| Name | Title | Contact Details |
|---|---|---|
Grady Ligon |
CIO/CTO | Profile |
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
Kloeckner Metals - Americas is a prominent steel and metal distributor based in Roswell, Georgia. As the North American subsidiary of Klöckner & Co SE, it ranks as the fourth-largest metal service center in North America, operating around 50 locations across the U.S., Mexico, Canada, and Puerto Rico. The company serves approximately 8,000 metalworking businesses with a diverse portfolio of over 190,000 products, including carbon steel, stainless steel, and aluminum. The company offers extensive services beyond distribution, such as custom processing, warehousing, logistics solutions, and supply chain management. This comprehensive approach helps customers optimize production schedules and reduce lead times by providing materials close to their operations. Kloeckner Metals supports various industries, including automotive, construction, energy, and infrastructure, ensuring that its customers have access to the products and services they need for their projects.
Marsh Furniture Company is a family-owned cabinetry manufacturer based in High Point, North Carolina, established in 1906. The company specializes in kitchen and bath cabinetry, offering a product line known as Marsh Cabinets. These cabinets feature traditional face frame construction and are available in various wood species, including Oak, Birch, Maple, and Cherry. Marsh is recognized for its durable and stylish storage solutions, catering to both residential remodels and large-scale developments. Operating from a 700,000-square-foot facility, Marsh combines traditional craftsmanship with modern innovation. The company emphasizes quality and service while maintaining strong relationships with independent kitchen and bath dealers across the eastern United States. Marsh Furniture Company is committed to the well-being of its employees and the local community, reflecting over a century of dedication to integrity and craftsmanship.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
We offer surplus lines products to California agents, primarily homeowners (HO3) and landlord (DF3) policies. Please visit our website for information on how to become appointed.