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.

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.

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.

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.

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.

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.

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.

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.