awaiting admission to the NJ and NY Bar Association.

Dan Miller

Dan Miller

Junior Analyst

Dan Miller

Junior Analyst

Dan Miller is a Junior Analyst as Westmont. He supports the non-risk bearing compliance group at Westmont assisting in the initial applications, compliance, and renewal of various license classes. Dan previously worked in various leadership roles at a major retailer where he gained over ten years of leadership experience with a focus on operations, customer experience, and project management. Dan is also a fulltime student, completing his bachelor’s degree in Psychology and Counseling.

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Courtney Wickware

Compliance Analyst

Courtney Wickware

Compliance Analyst

Courtney Wickware is a Compliance Analyst for Westmont. She supports the compliance department in writing, maintaining, and developing compliance policies for companies. In addition to her compliance role, she also assists the non-risk bearing team with licensing and affiliations. She has a Bachelor’s degree in Biology and Psychology as well as a minor in Secondary Education from Loyola University Maryland and a Master’s degree in Instructional Design and Delivery from Manhattan College.

Vicki Kelly

Vicki Kelly

Licensing Analyst

Vicki Kelly

Licensing Analyst

Vicki Kelly is a Licensing Analyst in the Producer Licensing group for Westmont Associates, Inc. Ms. Kelly’s primary responsibilities include assisting in the initial applications and renewal of licenses. She personally maintains an active property and casualty insurance producer license. Ms. Kelly graduated cum laude from Eastern College with a degree in Business Management.

Erin Burke

Erin Burke, AINS

Project Manager, Producer Licensing and State Filings

Erin Burke, AINS

Project Manager, Producer Licensing and State Filings

Erin Burke is a Project Manager in the Producer Licensing and State Filings groups for Westmont Associates, Inc. Ms. Burke’s primary responsibilities include working in the property and casualty division of state filings. There she assists in all support functions of form and rate submissions. She is also responsible for individual and business entity adjuster licensing where she is in charge of initial licensing and renewals. She personally maintains an active property and casualty insurance producer license. Ms. Burke is a graduate of Colorado Technical University with a Bachelor of Science degree in Criminal Justice and is a proud United States Air Force veteran. She is currently a member of the Association of Insurance Compliance Professionals (AICP) and the Society of Insurance Licensing Administrators (SILA).

Sarah Colon

Sarah Colon

Analyst

Sarah Colon

Analyst

Sarah Colon is an Analyst in the Company Licensing Department at Westmont Associates, bringing over seven years of experience in compliance. In her current role, she is responsible for preparing and filing applications, including admissions, line amendments, redomestications, statutory home office address changes, and name changes. Prior to joining Westmont, Sarah held key roles where she developed a strong background in both compliance and paralegal services. She managed licensing for one of the largest corporate companies in the industry, handled state filings, assisted with acquisitions and compliance audits, and supported state complaints and various legal duties. Sarah is also a certified Notary Public and a member of the Pennsylvania Association of Notaries.

Lisa Rembert

Lisa Rembert

Billing Specialist / Office Manager

Lisa Rembert

Billing Specialist / Office Manager

Lisa Rembert is a Billing Specialist and Office Manager for Westmont and is responsible for overseeing billing processes, ensuring accuracy in financial reporting, and maintaining operational efficiency within the office environment. Her responsibilities also include dispute resolution and client satisfaction.

Lisa Rembert has over 10 years of experience in accounting, customer service, and operational support. She has previously held roles such as Customer Service Manager, Accounting Administrator, and Sales Support Specialist, where she developed skills in strategic planning, process improvement, customer relations, and financial management.

Maggie Bogacz

Maggie Bogacz

Licensing Analyst / Client Executive

Maggie Bogacz

Licensing Analyst / Client Executive

Maggie Bogacz is a Licensing Analyst/Client Executive at Westmont Associates, Inc. She performs property and casualty applications for individuals and new entities at Westmont. She also assists with Third Party Administrator initial applications and renewals. She graduated from University of Connecticut with a degree in Environmental Science.

Ella Fuller

Ella Fuller

Analyst Trainee

Ella Fuller

Analyst Trainee

Ella Fuller is an Analyst Trainee for Westmont Associates, Inc. She assists with individual producer license renewals and affiliations. Ms. Fuller joined Westmont in 2023 and is a proud graduate of Haddonfield Memorial High School.

Cindy Romanelli

Cindy Romanelli

Licensing Analyst

Cindy Romanelli

Licensing Analyst

Cindy Romanelli is a licensing analyst for Westmont. Cindy supports the producer licensing team with initial licensing, renewals, and compliance. She has over 8 years of experience in insurance compliance. Cindy also has over 20 years of experience as a paralegal with a primary focus in contracts and litigation. She is a graduate of LaSalle University with a bachelor’s degree in criminal justice and holds a Paralegal Certificate from PJA Paralegal School.

Kayla Bertolino

Kayla Bertolino

State Filings Analyst

Kayla Bertolino

State Filings Analyst

Kayla Bertolino is a State Filings Analyst for Westmont Associates Inc. Ms. Bertolino provides forms, rates, and rule filing support specifically for property and casualty products. Prior to Westmont, Ms. Bertolino worked in leadership roles in the logistics/supply chain industry. She holds a Bachelor of Science degree in Economics from The College of New Jersey, where she was also a member of the soccer team. She received her Master of Business Administration (MBA) in July 2023 also from The College of New Jersey

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Carly Sullivan

Junior Licensing Analyst

Carly Sullivan

Junior Licensing Analyst

Carly Sullivan is a Junior Licensing Analyst in the Producer Licensing group for Westmont Associates, Inc. Mrs. Sullivan’s primary responsibilities include assisting in the renewals of licenses as well as officer changes. Mrs. Sullivan graduated from West Chester University with her Bachelor of Arts in Psychology

Professional Memberships

Our staff proudly belongs to the following professional organizations:

AICP
ALTA
FORC
SOFE
SILA
CAS
AAA
WSIA
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