Insurance Risk Management Consulting

For the past several years, NMS, Inc. and its subsidiaries have served nearly 40 insurance risk management companies in a number of capacities, including providing management advisory, tax and investment advisory services. As a result of its experience in serving insurance risk management companies, NMS, Inc. formed NMS Insurance Risk Management LLC to consolidate the various services provided by the NMS, Inc. organization.

NMS is qualified to act as an insurance risk manager due to the expertise, experience and character of its principals and professional staff. The diversity of the principals and key employees demonstrate these qualifications. The team consists of certified public accountants, life, health, annuity, accident and property and casualty licensees, certified financial planners, chartered retirement planning counselors, FINRA Series 7 and 66 licensees. With the assistance of a qualified actuary, independent auditor, and risk claims managers, NMS offers complete insurance risk management services and is currently licensed in the State of Delaware.


The Team:

Shawn S. Neece, CPA, CGMA

Mr. Neece is a principal of an approved insurance risk manager in the State of Delaware and has extensive experience in assisting with the implementation of risk management coverage that adheres to IRS safe harbor guidelines.

Brian A. Seifert, CPA

Mr. Seifert is a principal of an approved insurance risk manager in the State of Delaware and specializes in educating clients on the mechanics of insurance risk management companies.

Brian W. Distler, CFP, CRPC

Mr. Distler is a key employee of an approved insurance risk manager in the State of Delaware and provides investment services to insurance risk management companies.

Kayla A. Stowe, CFP, CRPC

Ms. Stowe is a key employee of an approved insurance risk manager in the State of Delaware and provides investment services to insurance risk management companies.

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