Monte L. Miller

Founder & Executive Chairman

Monte Miller has over 45 years investment management and trust banking experience. Prior to founding The KeyState Companies in 1991, he served as SVP and Trust Division Manager for Valley Bank of Nevada (now Bank of America Nevada). Monte holds a B.S. in Business Administration from the University of Nevada Reno and his M.A. in Economics from the University of Nevada Las Vegas. He currently serves on the Board of Directors and as Treasurer of Keystone Corporation, an organization that promotes a business-friendly environment in the State of Nevada. Outside of his leadership role at KeyState, Monte has been active throughout his career, serving on corporate and community boards. Some of these include the Nevada Development Authority, the University of Nevada, Reno Foundation, the College of Southern Nevada Foundation, and the Federal Home Loan Bank of San Francisco.

Joshua C. Miller

Chief Executive Officer

Josh Miller joined The KeyState Companies in 1998 and has served as the CEO since 2011. He received his B.A. in Economics and Foreign Affairs from the University of Virginia. During his tenure at KeyState, Josh has led the firm through multiple acquisitions, launched the captive insurance business line in 2008, and most recently launched KeyState’s solar tax credit fund, SOLCAP I LLC in December 2019. Josh serves on the executive committee of the Board of Public Education Foundation in Las Vegas, Nevada, the Board of the Nevada Captive Insurance Council, and is an active member of the Self-Insurance Institute of America’s Captive Advocacy Committee.

Nick Miller


Nick Miller joined The KeyState Companies in 2007 as a management analyst and has worked in various areas within the firm during his tenure. Nick currently serves as Executive Vice President & Chief Operating Officer, leading all efforts in operations management, IT, and human resources. He received his B.S. in Business Administration with an emphasis in Finance from Brigham Young University.

Larry M. Wood

Evp - financial institutionS group

Larry Wood joined The KeyState Companies in 2008 with 20 years of capital markets experience. As EVP of the Financial Institutions Group, he is a senior member of the team of investment officers. Previously, Larry served as the corporate investment portfolio manager for Associated Bank (a $21 billion regional bank) and prior to this ran the fixed income investment portfolio for the Employees Retirement System of Texas. He holds an MBA from the University of Texas, a BSBA in Finance & Banking from the University of Arkansas, a Certified Treasury Professional accreditation from the Association of Financial Professionals, and Series 7 & Series 66 licenses.

Ivan Farris

SVP - Financial InstitutionS Group

Ivan Farris joined The KeyState Companies as Vice President in the Financial Institutions Group in October 2011 following KeyState's acquisition of M&I Portfolio Services from BMO Financial Group. Ivan joined M&I Portfolio Services in 1995. Ivan holds the position of President and Investment Officer for numerous investment subsidiaries of financial institutions and corporations. Ivan received his B.S. from the University of Nevada, Las Vegas in 1988. After college, Ivan spent 7 years at Valley Bank of Nevada and Bank of America where he performed supervisory, audit, conversion, and settlement functions.

David Guerino


David Guerino joins KeyState with over 22 years of captive management experience. Prior to joining the team, David held the roles of Managing Director and Senior Account Executive while the captive practice managed 140 captives and he worked through various captive phases, including, captive feasibly, implementation and ongoing management. David has managed pure captives, protected cell companies, risk retention groups, association captives, industrial insureds, rent-a-captives and public entity pools. Industry experience includes real estate, REITS, construction, healthcare, financial institutions, insurance companies, retail, manufacturing, energy and public utilities. David holds a Bachelor of Science Degree in Account from Champlain College and he has served on the Vermont Captive Insurance Associator conference committee and has served as a participant on a number of conference panels.

Travis Holdman

SVP-National Sales Mgr/Financial Inst Grp

Through an independent consulting arrangement, Travis Holdman serves as SVP & National Sales Manager for KeyState's Financial Institutions Group. Travis has over 15 years of banking experience, having served on a community bank board prior to being asked to lead the bank as CEO. He has experience in bank mergers, investment and REIT subsidiaries, and has conducted an number of strategic planning sessions for banks and bank related entities. He is also a former Board Chairman for a statewide banking association and also served on the public board of a state banking regulator. In addition to his work with KeyState, Holdman is a licensed attorney and currently serves as a member of the Indiana Senate.

