WE BELIEVE IT IS INCUMBENT UPON US TO EARN THE RIGHT TO BE APPOINTED AS YOUR INSURANCE AND RISK MANAGEMENT AGENT.

GOLSAN SCRUGGS
10998 SW 68th Parkway
Portland, OR 97223

Phone (503) 244-0297
Toll-Free (800)273-5883
Fax (503) 244-0298
info@golsanscruggs.com

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kenKENNETH R. GOLSAN
President

  • Founder and Managing Director of GS
  • GS RIA Managing Underwriter 12 years
  • Insurance Underwriting and Residual Management over 600 Investment Advisory, Public and Private Funds, and Broker Dealers
  • Several written and publicly circulated fiduciary exposure articles
  • Public speaker at various investment community fiduciary risk workshops
  • Insurance contract formation and manuscripting (amendment alteration)
  • Formation of Golsan Scruggs/Markel Cambridge Alliance Western Referred Agent
  • Formation of Golsan Scruggs/Chubb Group RIA Alliance
  • DRB Ventures Risk, Regulatory & Compliance Training
  • National License Casualty Insurance for over 25 years
  • Advisory Member of P.E. Golsan & Co. (family associated RIA)
  • BS Finance, University of Nebraska
  • CIC Certified Insurance Counselor
  • Large Casualty Account Management Oland International/Lockton Cos.
  • Wausau / Liberty Mutual Commercial Risk Underwriting

brian2

BRIAN K. FRANCETICH
Vice President

  • Director of GS RIA 5 years
  • GS RIA Managing Underwriter 5 years
  • GS RIA Associate 7 years
  • Insurance Underwriting and Residual Management over 600 Investment Advisory, Public and Private Funds, and Broker Dealers
  • Several written and publicly circulated fiduciary exposure articles
  • Public speaker at various investment community fiduciary risk workshops
  • Insurance contract formation and manuscripting (amendment alteration)
  • Commercial Banking Underwriter
  • BS Business, Portland State University
  • CT31000 – Certified ISO 31000 Lead Trainer
  • Chubb Group – Select Agents Program Graduate
  • DRB Ventures Risk, Regulatory & Compliance Training

loren

LOREN D. PENNER
COO & Dir. of GSRM

  • Director of GS Operations 12 years
  • Residual Management of over 600 Investment Advisory, Public and Private Funds, and Broker Dealers
  • RIA Management Liability Insurance Multi-State Regulatory Filing for over 10 years
  • National License Casualty Insurance for over 15 years
  • Public speaker at various risk workshops
  • Several written and publicly circulated operational risk exposure audits, articles, and related documentation
  • Commercial Banking Industry 6 years
  • BS Business Adiministration & Finance, Biola University
  • DRB Ventures Risk, Regulatory & Compliance Training