PROPERTY & CASUALTY TEAM

WUnderwood

William E. Underwood III

Managing Partner
WUnderwood

William E. Underwood III

Managing Partner

Will Underwood, Managing Partner, has been in the insurance brokerage business for 23 years, specializing in the commercial property/casualty area. He has significant experience in placement, servicing, management, and sales aspects of insurance brokerage. Will has structured, placed and serviced complex property, large loss sensitive casualty, professional liability, and tough products liability for a wide variety of industries, including: real estate, restaurant chains, transportation, distribution, manufacturing, and technology.

Will was a partner and senior leader at Palmer & Cay, the second largest privately held insurance brokerage operation in America, from 1993 to 2005. At Palmer & Cay, he created and managed the company’s private equity practice, which performed due diligence on all areas of commercial insurance and became one of the industry’s fastest growing practices, conducting due diligence on up to 100 deals per year. Wachovia Insurance Services acquired the firm in 2005, and Will remained with Wachovia until April 2007, when he left to form Ironwood Insurance Services.

Prior to Palmer & Cay, Will was with Duncan Peek, an Atlanta-based independent agency, and The Fenchurch Group, a Lloyds of London broker, where he placed large U.S. property risks in the London market.

MLovein

Matthew Lovein

Partner/Client Executive
MLovein

Matthew Lovein

Partner/Client Executive

Matt Lovein is a senior partner and founding member of Ironwood Insurance Services. He has been instrumental in growing Ironwood from a start-up in 2007 to the leading independent commercial insurance brokerage firm in the southeast. In addition to leading the growth of the firm’s commercial property & casualty business, Matt serves as a member of the Ironwood Executive Committee and is integrally involved in Ironwood’s strategic planning, budgeting and growth initiatives.

Matt has been serving commercial property and casualty clients for over 15 years, specializing in Financial & Professional Services, Real Estate, Manufacturing, Environmental Services, Healthcare and Hazardous Products. In addition, Matt is one of the industry’s leading experts in providing risk management due diligence services and transactional risk consulting to private equity funds and financial sponsors engaged in control buyouts, mergers & acquisitions.

Matt earned an M.B.A. from the Terry College of Business at the University of Georgia and a BBA in Risk Management & Insurance from the University of Georgia.

MHene

Matthew R. Hene

Partner
MHene

Matthew R. Hene

Partner

As a Founding Partner, Matt Hene is responsible and involved with all aspects of operations, strategic planning and growth initiatives for Ironwood Insurance Services.

Serving on the Executive Team, Hene brings expertise, sound judgment, and senior leadership to help make responsible decisions for all Ironwood stakeholders. He shares management responsibilities and helps provide opportunities for our customers and employees through strategic decision-making. Hene also serves as a board member of the Ironwood Charitable Foundation, which has made numerous grants and contributions to local, regional and national non-profit and service organizations.

Matt has extensive experience designing, negotiating and servicing insurance programs for public and private companies, both nationally and internationally. He specializes in the real estate, media/communications, manufacturing, restaurant/hospitality, distribution, and private equity industries. Matt belongs to a number of business and industry associations. He is a graduate of the University of Georgia, with a degree in Risk Management and Insurance. He lives in Atlanta with his wife, Amanda, his son, Hampton, and daughter, Hannah Grace.

MTrammell

Mike M. Trammell

Partner/Client Executive
MTrammell

Mike M. Trammell

Partner/Client Executive

Mike Trammell has been in the insurance business since 2004. Prior to joining Ironwood, Mike was with Wachovia Insurance Services, where he serviced and managed accounts for companies in a wide variety of industries. Mike’s experience includes: creating risk management solutions, negotiating, as well as placing and servicing accounts throughout both the US and worldwide. His clients include: manufacturers, distributors, and private equity firms; also companies in the construction, communications, real estate and entertainment industries.

Mike is involved in a number of business and industry associations, including ACG and ICSC. Mike is a graduate of Auburn University where he received a BA in Finance.

ERagone

Eric P. Ragone

Partner/Surety Practice Leader
ERagone

Eric P. Ragone

Partner/Surety Practice Leader

Eric Ragone joined the Atlanta insurance community in 2003 after graduating from the University of Georgia with a degree in Risk Management & Insurance. Prior to joining Ironwood, Eric was with Allied North America, where he was responsible for producing and servicing the construction industry, as well as creating and placing complex surety bond programs. Eric is actively involved in business and industry associations, some of which include GUCA, GHCA, and AGC.

SDalton

Stuart Dalton

Client Executive
SDalton

Stuart Dalton

Client Executive

Stuart is a graduate of Auburn University where he received a Bachelor of Science in Finance. Prior, Stuart has worked with WS Pharr & Co., an Atlanta based insurance agency, as well JP Morgan Chase in global prime brokerage in London, UK. He is active with several local philanthropies including Ducks Unlimited, Farmers and Hunters Feeding the Hungry and Atlanta Insurance Ministries.

Stuart is a graduate of Auburn University with a Bachelor of Science degree in Finance. Prior, Stuart has worked with WS Pharr & Co., an Atlanta based insurance agency, as well JP Morgan Chase in global prime brokerage in London, UK. He is active with several local philanthropies including Ducks Unlimited, Farmers and Hunters Feeding the Hungry, and Atlanta Insurance Ministries.

MShaw

Mark H. Shaw, Jr.

Client Executive
MShaw

Mark H. Shaw, Jr.

Client Executive

Mark Shaw has been in the insurance business since 2010. Prior to joining Ironwood, Mark was a broker at Johnson & Bryan, an Atlanta based agency. Mark has served as a trusted advisor to decision makers in a variety of industries, including: manufacturers, contractors, hospitality groups, restaurateurs and distributors.

Mark grew up in Atlanta, but received his undergraduate degree from Southern Methodist University in Dallas, Texas.

Active in the community, Mark serves as Co-Chairman of the Southern Shindig, a fundraising event benefiting Skyland Trail. He also remains actively involved with his alma mater; coaching the Westminster Men’s Junior High Lacrosse Team every spring, and serving as his class’ Alumni Fund Chair. Mark enjoys playing golf, watching SMU Basketball and listening to live music.

