Corrigan & Company

For over twenty years, Corrigan & Company has worked with financial institutions in the highly specialized areas of Bank and Corporate-Owned Life Insurance (BOLI/COLI). We design and administer programs that are customized to meet our client’s objectives in the areas of Employee and Executive Benefits, Retirement Plans, and Deferred Compensation Programs. Our firm focuses its efforts in the Western United States, where we are well-known in our target markets. Contact us for more information about effective strategies for your financial institution.

What our clients say:

"For nearly twenty years, Corrigan & Company has been a trusted business partner of Columbia Bank. During this time, Corrigan & Company has served as the primary consultant for our executive benefit and BOLI programs. Their product knowledge, strategy formulation, and counsel is second to none, but more importantly, Corrigan & Company takes a thoughtful approach to creating customized solutions that meet our specific needs and objectives. Their availability and response times are impressive as well, always resulting in a satisfying client experience."

- Clint Stein EVP/Chief Operating Officer, Columbia Bank

The principal place of business and the state of domicile for Corrigan & Company is:

32 E Sola Street, Santa Barbara, CA 93101. T 800.456.3377 F 805.962.5053 info@corrigan-co.com

Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA /SIPC Corrigan & Company is independently owned and operated.

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CAILEN CONROY | VICE PRESIDENT & DIRECTOR OF CLIENT SERVICES

Ms. Conroy is responsible for all services related to plan implementation, as well as providing ongoing support of plan administration. She is the primary liaison for clients, insurance companies, and support staff. Prior to joining C & C, Ms. Conroy worked in Marketing and Advertising at major firms in Chicago. She currently holds her life and health insurance licenses in the Western States and has her Series 6 and 63 securities licenses. Ms. Conroy spends her free time hiking the many hills in Santa Barbara and enjoying the company of her family.

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SEAN CONROY | EXECUTIVE VICE PRESIDENT

Mr. Conroy is responsible for managing sales and servicing financial institution clients in the Western United States. Prior to joining C & C, Mr. Conroy worked as a financial analyst for UBS AG’s Investment Banking group in Chicago. He currently holds his life and health insurance licenses in the Western States, as well as his Series 6 and 63 securities licenses. Mr. Conroy holds a Masters Degree in Business Administration from DePaul University in Chicago.

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GREG DOSCHER | CONTROLLER

Greg is responsible for all internal financial matters and for keeping the corporate books.  He has been with the company since 2005 and has developed an extensive expertise in the tax treatment of LLCs and S Corporations.  Outside of the company, Greg has released three albums with his band, Tripdavon, and has toured extensively on three continents to promote them.  He holds a Bachelor of Science degree in Biopsychology from the University of California, Santa Barbara. 


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KRISTINA THOMAS | IN-HOUSE COUNSEL

Kristina is responsible for assisting with plan implementation and documentation and often works in concert with Bank counsel to create plan documents which comply with ever changing regulatory and legislative requirements. Ms. Thomas has been with Corrigan & Company since 2005 and has extensive experience with nonqualified deferred compensation plans. She has a B.A. from Bates College in Maine, and received her J.D. from Pepperdine University School of Law.