Meet Our Brokers

Amora D. Wood

Principal

I have 13 years experience as an insurance broker primarily focused in the areas of Professional Liability and Errors & Omissions Insurance. My clients are more than a policy number, they are my neighbors and business partners.

Previously

  • Senior Broker at Blank Ink Insurance Services

Bruce Globerman

Principal

Experienced Agent/Broker here to protect your family by providing a full range of insurance services to meet all of your insurance needs.

Previously

  • Agent/Broker at Globerman Insurance Agency Inc.

Cherie Bolyarde

Client Advocate | Principal

I have over 25 years experience in perfecting how to treat a customer. I started my career at State Farm and from there moved to a brokerage firm where I was able to expand my product and carrier knowledge so I could be of better assistance to a wide variety of insurance needs. I am here to help.

Previously

  • Producer at ISU Sander, Jacobs, Cassayre
  • Agent at State Farm

Christian B. Smith

Principal

Los Angeles based insurance broker specializing in program design and risk management for select business in the real estate development/management, hospitality, entertainment, and contracting sectors.

Previously

  • Producer at Heffernan Insurance
  • Field Underwriter at Philadelphia
  • Producer at Federated

Court Jackson

Principal

Entrepreneur turned insurance broker with 7 years industry experience. I view myself as a generalist who specializes in doing a better job than most, understands what businesses/carriers want from each other, providing narratives and information to justify both parties getting what they want.

Previously

  • Clinton Polley

Eric T. Anderberg

Principal

While recognizing the unique needs of each business: I do my best to learn your story, simplify the insurance process, and deliver feasible solutions. All while having some fun!

Previously

  • Assistant Vice President at Heffernan Insurance Brokers

Forrest Wittenmeier

Co-Founder

After leading Zenefits’ P&C Division for 3 years, I joined Newfront to continue building technology that streamlines the P&C brokerage’s internal operations and simplifies initial purchase and renewals.

Previously

  • Head of Commercial Insurance at Zenefits
  • VP at Sweet & Baker

Glenn L. Roman

Principal

Insurance and Risk Management Broking & Consulting - Areas of specialization include; Construction, Manufacturing, Renewable Energy, Developers, Property Portfolios, Hospitality & Transportation.

Previously

  • Producer at Marsh
  • Roman Risk & Insurance Services
  • Producer at Risk Strategies Company

Jake Vincent CLCS

Principal

I am a San Diego-based insurance broker focused on delivering best-in-class solutions and service to clients by leveraging experience, technology, and the collective wisdom of my partners.

Previously

  • Commercial Insurance Producer

Jesse Duarte

Principal

Instead of dealing with tons of paperwork, we collect data to find the right policies from the top insurance companies and automate renewals and endorsements. Very excited to bring a new level of service to my clients.

Previously

  • Broker and Risk Management Consultant

Jill Federico

Principal

Insurance expert for individuals and corporations of high net worth, based in the SF Bay Area.

Previously

  • Director at Crystal & Company
  • Assistant VP and Risk Consultant at Marsh Private Client Services

Joe Martin

Independent Principal

Experienced broker specializing in all lines of commercial and professional insurance, with over 10 years of experience serving at DiBuduo & Defendis.

Previously

  • Agent and Broker at DiBuduo & DeFendis Insurance Agency

Keane Heller

Principal

After graduating from a top university in Switzerland and consuming several pounds of chocolate, I dove into the forever changing world of insurance. I work with property owners, developers, and hospitality businesses to identify their risks and design best-in-class solutions to protect their assets.

Previously

  • Producer at Gordon Insurance

Lizbeth E. Ruiz

Principal

I've been a servant leader in the community for over 25 years and I'm a generalist in insurance. Sharing and educating the business and personal clients with all their insurance needs.

Previously

  • Pegasus Capital & Insurance Services
  • Robertson Taylor

Marisa Bradley

Independent Broker

With a broad spectrum of business know-how, I go to bat for all my clients and find them the best coverage and price.

Previously

  • Agent at McNamara Insurance Services

Maureen Bernstein

Principal

I began my career in the insurance industry while I was a junior at USC, working my way up from the accounting department to commercial insurance, working with business owners and nonprofit organizations to transfer and manage their risks.

