Deeply Rooted Experience.

Robbie Smith – Chief Executive Officer

Smith’s work experience is solely dedicated to the insurance distribution industry, including leadership roles with
Hamilton Dorsey Alston, Beecher Carlson and MHBT/Marsh & McLennan Agency Southwest.  As a shareholder and senior consultant at Reagan Consulting, he completed more than 400 consulting assignments for independent insurance agencies, insurance companies, and banks, focusing on valuation, value enhancement, perpetuation planning, compensation planning, strategic planning, and other topics.  He has completed public speaking engagements to more than 100 trade associations, banks, insurance companies, and affinity groups on a variety of issues pertaining to valuation, strategic planning, compensation, M&A and other topics. He has served on many insurance company advisory boards.

Robbie has a B.A. in Economics from the University of Georgia and a M.B.A. from Georgia State University.  Robbie and his wife, Julie, have two adult children.

Robbie Smith – Chief Executive Officer

Smith’s work experience is solely dedicated to the insurance distribution industry, including leadership roles with
Hamilton Dorsey Alston, Beecher Carlson and MHBT/Marsh & McLennan Agency Southwest.  As a shareholder and senior consultant at Reagan Consulting, he completed more than 400 consulting assignments for independent insurance agencies, insurance companies, and banks, focusing on valuation, value enhancement, perpetuation planning, compensation planning, strategic planning, and other topics.  He has completed public speaking engagements to more than 100 trade associations, banks, insurance companies, and affinity groups on a variety of issues pertaining to valuation, strategic planning, compensation, M&A and other topics. He has served on many insurance company advisory boards.

Robbie has a B.A. in Economics from the University of Georgia and a M.B.A. from Georgia State University.  Robbie and his wife, Julie, have two adult children.

Matt James – Chief Financial Officer & Chief Acquisition Officer

Matt, an accomplished strategic finance leader, is responsible for Oakbridge’s finance, accounting, and acquisitions functions. As CFO and CAO, Matt’s goal is to create sustainable shareholder value by enabling organic growth, accelerating expansion through M&A, and scaling efficiently by providing partners with exceptional back-office support.

Prior to joining Oakbridge, Matt was a core member of the executive team at Prime Risk Partners, an insurance brokerage offering client-tailored solutions, where he led M&A and corporate finance.  Matt’s experience also includes roles at a middle-market private equity fund focused on growth investments in services businesses, and a boutique investment bank specializing in entrepreneur-owned recapitalizations.  Matt holds a B.A. in History and a M.S. in Management from Wake Forest University, and an M.B.A. from the Yale School of Management.

Matt James – Chief Financial Officer & Chief Acquisition Officer

Matt, an accomplished strategic finance leader, is responsible for Oakbridge’s finance, accounting, and acquisitions functions. As CFO and CAO, Matt’s goal is to create sustainable shareholder value by enabling organic growth, accelerating expansion through M&A, and scaling efficiently by providing partners with exceptional back-office support.

Prior to joining Oakbridge, Matt was a core member of the executive team at Prime Risk Partners, an insurance brokerage offering client-tailored solutions, where he led M&A and corporate finance.  Matt’s experience also includes roles at a middle-market private equity fund focused on growth investments in services businesses, and a boutique investment bank specializing in entrepreneur-owned recapitalizations.  Matt holds a B.A. in History and a M.S. in Management from Wake Forest University, and an M.B.A. from the Yale School of Management.

Michael Dollar – Chief Operating Officer

Michael is a strategic operations executive with a reputation for developing and implementing strong teams and systems designed to bring organizations to the next level. He has a consistent track record of increasing revenue and expanding margins without sacrificing employee, client, or shareholder satisfaction. Prior to Oakbridge, he served as Chief Operating Officer and Principal for Hutchinson Traylor. Michael’s stewardship and technical sophistication contributed greatly to the firm being a multi-year recipient of the prestigious “Best Practices Agency” designation.

Michael graduated summa cum laude from LaGrange College with a B.S. in Management and earned an M.B.A. from the University of Georgia’s Terry College of Business.

Michael Dollar – Chief Operating Officer

Michael is a strategic operations executive with a reputation for developing and implementing strong teams and systems designed to bring organizations to the next level. He has a consistent track record of increasing revenue and expanding margins without sacrificing employee, client, or shareholder satisfaction. Prior to Oakbridge, he served as Chief Operating Officer and Principal for Hutchinson Traylor. Michael’s stewardship and technical sophistication contributed greatly to the firm being a multi-year recipient of the prestigious “Best Practices Agency” designation.

Michael graduated summa cum laude from LaGrange College with a B.S. in Management and earned an M.B.A. from the University of Georgia’s Terry College of Business.

Cynthia Moench– Chief Sales Officer

Cynthia’s career in insurance spans more than three decades in the independent agency system. In 1992, she earned the Certified Insurance Counselor designation. Cynthia combines her practical experience in insurance sales with her passion for developing sales talent to develop her own sales training and consulting practice specific to insurance agencies.  In 2010, she joined The Wedge Group as the executive coach to help integrate, implement and execute the iWin program for the exclusive network of iWin agencies. She has successfully coached more than 100 iWin leaders to develop their sales teams and grow their agencies. She has also personally helped hundreds of producers double their book of business through her producer development program. ​

Cynthia Moench– Chief Sales Officer

Cynthia’s career in insurance spans more than three decades in the independent agency system. In 1992, she earned the Certified Insurance Counselor designation. Cynthia combines her practical experience in insurance sales with her passion for developing sales talent to develop her own sales training and consulting practice specific to insurance agencies.  In 2010, she joined The Wedge Group as the executive coach to help integrate, implement and execute the iWin program for the exclusive network of iWin agencies. She has successfully coached more than 100 iWin leaders to develop their sales teams and grow their agencies. She has also personally helped hundreds of producers double their book of business through her producer development program. ​