FEldridge

Frank Eldridge

Partner/Senior Vice President
FEldridge

Frank Eldridge

Partner/Senior Vice President

Frank Eldridge brings over 30 years of property, casualty and leadership experience to Ironwood. He has an extensive background in client services and placement for a wide variety of clients’ program and financing structures. He has experience in cash flow funding and analysis, including large retentions, self-insurance and guaranteed cost programs. He also has experience in mergers and acquisitions due diligence and post-closing budgeting and placement.

Prior to joining Ironwood, Frank was a partner at Palmer & Cay where he managed the largest client base in the company. He also was responsible for insurance company relationships and served on numerous carrier advisory boards. After Wachovia acquired Palmer & Cay, he was responsible for the service structure and management of the property & casualty operations in the Atlanta office. In 2006, Frank joined Lockton Companies, the world’s largest privately held insurance brokerage firm. He was responsible for customer satisfaction, program structure, involvement of resource specialists, and overall associates development. He was ultimately responsible for the property and casualty team in the Southeast Series.

Frank is a graduate of the University of Georgia with a BBA in Risk Management.

 

RFrederick

Rick Frederick ARM, CIC

Partner/Senior Vice President
RFrederick

Rick Frederick ARM, CIC

Partner/Senior Vice President

Prior to joining Ironwood Insurance Services, Rick gained account management and underwriting experience with Alexander & Alexander, Marsh & McLennan, and Liberty Mutual Insurance Company. He was a partner and senior leader at Palmer & Cay, the second largest privately held insurance and risk management services firm in the country, from 1990 until that firm’s acquisition by Wachovia Insurance Services in 2005. Rick remained with the succeeding firms, Wachovia and Wells Fargo Insurance Services, until joining Ironwood in 2015.

While at Palmer & Cay/Wachovia/Wells Fargo, he served as a senior member of the collective firms’ Financial Sponsors Group and was the South Region Power Generation Practice Group leader. In these roles, he led a mergers/acquisitions due diligence team that conducted on average 12 to 18 diligence projects annually. As part of this process, post transaction risk management and insurance programs were routinely designed, implemented and administered.

CPerry

Craig C. Perry

Senior Vice President, International Practice
CPerry

Craig C. Perry

Senior Vice President, International Practice

Craig Perry brings over 35 years of property, casualty and international experience to Ironwood. He spent most of his early career with Johnson & Higgins in New York City where he was a casualty broker, producer and headed up their mergers and acquisitions group. He was the first recipient of the Anglo-American Scholarship program, which allowed him to work at Lloyds of London, Lloyds syndicates and at major Lloyds brokers.

Craig specializes in risk management and insurance brokerage for manufacturing companies and the U. S. operations of companies headquartered overseas. He has an extensive background in workers’ compensation including retentions loss control, claims analysis and handling, and brokerage placement. Craig also has experience in mergers and acquisitions, due diligence and post-closing placement.

TBlanco

Timothy S. Blanco

International Advisor
TBlanco

Timothy S. Blanco

International Advisor

Tim Blanco is Ironwood’s International Property & Casualty Insurance Advisor. With over fifteen years of Property & Casualty experience, Tim has displayed his commitment to the insurance industry by earning the Chartered Property Casualty Underwriter and Certified Insurance Counselor designations. He started his career as a commercial and technology underwriter specializing in multinational placements with the Chubb Group of Insurance Companies. While at Chubb, Tim completed the Chubb Multinational Resources Group’s underwriter training and joined a limited group with authority for technology and international accounts. Tim has participated in several carrier sponsored international insurance forums including the Chubb Europe Master Class. He serves as the coordinator for Ironwood’s Worldwide Broker Network membership.

In 2003, Tim joined Palmer & Cay (Wachovia Insurance Services) as an International Account Executive, where he worked with multiple networks to place global coverage for multinational clients. He has experience in the areas of trade credit, political risk and kidnap & ransom insurance. During his tenure at Palmer & Cay, Tim completed an internship period working inside of the Lloyds of London organization.

Tim earned his degree from the University of Georgia. He is a graduate of the Leadership Georgia class of 2007 and served as a Program Chair for the class of 2008. Tim and his family reside in Savannah, Georgia where he sits on the board of directors of Southside Fire / EMS. He has been previous active with Big Brothers Big Sisters and Savannah Speech and Hearing.

BPlymel

Beverly B. Plymel, CIC

Account Executive
BPlymel

Beverly B. Plymel, CIC

Account Executive

Beverly Plymel began her insurance career with Hartford Insurance Group in 1977. Prior to joining Ironwood Insurance Services in 2010 as an Account Executive, she managed commercial property and casualty accounts at Wachovia/Wells Fargo Insurance Services for 17 years.

With expertise in account placement, marketing and negotiation of middle market to large accounts, and experience with real estate, hospitality, restaurants, healthcare and international programs, Beverly’s industry knowledge and exceptional service make her a key member of the Ironwood team. Beverly holds a Georgia resident agent’s license, multiple state non-residential agent licenses, and in 2001 earned her Certified Insurance Counselor (CIC) designation.

RWhaley

Robyn Whaley

Vice President / Director, Commercial Service Operations
RWhaley

Robyn Whaley

Vice President / Director, Commercial Service Operations

Robyn Whaley began her insurance career with Allstate in 2004. Prior to joining Ironwood Insurance Services in 2012 as an Account Executive, she managed commercial property and casualty accounts at Pritchard & Jerden for 5 years, specializing in Construction, Habitational, Contractors, and Real Estate accounts. Known for her analytical and customer service skills, Robyn is dedicated to providing exceptional service to clients.

Robyn graduated from Georgia State University in 2007 with a degree in Risk Management and Insurance. Robyn has been a licensed Georgia Resident Agent since 2004, earned her Associate in Risk Management (ARM) designation in 2009, and is currently working on her Chartered Property Casualty Underwriter (CPCU) designation.

PDuncan

Patti Duncan, CIC

Account Executive
PDuncan

Patti Duncan, CIC

Account Executive

Patti Duncan began her insurance career with Hanover Insurance Company in 1987. Prior to joining Ironwood Insurance Services in 2012 as an Account Executive, she managed commercial property and casualty accounts at Wachovia/Wells Fargo Insurance Services for 17 years.