Brian Amend

SVP & Managing Director – Eastern Region

Brian Amend joins KeyState with over 20 years of service in senior leadership positions in government and business. In addition to working at KeyState, he is a Lieutenant Colonel in the Marines and an active Reserve member. Brian spent ten years as a logistics officer before transferring to the Reserves. He left active duty to pursue additional education and serve in business leadership positions at various institutions including Amazon and DynCorp International. During his time at DynCorp Brian worked in Afghanistan as the Site Manager, leading nearly 3,000 employees of the largest camp supporting US Marines. He holds a B.S. in Business Administration--Finance from the University of Nevada, Las Vegas and an MBA from the Kogod School of Business at American University, Washington, D.C.

Trish Taafe-McMenamy

Manager – Client Administration

Trish Taafe-McMenamy joined The KeyState Companies in 2013. In her role as Manager of Client Administration, she oversees administrative operations including new client setups, state and local licensing and compliance, as well

as various marketing functions. Trish has studied Organizational Leadership at Colorado State University and Business Administration at the University of Nevada Las Vegas. Prior to joining KeyState Trish worked in the banking industry holding positions at Bank of America and Washington Mutual.

Alicia Huskes

Manager – Captive Client Services

Alicia Huskes joins The KeyState Companies with over 14 years of captive experience. Her most recent role was managing junior account managers to meet deadlines and client objectives while supporting financial statement preparation for pure captives and risk retention groups. Alicia was the principal client liaison for all matters, including annual audits, regulatory files, period state examinations and presenting in numerous Board meetings. Alicia received a Bachelor of Science Degree in Accounting in 2006 and attained the Associate in Captive Insurance (ACI) designation in 2010.

Jeffrey J. Vigne

Director of Insurance Services

Jeff Vigne joins KeyState with over 31 years of insurance experience. He began his career as a claims adjuster which culminated in a position as the litigation manager for a regional insurer. He spent the next decade in the product development, marketing and compliance functions for a carrier. His most recent role was at Willis Towers Watson Global Captive Practice, the country’s third largest captive manager, where he customized captive insurance policies for a wide variety of captive owners and clients. Jeff has attained various professional designations including Chartered Property and Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), Associate in Claims (AIC), Associate in Risk Management (ARM), Associate in Management (AIM), Associate in Reinsurance (ARe) and Certified Compliance Professional (CCP). Jeff received a B.A. in Psychology with honors from the University of Vermont, where he was also a member of the hockey team.

Lorine D. Ellwood

VP- Client Accounting

Lorine Ellwood joined KeyState in 2007 through KeyState's acquisition of a business segment from a strategic partner. Prior to joining KeyState, Lorine had been working with KeyState in our Nevada offices for over 15 years. Lorine has over 20 years of portfolio accounting experience and she serves as a VP of Client Accounting and a member of the Financial Institution Group's portfolio accounting team. She holds a BA in accounting and economics from Thiel College, Pennsylvania.

Carolyn Koerber


Carolyn Koerber joined KeyState in 2018 as the Controller. She has over 18 years of insurance accounting experience at a nationwide risk retention group (all 50 states plus DC and PR). Carolyn has been a Certified Public Accountant (CPA) since 1999 and is currently licensed in the State of Nevada and has attained her professional designation of Associates in General Insurance (AINS). Carolyn received her B.A. in Physics and Mathematics from Lewis University in Romeoville, IL.

Bo Wu, CFA

Investment Officer

Bo Wu joined The KeyState Companies in 2013 as an investment analyst. Bo currently serves as Senior Investment Analyst of the Financial Institution Group. In his role, Bo assists senior investment officers in managing institutional fixed income portfolios and analyzes and trades fixed income securities, including municipal bonds, structured products such as Agency MBS & Agency CMOs, and agency debentures. Bo holds his CFA designation and Series 65 license. He serves as the treasurer and board member of the CFA Society Nevada. He received his M.S. in Applied Finance from Pepperdine University with a concentration in Investments. Bo also serves as board member of Pepperdine University’s Las Vegas Alumni Chapter.

Patrick Hidden


Patrick Hidden joined KeyState full-time in 2017 after 14 months as an Investment Intern. Patrick currently serves as an Investment Officer supporting Keystate’s Portfolio Managers by analyzing and trading fixed income securities. Patrick also assists the Investments Operations Group with security settlements, trade input, and daily cash. Patrick received his BS in Business Administration with an emphasis in Finance from University of Nevada Las Vegas and also has his Series 65 license.