Insights

Private: Front Page

Insights Quiz Test Post Mary Ginoza April 5, 2100 /Uncategorized In Rev. Proc. 2023-23, the […]

Amy Puffer

Workers' Compensation Claims Consulting Practice Manager

Amy is a workers’ compensation claims expert who specializes in experience rating modifications and consulting services, including claim auditing, third party administrator (TPA) management and selection, accelerated claim closure projects, and claim management workflow assessments.

415.399.6374

LinkedIn

Andy Barrengos

Chairman & CEO

CEO Andy Barrengos has been a part of the Woodruff Sawyer team since 1996, and has served as CEO since 2016. Andy leads our firm with a focus on developing our people, delivering outstanding services, tools, and solutions for our clients, and growing the firm in new and existing sectors across our national platform.

415.399.6312

LinkedIn

Anne Belinn

Senior Vice President, Benefits

With 20 years at Woodruff Sawyer and four years working in human resources, Anne specializes in working with post start-up, emerging growth high-technology, and biotechnology companies.

415.399.6314

LinkedIn

Andrew Silva

Management Liability

Andrew specializes in managing D&O liability insurance programs for private and public companies.

415.399.6361

LinkedIn

Brandi Kyle

Vice President, Employee Benefits

With over 17 years in the insurance industry, Brandi specializes in consulting solutions in employee benefits for companies with large complex risk.

503.416.7765

LinkedIn

Brian O’Regan

Vice President, Private Equity & Venture Capital Group

Brian brings a decade of experience including executive roles in the equity risk sector and finance. He works with private equity and venture capital firms, and their investment professionals, on due diligence and transactional risk solutions.

415.402.6559

LinkedIn

Carolyn Polikoff

President, Commercial Lines

Carolyn oversees our firm’s property & casualty and management liability services on an enterprise-wide basis, working to ensure consistent client service and strategy under a unified national structure.

415.402.6513

LinkedIn

Chad Follmer

Senior Vice President, Healthcare and Life Science Practices

Chad leads the Healthcare Practice at Woodruff Sawyer. His expertise in the healthcare and medical industry includes regulatory risk, data privacy and cyber risks, alternative risk finance structures (captives, RRGs, SIRs and trusts) and risk solutions for ACOs and all forms of coordinate care structures. Chad is a Risk and Insurance Magazine “Power Broker” award recipient, and authors blog features on timely healthcare topics. 

415.399.6384

LinkedIn

Dan Berry

Senior Vice President, Private Equity & Venture Capital Group Leader

Dan leads the Private Equity and Venture Capital group and is an expert in D&O/management liability risks. He works closely with his clients to provide guidance on risk mitigation and risk management solutions, including insurance. Dan also negotiates directly with insurance carriers to customize insurance programs that meet the risk transfer needs of his clients. Prior to joining Woodruff Sawyer, Dan was a sergeant with the United States Marine Corps.

415.399.6473

LinkedIn

Dan Burke

Senior Vice President, Cyber Practice Leader

Editor, Cyber Liability

As National Cyber Practice Leader, Dan drives the strategy to grow our cyber business, such as developing tools to help clients and prospects understand and quantify their cyber exposures, as well as thought leadership. He frequently speaks at industry conferences and has been quoted in various trade magazines and newsletters, including The Wall Street Journal.

415.402.6514

LinkedIn

Dan Hodges

Senior Vice President, Benefits

Dan brings a uniquely analytical and sophisticated approach to employee benefits and risk management. With over 16 years of consulting experience, Dan has worked with a large cross-section of employers including those in healthcare, not-for-profits, hi-tech, service, and hospitality. In 2010, Dan was honored with the Excellence in Partnership with HR award from the Silicon Valley HR Symposium. His areas of specialization include managing large, multi-state clients as well as outsourced benefit administration.

415.878.2463

LinkedIn

Address

ws_individual_address

Darren Cartwright

Senior Vice President, Claims Audit and Consulting Group

Editor, Claims

Darren leads our Claims Audit and Consulting Group, offering expertise in the areas of occupational and non-occupational disabilities, leaves of absence, and workers’ compensation. In addition to his work in saving clients time and money on complex litigated claims and by auditing claim programs, he helps clients implement Integrated Disability Management (IDM) programs and come to understand the true cost of absence.

415.402.6542

LinkedIn

Debbie Hammer

Assistant Vice President, Specialty Claims Consultant

Debbie specializes in technical & reserve claim audits, large claim loss evaluation, training, developing claim handling procedures, disability management and return-to-work programs.