Patti is involved in and responsible for the management of middle market to large commercial and risk management accounts. This includes account placement, market negotiations, and general account services. Her experience includes assisted living, real estate, financial services, law firms, restaurants, manufacturing, and contractors.

Professionally, Patti holds her Georgia Resident Agent’s License, Georgia Resident Counselor’s License, and in 2002 earned her Certified Insurance Counselors (CIC) designation.

 

JGoodwyne

Jim Goodwyne

Account Executive
JGoodwyne

Jim Goodwyne

Account Executive

Jim joined Ironwood in May 2015 with 29 years of industry experience, serving a broad range of clients, public and private, for profit and not-for-profit firms with domestic and international operations. His experience includes working with manufacturers, distributors, healthcare, professional services and technology companies.  He has also served a number of local and national not-for-profit organizations and educational institutions.

Prior to joining Ironwood, Jim was a Senior Vice President and Client Advocate with Willis in Atlanta.  Jim began his insurance career in Atlanta with Duncan Peek, Inc. in the late 1980’s and expanded his experience and brokerage skills at Sedgwick and was the Atlanta Practice Leader for Marsh Advantage America before joining HRH in 2005.  He joined Willis in the 2008 merger of Willis with HRH.

Jim received his undergraduate degree from Emory University in Atlanta in 1981.  He earned the Certified Insurance Counselor (CIC) designation in 1991 and the Certified Risk Manager (CRM) designation in 2011.

Jim supports a number of local human services organizations, including Bobby Dodd Institute, Project Open Hand, the Gift of Grace House and the St. Vincent de Paul Society.  He is a member of the parish pastoral council at the Basilica of the Sacred Heart of Jesus in downtown Atlanta.

JPodratsky

Judy Podratsky, CRIS

Account Executive
JPodratsky

Judy Podratsky, CRIS

Account Executive

Judy Podratsky began her insurance career as a Casualty Underwriter Trainee with Aetna Casualty & Surety in Wheeling, WV. She advanced quickly into a Property/Casualty underwriter role and subsequently held several supervisory positions. For the next 15 years, she continued her Underwriting & Field marketing career with the Aetna/Travelers merger in Cincinnati, OH and Upstate NY in the Select, Middle and Large Account markets.

As a recent addition to Ironwood Insurance Services, Judy brings extensive expertise in casualty and property placement, client and company relationships and account management, with an emphasis on wholesale, manufacturing, real estate and construction risks. She gained her brokerage experience in Atlanta while employed with Sterling Risk Advisors and most recently, Willis Insurance Services of Georgia.

Judy holds a B.S. degree in Business Administration with an emphasis in Management from West Liberty University (West Liberty, WV). She earned her Georgia Resident Agent’s License in 2008 and recently completed the CRIS (Construction Risk and Insurance Specialist) designation.

RGorman

Russell Gorman

Account Executive
RGorman

Russell Gorman

Account Executive

Russell Gorman joined Ironwood in September 2015 after 10 years of account management and client service experience while working at Palmer & Cay/Wachovia Insurance Services, Snellings Walters, and most recently with the new Palmer & Cay.  His experience focuses on middle market accounts in the construction, commercial real estate, technology, and financial services industries.  At Ironwood, Russell works closely with clients to assess exposures and develop cost-effective risk transfer strategies. Russell has lived in Atlanta since graduating from the University of Georgia with a degree in Risk Management & Insurance in 2005.

TRoberts

Tanya Roberts

Account Executive
TRoberts

Tanya Roberts

Account Executive

Tanya Roberts began her insurance career in 2004 with McGriff, Seibels and Williams, Inc. of Georgia in a Property & Casualty account management role. Prior to joining Ironwood, she served as the main client contact for middle market, large commercial, and risk management accounts at Thomas Rutherfoord, Inc., Marsh USA, Inc., Palmer & Cay and Wells Fargo Insurance Services USA, Inc. Her specialties include: risk assessment, contract analysis, account management, market placement, and cost containment. Her experience working with real estate, distributors, healthcare, technology, restaurants, aviation, manufacturers, and environmental companies will prove to make Tanya a great asset to the Team Ironwood.

Tanya received her Bachelor of Business Administration degree in Risk Management and Insurance from The University of Georgia in 2003. She has earned the Certified Insurance Counselors (CIC) and Certified Insurance Service Representatives (CISR) designations, is finalizing her Certified Risk Managers (CRM) designation and is working to complete the Chartered Property Casualty Underwriter (CPCU) designation.

Tanya has been volunteering as an active member of The Junior League of Atlanta since 2007, has served as the placement chair for Georgia Shakespeare Festival (2010-2014), JLA Serves Day (2015) and Everybody Wins! Atlanta (2016).

LNewton

Laura Newton

Account Executive
LNewton

Laura Newton

Account Executive

Laura began her insurance career in 2012 as an account associate where she gained experience with a variety of property and casualty accounts.  She joined Ironwood as an account manager in May 2015.  Laura interacts with clients on their daily property and casualty insurance needs.  She also assists with program renewals and new business marketing. She works with her team members to consistently provide excellent customer service.

Laura graduated from the University of Georgia with a degree in Risk Management and Insurance and is currently working on her Certified Insurance Counselor (CIC) designation.

DOliver

Darah Oliver

Account Manager
DOliver

Darah Oliver

Account Manager

Darah Oliver joined Ironwood Insurance Services in January 2011. She has worked in insurance agencies since 2007. Prior to Ironwood Insurance Services, Darah held the position of account associate at Wells Fargo Insurance Services.

Before joining Wells Fargo Insurance Services, Darah was a service representative at Wausau Signature Agency. She specializes in customer service in the property and casualty field. Darah is an Atlanta native and enjoys the theater and the symphony in her spare time. She resides in the Vinings area with her Husband, her dog Pippa and her cat Agatha.

TStarks

Tuesday Starks

Account Manager
TStarks

Tuesday Starks

Account Manager

Tuesday Starks has been in the insurance industry since 2000. Prior to joining Ironwood Insurance Services in 2013 as an Account Associate, she managed an array of commercial property and casualty accounts at Wachovia/Wells Fargo Insurance Services for seven years.

Tuesday is a graduate of the Georgia Institute of Technology with a Bachelor of Science degree in Textile Engineering. She holds a Georgia Resident Agent’s License. Tuesday obtained her Certified Insurance Service Representative (CISR) designation in 2007 and Certified Insurance Counselors (CIC) designation in 2011.

