Considered an expert in alternative risk finance, Cliff has far reaching experience in captive insurance company formation as well as international reinsurance. As a 30 year veteran of the commercial insurance industry, his start-up company has evolved into a competitive, regional brokerage with locations in three cities.
Marcus brings over 20 years experience to the Orion team. As founder of the benefits department in 2002, he has successfully directed the Benefits team to become one of the best in the industry. His objective is to help clients creatively overcome the vast challenges posed by the ever-changing healthcare landscape. Marcus has a Bachelor’s degree in Business-Finance from Cal Poly SLO.
Joining the insurance industry in 1987, Morton has been involved in all aspects of Employee Benefits as well as Property and Casualty. He has extensive experience in alternative funding including the formation of Single Parent Captives. Morton holds a Bachelor’s degree in Finance, the Associates in Risk Management (ARM) degree, the Certified Insurance Counselor (CIC) designation, and Certified Risk Manager (CRM) designation.
As a co-founder of Orion with over thirty years of experience in the industry, Larry has been involved in providing insurance and risk management consultations as well as implementing captive insurance approaches and creating alternative risk management programs. He is a Certified Insurance Counselor and Certified Risk Manager and holds a Masters’ Degree in Business Administration and a Bachelor’s Degree in Economics from the University of California.
Trisha began her career in the insurance industry in 1987 and is one of the original founding employees of Orion Risk Management. She was responsible for laying the foundation of the policies and procedures that are used within the agency today. In addition to administrative responsibilities, she is The Senior Account Executive, providing consulting, placement of insurance coverage and creating alternative risk management programs.
Alan joined Orion in 2015. In addition to his responsibilities as CFO, he oversees Orion’s Captive Insurance programs. His thirty plus years of experience is split evenly between public accounting, where he was a partner in charge of audits and accounting for two separate firms, and private industry, as the lead financial resource for companies in various industries, from construction to high-tech. Alan is a licensed CPA and earned his Bachelor’s Degree in Business Administration from USC and his Master’s Degree from CSU- Long Beach. He received the Gary E. Bird award, which is presented annually by the International Risk management Association to the individual or company that best demonstrates their commitment to improving construction risk management.