“United Policyholders is a 501(c)(3) with unique expertise in insurance recovery and financial preparedness and a teaching team that has proven valuable to our citizens.”
Amy Bach has been a professional advocate for insurance policyholders since 1984 and an attorney since 1989. She co-founded United Policyholders in 1991 and serves as the organization's Executive Director and primary spokesperson; shaping and overseeing the Roadmap to Recovery™, Roadmap to Preparedness, and Advocacy and Action programs. She is a nationally recognized expert on insurance...Read more
Norman M Boone , MBA, CFP®
Norm has been consistently recognized as one of the nation’s best financial planners since 1994 by Worth, Barron’s and Medical Economics magazines. Norm earned his CERTIFIED FINANCIAL PLANNER™ designation in 1984, after receiving his undergraduate education at Stanford University and his MBA in Finance from the Harvard Business School. Norm also served as an officer in the...Read more
John N. Ellison
John Ellison is a Senior partner with Reed Smith’s Insurance Recovery Group. John's practice concentrates in the insurance coverage area exclusively on behalf of policyholders. John's clients range from Fortune 50 companies to small closely-held companies. He has been recognized by Chambers USA 2007-2015: America’s Leading Lawyers for Business as an "analytical and...Read more
Christine Haskett is a Partner at Covington & Burling, where she represents global companies in complex coverage disputes with their insurers. Ms. Haskett’s practice encompasses disputes involving property and business interruption insurance, asbestos liabilities, product liability claims, construction claims, and D&O insurance. Christine represents companies in a wide range of...Read more
Martin's professional enterprise and endeavors revolve around successful engagement in negotiations, project scaling, deal flow, equity build-up, project lifecycle management, and bridge existing resources through start-ups, and public private partnerships. He has lobbied Congress, state legislatures, and agencies on a matters affecting water, energy, transportation, agriculture, and...Read more
William "Chip" Merlin
William "Chip" Merlin has served as a plaintiff's attorney with a focus on Commercial and Residential Property Insurance Claim Disputes and Bad Faith Insurance litigation since 1983. Chip is a noted national authority on Insurance Bad Faith, lecturing to national trade groups and publishing a number of papers and articles on the subject for organizations such as The American Association...Read more
UP Board President
UP Board President
A survivor of the 1991 Oakland Hills Firestorm and long time emergency preparedness advocate, Susan Piper has close to 45 years of experience in public relations, marketing communications, and community organizing, most recently as Communications Manager for the Mayor of Oakland.. She is a graduate of the Medill School of Journalism at Northwestern University and earned a Master’s in Public...Read more
Jennifer Rosdail loves real property. She has been helping people build wealth and create options for more than 15 years in her favorite city. As a partner broker of Keller Williams International she has access to a vast nationwide network of resources and referral partners as well as a significant presence in the local real estate community.
Ms. Rosdail joined the UP board...Read more
Pamela Schmitz serves as a Financial Advisor at Brio Financial Group in San Francisco. Ms. Schmitz specializes in providing comprehensive financial advice for clients working towards or in retirement, preparing for the unexpected and leaving a legacy.
Ms. Schmitz...Read more
Dan Veroff is a key asset to Merlin Law Group's successful insurance policyholder rights practice. With a varied insurance background in academia, consumer advocacy, legislation, and litigation, Dan has significant experience helping policyholders obtain justice against their insurance companies. For example, in the unanimous 2017 California Supreme Court decision in Association of California...Read more
Doug Wertheimer serves as a Partner of IC. Prior to joining IC he was a successful entrepreneur with several well-known ventures in media and entertainment, consumer products and financial services.
From 1999-2002, Mr. Wertheimer was a founding executive with Size Technologies, a pioneering electronic payments company acquired by First Data Corporation in 2006. From 1995-1999...Read more