J.A. Montgomery Broker Colleen Vallen Recognized as a 2026 At-Large Power Broker

Colleen Vallen, Forensic Services Practice Leader,  J.A. Montgomery Consulting

Colleen Vallen is known for a client-first approach that prioritizes recovery while minimizing disruption, allowing businesses to focus on getting back to work. Her service philosophy is built on three pillars — the numbers, the story, and the strategy — recognizing that every claim represents more than a financial calculation.

“Colleen has served as our forensic accountant on more than $15+ million in business interruption claims across our multi-family portfolio,” a client explained. These losses have included complex incidents such as flooding, rockfall and fire that deeply disrupted the company’s operations.

“Her greatest contribution has been the way she transforms our operational story into a compelling, data-driven financial narrative,” the client said. “She has an exceptional ability to connect real-world operational decision we make during a crisis with the corresponding financial impact, and she presents that story to carriers with clarity, depth, and precision.”

Taking a proactive and creative approach, Vallen manages complex analyses and documentation, translating data into compelling stories that reflect the true operational impact of a loss. She looks beyond financial statements to account for evolving market conditions, regulatory influences, and clients’ future plans, such as expansion or product launches. This holistic view ensures claims are positioned accurately and persuasively.

All 2026 Power Broker Winners

2026 At-Large Power Broker Winners and Finalists

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What is a Power Broker?

A Risk & Insurance Power Broker® is an individual who stands out among their peers for the exceptional client work they have delivered over the past year. While brokers play many key roles in the insurance industry and risk profession, a Power Broker® award recognizes problem solving, customer service and industry knowledge.

Our goal is to broadly recognize and promote outstanding risk management and customer service among the brokerage community.

Who selects the winners?

Power Brokers are selected by risk managers based on the strength of the testimonials they provide to a team of 15 Risk & Insurance editors and writers.