We care deeply about the financial security of our clients and their businesses. Our talented team of risk managers has an average of 10+ years of industry experience and strives to provide creative, quality, well designed plans to address the varying needs of the clients we serve.
Founder & Chief Executive Officer
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
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.
Director of Business Development
Ed brings more than 20 years of sales and operations management experience to SRA with a consistent history of leading high-performing sales teams and operational excellence. In his role as Director of Business Development, he is responsible for developing business strategies to improve representative and client relationships. Ed works closely with Field Marketing Representatives to identify opportunities and provide education, keeping them abreast of industry news and latest product knowledge. Ed enjoys spending time outdoors and is often found helping colleagues and friends pursue their own outdoor adventures.
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.
National Business Development Manager
Clay could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners, financial advisors, CPA firms, consulting firms, and health brokers to explain SRA’s risk management strategies. As a former professional Golfer on the Nationwide, Web.com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 10 years in risk mitigation to identify opportunities and consult with clients and representatives. When he's not working or on the golf course he's busy spending time with his wife and his four girls.
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.
Sam Solberg, ARM
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.
Kaitlin Becar, CPA
Senior Tax Accountant
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 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.
Haley is a graduate of Boise State University with a degree in Finance, currently working on her Masters in Mathematics. As Onboarding Manager at SRA, Haley guides new clients through the 831(b) Plan onboarding process and coordinates with the Compliance Manager to ensure plans are properly established. She also coordinates with the Account Manager and Compliance Manager on plan repairs, closures, and mergers. In her free time, Haley enjoys gardening, animals, and learning about sustainable living.
Marketing Project Manager
Lauren is a graduate of Boise State University with a degree in Communications with an emphasis on Leadership and Human Relations. As an essential part of the marketing team, Lauren oversees and supports a number of marketing initiatives including podcasts, events, branding, videos, digital marketing, and social media. In her free time, Lauren enjoys traveling, cooking, and exploring the outdoors.
Client Relationship Manager
As the Client Relationship Manager at SRA, Kelsie supports the Business Development Team to ensure client satisfaction goals are met. Her primary duty is to address the needs of SRA's existing 831(b) Plan clients, which includes facilitating plan renewals, changes, transactions, and general administration. She also coordinates with the Account Manager and Compliance Manager to guide clients through the claim and tax filing processes. Outside of work, Kelsie enjoys spending time in the mountains, going to concerts, and spending time with her family and friends.
Andrew assists with the day-to-day financial and tax operations. In his role, he is responsible for maintaining records and assisting with tax filings. Andrew is a graduate of Olivet Nazarene University with a degree in finance and accounting and a Master's degree in Business Administration. He is currently studying for the CPA exam. Andrew recently moved to Idaho from the Midwest and is looking forward to more scenic adventures. Andrew enjoys playing sports, running, and skiing in his free time.
Scott is our Salesforce Admin/Developer and self proclaimed tech geek. Scott is a marketing graduate from Boise State University, as well as a graduate from Boise Codeworks as a software/web developer. With a passion for creating new technical solutions to improve efficiencies, Scott is always looking for ways to optimize our processes and provide better services for our internal team as well as our clients. Beyond the office, Scott loves to ski, camp, and program.
Sales and Front Desk Assistant
Krista brings 17 years of customer service experience to the SRA Team. As the Sales and Front Desk Assistant, Krista is the first point of contact for our clients. Day-to-day, Krista handles multiple schedules, assisting the clients to get the information they may need, and ensuring our Business Development team has the tools that they need to succeed. In her spare time, Krista loves to hang out with her son, read, and sip wine.
Cody is a graduate of Arizona State University with a degree in Business Leadership. He went on to get his Master’s degree from Colorado State University where he studied Accounting and Business Management. As Senior Accountant, Cody is responsible for developing and streamlining accounting processes to keep up with SRA’s continued growth. In his free time Cody enjoys traveling and camping with his family.