Meet Our Team
CPA, CPCU, CSFS, CFE, ARe, AIAF, ARC, ACP
Norman has over fifteen years experience in directing auditing, accounting, compliance, and taxation engagements for insurance organizations in the states of Alabama, Arizona, Georgia, Florida, Illinois, Nevada, North Carolina, New Jersey, New York, South Carolina, Tennessee, and Texas. He has achieved the highest designation within the insurance industry, Chartered Property Casualty Underwriter (CPCU).
He has designed and managed insurance programs involving Life & Health and Property & Casualty coverages for multiple insurance companies, captives, and self-insured groups.
Norman also served for approximately ten years as the Reinsurance Specialist for the Tennessee Department of Commerce and Insurance.
His strengths are client relationships and personal attention and responsiveness to client needs. He invests a great deal of time in continuing professional education in order to maintain the expertise required to work and consult with insurance organizations. He currently is the President of the Alabama Captive Association (ACA), Co-chairman of the Governmental Relations committee of the Tennessee Captive Insurance Association (TCIA), and a member of the Governmental Relations committee of the North Carolina Captive Insurance Association (NCCIA). He is a member of the Captive Insurance Companies Association (CICA) and served on the Excess/Surplus/Specialty Lines Section of the CPCU Society.
Norman holds the CPA designation in the states of Alabama, Georgia, Florida, New York, North Carolina, South Carolina and Texas. He is a member of the Society of Financial Examiners (SOFE), and a member of the Alabama and Georgia Societies of CPAs and the American Institute of CPAs. He is also a former member of the Pike County (AL) Board of Education.
Johnny served for 25 years with the Alabama Department of Insurance. Johnny retired in 2005 as Deputy Commissioner – Property & Casualty. He supervised all functions of the Property & Casualty Division. That division administers insurance statutes and regulations relating to property and casualty insurance coverages. This division was responsible for consumer protection including assistance with claims and underwriting complaints. Johnny supervised and personally participated in the investigation of licensees leading to administrative charges and, in some cases, criminal charges. He supervised and personally participated in the review of rate and policy form filings presented by insurance companies as required by the Alabama Insurance Code.
This review required knowledge of actuarial concepts and practices. Johnny also supervised staff consisting of a rate supervisor, rate analysts, consumer specialists, and administrative support assistants. He also represented the Insurance Department in the regulation of the Auto and Workers Compensation Assigned Risk Plans, the Alabama Insurance Underwriting Association (“Beach Pool”), and the Alabama Guaranty Association.
He served as hearing officer for administrative hearings and served on various committees of the National Association of Insurance the Surplus Lines Task Force, the IID Plan of Operation Review Group, and the Workers Compensation Task Force.
Because of Johnny’s experience with regard to state insurance statutes and regulations and his relationships with insurance department personnel, he is significantly involved in the formation and licensure application process for prospective captives.
Scott joined Arsenal Insurance Management, LLC in 2016. He has 20 years of experience in the captive industry ranging from the day-to-day management of captives to consulting on program structures. He has experience with a variety of captive types ranging from Risk Retention Groups to Single Parent captives. Although he has worked directly in the Vermont and Tennessee domiciles, he has managed captives in multiple on-shore domiciles.
Scott began his career in the audit practice with Deloitte & Touche, specializing in regulated entities and SEC reporting. He also worked in the internal audit practice for National Life Insurance Company of Vermont.
Scott is a graduate of Babson College and member of the Board of Directors of the Tennessee Captive Insurance Association.
Stephanie is the Captive Services Director for Arsenal Insurance and has more than 5 years of experience in the captive insurance industry. She works closely with clients and other organizations to evaluate their needs when forming and licensing a new captive and continues to consult with them on the management, compliance and reporting issues during the life of the captive.
She served honorably in the United States Navy from 1990-1996.
Stefanie has eleven years experience auditing numerous types of organizations including insurance companies, captive insurance companies, not-for-profits, foundations, trade associations, utilities, for-profit industries. Her other areas of expertise include, financial reporting, regulatory compliance, and consulting for insurance companies and captive insurance companies.
Stefanie is a graduate of Troy University with an MBA and holds the CPA designation in both Alabama and New York. She is Treasurer of the Alabama Captive Insurance Association. She serves on the Membership Committee of the Tennessee Captive Insurance Association and Ethics Committee of the North Carolina Captive Insurance Association.
Stefanie is a member of the Alabama Society of CPAs and the American Institute of CPAs and is very active member in her church, Riverview Baptist Church in Troy, Alabama.
Nick earned his BBA in Accounting from Texas A&M University, graduating Magna Cum Laude. Nick also earned his MS in Finance from Texas A&M. Nick possesses a wide range of experience which the Firm leverages across various practice areas.
Nick’s expertise has been developed through an extensive professional background. After graduating from Texas A&M, Nick was recruited by Deloitte, LLP one of the world’s “Big 4” accounting firms. Nick joined Deloitte’s Houston, TX office, working in audit & advisory services.