KMunkus

Karla Munkus

Account Manager
KMunkus

Karla Munkus

Account Manager

Karla Munkus is a customer-focused insurance professional with over 13 years in the industry. She began her insurance career with Universal Underwriters in 2001 servicing accounts for Automotive Dealers. Karla joined Ironwood in 2013 after managing commercial property and casualty accounts at Wachovia/Wells Fargo Insurance services for 7 years. In that role, she specialized in the Technology and Financial Institution industries. She has been a licensed Georgia Resident Agent since 2006.

Karla is a Georgia native raised in Cobb County. She attended the University of West Georgia, and currently resides in Acworth with her husband and daughter.

LBaird

Lisa Baird

Account Manager
LBaird

Lisa Baird

Account Manager

Lisa has been working in the insurance industry since 2004.  Prior to joining Ironwood in December 2017, she managed a variety of commercial property and casualty accounts at McGriff, Seibels & Williams, Inc., Marsh USA, Inc. and Wells Fargo Insurance Services.  Lisa graduated from the University of Georgia with a bachelor’s degree in Risk Management & Insurance and has earned her Certified Insurance Service Representative (CISR) designation.

Lisa is a Georgia native and enjoys running, kayak fishing, traveling, concerts and reading.

BGreenSanford

Beverly Green-Sanford

Account Manager
BGreenSanford

Beverly Green-Sanford

Account Manager

Beverly Green-Sanford is laser focused on advocating on behalf of her client’s specific needs.  She has been in the insurance industry for 30 years.  After being in the U.S. Air Force, she began her insurance career with Liberty Mutual servicing personal lines accounts. Beverly, strategically moved into Property & Casualty and later specialized in Professional Liability (Medical Mal Practice).  She has held various service positions for Sedgwick James of FL (aka Marsh), Frank Crystal & Co, of FL., HRH/Willis of Ohio, & Aon Risk Services, Ohio Inc.  Beverly is excited about living in Georgia and joining the Ironwood team.

Beverly, has an Associate Degree from Ft. Lauderdale College (aka Everest University) in Paralegal Studies, she graduated Cum Laude.  She has started her series of course work for the designation of Certified Insurance Counselors (CIC).

Beverly, moved from Westerville, Ohio with her husband of 27 years and daughter.  She loves to volunteer, shop and watch HGTV.

TCurrie

Tina Currie

Account Associate
TCurrie

Tina Currie

Account Associate

Tina Currie has been in the commercial insurance industry since 2000. Prior to joining Ironwoood Insurance Services in 2012 as an Account Associate, she held a position as Account Manager for Wells Fargo Insurance Services for 4 years. She is a California native and moved to Atlanta in June of 2008. She resides in East Cobb, Georgia with her husband.

 

TCotney

Trey Cotney

Account Associate
TCotney

Trey Cotney

Account Associate

Trey Cotney joined Ironwood in the summer of 2013 as the company’s first hire as an intern. He has remained with Ironwood and has been hired full time as an Account Associate after his graduation from the University of Georgia in the spring of 2014.

At UGA, Trey earned a degree in Risk Management and Insurance as well as a certificate in Legal Studies from Georgia. He was a member of the Sigma Chi fraternity, was a sales representative for State Traditions, LLC, and was also a Terry College of Business student ambassador while at Georgia.

Trey enjoys playing golf, watching sports, and life outdoors.

PSteele

Pam Steele

Account Associate
PSteele

Pam Steele

Account Associate

Pam’s been in the Insurance Industry since 1997 providing underwriting and technical support to Production Underwriters, focusing mainly on the Carrier side of Large Commercial Business Accounts. She takes great pride in her ability to provide exceptional customer service to clients, creating long lasting and loyal business relationships.

Prior to joining Ironwood, Pam held a position with Sterling Risk Advisors as an Associate Account Executive for 4 years where she obtained her Georgia Property & Casualty Resident Agent License.

Pam is a Georgia native and resides in Sharpsburg. She enjoys Sports, Running and Cooking/Baking in her spare time.

CSmall

Cynthia N. Small

Account Associate
CSmall

Cynthia N. Small

Account Associate

Cynthia began her insurance career with Palmer & Cay in 1997, where she worked on large accounts. Prior to joining Ironwood Insurance Services in 2014 as an Account Associate, she worked on middle market and small business commercial property and casualty accounts at Insurance Office of America for 3 years.

She is a Michigan native and moved to the Atlanta area in June, 1996. She resides in Gwinnett County with her husband. She enjoys decorating in her spare time.

Cynthia holds a Georgia Resident Agent’s License and the Accredited Advisor in Insurance (AAI) professional designation.

DWilliams

Daphney Shepherd Williams

Account Associate
DWilliams

Daphney Shepherd Williams

Account Associate

Daphney has been in the insurance industry since 1999. She has worked at several highly regarded companies, providing top-notch support to Account Managers and Account Executives.

Daphney has a B.A. degree from the University of the Virgin Islands and holds a GA Resident Agent License and a GA Resident Counselor License.

She lives in Sandy Springs with her husband.

JGeraghty

Jack Geraghty

Account Associate
JGeraghty

Jack Geraghty

Account Associate

Jack Geraghty joined Ironwood in the summer of 2016 after his graduation from the University of North Carolina at Chapel Hill (Spring 2016). Prior to joining Ironwood, he worked for Greene Consulting Associates, an Atlanta based boutique consulting firm. At UNC, Jack earned a degree in Economics and a minor in Spanish. He was a member of the Phi Delta Theta fraternity. He also played on the Varsity baseball team.

Jack grew up in Atlanta, where he graduated from the The Lovett School in 2012. He enjoys golf, watching sports, exercising and volunteering as a coach at Buckhead Baseball.

KTownsend

Kimberly Townsend

Account Associate
KTownsend

Kimberly Townsend

Account Associate

Kimberly Townsend began her insurance career in 2004 working for Wells Fargo Insurance Services. She started working in the mail room and the front desk and worked her way up from there. She obtained her license in 2008 and worked on a large book of Non-Profits, Camps and Schools.  Prior to joining Ironwood as an Account Associate, she worked on incoming new business as a Senior Account Executive at Philadelphia Insurance Companies for three years.

