SRA Team
OUR MISSION
At SRA we believe small and mid-size businesses are the lifeblood of the American economy. The 831(b) Plans we administrate are meant to ensure these businesses weather the storm.
We care deeply about the financial security of our clients and their businesses. Our talented and motivated team strives to provide creative, quality, well-designed plans to address the varying needs of the clients we serve.
Van Carlson
Founder & Chief Executive Manager
Van Carlson is the Founder & CEO at SRA and has over twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.
Dustin Carlson, CPCU
President
Dustin oversees the internal operations of SRA allowing our CEO to focus on the strategic, long-term challenges and opportunities facing the company. Dustin implements and continuously improves SRA’s system of policies, internal controls, accounting standards and procedures. He contributes to the development of strategic goals and objectives as well as the overall management of the organization. Dustin also assists field marketing representatives and our internal sales team with sales/service issues as needed. Dustin spends his free time enjoying the Idaho outdoors with his family and friends. When he’s not outdoors you can catch Dustin watching Giants baseball, listening to a record from his vinyl collection, or reading his favorite philosophers.
Sam Solberg, ARM
Operations Director
Sam is a graduate of the University of Idaho with a degree in Finance and Accounting. Sam assists with the onboarding, invoicing, and renewing of the 831(b) Plan ARCs. He also deals with the day-to-day operations of maintaining an 831(b) Plan ARC, along with creating and preserving both customer and representative relationships throughout the year. Sam enjoys skiing in the winter, camping in the summer and visiting other countries at least once a year.
Bre Cohen
Marketing Director
Bre oversees all aspects of marketing and business development within SRA including events, digital marketing, branding, collateral, videos, strategic partnerships and identifying new marketing opportunities. She supports the SRA team, Field Marketing Representatives and clients by providing up-to-date educational material to ensure their careful understanding of the reinsurance process and risk management tools SRA offers. Bre is a self-proclaimed foodie and enjoys traveling. She also loves planning hiking trips in her camper trailer and exploring Idaho with her dogs.
Dee Hazen
Sales Director
Dee is a seasoned Sales Director with a BA in Accounting from Portland State University, bringing over 30 years of extensive sales experience, including a notable decade-long focus on international business. Throughout his career, Dee has honed his expertise in engaging business owners and C-suite executives, leveraging his financial acumen and adept relationship-building skills to tackle intricate business challenges effectively. Known for his entrepreneurial mindset and proactive approach, Dee excels in devising and implementing innovative processes that significantly enhance revenue streams. Beyond his professional endeavors, Dee finds great joy in golfing, experimenting with at-home cooking recipes, exploring global destinations, and immersing himself in diverse cultures.
Kaitlin Becar, CPA
Controller
Kaitlin is a Certified Public Accountant who graduated from the University of Idaho with degrees in Finance and Accounting. She has experience in public accounting doing tax work for investment management firms and large corporations. Kaitlin manages the day-to-day financial operations at SRA including financial reporting, forecasting, and analyzing. Her favorite way to spend her down time is traveling and getting outdoors with her family and friends.
Whitney Amott
Office Manager
Whitney is a graduate of Utah Valley University with a degree in Business Management. Whitney comes to us with 10+ years of experience in Human Resources and Office Management. When Whitney isn’t managing our office she’s busy assisting our Sales and Marketing team with the behind the scenes business development. In Whitney’s spare time she enjoys traveling and spending time in the sun.
Tim Pruitt
Reinsurance Manager
Tim is responsible for the day-to-day management of all existing 831(b) Plan ARCS administered by SRA and facilitates the needs of the individual owners and producing companies. He leads the collection of all required tax documentation for SRA clients and is responsible for completing annual disclosures and ensuring the accuracy of those delegated amongst the team. Tim is also responsible for reporting and documenting dividends, loans and other 831(b) Plan transactions. In his free time, Tim enjoys working on his golf game and spending time with his family.
Joe Davis
Technology Director
Joe helps lead the Salesforce Development team and brings over 20 years of project management experience to SRA. Joe is a Project Management Institute certified PMP and a graduate of Boise Codeworks. Joe attended Whitman College, earning a B.A. in Philosophy, and returned to his childhood home of Boise after pursuing music and touring the USA with his bands. He loves spending time with his family, cooking, concerts, and the great outdoors.
- Sales
- Marketing
- Operations
- Finance & HR
- Dev
SRA Sales Team
Dee Hazen
Sales Director
Jerod Bates
Regional Account Executive
Bridgit Bowen
Regional Account Executive
Jake Rugg
Regional Account Executive
