Frank is a founding member/manager of Fenix Concepts LLC and heads up Business Development. Frank has been a licensed Insurance Agent since 1994 and has worked with captives for the past 10 years. He helps new and existing clients identify and develop strategies to control their risk environment, and to optimize the benefits of a tailor-designed captive structure.

Derek J. Burdsall is a founder and manager of Fenix Concepts. As a manager, Derek focuses on helping insurance companies adopt and implement policies and procedures necessary to operate in a compliant manner. Derek also has a law degree from the University of Arizona - James E. Rogers College of Law - and serves as general counsel for Fenix Concepts. Derek originally prepared and regularly updates many of the legal forms and other documents utilized by the insurance companies managed by Fenix Concepts.

Sarah has over 10 years of experience in client relationship management from her time working in nonprofits and at Fenix. In her role at Fenix, she helps prospective members work through their initial feasibility review, and onboarding should they become new members. Additionally, Sarah works with current members to manage all of their annual underwriting and claims reporting needs in partnership with the claims adjuster and underwriter.

Greg has 35 years of international insurance experience with the past 20 years being exclusively working with captives in multiple jurisdictions. He provides risk consulting services to Fenix which provide pragmatic and innovative opportunities for clients to benefit from alternative risk finance structures.

Doug keeps track of all transactions and prepares the financial statements for Fenix Insurance,  Fenix Concepts,  and all member insurance companies.  Doug is the accounts manager for Fenix Concepts and Fenix Insurance.  Doug worked for Intuit for ten years prior to becoming an independent Quickbooks Pro advisor.

Marilyn is the Treasurer of Fenix Insurance, LLC, the entity formed to facilitate risk sharing and distribution among member insurance companies.  Marilyn is an attorney with an LLM in Taxation and has been actively preparing tax returns for forty years.  Marilyn prepares the Annual Reports for the member insurance companies and corporate tax returns for the insurance companies upon request.

Actuarial 

Our Senior Property and Casualty Consulting Actuary has over 20 years of experience. He provides a variety of reserving and rating actuarial services for property and casualty insurers, captive insurance companies, risk retention groups, reinsurers, and self-insured plans of all sizes and types.

Auditor 

Our independent auditing firm was founded in 1942. They have been rated a Top 400 Firm nationwide by INSIDE Public Accounting for three consecutive years and are recognized as one of Southwest's largest public accounting firms. With both domestic and international clients, they provide a collaborative, supportive environment for professional development with a balance of technical expertise and practical experience.

Claims Compliance/Legal 

Over the years Fenix has engaged with a multitude of outside counsel all in an ongoing effort to maintain the high compliance standards. Fenix also boasts in-house legal counsel with well over 50 years of combined experience in corporate and tax law.

Underwriting

Our Senior Underwriter has over 35 years of international insurance experience with the past 17 being spent with captive insurance companies. He is a past President of the British Virgin Islands Insurance Managers Association and has been involved with the establishment of over 300 captive insurance companies in more than 10 jurisdictions.