Kimberly was born and raised in Los Angeles, California. She graduated from California State University, Northridge in 2007 with a BA in Cinema & Television Arts where she met her husband, Josh. In 2012, he convinced her to move back to his hometown of Atlanta. They now reside in Dallas, GA with their daughter Samantha and two cats, Maggie & Herschel.

APetmecky

Allie Petmecky

Account Associate - Surety
APetmecky

Allie Petmecky

Account Associate - Surety

Allie Petmecky graduated from UGA with a degree in Risk Management and Insurance, a minor in Spanish, and a certificate in Legal studies. Allie was an Alpha Chi Omega and worked with UGA Miracle to raise money for Children’s Healthcare of Atlanta. Allie joined the Ironwood family in June 2017 as an Account Associate in the Surety department.

Allie grew up in Atlanta and graduated high school from Providence Christian Academy in 2013. She enjoys baking, going to the beach and spending Saturdays in Athens (especially during football season).

STrulock

Sutton Trulock

Account Associate
STrulock

Sutton Trulock

Account Associate

Sutton Trulock joined the Ironwood team in August of 2017. Prior to being hired as a full time Account Associate in the Property and Casualty department, he interned for Ironwood in the Summer of 2016.

Sutton graduated from the University of Georgia in May 2017 with a degree in Risk Management and a minor in Agribuisness. He was a member of the Kappa Alpha Order and served on the Interfraternity Council. Sutton was also an Ambassador for the Terry College of Business.

He loves to play golf and tennis, and enjoys hunting and fishing as well.

BLoden

Brenda Loden

Quality Control Associate
BLoden

Brenda Loden

Quality Control Associate

Brenda Loden has been in the Property & Casualty insurance industry for 43 years and holds a GA Resident Agent’s License and the Accredited Advisor in Insurance (AAI) professional designation.

Prior to joining Ironwood Insurance Services as an Account Associate, she held a position as Account Manager at Snellings Walters Insurance Agency for 14 years, specializing in Professional Liability Insurance. Brenda is semi-retired and lives in Covington, GA with her 2 cats.

VHarris

Vanda Harris

Partner/Claims Services Practice Leader
VHarris

Vanda Harris

Partner/Claims Services Practice Leader

Vanda Harris, Leader of Ironwood’s Claims Services Practice has over 20 years experience in commercial claims management and consulting. Her extensive background includes claims program review, design and implementation for workers compensation, automobile, general liability & property lines with a focus on premium and collateral reduction.

Harris served in key management and consulting roles on all sides of the industry – brokerage, client, and insurer – making her expertise unique in the marketplace. She has worked with many middle market and large risk management accounts with complex claim management needs.

Prior to joining Ironwood in 2012, Harris had 10-year tenure as the Georgia Claim Manager for McGriff, Seibels & Williams, a large regional brokerage firm. She also served 3 years as Director of Risk Management for an Atlanta-based utility locating firm and as Claim Supervisor for CNA Insurance Companies. Vanda is a graduate of Louisiana State University with a degree in Business Administration.

WKelly

Willie Kelly

Sr. Claims Account Executive
WKelly

Willie Kelly

Sr. Claims Account Executive

Willie Kelly, Senior Claims Account Executive, has over 14 years of commercial experience both on the insurance company and broker side. He has assisted clients in an advocacy role for their property and casualty and executive liability insurance needs.
Willie has worked on a number of middle market and national accounts assisting in the implementation of their internal claims management protocols and procedures with a focus on identification and reduction of a client’s overall Total Cost of Risk.

Prior to joining Ironwood, Willie worked for Aon Risk Services Central, Inc. in Omaha, NE for 7 years serving in the role as an Associate Account Executive/Claims Consultant. Willie also worked for ACE USA in Florida and Atlanta, GA as a claims examiner handling workers’ compensation and auto/general liability claims. He also worked for Chubb Group Insurance in Atlanta, GA as a claims examiner handling multi-state workers’ compensation losses.

Willie holds his Associate in Risk Management (ARM) designation and is currently pursuing his Accredited Advisor in Insurance (AAI) designation. He is a graduate of Florida A&M University with a BS in Agricultural Business.

SRodgers

Sharon Rodgers

Claims Account Executive
SRodgers

Sharon Rodgers

Claims Account Executive

Sharon Rodgers joined Ironwood in July 2016 with over 20 years of experience in workers’ compensation claims management and program development. Prior to joining Ironwood, Sharon led claim teams at Cobbs, Allen & Hall-Georgia; the former Hamilton Dorsey Alston Company, now Wells Fargo Insurance Services, and Rutherfoord/Marsh & McLennan Agency.

Sharon specializes in developing and implementing custom workers’ compensation claim programs for middle market and national clients.  She is familiar with workers’ compensation laws in 38 states nationwide, which provides a unique and valuable resource for Ironwood clients.

SEPowell

Stephanie Powell-Evans

Sr. Claims Account Executive
SEPowell

Stephanie Powell-Evans

Sr. Claims Account Executive

Stephanie serves as a Senior Claims Account Executive. Stephanie is responsible for assisting clients in claim advocacy for their property and casualty and worker’s compensation needs. As well as Consulting Services on various projects to assist Claim Practice Leader with pro-active strategies to our customers with focus of claim reduction.

Stephanie has over 20 years of experience in the insurance industry. The majority of her experience has been in Workers’ Compensation but she also has multi-line experience as well to include Auto, General Liability and Property. Stephanie was a Workers’ Compensation adjuster for 15 years and a Workers’ Compensation manager for over 10 years.

The majority of Stephanie’s claim experience involved large National Accounts. Prior to Ironwood Insurance, she worked at a large national broker as a Claim Specialist on their project team and previously a 15-year career with Chubb Insurance Group as a Workers Compensation Unit Manager for the Southeast where she managed 10 plus individuals that consisted of claims examiners, medical only specialists, technical assistants and remote employees.

Stephanie earned her Bachelor of Arts degree in Economic/Management from Fisk University in Nashville, Tennessee and her MBA at Hampton University in Hampton Virginia. Her concentration of study was in Marketing and Human Resources.

