Executive Team
Board of Directors
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Company information
Portfolio Services Limited Inc., Express Systems Inc., Portfolio SE Inc. and NAE/NWAN LLC are wholly owned subsidiaries of Portfolio Holding Inc. They serve as the administrator and/or obligor for a variety of aftermarket products.
Portfolio Services Limited Inc.
Calif. DBA Portfolio Insurance Services Inc. No. OI81316
Portfolio SE Inc., Fla. License No. 31865
14651 Dallas Parkway Suite 502
Dallas TX 75254
Express Systems Inc.
California DBA Express Systems Insurance Services No. OF84414
25541 Commercentre Drive Suite 100
Lake Forest CA 92630
NAE/NWAN LLC
8370 Dow Circle Suite 100
Strongsville OH 44136



As CFO, Robert Dickey leads Portfolio’s investor relations efforts and financial reporting, forecasting and analysis operations while also overseeing all accounting department functions. His prior experience at Protective Life involved improving risk management, increasing transparency and compliance and streamlining reinsurance and accounting procedures. Robert is a licensed Certified Public Accountant and Chartered Global Management Accountant. He holds a BS in accounting from the University of Florida and an MBA from Maryville University.







As vice president of sales, Chad Millspaugh leverages 20 years of retail, training, and management experience to lead a team dedicated to delivering industry-leading reinsurance and F&I programs. Millspaugh joined Portfolio in 2021 following the acquisition of NAE/NWAN, where he served as a director since 2017. He has also held roles in F&I income development, wealth building, and as a dealership general manager.