415.878.2476

LinkedIn

Daniel Mattioli

Account Executive, Casualty Specialist

Dan executes your business objectives as they relate to risk management goals, budget, and long term strategies.

949.435.7407

LinkedIn

Elena Chen

Account Executive, Vice President, E&O/Cyber Liability Product Specialist

Elena provides technical analysis and strategies for clients to address a wide variety of complex E&O and Cyber enterprise risks. She leads the design, development, and implementation of coverage wording, in addition to identifying, evaluating, and negotiating competitive insurance solutions.

415.399.6497

LinkedIn

Evan Hessel

Senior Vice President, Casualty Practice Leader

In his role as a Practice Leader in Property & Casualty, Evan’s responsibilities include program design, strategic consulting, and insurance placement for large enterprises. With eight years of experience in the industry, Evan works with his clients to develop risk financing strategies, analyze corporate exposures, and improve insurance policy wording to maximize insurance recovery.

949.435.7387

LinkedIn

Emanuel Enes

AVP, Complex Claims Consultant

A veteran of the insurance industry for over 30 years, Emanuel is responsible for providing high level property and cargo claim advocacy and consulting services globally. He assists in the implementation of insurance solutions to meet client needs and supports client-facing professionals within the sales team.

415.399.6372

LinkedIn

Emily Maier

Senior Vice President, Head of Transactional Insurance

Editor, Mergers & Acquisitions

Leading Woodruff Sawyer's M&A practice, Emily provides consultation to clients seeking to minimize their risks associated with merger and acquisition activity. This includes Representations and Warranties, Tax Opinion Liability, and Litigation Buy-Out coverages.

949.435.7378

LinkedIn

Gil Isidro

Lead Coverage Counsel, Management Liability

With decades of experience in the industry, Gil works with our management liability team on policy interpretation and underwriter intent and counsels clients regarding their legal exposure, risk management, corporate governance, and policy coverage.

415.399.6379

LinkedIn

Jacob Decker

Senior Vice President, Account Executive, Financial Institutions

Jacob leads Woodruff Sawyer’s National Financial Institutions and Digital Asset Resource Group. He has extensive experience placing a range of specialized insurance products for traditional operators within the financial services sector. Jacob is also a national thought leader when it comes to advising disruptive FinTech and Web3.0 companies, working with clients and carriers to create bespoke solutions for novel exposures.

206.876.5382

LinkedIn

Joshua Andrews

Senior Claims Consultant, Property & Casualty

As a Senior Claims Consultant in Property and Casualty, Joshua's primary focus is to help clients facilitate the various levels of Claims Management so their results exceed Industry measures and they obtain the most favorable outcome on each individual claim.

503.416.6830

LinkedIn

Jane Njavro

Senior Vice President, Management Liability

Jane specializes in advising clients on the challenges that directors and officers face internationally. Jane places bespoke D&O insurance policies for many high-profile, high-risk, and large market-cap companies domiciled in the US and internationally. She also focuses on providing executive liability solutions directly to non-US companies listed on US exchanges. Jane holds a bachelor's degree in political science from the University of Illinois at Chicago.

415.399.6360

LinkedIn

Jennifer Chung, Esq.

Vice President, Senior Compliance Officer, Employee Benefits

As Senior Benefits Compliance Officer and Lead ERISA counsel, Jen manages the Benefits Compliance team and drives the strategy and development of our benefits compliance policies, processes, and training.

415.402.6577

LinkedIn

Jon Janes

Vice President, Account Executive, Management Liability Practice

Jon has 16 years of experience as a management liability insurance broker closely working with executive, legal, and risk teams to achieve their risk mitigation and risk financing goals.

415.399.6477

LinkedIn

Jeanna Madlener

Vice President, Producer/Account Executive, Property & Casualty

Jeanna has over 16 years of industry experience, and specializes in risk management and coverage placement for mid-sized to large US companies.

503.416.7914

LinkedIn

Jim Tolliver

Private Client Group Practice Leader

Jim brings more than 20 years of experience to the private client practice. He is passionately committed to tailoring complex insurance programs for highly successful individuals and commercial businesses.

415.402.6450

LinkedIn

Judith Pearson

Family Office & Trustee Liability Resource Group Leader

Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.

720.593.5410

LinkedIn

Kathy Prosser

President, Employee Benefits

Kathy focuses on the strategic vision for our Benefits services and works collaboratively across the organization to lead the Benefits leadership team.

