Leadership
Executive Leadership
Bruce J. Carter Jr. — Founder & Principal
Bruce founded Assured Allegiance to build a commercial property and casualty brokerage around a simple idea: the analysis behind a program matters as much as the price on it. He began his career in corporate finance and spent several years in senior roles at AssuredPartners, one of the largest brokerages in the country, where he worked on the economics of how agencies grow, retain clients, and create value. That background shapes how he advises clients today, whether he is structuring a contractor's bond program, reviewing a habitational schedule, or pressure-testing a total cost of risk. Bruce holds an Executive MBA from SMU's Cox School of Business and a Bachelor of Science in Finance from the University of Texas at Dallas. He lives in Oak Point with his wife and their two children.
Jason Carlson — SVP of Business Development
Jason Carlson is a Partner and Senior Vice President of Business Development at Assured Allegiance, where he leads strategic growth initiatives, partnerships, and new business development. An experienced executive and entrepreneur, Jason has served in CFO, CEO, and senior operating roles, helping organizations navigate growth, strengthen operations, and build long-term enterprise value. He holds a degree in Finance from Southern Methodist University and an Executive MBA from SMU’s Cox School of Business, combining a strong financial foundation with a practical approach to strategy and leadership. Jason believes the best business relationships are built on trust, understanding what matters most to the client, and creating solutions that protect what they have built while positioning them for continued growth.
Regan Bernard — SVP of Sales
As a husband, father of two, and active homesteader, I’ve learned that the most meaningful things in life are built with intention, consistency, and trust. Those same principles have shaped my career in sales and business development, where I’ve spent nearly 15 years helping business owners and organizations identify challenges, solve problems, and build teams capable of moving their businesses forward. My experience spans nearly every facet of sales, including leading, coaching, and developing sales teams and working directly with organizations to identify the right people and strategies for their needs. I believe business is built on relationships, and those relationships should be grounded in honesty, transparency, and a genuine commitment to bringing everything I can to the table. Above all, I value life, family, love, faith, and serving others—and those values guide both how I lead and how I do business.