Deeply Rooted Experience.

Leadership Team

Robbie Smith
Robbie SmithChief Executive Officer
Robbie’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
Matt JamesChief 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, as well as 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
Michael DollarChief 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
Cynthia MoenchChief 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. ​
Edward Smith
Edward SmithCIC – Senior Vice President and Benefits Leader
Edward leads the Employee Benefits division at Oakbridge, where he delivers proven solutions in helping employers achieve better medical plan outcomes for employees often at a significantly lower cost. While serving more than 20 years as a principal of Hutchinson Traylor, Edward combined his insurance industry knowledge with his personal mission to solve the healthcare crisis by creating a comprehensive and transparent health and employee benefits platform that sheds light on the hidden financial incentives embedded within our health system and helps bring innovative, affordable, and holistic benefits solutions to employers. He holds resident and surplus lines licenses in Life & Health and Property & Casualty Insurance in addition to his Certified Insurance Counselor (CIC) designation.

Edward attended Wake Forest University where he graduated magna cum laude from the Wayne Calloway School of Business and Accountancy.

Stephanie Cox
Stephanie CoxAAI — Senior Vice President and Commercial P&C Leader
Stephanie leads the Commercial Property & Casualty team at Oakbridge, leveraging her deep industry experience in both insurance and risk management to address these needs strategically and innovatively for clients. Stephanie began her insurance career in Texas working for Alexander & Alexander. From there, she served as director of risk management services at Lindsey Morden Claims Management, vice president of Commercial Lines at Palmer & Cay and held several positions of increasing leadership at Hutchinson Traylor, most recently as vice president of Property and Casualty. Stephanie holds the Accredited Advisor in Insurance designation and has been an insurance instructor for the State of Georgia since 2008.

Stephanie earned her B.B.A. in Risk Management and Insurance from the University of Georgia.

Scott Kiser
Scott KiserSenior Vice President, Private Client Group Practice Leader
Scott is an accomplished Property & Casualty leader, with 28 years’ experience cultivating profitable business growth with brokers and agency networks throughout the Southeast.

Scott is dedicated to growing Oakbridge’s personal lines, advancing market relationships and enhancing service capabilities through leadership, employee development and training, and strategic planning and outreach.

Prior to joining Oakbridge, Scott led the Southeast region’s sales and marketing efforts for Donegal Insurance Group, where he held progressively responsible positions as personal lines underwriter, senior territory sales manager, southeast region sales manager, and assistant vice president. In these roles, he grew the Southeast region’s total written premium from $44M to $110M and helped to develop an incentive plan for territory sales managers companywide.

Scott received his bachelor’s degree in business administration, with a concentration in risk management and insurance, from the University of Georgia.

Lea Daughtridge Wharton
Lea Daughtridge Wharton Vice President of Human Resources
Lea leads all aspects of the agency’s employee operations, hiring strategies, policies and engagement programs that support Oakbridge’s long-term vision, operational excellence and commitment to continuous improvement. She works to inspire employee teams develop an elite workforce, and ensure greater employee retention using people-first strategies. As a champion of diversity, equity and inclusion, she is known for her ability to foster leadership, eliminate barriers and develop teams for succession planning and quality performance. Before joining Oakbridge, Lea served as the senior executive director of human resources and administration for Highwoods Properties, a publicly traded, national real estate firm.

Lea earned her B.A. in Communications from Salem College and completed the Talent Management Institute at the University of North Carolina’s Kenan-Flagler Business School.

Henry Mahler
Henry Mahler Vice President of Technology
Henry leads the development and implementation of Oakbridge’s infrastructure systems, software applications and information systems in addition to providing crucial overarching IT guidance to the company. With more than 20 years of experience in executive technology roles, Henry has sophisticated business, technology and management skills across a range of industries, with a designated focus in the insurance sector. Before joining Oakbridge, he served as general manager for Hargray Fiber, managing the company’s entire middle Georgia business unit, including sales, profit and loss, installs and community engagement. Henry also previously owned a managed service provider with clients in the insurance sector.

Henry attended Armstrong Atlantic University.

Donna Davis
Donna DavisDirector of Marketing
Donna leads marketing and communications for Oakbridge, partnering with the leadership team to grow the company’s brand and corporate visibility within the marketplace. She has oversight of Oakbridge’s website, social media, marketing collateral, digital marketing, corporate communications, employee communications and business development marketing. In this role, she helps lead new business efforts, develops strong community partnerships to increase lead generation and represents the agency through local business and civic organization involvement.

Donna studied Business at Brewton Parker College and College of the Coastal Georgia.

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