503.416.7903

LinkedIn

Kevin Moore

Associate Producer

Kevin focuses on providing customized risk management solutions and information to businesses, and works to build and maintain market relationships toward that end. He's passionate about advocating for clients and representing their needs, from strategic planning to ongoing insurance program management.

925.520.7469

LinkedIn

Kristina Keck

Vice President, Practice Leader, Retirement Plan Services

Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine's Five Star Wealth Managers.

415.399.6459

LinkedIn

Lauri Floresca

Senior Vice President, Management Liability and Cyber Liability

Lauri is a widely respected expert and frequent speaker on the issues of directors & officers liability and cyber liability. She has developed her expertise surrounding complex privacy breach claims and innovative Cyber Liability solutions, and has extensive experience placing D&O programs for public companies of all sizes, including NASDAQ 100 and Fortune 500 companies.

415.402.6523

LinkedIn

Lenin Lopez

Corporate Securities Attorney

Lenin helps clients understand their directors & officers liability and how to take action to mitigate their risk.

415.402.6545

LinkedIn

Luke Parsons

Senior Vice President, Private Equity & Venture Capital Group

As a Senior Vice President, Luke is skilled in working alongside private equity firms, family offices, alternative asset managers, and their portfolio companies as they seek to invest in or acquire platform and add-on transactions in the lower, core, and upper middle-market. Luke has experience in transactions across industry sectors, including healthcare and life sciences, technology and business services, consumer brands and retail, and niche manufacturing.

415.399.6392

LinkedIn

Marc Strickland

Vice President

Marc specializes in working with clients to evaluate benefits programs, navigate the complexities of health reform, and drive communication strategies while aggressively controlling costs. With over 20 years of experience, he has worked extensively with employers in Oregon and around the country to analyze, design and implement high-performing employee benefit programs.

503.416.7753

LinkedIn

Munish Arora

Senior Vice President, Commercial Lines Business Intelligence

Munish brings more than 22 years of experience in leading analytics, business intelligence, and predictive modeling functions in the insurance industry. By creating analytical tools, processes, and educational content, Munish empowers our commercial lines teams to deliver empirically driven risk analyses and risk management decisions.

415.399.6323

Private: Front Page

Insights

Compliance Alert: IRS Releases 2024 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

May 30, 2023

/Employee Benefits

.topics.vd-insights-filter… More

Amy Puffer

Workers' Compensation Claims Consulting Practice Manager

Amy is a workers’ compensation claims expert who specializes in experience rating modifications and consulting services, including claim auditing, third party administrator (TPA) management and selection, accelerated claim closure projects, and claim management workflow assessments.

415.399.6374

LinkedIn

Andy Barrengos

Chairman & CEO

CEO Andy Barrengos has been a part of the Woodruff Sawyer team since 1996, and has served as CEO since 2016. Andy leads our firm with a focus on developing our people, delivering outstanding services, tools, and solutions for our clients, and growing the firm in new and existing sectors across our national platform.

415.399.6312

LinkedIn

Anne Belinn

Senior Vice President, Benefits

With 20 years at Woodruff Sawyer and four years working in human resources, Anne specializes in working with post start-up, emerging growth high-technology, and biotechnology companies.

415.399.6314

LinkedIn

Andrew Silva

Management Liability

Andrew specializes in managing D&O liability insurance programs for private and public companies.

415.399.6361

LinkedIn

Brandi Kyle

Vice President, Employee Benefits

With over 17 years in the insurance industry, Brandi specializes in consulting solutions in employee benefits for companies with large complex risk.

503.416.7765

LinkedIn

Brian O’Regan

Vice President, Private Equity & Venture Capital Group

Brian brings a decade of experience including executive roles in the equity risk sector and finance. He works with private equity and venture capital firms, and their investment professionals, on due diligence and transactional risk solutions.

415.402.6559

LinkedIn

Carolyn Polikoff

President, Commercial Lines

Carolyn oversees our firm’s property & casualty and management liability services on an enterprise-wide basis, working to ensure consistent client service and strategy under a unified national structure.

415.402.6513

LinkedIn

Chad Follmer

Senior Vice President, Healthcare and Life Science Practices

Chad leads the Healthcare Practice at Woodruff Sawyer. His expertise in the healthcare and medical industry includes regulatory risk, data privacy and cyber risks, alternative risk finance structures (captives, RRGs, SIRs and trusts) and risk solutions for ACOs and all forms of coordinate care structures. Chad is a Risk and Insurance Magazine “Power Broker” award recipient, and authors blog features on timely healthcare topics. 