DStone

Dee Stone, CAWC

Claims Analyst
DStone

Dee Stone, CAWC

Claims Analyst

Dee began her insurance career with Progressive Insurance as an auto liability adjuster in Orlando, FL and later worked for Travelers Insurance after moving to Atlanta.  She has over 12 years of personal and commercial insurance experience both on the carrier and broker side and most recently worked for a workers’ comp wholesale broker assisting in placing small to mid-size business and managing southeast accounts.

Dee obtained her Certified Authority on Workers’ Compensation (CAWC) designation in 2014 and holds a B.S degree in Legal Studies from the University of Central Florida. She resides in Canton, GA and enjoys reading, hiking and traveling with her husband and two sons.

Employee Benefits & Employer Services

MConner

Mark Conner

Managing Partner, Benefits Advisory Services
MConner

Mark Conner

Managing Partner, Benefits Advisory Services

Mark Conner, Managing Partner of Ironwood Benefits Advisory Services, has over 20 years of experience in employee benefits brokerage and consulting. He has extensive background in evaluating and implementing medical, dental, life, disability and 401k plans, and specializes in structuring fully insured and partially self-funded plans that create cost efficiencies while minimizing risk for his clients. Mark leads a team of experienced professionals who focus on serving middle market clients and private equity firms.

Mark joined Ironwood in 2011 to lead the employee benefits practice. Most recently he spent three years with Dominium Benefits as a partner and producer and previously spent a total of 13 year with the Hamilton Dorsey Alston Company which became Wachovia Insurance Services in 2001. Mark served as a producer during these years and in 2007, he left to join Dominium Benefits as a partner where he focused on clients and new business in their middle market practice. He holds a Bachelor of Business Administration from Southern Methodist University.

MWatson

Mark Watson

Partner/Senior Benefits Consultant
MWatson

Mark Watson

Partner/Senior Benefits Consultant

Mark Watson joined Ironwood Benefits Advisory Services in 2012 as a Partner and Senior Benefits Consultant, after more than 25 years experience in the employee benefits field. Prior to joining Ironwood, he held senior consulting positions with two Atlanta firms, Dominium Benefits, LLC, where he was a partner, and the former Hamilton Dorsey Alston Company, now Wells Fargo Insurance Services.

Mark specializes in group health and welfare plans with an emphasis on financial analysis, stop loss analysis and strategic planning. He leads a team that provides a comprehensive range of benefits consulting and support services, including plan design, benefits compliance, healthcare reform and state law guidance, employee communications, customized HR and payroll solutions, and corporate wellness implementation.

SHarris

Susan Harris

Partner/Senior Benefits Consultant
SHarris

Susan Harris

Partner/Senior Benefits Consultant

Susan Harris is responsible for ongoing client development, strategy and support in all areas of group medical, dental, short and long term disability, life, accidental death and dismemberment, and voluntary benefits. With over 15 years of industry experience, Susan provides support to clients in plan marketing and review, benefit technology, employee communication and enrollment, contract review and compliance and health and productivity strategy.

Susan also offers guidance in benefit strategies and funding decisions. She is active in the Atlanta community and holds a Bachelor of Arts degree from Furman University.

JArminio

John Arminio

Benefits Consultant
JArminio

John Arminio

Benefits Consultant

John Arminio joined Ironwood with nearly 10 years of industry experience working with large and middle market customers with some of the largest health insurance carriers. John began his carrier as an underwriter where he priced and developed employee benefits programs for customers. This background has given him  a strong acumen for financial analysis, benefits strategy and alternative funding options.  John’s expertise is consulting clients on their medical, dental, life, disability and voluntary programs as well as managing compliance and communication plans for customers. John is a member of several organizations in the Atlanta area and holds a degree in Finance and Economics from Vanderbilt University.

 

JBailey

Jon Bailey

Benefits Consultant
JBailey

Jon Bailey

Benefits Consultant

Before joining Ironwood, Jon Bailey began his insurance career in Atlanta at Lincoln Financial Group in 2008 specializing in Ancillary Group Benefits covering a territory expanding from Georgia, Alabama to Mississippi.  Jon brings to Ironwood a relationship-driven and consultative approach with customers. His expertise in voluntary benefits strategy, employee communication and enrollment, contract review and benefit system technology will make him an integral part of the growing Employee Benefits Team at Ironwood.

Jon is an Atlanta native and holds a degree from Vanderbilt University in Human & Organizational Development.

SProut

Susan Prout

Director of Compliance / Sr Account Executive
SProut

Susan Prout

Director of Compliance / Sr Account Executive

Susan Prout is a Senior Account Executive in the Benefits Advisory Services practice at Ironwood. Susan serves as a primary contact for our clients to assist with the day to day operations, administration and financial analysis of their employee benefit plans. Susan is also responsible for the marketing, implementation and communication of plans and keeps our clients informed of the many legislative and compliance changes that are occurring in our industry. Susan also works with our clients to develop short-term and long term benefit strategies based on clients’ specific goals and objectives.

She is a Florida native and graduated from Wake Forest University in 1989 with a B.A. in History. Susan began her career in underwriting at a national insurance company before transitioning to a position with a consulting firm in Atlanta. During her career, Susan spent over seven years at Deloitte & Touche before joining locally based brokerage/consulting firms in Atlanta.

JStannard

Julie Stannard

Director of Client Services / Senior Account Executive
JStannard

Julie Stannard

Director of Client Services / Senior Account Executive

Julie joined the Benefits Advisory Services practice at Ironwood in June 2014, bringing over 14 years of experience in the employee benefits field.  As an Account Executive, Julie partners with clients to determine areas of opportunity within their benefits offering and works to develop cost saving strategies to meet their short and long term business goals.  She also provides financial analysis, plan review and recommendations, vendor marketing and implementation.  Her experience includes both local and national employer groups with 100 – 15,000 employees across multiple industries.

Julie is an Atlanta native and graduated from the University of Georgia with a B.B.A. in Risk Management and Insurance.  Her career began at Humana and she has worked at several brokerage and consulting firms over the years.  She enjoys partnering with clients to bring sustainable solutions and helping them define and achieve success within their employee benefits program.

