Leadership Team
At Captive Coalition, our leadership team brings decades of experience in captive insurance, agency operations, alternative risk strategies, and insurance program development. With a deep understanding of both the independent agent's world and the evolving insurance landscape, our team is committed to delivering unmatched support, training, and expertise to help agents succeed with captive solutions.
Warren Cleveland
Warren Cleveland launched Captive Coalition after firsthand experience as an independent agency owner revealed a major gap in the market: agents lacked access to the knowledge and resources needed to compete with large brokerages offering captive insurance solutions. Warren brings over a decade of insurance leadership—including as President of ReNu Insurance Group—and a career that spans aviation, real estate, and commercial insurance. His mission is to ensure agents stay in control, keep their best clients, and confidently lead with captives.
David Mirkin
David is a finance professional with over two decades of experience, with a career focused on the financing and operating of projects around the USA and internationally. Originally from New Zealand and a graduate of Victoria University of Wellington, David has been based in the USA for 10 years. He has served as CFO of several companies in various sectors, including Energy, Private Equity and Real Estate, while also acting as an Investment Advisor Representative. David brings his expertise to bear to ensure Captive Coalition is being run with the appropriate standards of finance and governance.
Scott Barry
Scott Barry brings over 40 years of insurance experience to Captive Coalition. He previously served as president and partner of a managing general agency focused on program business and captives, and he developed a captive services division for Liberty Mutual. Scott’s background includes senior roles at General Re (Genesis), Parametric Risk Company, and Bedrock Assurance Managers. His deep expertise in underwriting and alternative risk structures ensures agents have the technical and strategic support needed to build successful captives.
Will McPherson
Will McPherson brings over 30 years of experience in captive insurance formation, program management, and underwriting strategy. As co-founder and executive of multiple insurance entities—including Norwich Group, Gettysburg National Indemnity (SAC), and Patriot Underwriting Managers—Will has overseen the creation of over 50 segregated account captives and helped deliver millions in returns to clients through structured risk programs. His expertise in rent-a-captives, specialty insurance development, and captive financing models makes him a key strategic asset to the Coalition and its members.
Kari Glennon
Kari Glennon brings nearly two decades of insurance sales leadership to Captive Coalition, with experience spanning employee benefits, commercial and personal lines, life insurance, and captives. She has held senior leadership roles with Sitkins Group, Marsh McLennan Agency, HUB International, and The Unity Group, where she focused on producer development, sales strategy, carrier relationships, and organic growth.
As Chief Revenue Officer, Kari brings a proven track record of building high-performing sales cultures and helping agencies grow strategically. Her experience across both agency leadership and captive solutions strengthens Captive Coalition’s mission to help independent agents deliver greater value to their clients.
Lou Bannon
Lou Bannon brings over 30 years of diverse experience in the insurance industry to Captive Coalition. A graduate of LaSalle University with a degree in Risk Management, Lou has built a well-rounded career spanning retirement planning, underwriting, and sales. Most recently serving as an independent agent, Lou developed a deep appreciation for the role education plays in helping clients understand the value of captive insurance solutions. His broad industry knowledge and client-focused approach make him a trusted advisor and a key asset to the Captive Coalition team.
Cary Weston
Cary Weston brings 30 years of marketing and public relations experience to Captive Coalition, including 20 as an agency owner with specialized expertise serving service-based businesses. His work focuses on aligning marketing and sales to build trust earlier, shorten sales cycles, and help teams close with confidence. He has also guided leadership teams on putting AI to work, shaping the tools, systems, and frameworks that support business development. Cary puts that background to work driving Captive Coalition's growth.
