DAVID KOEGEL ASSOCIATES, INC. - Consultative Financial Intermediaries
Who We Are:
 
Our company is a risk analysis and expense management consultancy based on the belief that we're committed to meeting our customers' needs as they are of utmost importance. As a result, much of our business is from referrals and repeat customers. We would welcome the opportunity to earn your trust and deliver you the best service possible.
 
Our firm is managed by Dave Koegel a seasoned risk analyst, expense manager and financial transaction intermediary. He has served as a senior executive for reinsurers, reinsurance brokers, insurers, public accounting and advisory rating firms, including AmTrust Financial Services, the Imagine Group (a reinsurance subsidiary of Brookfield Asset Management), Deloitte & Touche, Gill and Roeser, American Re, AIG and ISO. Some of his past clients include Allstate, Dow Chemical/Dorinco Reinsurance and Xerox/Crum & Foster Insurance. Over the last 30 years, Dave has prac ticed in the areas of actuarial & financial analysis, underwriting, risk management, claims handling and overall quality control. He has consulted with others on four continents and written several articles in the insurance & finance trade press. Dave has a degree in Mathematics and is a credentialed property-casualty actuary and managed healthcare professional.
 
What We Do:
 
Our company specializes in Risk Analysis and Expense Management. All of our services are relevant across multiple industry sectors. Risk Analysis helps quantify exposure, opportunity and outcome. This service is especially helpful when there are several uncertain variables that can affect desired outcomes and the number of "what if" scenarios required to complete the analysis are too numerous to perform manually.  Expense Management helps capture savings from typical overpayments on invoices or taxes. This service includes arranging in-depth reviews of office lease payments, workers' compensation insurance premiums, utility and/or telecom bills as well as engineering-based cost segregation studies (to accelerate depreciation by separating personal from real property in commercial real estate). Other services include alternative energy solutions, commercial real estate financing, property tax audit, HR outsourcing and more...
 
Why Choose David Koegel Associates?
 
We're a highly qualified and uniquely versatile firm who can help uncover ways to make your business life easier and your financial life better. We're more than just consultants in that we're focused on achieving beneficial outcomes for our clients that are measurable. We can simplify complexities and deliver real benefits on a cost efficient basis. Many of our services are of no incremental outlay to our customers as we're paid only if the client actually realizes savings as a result of those services.
 
Distinctive Offer:
 
We can provide an initial Risk Analysis on a complimentary basis when warranted and there are no up-front charges for Expense Management services. 
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