Our Consulting Team
Accountant
Susie Nicastro has worked in the Insurance Industry for 15 years, and as an Accountant for 20. 14 of those years specifically as a Controller, and specializing in Vertafore AMS360 for 11+ years, and continues to expand the companies blueprint into other highly utilized Agency Management Systems.
She has extensive experience preparing budgets, analyzing data, and generating forecasts. Her management experience has taught her how to communicate effectively and pull together a strong accounting team.
Her work experience has been specifically in the development of financial statement preparation, integrating a streamlined accounting ideal to improve processes, and utilize software programs (such as Microsoft Excel & Quick Books) to expand & combine those accounting processes.
One of her strongest characteristics is the true desire to remain honest and incorporate a strong team. She believes integration and open communication is an integral part of a successful organization.
Accountant
Ashley Werley joined IAS March 2017 and is an indispensable asset to our accounting team. Ashley has transitioned to managing almost exclusively Customer Receivables and the Trust Cash process. Ashley contributes to many various facets of the organization and her depth of experience shows every day as she manages our Advanced Accounting processes.
Ashley is highly knowledgeable in the full accounting cycle, is extremely organized & reliable, and encompasses a wide range of time management skills.
Her open communication is an integral cog in what keeps IAS running so fluidly.
Accountant
Debbie Indrieri is a financial executive and CPA with 20+ years of experience in accounting and finance, including financial close process, SEC filings, management reporting, regulatory reporting, financial analysis, Sarbanes-Oxley (SOX), controls implementation, policy and procedures development, financial systems implementation, new business integration, project management, budgeting and forecasting, mergers & acquisitions, automation, finance integration and external audit.
Debbie is self-motivated and detail oriented with solid interpersonal skills, experience in fast-paced environments & possesses excellent project management skills and is committed to continuous improvement.
Debbie’s strong problem solving skills have made her an essential part of our team.
Senior Staff Accountant
Steffen St. Mary has a 30-year career working for insurance brokerages in the Twin Cities, primarily as the Accounting Manager for independent family-owned agencies.
He has worked on various Agency Management Systems including Vertafore AMS360 and Applied Epic & Sagitta. He also maintains a high-level of advanced Microsoft Excel skills.
Staff Accountant
Esther DeLeon joined our expanding team December 2022.
Esther brings with her a great deal of enthusiasm and strong work ethic. Her interpersonal skills are highly valued amongst our existing clients, and further expands the high level of trust within the team and the services we offer. She is a testament to our company’s core beliefs.
Esther’s current focus is Vendor Payables and Agency Bill Invoicing but is always eager to contribute and learn more.
Independent Consultant
Karen Gilley has been an integral part of the accounting staff of Insurance Agencies for over 20 years and acquired her certification in AMS 360 accounting 3 years ago.
Her knowledge of the system and her ability to make it work for the company is her most desirable skill. She also has her own bookkeeping firm that specializes in assisting small businesses navigate their manual or electronic bookkeeping tasks.
She enjoys the often mundane task of posting and balancing and creating concise financials from client receipts and manual records. Her attention to detail, integrity and work ethic make her an asset to any team.
Jr Staff Accountant
Dominic Yousufi joined our accounting team September 2023.
Dominic continues to expand his accounting knowledge and has completely embraced direct bill entry/ direct bill statement/ agency billing, and a multitude of various tasks. We consider him to be a crucial part of our team!
Jr Staff Accountant
Joseph Maalouf contributes to our expanding team every day. He comes to us with strong work-ethic and the desire to learn. Joseph is attending CSUN, and majoring in Accountancy.
Joseph’s primary focus is Direct Bill.
Jr Staff Accountant
Jose Monje is a hard-working student of CSUN, majoring in Accountancy. Daily he applies himself and contributes to our overall success.
Jose’s primary focus is in Direct Bill & Vendor Payable support.