Sotera Leadership
Renea Louie, ARM, ACI, Fellow
Chief Executive Officer
Renea Louie is a seasoned executive and recognized leader in the Alternative Risk Transfer and captive insurance industry, bringing more than 20 years of experience designing, forming, and managing sophisticated risk transfer solutions for organizations across industries and global markets. Her expertise is further strengthened by two decades of leadership experience in the high-tech sector.
As a Captive Manager and CEO, Renea provides strategic oversight and operational leadership across all aspects of captive insurance, including feasibility analysis, formation, licensing, and long-term management of captives and Self-Insured Groups. She is known for her precision, regulatory acumen, and unwavering commitment to delivering technically sound, customized solutions for complex national and international risk management programs.
Renea is a highly influential industry leader and advocate for the captive insurance profession. She currently serves as Chairman and Director of the Oklahoma Captive Insurance Association, Director and Officer of the Nevada Captive Insurance Council, and Chairman of thge Western Region. She is also a former two-term Chairman and Director of the global organization CICA. In addition, Renea has served two terms on the Board of Directors of the International Center for Captive Insurance Education (ICCIE) and continues to contribute through service on its Marketing Committee.
Ashley Vees
Client Services Manager
With over 8 years of experience in the industry, Ashley brings a wealth of knowledge, expertise, and a strong commitment to client satisfaction. She believes in the core values of integrity, honesty, and transparency, always working with a client-first mentality. Ashley understands that strong, long-term relationships are built on trust, open communication, and mutual respect, and she consistently goes above and beyond to ensure these values are at the forefront of every interaction.
Ashley has cultivated a deep understanding of her clients' needs, prioritizing their success and striving to deliver tailored solutions that drive positive outcomes. Whether working directly with clients or collaborating with regulators, Ashley is adept at navigating complex situations with a focus on clear communication and positive resolutions.
Ashley’s approach is not just about meeting expectations—it's about exceeding them. Ashley continues to grow professionally, always looking for innovative ways to enhance client experiences and create lasting, meaningful impact.
Tonya Stevenson
Captive AP/AR Manager
Tonya has extensive AP/AR experience in a variety of industries and has been a part of the Sotera team for 11 years. She brings a wealth of knowledge and expertise to her position as a manager. Tonya is responsible for entering transaction details, reconciling accounts, and monitoring and analyzing account information for our clients.
Tonya interacts with clients and the accounting department to ensure that all information is received and processed in a timely manner. She coordinates with vendors and clients, assists with audit and tax and quarter-end close.
Tonya is enthusiastic and a team player with excellent communication and problem solving skills. Tonya is a dedicated and creative problem solver with a passion for data analysis.
Charlotte Partamian
Senior Captive Accountant
Charlotte has been preparing financials for more than 30 years. Charlotte works in the financial management of captive insurance companies. She also works to ensure compliance with regulations and to provide accurate financial reporting.
Charlotte is known for implementing solutions that improve workflow efficiency. She is hard working and a driven individual who isn't afraid to face a challenge.
Justin Kasmer
Captive Accountant
Justin brings over 8 years of accounting and finance experience to the team. He has worked extensively in the Reinsurance space and is responsible for managing the financials of captive insurance companies. Justin has a proven track record in working with large Captives and handling complex insurance and reinsurance agreements.
Justin takes a client focused approach to his work. Understanding that relationships are built on trust and trust in this industry is based on consistent and accurate results.
Beyond his background in accounting, Justin is known for his experience with automation of tasks and for improving and implementing efficient processes. He enjoys the complex nature of the insurance industry and is always looking for opportunities to challenge himself.
Michelle Mathis
Captive Accountant
Michelle is a seasoned accounting professional and client relations specialist with 16 years of experience delivering precise financial management for a diverse range of clients. Known for her technical proficiency and dedication to client success.
Michelle’s expertise is rooted in mastering industry-leading financial ecosystems, including QuickBooks, Sage, and Sage Drive. By leveraging these tools, she provides real-time financial visibility and "audit-ready" transparency, ensuring that every client’s financial foundation is both robust and scalable for the 2026 landscape.
Beyond the numbers, Michelle is a dedicated partner who excels in client relations, translating complex financial data into clear, actionable insights. Whether streamlining automated workflows or managing intricate financial records, she is committed to providing the peace of mind and data integrity that business owners need to lead with confidence.
Jewel Barreno
Client Services specialist
Jewel brings over 12 years of experience in the insurance industry, along with a strong foundation of knowledge and a proven ability to build and maintain lasting professional relationships. In her role as a Client Relations Specialist, she serves as a trusted point of contact for clients, assisting with day-to-day needs, facilitating clear and timely communication, and helping ensure a consistently high level of service.
Throughout her career, Jewel has earned a reputation for being collaborative, dependable, and client focused. She takes pride in supporting both clients and colleagues by anticipating needs, providing thoughtful follow-up, and contributing to a positive team environment. Jewel believes that approaching each day with professionalism, positivity, and a genuine smile is key to building trust and achieving long-term success for everyone she works with.
