Greg Carlton
Chief Executive Officer at Allied Advisors Group, LLC- Claim this Profile
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Bio
Adrianne Gleeson
Greg Carlton has an incredible talent for seeing the "big picture." As an experienced risk advisor, senior vice president, and owner he has the ability to see a problem from many different angles to arrive at a solution that is in the best interest of his clients. He has dedicated a significant amount of time to increasing his knowledge base in so many areas, but his working knowledge of health care reform makes him an invaluable resource. I was very fortunate to have Greg on my side as a consultant to the City of Paducah as I helped manage a very large self-funded insurance plan for over 500 lives. I couldn't have done it without him. Now I consider myself truly blessed to be a member of his team at Peel & Holland. Along with the other two owners, Roy and Keith Riley, Greg leads by example. Hardworking, dedicated, and compassionate, they believe in doing what is right for our clients.
Brian Roy
Greg Carlton is absolutely an insurance professional companies will want to contact to obtain the most up to date and reliable information on the rapidly changing insurance environment. Greg's expertise regarding strategic planning, pricing, and ultimate implementation is regarded as the "best of the best" in the industry and our association has benefitted greatly from his expertise!
Adrianne Gleeson
Greg Carlton has an incredible talent for seeing the "big picture." As an experienced risk advisor, senior vice president, and owner he has the ability to see a problem from many different angles to arrive at a solution that is in the best interest of his clients. He has dedicated a significant amount of time to increasing his knowledge base in so many areas, but his working knowledge of health care reform makes him an invaluable resource. I was very fortunate to have Greg on my side as a consultant to the City of Paducah as I helped manage a very large self-funded insurance plan for over 500 lives. I couldn't have done it without him. Now I consider myself truly blessed to be a member of his team at Peel & Holland. Along with the other two owners, Roy and Keith Riley, Greg leads by example. Hardworking, dedicated, and compassionate, they believe in doing what is right for our clients.
Brian Roy
Greg Carlton is absolutely an insurance professional companies will want to contact to obtain the most up to date and reliable information on the rapidly changing insurance environment. Greg's expertise regarding strategic planning, pricing, and ultimate implementation is regarded as the "best of the best" in the industry and our association has benefitted greatly from his expertise!
Adrianne Gleeson
Greg Carlton has an incredible talent for seeing the "big picture." As an experienced risk advisor, senior vice president, and owner he has the ability to see a problem from many different angles to arrive at a solution that is in the best interest of his clients. He has dedicated a significant amount of time to increasing his knowledge base in so many areas, but his working knowledge of health care reform makes him an invaluable resource. I was very fortunate to have Greg on my side as a consultant to the City of Paducah as I helped manage a very large self-funded insurance plan for over 500 lives. I couldn't have done it without him. Now I consider myself truly blessed to be a member of his team at Peel & Holland. Along with the other two owners, Roy and Keith Riley, Greg leads by example. Hardworking, dedicated, and compassionate, they believe in doing what is right for our clients.
Brian Roy
Greg Carlton is absolutely an insurance professional companies will want to contact to obtain the most up to date and reliable information on the rapidly changing insurance environment. Greg's expertise regarding strategic planning, pricing, and ultimate implementation is regarded as the "best of the best" in the industry and our association has benefitted greatly from his expertise!
Adrianne Gleeson
Greg Carlton has an incredible talent for seeing the "big picture." As an experienced risk advisor, senior vice president, and owner he has the ability to see a problem from many different angles to arrive at a solution that is in the best interest of his clients. He has dedicated a significant amount of time to increasing his knowledge base in so many areas, but his working knowledge of health care reform makes him an invaluable resource. I was very fortunate to have Greg on my side as a consultant to the City of Paducah as I helped manage a very large self-funded insurance plan for over 500 lives. I couldn't have done it without him. Now I consider myself truly blessed to be a member of his team at Peel & Holland. Along with the other two owners, Roy and Keith Riley, Greg leads by example. Hardworking, dedicated, and compassionate, they believe in doing what is right for our clients.
Brian Roy
Greg Carlton is absolutely an insurance professional companies will want to contact to obtain the most up to date and reliable information on the rapidly changing insurance environment. Greg's expertise regarding strategic planning, pricing, and ultimate implementation is regarded as the "best of the best" in the industry and our association has benefitted greatly from his expertise!
Credentials
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Chartered Health Consultant
NAHUJan, 2010- Oct, 2024 -
Registered Health Underwriter (RHU)
NAHUJan, 2010- Oct, 2024 -
Chartered Financial Consultant
The American College of Financial Services -
Chartered Life Underwriter
The American College of Financial Services
Experience
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Allied Advisors Group, LLC
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United States
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Business Consulting and Services
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1 - 100 Employee
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Chief Executive Officer
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Jan 2018 - Present
Networking and consulting firm for insurance agents and brokers, benefit advisors, and financial services advisors. Networking and consulting firm for insurance agents and brokers, benefit advisors, and financial services advisors.
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Acclaim Health Analytics, LLC
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United States
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Software Development
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Co-Founder
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Oct 2012 - Present
Managing member of Acclaim Health Analytics, LLC (AHA). We collaborate with other advisors and help connect the dots in health analytics. Members of AHA save time, lower expenses, and grow both capabilities and revenue while helping solve problems for clients. Managing member of Acclaim Health Analytics, LLC (AHA). We collaborate with other advisors and help connect the dots in health analytics. Members of AHA save time, lower expenses, and grow both capabilities and revenue while helping solve problems for clients.
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Peel & Holland
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United States
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Insurance
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1 - 100 Employee
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Consultant & Strategist
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Aug 1994 - Dec 2017
I help clients to maximize their investment in employee benefits by creating unique strategic plans which identify opportunities to position them as the "employer-of-choice" in their market... I help clients to maximize their investment in employee benefits by creating unique strategic plans which identify opportunities to position them as the "employer-of-choice" in their market...
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Allstate
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United States
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Real Estate
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Field Underwriter
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Mar 1985 - Sep 1987
Personal risk management and managed a Sears Field Office offering multi-lines insurance and financial services Personal risk management and managed a Sears Field Office offering multi-lines insurance and financial services
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Education
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Murray State University
BIS, Administrative Science -
The American College of Financial Services
CLU, ChFC, RHU, ChHC, Underwriting, Financial Planning, Economics