Rich Caulley

Rich Caulley

Principal

Rich Caulley was part of the initial purchase of the agency in 2003 and joined the firm full-time in 2004, bringing with him a wealth of Financial and Human Resources knowledge.

Rich began his career as a Certified Public Accountant managing audits, reviews, compilations and income tax issues for clients in various industries. In 1996, he joined Concentric Systems, Inc. where he had responsibility for all financial issues as well as human resources, benefits and payroll. In his five years at CSI, Rich implemented a complete employee benefits program while managing a staff that grew from 20 to 120 employees.

In November 2000, Rich joined Paramount Dental Plan where he managed daily operations including Customer Service, Provider Relations, Claims, Billing and Eligibility. He was responsible for all Human Resources functions, as well as Department of Insurance compliance and reporting. Upon the sale of Paramount to SafeGuard Dental Plan, Rich was named the Director of Operations where his role was expanded to include oversight of the company’s sales and account management divisions.

Rich earned his Bachelor of Business in Accounting from Stetson University. His certifications include a Life, Health and Annuities License, a CPA certificate and a SPHR certification. He is married with two children and enjoys playing football, tennis and soccer, as well as coaching youth sports.

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