# Adam McDade | Helio Risk Team

> Adam McDade, Account Manager at Helio Risk. Regulatory experience at a state insurance department, now applied to captive account management.

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# Adam McDade

Account Manager

[Discuss Your Risk Strategy](/contact)[Links & vCard](/links/adam-mcdade)

## Account Manager

Adam brings a strong foundation in insurance regulation and captive account management to Helio Risk.

Adam began his career as a consultant for Southern Farm Bureau Life Insurance, where he spent 7.5 years building his foundational insurance concepts. He then spent two years at the South Carolina Department of Insurance as a Financial Analyst, gaining firsthand experience with the regulatory side of the captive insurance industry. He then joined a captive management firm as a Captive Account Manager, where he honed his skills in managing client relationships and supporting the operational needs of captive programs. Adam joined Helio Risk in July of 2026 as an Account Manager.

This combination of regulatory insight and client-facing experience allows Adam to bring a well-rounded perspective to Helio Risk’s clients, understanding both the compliance framework captives operate within and the day-to-day realities of managing them. Adam is currently pursuing the Associate in Captive Insurance (ACI) designation.

Adam holds a Bachelor’s degree in Risk Management, Insurance, and Financial Planning from Mississippi State University and an MBA from Mississippi College. He is actively involved in the captive industry as a member of the CICA NextGen Main Committee and the CICA NextGen Education Subcommittee.

Outside of his professional role, Adam resides in Charleston, SC, with his wife and their longhaired miniature dachshund, Henny.

## Career highlights

- ### Regulatory experience
Financial Analyst at the South Carolina Department of Insurance before joining captive management.

- ### CICA NextGen
Serves on the Main Committee and Education Subcommittee.

## Meet the wider team

[See the full team of twelve](/team)

[Heather McClureManaging Partner & General Counsel](/team/heather-mcclure)
[Kyle SweetPartner & Chief Strategy Officer](/team/kyle-sweet)
[Blake KerrPartner & Chief Financial Officer](/team/blake-kerr)
[Grace TopeteDirector of Business Operations](/team/grace-topete)

## Talk to the team directly

An introductory conversation helps identify the information needed for a more detailed assessment.

[Discuss Your Risk Strategy](/contact)[(405) 960-2005](tel:+14059602005)

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Helio Risk, (405) 960-2005, info@heliorisk.com, Oklahoma City, OK
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