JMizell

Julie Mizell

Senior Account Executive
JMizell

Julie Mizell

Senior Account Executive

Julie joined the Benefits Advisory Services practice at Ironwood in January 2016, bringing over 10 years of experience in the employee benefits field.  As an Account Executive, Julie partners with clients to determine areas of opportunity within their benefits offering and works to develop cost saving strategies to meet their short and long term business goals.  She also provides financial analysis, plan review and recommendations, vendor marketing and implementation.  Her experience includes both local and national employer groups with 100 – 20,000 employees across multiple industries.

Julie graduated from Clemson University with a B.S. in Marketing.  She has worked at several brokerage and consulting firms over the years.  In her spare time she enjoys spending time with her husband and three children.

CArmstrong

Ciara Armstrong

Account Manager
CArmstrong

Ciara Armstrong

Account Manager

Ciara Armstrong is an Account Manager in the Benefits Advisory Services practice at Ironwood, and she is a primary contact for our clients to assist with the day to day operations and administration of their employee benefit plans. Ciara is also responsible for the marketing, implementation and communication of plans and also keeps our clients informed regarding the many legislative and compliance changes that are occurring in our industry.

She is a Minnesota native and graduated from the University of St. Thomas in St. Paul, Minnesota in 2005 with a B.A. in Marketing. In 2006, she began her career in marketing and account management Higginbotham & Associates in Ft. Worth, Texas. After relocating to Atlanta in 2008, she continued in this role with another agency prior to joining Ironwood.

MArledge

Michael Arledge

Account Manager
MArledge

Michael Arledge

Account Manager

Michael joined Ironwood’s  Benefits Advisory Services Practice in May 2016 as an Account Manager, with a focus on our small business sector.  His responsibilities include plan marketing, plan administration, strategic planning, and implementation.  He also keeps our clients informed and up to date on the constant legislative changes that are occurring in regards to Healthcare Reform.

Michael is an Atlanta native and graduated from Georgia State University with a B.B.A. in Finance and is a licensed agent in Life, Health and Sickness in the state of Georgia.  Prior to Ironwood Michael worked for a General Agency in Roswell where he gained valuable experience in the Individual, Group, and VB/Worksite markets.  In his spare time he enjoys spending time with his wife Marifer, playing with his 2 dogs Chipper and Yeti and watching Auburn football.

HGarcia

Haley Garcia

Account Manager
HGarcia

Haley Garcia

Account Manager

Haley joined the Employee Benefits Advisory Services practice at Ironwood Insurance Services in June 2013. As an Account Associate, she assists Account Managers and Producers to service a diverse client base. Her responsibilities include claims advocacy, eligibility administration, maintaining relationships with carriers to coordinate effective means of collaboration, and coordinating various other projects designed to meet the specific needs of individual clients.

Haley strives to provide excellent service and generate high client satisfaction. She earned a Bachelor of Arts degree in Spanish from Berry College, and is a licensed Life, Health, and Sickness agent in the state of Georgia.

CSalazar

Cynthia Salazar

Account Associate
CSalazar

Cynthia Salazar

Account Associate

Cynthia joined the Employee Benefits Advisory Services at Ironwood in August 2014.  She is a licensed Life, Health, and Sickness agent in the state of Georgia.  Cynthia works with Account managers and Producers to service our diverse client base.  This entails being involved in a lot of the moving parts necessary to maintain the Ironwood standard of exceptional service and work.  She is passionate about learning and becoming an expert on this side of the insurance world.

Her background is in hospital claim resolutions within medical insurance, worker’s compensation and auto liability.  She graduated from Georgia State University.  She is fluent in Spanish and has a CSW in wine.  She enjoys cooking (everything food), traveling, and spending time with loved ones.  Although she was born and raised in New York, Cynthia is proud to call Atlanta her home for the past 19 years.

EFlanagan

Emily Flanagan

Account Associate
EFlanagan

Emily Flanagan

Account Associate

Emily joined the Employee Benefits Advisory practice at Ironwood Insurance Services in February 2016. As an account associate, she assists Account Managers and Producers with new client onboarding and renewal execution, benefit implementation, and striving to meet the specific needs of the clients.

Emily grew up in Duluth, GA and graduated from the University of Alabama with a BA in Early Childhood Education. She is a licensed agent in Life, Health and Sickness in the state of Georgia.

RLeggitt

Renee Leggitt

Claims Consultant
RLeggitt

Renee Leggitt

Claims Consultant

Renee has over 20 years of experience working in the employee benefits field. She connects with providers and insurance companies to help resolve billing issues, interacts  with collection or billing agencies, and files member appeals. She reconciles carrier Explanation of Benefits statements (EOBs) and provider billing statements to resolve discrepancies.  She works diligently with clients and their employees to resolve all claim matters. She is utilized as an extension of the client Human Resource team and relieves the burden of claim resolution between the employee, insurance carrier and providers.

Renee has her Georgia Life, Accident and Sickness Insurance License and the HIAA (Health Insurance Association of America) designation. She is a certified RHU (Registered Health Underwriter).

 

MBall

Meredith Ball

Director of HR Consulting
MBall

Meredith Ball

Director of HR Consulting

Before Meredith came to Ironwood in 2015, she worked for InterContinental Hotels Group (IHG), in Atlanta, Georgia, where she held the position Director of Human Resources. She was responsible for partnering with Sr. leaders throughout IHG’s North American headquarters to create and implement their people plans. Meredith was responsible for driving organizational effectiveness by leveraging top talent to build stronger teams and implement robust action plans to improve employee engagement and create a winning culture for IHG.

Additionally, Meredith has a great deal of experience leading organizational re-alignments as well as developing and implementing change plans. Having worked as an in house EEO Investigator for Pfizer, Inc., prior to joining IHG in 2010, she has also handled difficult employment matters at all levels of an organization.

A native New Yorker, Meredith graduated from the State University of New York at Albany, with a Bachelor’s degree in English.

JDornbush

Julie Dornbush

Human Resources Consultant
JDornbush

Julie Dornbush

Human Resources Consultant

Prior to joining Ironwood, Julie worked for ADP TotalSource in Alpharetta, GA as a Senior Human Resources Business Partner.  She acted as a strategic and operational partner to clients to help them through critical HR challenges.  While with ADP TS she created and executed HR strategy to build value-based relationships with clients.