415.399.6384

LinkedIn

Dan Berry

Senior Vice President, Private Equity & Venture Capital Group Leader

Dan leads the Private Equity and Venture Capital group and is an expert in D&O/management liability risks. He works closely with his clients to provide guidance on risk mitigation and risk management solutions, including insurance. Dan also negotiates directly with insurance carriers to customize insurance programs that meet the risk transfer needs of his clients. Prior to joining Woodruff Sawyer, Dan was a sergeant with the United States Marine Corps.

415.399.6473

LinkedIn

Dan Burke

Senior Vice President, Cyber Practice Leader

Editor, Cyber Liability

As National Cyber Practice Leader, Dan drives the strategy to grow our cyber business, such as developing tools to help clients and prospects understand and quantify their cyber exposures, as well as thought leadership. He frequently speaks at industry conferences and has been quoted in various trade magazines and newsletters, including The Wall Street Journal.

415.402.6514

LinkedIn

Dan Hodges

Senior Vice President, Benefits

Dan brings a uniquely analytical and sophisticated approach to employee benefits and risk management. With over 16 years of consulting experience, Dan has worked with a large cross-section of employers including those in healthcare, not-for-profits, hi-tech, service, and hospitality. In 2010, Dan was honored with the Excellence in Partnership with HR award from the Silicon Valley HR Symposium. His areas of specialization include managing large, multi-state clients as well as outsourced benefit administration.

415.878.2463

LinkedIn

Address

ws_individual_address

Darren Cartwright

Senior Vice President, Claims Audit and Consulting Group

Editor, Claims

Darren leads our Claims Audit and Consulting Group, offering expertise in the areas of occupational and non-occupational disabilities, leaves of absence, and workers’ compensation. In addition to his work in saving clients time and money on complex litigated claims and by auditing claim programs, he helps clients implement Integrated Disability Management (IDM) programs and come to understand the true cost of absence.

415.402.6542

LinkedIn

Debbie Hammer

Assistant Vice President, Specialty Claims Consultant

Debbie specializes in technical & reserve claim audits, large claim loss evaluation, training, developing claim handling procedures, disability management and return-to-work programs.

415.878.2476

LinkedIn

Daniel Mattioli

Account Executive, Casualty Specialist

Dan executes your business objectives as they relate to risk management goals, budget, and long term strategies.

949.435.7407

LinkedIn

Elena Chen

Account Executive, Vice President, E&O/Cyber Liability Product Specialist

Elena provides technical analysis and strategies for clients to address a wide variety of complex E&O and Cyber enterprise risks. She leads the design, development, and implementation of coverage wording, in addition to identifying, evaluating, and negotiating competitive insurance solutions.

415.399.6497

LinkedIn

Evan Hessel

Senior Vice President, Casualty Practice Leader

In his role as a Practice Leader in Property & Casualty, Evan’s responsibilities include program design, strategic consulting, and insurance placement for large enterprises. With eight years of experience in the industry, Evan works with his clients to develop risk financing strategies, analyze corporate exposures, and improve insurance policy wording to maximize insurance recovery.

949.435.7387

LinkedIn

Emanuel Enes

AVP, Complex Claims Consultant

A veteran of the insurance industry for over 30 years, Emanuel is responsible for providing high level property and cargo claim advocacy and consulting services globally. He assists in the implementation of insurance solutions to meet client needs and supports client-facing professionals within the sales team.

415.399.6372

LinkedIn

Emily Maier

Senior Vice President, Head of Transactional Insurance

Editor, Mergers & Acquisitions

Leading Woodruff Sawyer's M&A practice, Emily provides consultation to clients seeking to minimize their risks associated with merger and acquisition activity. This includes Representations and Warranties, Tax Opinion Liability, and Litigation Buy-Out coverages.

949.435.7378

LinkedIn

Gil Isidro

Lead Coverage Counsel, Management Liability

With decades of experience in the industry, Gil works with our management liability team on policy interpretation and underwriter intent and counsels clients regarding their legal exposure, risk management, corporate governance, and policy coverage.

415.399.6379

LinkedIn

Jacob Decker

Senior Vice President, Account Executive, Financial Institutions

Jacob leads Woodruff Sawyer’s National Financial Institutions and Digital Asset Resource Group. He has extensive experience placing a range of specialized insurance products for traditional operators within the financial services sector. Jacob is also a national thought leader when it comes to advising disruptive FinTech and Web3.0 companies, working with clients and carriers to create bespoke solutions for novel exposures.