Previously

  • VP at Kaercher Campbell & Associates
  • Senior Account Executive at Vista International

Mike Kreeger

Principal

Insurance broker, community volunteer, and fire district board member, based in Southern California.

Previously

  • VP at HUB International
  • VP at Wells Fargo Insurance Services
  • President at Complete Business Insurance Services

Mike Riggs

Principal

I've been certified by the food industry, the insurance industry, and insurance carriers to protect your people, your property, your financial statements and your company's reputation.

Previously

  • Producer at Valley Regional Insurance Services
  • VP at Lockton Insurance Brokers

Nick Mayle

Principal

Experienced insurance sales leader with a focus on technology and private equity.

Previously

  • Senior VP at Arthur J. Gallagher & Co.
  • Senior VP at Ascension Insurance

Oscar Valenzuela

Principal

Licensed Insurance Agent for over 20 years. Specializing in Risk Management and Loss Control Best Practices for Construction Trades Contractors and Manufacturing Risks.

Previously

  • Producer at Gallagher
  • Producer at Binney, Chase & Van Horne Inc.

Pelayo Carranza III

Principal

Over 15 years’ experience serving my clients as a Broker and Consultant in all areas of Property & Casualty, including Management Liability Insurance.

Previously

  • VP at Risk Strategies Company
  • VP at Thoits Insurance

Ramon Simpson

Principal

My team and I look forward to helping you with your Insurance needs and giving you the best service in the Industry.

Previously

  • Landscape Contractors Insurance Services
  • Insurance World

Reece Walker

Principal

Insuring San Francisco Bay Area hospitality industry for the last seventeen years. Advising restaurants, taverns, bars, nightclubs, hotels, and cannabis enterprises in the purchase of general liability, products liability, property, workers compensation, employment practices (EPLI), directors and officers (D&O), and professional liability coverage (E&O).

Previously

  • Broker at Mill Valley Insurance Services

Robert T. Castro

Principal, Commercial Risk Management

Southern California Psychiatric Nurse, turned Nursing Director of Workers' Compensation Claims for a large CA based Agribusiness MGA, turned Broker. Managing your business concerns!

Previously

  • Santa Fe Commercial Insurance
  • Coast General Insurance Brokers

Ryan Tice

Principal

Experienced insurance advisor for successful individuals, families, and small businesses.

Previously

  • Insurance Advisor at Clinton Polley Insurance Brokers
  • Owner of Gemini Wellness

Sergey Vorobets

Principal

Working to give my clients a competitive advantage in a less than friendly insurance system.

Previously

  • HUB International

Stephanie Moriarty

Principal

After the harsh reality materialized that I’d never be a Wimbledon star, followed with a whirlwind decade of fun in the wine & hospitality industry, I joined the rest of my family in an adult career in the exhilarating world of insurance.

Previously

  • Insurance & Financial Services Agent at Panos Agency
  • Associate at JMP Insurance

Steven C. Barserian, CWCA

Principal

Please feel free to contact Steven if you would like to utilize his insurance services or just connect.

Previously

  • ISU/MVP Insurance Agency
  • C.D. Simonian Insurance Agency

Tim Carruth

Principal

Excited to help you with your commerical and personal lines of coverage.

Previously

  • Account Executive at EastWest Insurance Services
  • VP at Millennium Corporate Solutions, Inc.

Tom Kelly

Principal

Navy veteran turned insurance professional with over 40 years of experience and a broad range of specializations.

Previously

  • VP at Salsbury & Associates Insurance Services
  • President at Wm. W. Kelly & Co. Insurance

Tom Pratt

Principal

I've worked in the insurance industry as both an underwriter and broker. I work hard to protect my client's unique passions.

Previously

  • President at FACE Insurance Services
  • Senior VP at Thomson & Pratt Insurance Associates

Tuan Do

Principal

I aim to provide a superior service and a quality product to all my clients, by knowing all their exposures and hazards and to be able find a solution to meet all their unique insurance needs.

Previously

  • Broker at Wood Gutmann & Bogart
  • VP Commercial Insurance Operations at Tiki Insurance Services, Inc.

Will Bingham

Principal

Army Veteran turned broker. I utilize the discipline and tenacity that was instilled in me as a Non-Commissioned Officer to find and create solutions for the labor trades.

Previously

  • Account Executive at SHQ
  • Account Executive at Safesite

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