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.
Co-Founder
Aaron is a seasoned financial consultant and Co-Founder of SRA 831(b) Admin. He specializes in risk management and strategic planning for small to mid-sized businesses.
President
Dustin oversees the internal operations of SRA allowing our CEO to focus on the strategic, long-term challenges and opportunities facing the company.
Operations Director
Sam brings over six years of specialized experience in risk management to his role as Operations Director. He holds a degree in Finance and Accounting from the University of Idaho and an Associate's degree in Risk Management from the Institutes.
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.
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.
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.
Technology Director
Joe helps lead the Salesforce Development team and brings over 20 years of project management experience to SRA. Joe is certified by the Project Management Institute as both a Project Management Professional (PMP) and a Risk Management Professional (RMP).
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.
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.
Regional Account Executive
Jerod brings over 15 years of experience working with small and mid-market businesses through roles in entrepreneurship and tech startups. He values patience and trust in every relationship, believing these qualities are key to long-term success.
Regional Account Executive
Steven has a background in financial technology, helping businesses gain better control of income and expenses. At SRA 831(b) Admin, he takes a holistic approach to risk management and business planning while pursuing his Associates in Risk Management designation.
Regional Sales Executive
Lauren has 17 years of sales experience across industries from insurance and financial services to digital advertising. As a Regional Account Executive at SRA, she builds strong relationships and creates strategic solutions that help business owners reach their goals.
Business Development Representative
As Business Development Representative at SRA, Brittany connects with business owners and advisors to introduce them to 831(b) plans and drive growth. A Boise State graduate with a background in the mortgage industry, she brings strong client relations and business development expertise to her role.
Sales Executive Assistant
Amanda has over five years of experience as an executive assistant, supporting C-level leaders and helping teams operate at their best. She excels at creating structure, streamlining processes, and serving as a steady force behind successful teams.
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.
Marketing Project Manager
Lauren is part of the marketing team at SRA 831(b) Admin, where she supports initiatives including events, podcasts, branding, and social media. A Boise State graduate in Communications, she enjoys traveling, cooking, the outdoors, and yoga.
Digital Marketing Strategist
Taylor is a Digital Marketing Strategist at SRA 831(b) Admin with expertise in paid advertising, SEO, Google Analytics, brand compliance, and marketing automation. She holds a Master of Science in Marketing with a focus on Digital Media and enjoys camping, golfing, snowboarding, and road trips with her Golden Retriever, Sebastian.
Marketing Operations Specialist
Sarah is a marketing and communications professional with experience in community outreach, advertising, and social media. A Boise State graduate in Communications, she enjoys photography and spending time with her family and three dogs.
Operations Director
Sam brings over six years of specialized experience in risk management to his role as Operations Director. He holds a degree in Finance and Accounting from the University of Idaho and an Associate's degree in Risk Management from the Institutes.
Plan Compliance Director
Madison is a Certified Public Accountant with over six years of public accounting experience and a degree in Accounting from the University of Idaho. As Plan Compliance Director at SRA, she oversees reconciliations and tax returns for reinsurance companies and enjoys the outdoors, family, and reading.
Senior Client Executive
Kelsie is a Senior Client Executive who supports the Operations Team by managing plan renewals, transactions, and client administration. She also assists with claims and tax filings, and outside of work enjoys the mountains, concerts, and time with family and friends.
Tax Associate
Andrew is a Tax Associate with two years of accounting and finance experience and holds both a bachelor’s and master’s in Business Administration from Olivet Nazarene University. He applies his analytical skills to support tax work and enjoys running, watching sports, and skiing outside the office.
Client Executive
Justin is a Client Executive focused on building strong relationships and ensuring clients receive seamless service through renewals, requests, and reporting. Outside of work, he enjoys time with his family, music, and classic literature, which bring a creative perspective to his client work.
Tax Associate
Austin is a Tax Associate at SRA 831(b) Admin, supporting compliance and tax return preparation for reinsurance companies. A University of Idaho graduate with bachelor’s and master’s degrees in accounting, he previously worked in public accounting serving clients across multiple industries.
Policy and Claims Specialist
Amanda is a Policy and Claims Specialist with over a decade of experience in customer relations and leadership. She holds a B.S. in Business Administration and focuses on reinsurance claims by assessing risk and applying policy expertise to streamline the claims process.
Plan Transaction Specialist
Emily is a Plan Transaction Specialist with a background in consumer lending and three years of experience as a loan officer and in operational support. She holds a BBA in Management and is passionate about accuracy in processing client transactions; outside of work, she enjoys cycling, reading, and thrifting.
Client Onboarding Specialist
Jenny is an Onboarding Specialist with a background in education, having spent seven years teaching before moving into academic consulting. She brings expertise in training, mentoring, and professional development, and enjoys fostering kittens, home projects, horseback riding, and traveling.
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.
Senior Business Intelligence Analyst
Haley is a Senior Business Intelligence Analyst with a background in finance, economics, and mathematics, holding multiple degrees from Boise State University. She applies her diverse skill set to streamline processes and, outside of work, enjoys reading, DIY projects, skiing, river floats, and time with her family and cats.
Senior Accountant
Christina is a Senior Accountant with over a decade of experience across multiple industries and a degree from Montana Tech. Outside of work, she enjoys fishing, reading, hiking, and embroidery.
Bookkeeper
Aubree is a bookkeeping professional with nine years of experience in general bookkeeping, healthcare finance, and client accounting. A University of Idaho graduate in Public Relations, she is valued for her precision and reliability, and outside of work enjoys family, live music, camping, and fishing.
Finance Operations Coordinator
Blake is a Finance Operations Coordinator who supports transaction accuracy, invoice processing, and payment coordination while helping streamline workflows across accounting, finance, and operations. He applies his analytical skills to optimize financial processes and enjoys golfing, biking, and the outdoors.
Technology Director
Joe helps lead the Salesforce Development team and brings over 20 years of project management experience to SRA. Joe is certified by the Project Management Institute as both a Project Management Professional (PMP) and a Risk Management Professional (RMP).
Functional Salesforce Architect
Josiah is a Functional Architect and eleven-time certified Salesforce expert with over six years of experience building scalable CRM solutions. He specializes in designing processes that improve team efficiency and enjoys skiing, rafting, and experimenting with synthesizers.
Salesforce Developer
Jack is a Salesforce Developer with six years of experience and three Salesforce certifications, specializing in optimizing CRM systems for efficiency and innovation. Outside of work, he enjoys cooking, cycling, and spending time with his wife and child.
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.
Co-Founder
Aaron is a seasoned financial consultant and Co-Founder of SRA 831(b) Admin. He specializes in risk management and strategic planning for small to mid-sized businesses.
President
Dustin oversees the internal operations of SRA allowing our CEO to focus on the strategic, long-term challenges and opportunities facing the company.
Executive Assistant & Employee Relations Specialist
Alissa supports CEO Van Carlson and President Dustin Carlson by managing schedules, meetings, correspondence, and leads with efficiency and care. A Psychology graduate from Lewis-Clark State College, she brings empathy from her earlier work in education and enjoys thrifting, the outdoors, and time with family and friends.
Office and Employee Experience Manager
Michelle brings over 25 years of experience in office administration, event planning, and philanthropy, paired with a culinary background in pastry and baking. She is passionate about fostering a positive workplace culture and, outside of work, enjoys cooking, crafting, paddleboarding, fishing, and time with her husband, dogs, and friends.
SRA is an industry-leading microcaptive manager. Named one of the best places to work in the Treasure Valley and insurance industry, we invite you to apply to work with us.