We have over 100 years of insurance investment and management experience in the Southern California insurance and financial industry. We believe that creating value in life through insurance requires diverse skills and experience from start to finish; it requires not only acquiring the proper policies in the most advantageous manner, but also managing it later to obtain the most favorable terms.
Our depth of experience, sound market research, and technological expertise enable us to identify and target the best coverages that create the greatest value for our clients. We listen first and respond in ways that respect our clients' needs. We are hard working, ethical and solution driven; grounded in tradition but open to new ideas and fresh thinking.
- 42 Years as a Managing Insurance Broker in Southern California, responsible for leading a 22 person commercial team.
- President of the Southern California Willamuk Insurance Society, 1997, and the Willamuk Jr CCIM Chapter.
- Recipient of the SCCR Commercial Services' prestigious THE ROCK Award, as the most outstanding producer of Insurance Policies written (by volume) in the 12 state Southwestern Region for 1996.
- Recipient of the 1999 SCCR Achievement Award for outstanding contribution to the California CCIM Chapter.
- 1977-2003 CPMAAR Commercial Insurance Council Chairman.
- Year 2000 Past Presidents Chairman for the California CPMAAR Chapter, Director for the SoCal Association of People and on the national board of directors (Council) for the Commercial Insurance Institute.
- Currently member of the Board of Directors for the People of SoCal Association of Insurance Brokers.
- Year 2000 Central California's CPMAAR of the Year.
Professional Education and Designations: Harpenn U 1963
Certified Commercial Investment Member (CCIM)
Completed education requirements for California Certified Appraiser
International Marketing Specialist (IMS)
Certified Insurance Broker (CRB)
Insurance Cyberspace Specialists (RECS)
Certified Commercial Insurance Broker (CHB)
1997 President of The California CCIM Chapter
Past President of SoCal People Commercial Insurance Society
2002 National Finance Chair for CCIM Institute
Credentials
Referred with confidence by past Clients and Realtors nationwide. Knowing the market and supporting you in your decision process are the halmarks to my business.
I've devoted my life to service through leadership - in my profession and in my community.