Nick began his career in forensic accounting after joining Matson, Driscoll & Damico, LLP. MDD is a global forensic accounting firm with a specialty in insurance and litigation matters. Nick worked with substantial insurance and casualty losses and litigation support services.
Nick later joined Navigant Consulting, a top 25 global consulting firm, in their Dallas office. Here, Nick further honed his craft in economic damages and litigation support. These services included business valuations, lost profits calculations, complex federal tax damages and intellectual property damages.
Part of Navigant’s team left to form the forensic and dispute resolutions service line for Alvarez & Marsal, LLP’s Dallas office. Here, Nick deepened his knowledge and expertise in intellectual property damages and general economic damage litigation.
In 2009, Nick moved back home to Tyler, TX to join Bailes & Co., PC, a leading firm in the area of business valuations, forensic accounting and litigation support in the Northeast Texas region. While at Bailes & Co, Nick found his calling to be a well-rounded and trusted advisor to successful entrepreneurs and small business owners from all walks of life.
This distinguished and well-rounded professional background coupled with Nick’s passion for small business formed the foundation for The Burkett Firm, P.C.
Britt has over seventeen years experience in public accounting and brings extensive experience to the firm as former Vice President of Colonial Bank, a Forbes 500 company. He has an extensive background in directing auditing, accounting, compliance and tax services for insurance organizations.
Britt is a graduate of Auburn University of Montgomery and holds the CPA designation in Alabama. He is a member of the Alabama Society of CPAs, and the American Institute of CPAs.
Chris Jarvis is an entrepreneurial mathematician with twenty years of experience in insurance and finance. He helps physicians and business owners increase profitability, reduce insurance and tax costs, and implement acceptable exit strategies. He is the author of eleven books, including Wealth Secrets of the Affluent (John Wiley & Sons) and Risk Management for the Practicing Physician (Category I CME in all 50 states).
Chris Jarvis has been a guest on Bloomberg Television’s Personal Finance, and has delivered over 100 continuing education seminars to doctors, attorneys, accountants and insurance agents. Chris has been quoted in The Wall Street Journal and obtained his CERTIFIED FINANCIAL PLANNER™ designation.
During his actuarial career, Chris created two captive insurance companies for one of the world’s 10 largest companies. As a financial consultant, he worked on dozens of captives, in multiple jurisdictions before starting Jade Risk (www.jaderisk.com) to help successful practices and businesses reduce the costs of insurance and risk management. Jade offers captive insurance consulting, risk pooling and insurance brokerage services to over 100 businesses and insurance companies nationwide.
As an entrepreneur, Chris built and sold Guardian Publishing and OJM Group. He created DocWorthy.com to help doctors find better advisors and was awarded the Young President’s Organization’s (YPO) Ken Kennedy Fellowship for his entrepreneurial achievement. He is a member of Vistage International’s (formerly TEC) Chief Executive Group.
Chris focused on entrepreneurial studies and finance while earning his MBA from The Anderson School at UCLA. He graduated from the Honors Program at the University of Rhode Island with a B.S. in applied mathematics — where he was awarded the Order of Omega Man of the Year award for his philanthropic, community and academic achievement. Mr. Jarvis grew up in Rhode Island and now lives in Southlake, Texas with his wife Heather and their three children.
As the first Insurance Analyst hired in the Captive Insurance Section upon passage of Tennessee’s new captives law, Merredith served a pivotal role in the development of insurance company application, licensing, and examination procedures for the state insurance department. While at the department, Merredith achieved the Associate in Captive Insurance (ACI) and Associate Professional Insurance Regulator (APIR) designations.
A graduate of Middle Tennessee State University, Merredith has earned a Master of Science in Accounting and Information Systems and Master of Business Administration. She is a licensed CPA in the state of Tennessee and a Chartered Global Management Accountant (CGMA). She is a member of the American Institute of Certified Public Accountants.
Matthew is a graduate of Troy University in Montgomery where he earned a Bachelors of Science in Business Administration – Accounting. He maintains a focus on CPE and national news in order to stay abreast of the latest developments in healthcare and other accounting and insurance issues which may arise.
Matthew served honorably as a Corporal in the United State Marine Corps. from 1999 – 2004.
Jerry is Director of Marketing and Business Development for Arsenal Insurance Management. He has more than 16 years of experience in the professional services marketing industry and is responsible for developing and executing the firm’s marketing, communications and business development strategies for its offices in Alabama, Florida, Georgia, Tennessee and Texas.
Jerry is a graduate of Auburn University and earned his MBA from the University of Alabama, Birmingham. He is a member of the Association for Accounting Marketing with published articles on marketing strategies for accounting firms. In addition, Mr. Weisenfeld is an adjunct professor for the School of Business at Huntingdon College and has presented at local and national conferences on the topics of marketing strategy, personal marketing plans and branding for CPA firms.