Meet Our Management Team

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Toby Wallis, CPCU, AIC, CWCP

President │Causalty Supervisor │ Settlement Specialist

Toby has served as President of The Wallis Group, Inc. since February of 1994.  He is an LSU Graduate and holds the CPCU, AIC, and CWCP designations.  Duties range from managing day-to-day activities to creating and driving workers compensation settlement initiatives for clients, injured workers, and their legal representatives. Licensed in Louisiana and Mississippi. 

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Toby Wallis, CPCU, AIC

President │Causalty Supervisor │ Settlement Specialist

Toby has served as President, Claims Supervisor, and Settlement Specialist since February of 1994.  He is an LSU Graduate and holds the CPCU, AIC, and CWCP designations.  Duties range from managing day-to-day activities to creating and driving workers compensation resolution initiatives for clients, injured workers, and their legal representatives. Licensed in Louisiana and Mississippi. 

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Stephanie Kurzweg, CPCU, AIC

Workers Compensation Supervisor │ Settlement Specialist

Stephanie has served as Claims Supervisor and Consultant since August of 2010.  She is an LSU Graduate and holds the CPCU and AIC designations.  Duties include supervising workers compensation claim investigations, monitoring quality assurance of product delivered, and evaluating, negotiating, and resolving workers compensation cases where return to work is not an option.  Licensed in Louisiana. 

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Dave Montgomery, AIC

Property Supervisor │ Claims Consultant

Dave has served as Supervisor and Claims Consultant since August of 2005.  He is an LSU Graduate and holds the AIC designations.  Duties include supervising and handling residential and commercial property claims, performing appraiser services (dispute resolution, and resolving complex property scenarios for involved parties in the property insurance transaction.. Licensed in Louisiana, Mississippi, and NFIP.