206.876.5382

LinkedIn

Joshua Andrews

Senior Claims Consultant, Property & Casualty

As a Senior Claims Consultant in Property and Casualty, Joshua's primary focus is to help clients facilitate the various levels of Claims Management so their results exceed Industry measures and they obtain the most favorable outcome on each individual claim.

503.416.6830

LinkedIn

Jane Njavro

Senior Vice President, Management Liability

Jane specializes in advising clients on the challenges that directors and officers face internationally. Jane places bespoke D&O insurance policies for many high-profile, high-risk, and large market-cap companies domiciled in the US and internationally. She also focuses on providing executive liability solutions directly to non-US companies listed on US exchanges. Jane holds a bachelor's degree in political science from the University of Illinois at Chicago.

415.399.6360

LinkedIn

Jennifer Chung, Esq.

Vice President, Senior Compliance Officer, Employee Benefits

As Senior Benefits Compliance Officer and Lead ERISA counsel, Jen manages the Benefits Compliance team and drives the strategy and development of our benefits compliance policies, processes, and training.

415.402.6577

LinkedIn

Jon Janes

Vice President, Account Executive, Management Liability Practice

Jon has 16 years of experience as a management liability insurance broker closely working with executive, legal, and risk teams to achieve their risk mitigation and risk financing goals.

415.399.6477

LinkedIn

Jeanna Madlener

Vice President, Producer/Account Executive, Property & Casualty

Jeanna has over 16 years of industry experience, and specializes in risk management and coverage placement for mid-sized to large US companies.

503.416.7914

LinkedIn

Jim Tolliver

Private Client Group Practice Leader

Jim brings more than 20 years of experience to the private client practice. He is passionately committed to tailoring complex insurance programs for highly successful individuals and commercial businesses.

415.402.6450

LinkedIn

Judith Pearson

Family Office & Trustee Liability Resource Group Leader

Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.

720.593.5410

LinkedIn

Kathy Prosser

President, Employee Benefits

Kathy focuses on the strategic vision for our Benefits services and works collaboratively across the organization to lead the Benefits leadership team.

503.416.7903

LinkedIn

Kevin Moore

Associate Producer

Kevin focuses on providing customized risk management solutions and information to businesses, and works to build and maintain market relationships toward that end. He's passionate about advocating for clients and representing their needs, from strategic planning to ongoing insurance program management.

925.520.7469

LinkedIn

Kristina Keck

Vice President, Practice Leader, Retirement Plan Services

Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine's Five Star Wealth Managers.

415.399.6459

LinkedIn

Lauri Floresca

Senior Vice President, Management Liability and Cyber Liability

Lauri is a widely respected expert and frequent speaker on the issues of directors & officers liability and cyber liability. She has developed her expertise surrounding complex privacy breach claims and innovative Cyber Liability solutions, and has extensive experience placing D&O programs for public companies of all sizes, including NASDAQ 100 and Fortune 500 companies.

415.402.6523

LinkedIn

Lenin Lopez

Corporate Securities Attorney

Lenin helps clients understand their directors & officers liability and how to take action to mitigate their risk.

415.402.6545

LinkedIn

Luke Parsons

Senior Vice President, Private Equity & Venture Capital Group

As a Senior Vice President, Luke is skilled in working alongside private equity firms, family offices, alternative asset managers, and their portfolio companies as they seek to invest in or acquire platform and add-on transactions in the lower, core, and upper middle-market. Luke has experience in transactions across industry sectors, including healthcare and life sciences, technology and business services, consumer brands and retail, and niche manufacturing.

415.399.6392

LinkedIn

Marc Strickland

Vice President

Marc specializes in working with clients to evaluate benefits programs, navigate the complexities of health reform, and drive communication strategies while aggressively controlling costs. With over 20 years of experience, he has worked extensively with employers in Oregon and around the country to analyze, design and implement high-performing employee benefit programs.

503.416.7753

LinkedIn

Munish Arora

Senior Vice President, Commercial Lines Business Intelligence

Munish brings more than 22 years of experience in leading analytics, business intelligence, and predictive modeling functions in the insurance industry. By creating analytical tools, processes, and educational content, Munish empowers our commercial lines teams to deliver empirically driven risk analyses and risk management decisions.

415.399.6323