Prior to joining ADP TotalSource, she was the Director of Human Resources for an Atlanta based business.  Her focus was employee relations and engagement to improve organizational effectiveness.

Julie graduated from James Madison University with a Bachelors of Business Administration.

Her spare time is spent with her husband and two children being active outdoors.

NMoore

Natalie Moore

Director of Wellness Consulting
NMoore

Natalie Moore

Director of Wellness Consulting

Natalie Moore is the Director of Wellness Consulting in the Benefits Advisory Services practice at Ironwood.  Natalie brings with her over 18 years of employee benefits and wellness consulting expertise.  Natalie strives to learn the culture and wellness goals of each organization she serves and partners with clients to design solutions that encourage positive employee health behaviors.  During her career, she has successfully collaborated with numerous employers to develop effective and engaging wellness programs.

Natalie earned an M.B.A. from the Terry College of Business at the University of Georgia and a B.B.A. in Risk Management & Insurance from the University of Georgia.  In addition, she is a Certified Worksite Wellness Program Manager, a Freedom from Smoking Facilitator and a Certified Office Ergonomics Evaluator.

CMotzel

Chandler Motzel

Benefits Administration Assistant
CMotzel

Chandler Motzel

Benefits Administration Assistant

Chandler Motzel joined the Ironwood team part time in December 2015 while finishing school at Kennesaw State University.  After graduating with a BS in Communication and Leadership Studies, Chandler continued to work for the Ironwood team and became full time in April 2016. She currently works as a Benefits Administration Assistant.

Chandler was born in Port St Lucie, Florida but has lived in Georgia most of her life and currently calls Acworth home.  She is a St. Louis Cardinals fan and plays rugby.

Administration & Support Staff

FMooney

Frances L. Mooney

Partner/Office Manager
FMooney

Frances L. Mooney

Partner/Office Manager

Francie Mooney has been a member of the Atlanta insurance community for the past 30 years, specializing in property and casualty placement, client and company relationships and account management. Prior to joining Ironwood Insurance Services, she held the positions of Underwriting Associate and Underwriter at the Chubb Group of Insurance Companies, in the Brokerage, Financial Institutions and Property, Machinery and Marine Departments.

Francie joined Palmer & Cay in 1989, and began working with Will Underwood in 1993 in the role of Senior Account Manager. With Will focused on sales and Francie handling account servicing, their team was responsible for building the largest organic property and casualty book of business in the Palmer & Cay organization. Prior to her years at Palmer & Cay, Francie served as an Account Executive with Johnson & Bryan, and with Reese Insurance Associates.

HHutchinson

Heidi Hutchinson

HR Director & Office Manager
HHutchinson

Heidi Hutchinson

HR Director & Office Manager

Heidi Hutchinson joined Ironwood Insurance Services in August 2016.  Prior to joining the firm, she worked in the Financial Services industry for over 14 years in the Equity Capital Markets divisions at Sterne Agee & Leach, Morgan Keegan and SunTrust Robinson Humphrey.

Heidi grew up in Tucker, GA and graduated from Auburn University with a BS in Business Administration.  She lives on the Westside of Atlanta with her husband, Kevin, and their 9 year old twins, Riley and Ryan.

TEmory

Tami Emory

Controller
TEmory

Tami Emory

Controller

Tami Emory joined Ironwood in 2011. As controller, she is responsible for all accounting functions. She has more than 18 years of accounting experience, and has specialized in insurance agency accounting since 2003. Before joining Ironwood, Tami was the accounting manager for Love, Douglas & Pope in Alpharetta, GA.

Tami was born in Southern California, but grew up in Gallatin, Tennessee, a suburb of Nashville. She has been a Georgia resident for 20 years, and currently resides in Woodstock.

 

FSpurlock

Frank Spurlock

Creative Services Director
FSpurlock

Frank Spurlock

Creative Services Director

Frank came to Ironwood in June, 2014 with 16 years experience in the creative field. He has a BA in Communications Studies from Gardner-Webb University and has held various roles from Ad Designer to Creative Director during his career. Along the way, Frank picked up the necessary skill set to make Ironwood the perfect match. Here he maintains the Ironwood brand while adding a sense of flair to various marketing and sales products.

Frank lives in Dallas, GA with his wife Sabrina, son Christian, and daughter Josi. He enjoys watching Clemson football (Go Tigers!) and just hanging out with his family and friends.

RChastine

Rachel Smith

Creative Services Specialist
RChastine

Rachel Smith

Creative Services Specialist

Rachel Smith joined Ironwood as an intern in October 2015. Upon completing her internship and graduating from Kennesaw State University with her degree in Communications and Leadership Studies, Rachel began her full-time position as Creative Services/Administrative Assistant. In October 2016, Rachel was relieved from her administrative duties and has joined the Creative Services team in a full-time capacity. Rachel brings an education and experience in a variety of fields, including: crisis communications, public relations, social media and creative services/graphic design.

Rachel resides in Kennesaw with her husband, Matt, and their dog Buddy. She enjoys music, hiking and the outdoors.

SAtkinson

Sherry Atkinson

Accounting Assistant
SAtkinson

Sherry Atkinson

Accounting Assistant

Sherry Atkinson joined Ironwood Insurance Services in January 2013 as the Assistant Office Administrator. Prior to joining Ironwood Insurance Services she held the position of Operations Processor for Wells Fargo Insurance Services for 7 1/2 years. She is a Mississippi native and has been Georgia resident for 16 years. She resides in Marietta, Georgia with her 3 dogs.

KDuncan

Kathy Duncan

Executive Assistant
KDuncan

Kathy Duncan

Executive Assistant

Kathy Duncan joined Ironwood Insurance Services in December, 2014. Prior to joining the firm she worked with Morgan Keegan and SunTrust Robinson Humphrey in their Investment Banking departments. She is a native of Buena Vista, Georgia.

KPlowman

Kayla Plowman

Receptionist
KPlowman

Kayla Plowman

Receptionist

Kayla Plowman joined Ironwood Insurance Services in April 2017 as the Receptionist. Prior to joining Ironwood Insurance Services she held the position of Office Manager for a pool and spa company for 5 years. Kayla graduated with a Business Degree from Strayer University in 2011.

Kayla is a Georgia native and lives west of Atlanta with her 10 year old daughter.