Providing optimum service and knowledge to ensure that our clients receive the best protection at the best price. Going above and beyond what other brokerage firms provide their customers. Helping our clients achieve their goals to be financially healthy.
Career began in 1984 with Liberty Mutual in Englewood, Colorado. Promoted to manage Liberty satellite office in Littleton. Relocated to California to open Liberty’s first satellite office in Santa Barbara. Became Commercial Lines Broker in 1992 specializing in midsize to large firms with a concentration on professional liability as well as all lines of Property Casualty insurance.
October 1999, became a Partner with James G. Parker primarily due to their focus on client services beyond what other brokerage firms provided proactively. My clients have benefited from our partnership given the extensive knowledge of all industry insurance needs held within the J G Parker Insurance Group. We are able to capitalize off each other’s strengths, allowing us to provide better service to our clients.
- Professional Liability
- Employment Practices Liability
- Directors & Officers
- Medical Device Companies
- Food Manufacturing/Distribution
- Architects & Engineers
- Physicians and Medical Facilities
- Retirement Homes
- Home Health Care
Community & Industry Involvement:
Santa Barbara Contractors Association (Member/Sponsor)
Alpha Resource Center Circle of Life (Conference Sponsor)
Alpha Resource Leadership Council
Santa Barbara Youth Music Academy (Board of Directors)
William Sansum Diabetes Foundation (Sponsor)
Client attention beyond the reactive services provided by most brokerage firms including:
Legal Assistance, H.R. Assistance, Safety Services, Contract Review.