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
Co-Founder & Managing Director

  • 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
Dir. of GSRIA & Managing Underwriter

  • 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

chad

CHAD RAMBERG
VP & Sr. Underwriter

  • Manages GS RIA Community Interaction with 2,700 U.S. Advisors
  • Registered Representative 2 years
  • Series 7, 63, and 65
  • Corporate Controller 6 years
  • DuPont Lean Learning Academy
  • BS Business Management, Portland State University

cameron

CAMERON NORRIS
VP & Sr. Underwriter

  • Manages GS RIA Community Interaction with 2,700 U.S. Advisors
  • CFA Level 1 Candidate
  • BS Finance & Economics, Linfield College

freddy

FREDDY PEREZ
Business Development

  • Manages GS RIA Community Interaction with 2,000 U.S. Advisors
  • BS Business Administration, Linfield College

bill woodruff

WILLIAM WOODRUFF
Director of Strategic Relationships

15 years in investment industry

  • Founder and Chief Investment Officer of a SEC Registered Investment Advisor
  • Purchased and maintained E&O coverage
  • Launched and managed private investment partnerships
  • Launched and managed a mutual fund
  • Fortress Investment Group – Managing Director
  • Beacon Investment Group – Trader / Portfolio Manager
  • Arnerich Massena – Senior Analyst

University of Portland BBA: Finance

  • President’s Scholar
  • Division I Golf Scholarship

richard bean

RICHARD BEAN
Business Development

  • Manages GS RIA Community Interaction with 2,000 U.S. Advisors
  • FINRA Series 6 license
  • Business Development Consultant, Private Equity & Private Credit Strategies
  • Internal Retirement Plan Consultant, 401(k) & 403(b)
  • BS Political Science, University of Oregon

eddie trujillo

EDDIE TRUJILLO
Business Development

  • Manages GS RIA Community Interaction with 2,000 U.S. Advisors
  • License Life and Health Insurance: Oregon, California, Washington, Pennsylvania
  • Business Development Consultant, Private Equity & Private Credit Strategies
  • Internal Revenue Service VITA/TCE Certification
  • BS Business Marketing , University of Oregon

loren3

LOREN D. PENNER
COO & Dir. of GSRM

  • Director of GS Operations 15 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

jon

JON HALL
Sr. Account Manager

  • GS RIA Account Manager 4 years
  • GS RIA Associate 4 years
  • Account Manager to over 400 Investment Advisory Firms
  • RIA Management Liability Insurance Multi-State Regulatory Filing for over 4 years
  • National License Casualty Insurance for over 4 years
  • Technology Industry 14 years
  • Computer Science, University of Idaho

deb_herbert

DEB HERBERT
Sr. Account Manager

  • GS Senior Account Manager 8 years
  • Account Manager to over 400 Corporate Firms
  • National License Casualty Insurance for over 36 years
  • The Home Insurance Co., Unigard Insurance Cos., Royal Insurance Cos. Commercial Risk Underwriting
  • AAI (Accredited Advisor in Insurance)
  • ARM (Associate in Risk Management)

ryan closs

RYAN CLOSS
Account Manager

  • Manages GS RIA Community Interaction with 2,000 U.S. Advisors
  • BS Business Management, Biola University

Abby Arend

ABBY AREND
Account Manager

  • Manages Interaction with over 400 Corporate Firms
  • Media Relations for 4 years
  • BA Political Science (Major), Luther College
  • BA Psychology (Minor), Luther College
  • Study Abroad, Malta