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.

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. We understand your internal issues and goals and we appreciate how regulatory decisions will impact the rest of your corporation.

The strength of our staff and an uncompromising commitment to quality has earned Westmont the respect of clients and regulators alike. As a result, we receive most of our business through word-of-mouth referrals. In addition, our opinion is often sought by insurance departments, industry groups and we regularly provide valuable feedback to regulators, including NAIC committees.

Depending on your needs, Westmont can partner with our affiliated law firm, to help you establish and manage reinsurance recoverable programs, manage litigation, facilitate mergers/acquisitions and corporate formations, identify fraud or work with internal audit departments to conduct special reviews. This ongoing relationship also gives us the unique ability to assist your compliance staff in forms development and legislative/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!

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.

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Fredric Marro, Esq.

President
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Nancy Stepanski

Executive Vice President and Chief Operating Officer
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Liane C. Birchler

Senior Vice President
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Wesley G. Pohler, Jr.

Senior Vice President
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Logan Marro, Esq

Senior Vice President
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Darcy Lebau, Esq.

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Scott Riley, Esq.

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John (Jack) Chaskey

Senior Regulatory Affairs Specialist
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Domenic Serratore

Senior Regulatory Specialist
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John J. (Jack) Schreppler II, Esq.

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Joseph Keller, Esq.

Assistant Vice President, Legal
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Wendy Farley, ACAS, MAAA

Vice President, Actuarial Services
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Allison Harris

Actuary
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Casey O’Donnell

Project Manager, Company and TPA Licensing
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Sherri Penn

Managing Director of State Filings
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Meghan Smart

Senior Analyst
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Forest (Buzzy) Hughes

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Richard Liersaph

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Daniel Marbell, Jr.

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Charles A. Markus, Esq.

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Randall (Randy) C. Mims

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John E. Phillips

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Katie Lenguadoro

Assistant Vice President
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Josh Owen

Senior Analyst
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Kerry Barbieri

Junior Regulatory Compliance Specialist
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Valerie Journeigan

Licensing Analyst
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Irvin Averbukh

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Dan Miller

Junior Analyst
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Courtney Wickware

Compliance Analyst
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Vicki Kelly

Licensing Analyst
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Kiara Cleveland

Paralegal
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Erin Burke, AINS

Project Manager, Producer Licensing and State Filings
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Sarah Colon

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Lisa Rembert

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Maggie Bogacz

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Ella Fuller

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Cindy Romanelli

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Kevin Ezeuzoh

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Kayla Bertolino

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Carly Sullivan

Professional Memberships

Our staff proudly belongs to the following professional organizations: