Mitzi S. Like, CIC, CRM, Chief Executive Officer, Property & Casualty - Mitzi has over 35 years of full time experience in the Property & Casualty business. She is LBW's CEO and Managing Partner and is also one of the firm's original partners. Mitzi's role includes setting strategies for growth, running daily company operations, and growing the firm's largest book of business. CA Insurance License # 0559312
Donald L. Like, CLU, ChFC, Chief Financial Officer, Partner, Life, Health & Financial Planning - Donald has over 50 years of professional experience in both the insurance and financial services industries. His duties include managing the Life and Health Departments, Estate and Retirement Planning and Wealth Management. Donald is a Registered Securities Principal and Investment Advisory Representative, and is responsible for LBW's long range financial planning. CA insurance. License # 0202998. Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.
Randy R. Moberg, CLTC, Chief Operating Officer - has over 30 years of Operations experience with major Fortune 100 companies. Randy has earned the CLTC (Certified in Long Term Care) designation, and holds a Bachelor’s Degree in Financial Management from California State University Long Beach. He also holds a FINRA Series 7 registration. CA Insurance License # 0E26438. Securities offered though Securities America, Inc. Member FINRA/SIPC. Donald L. Like and Todd J. Lerner, Registered Representatives. Advisory services offered through PFG Advisors, Donald L. Like and Todd J. Lerner, Investment Advisor Representatives. LBW, PFG Advisors, and Securities America are separate entities.
Howard Miller, CRM, CIC, Senior Vice President - Director of Tech Secure(R) Division. Mr. Miller has worked in the insurance industry since 1996. He is focused on commercial insurance and specializes in risk solutions for the technology sector. He serves his clients as a trusted advisor aiming to lower their total cost of risk. Howard is a Community Outreach Advisory Board Member for the Information Systems Security Association of Los Angeles and a founding member of ProVisors Technology Group. Howard holds his CRM (Certified Risk Manager) and CIC (Certified Insurance Counselor) designations. CA Insurance License # 0E53316
Dawn Abasta, CISR, CIC, CRM Vice President of Commercial Lines - has over twenty-five years' experience in the insurance industry and presently heads up our Commercial lines Department. In addition, she handles some outsides sales as well as underwrites and services some of our large Commercial accounts. CA Insurance License #0B75405
Tom Nickels, Commercial Lines Account Executive - Tom's specialty is serving the construction industry, working with general contractors, home builders, and artisans. Because he worked in the construction industry before starting his career in insurance, Tom brings a unique perspective when helping his clients navigate the landscape of compliance, insurance, and risk management. His strength on the service side as well as the sales side of the business make him a highly valued member of the LBW team. CA Insurance License #0G18096
Dori Like, Vice President Entertainment Division - Dori Like has been in the insurance industry since 1983. She specializes in Commercial Lines coverages for Shell Corporations, high profile clientele, touring entertainers, and Film and Television Production, working with Business Management firms, Production Companies, and Studios. In 30 years, she has worked on some of the largest live concert tours, highest grossing films, and facilitated Risk Management Portfolios for over 1,000 high profile Entertainers and Executives in the industry. She heads the Commercial side of our growing Entertainment Division, creating programs and approaches that bring added value to our Entertainment industry clients. CA Insurance License #0762073
John Fortman, Account Executive - John Fortman was president of a personal and commercial property and casualty insurance agency for 25 years. He merged his firm with LBW in 2011 and continues to sell and service both Personal and Commercial clients. John has served on various local and national industry group boards. He is also active in local and national non-profit charities. He has chaired the American Cancer Society's "Relay For Life" in Santa Clarita and currently serves on the Board of Directors of the Canyon Theatre Guild. CA Insurance License #0A44042
Haley Wiener, CHRS, Senior Vice President Group Benefits - Haley has over 20 years' experience in Health and Benefits insurance. She started her career selling Life and Disability and quickly moved into Health and Welfare. She has worked on both the carrier and broker side of the business. Ten years of her career have been spent in Human Resources as a Benefits Manager and HR Generalist. She is a member of the National Association of Health Underwriters, California Association of Health Underwriters and the Los Angeles Association of Health Underwriters. She also participates in several Health Care Reform networking meetings. She graduated from Los Angeles Valley College as a Speech Major and also holds an AA. She's been with LBW since 2003. CA Insurance License # 0D41039.
Kevin Durkin, AIF® Director of Qualified Plans - has over eight years of experience in Employee Benefits. Kevin began his career with Prudential Healthcare where he was responsible for contracting with the provider network that serviced beneficiaries of the health plan. Kevin holds a FINRA Series 6 registration, Investment Co. Product/Variable Contract, and is currently a 401(k) specialist in our Benefits department where he is responsible for servicing our current clients and for helping to grow our benefits business. For 401(k) clients, he provides action plan reviews, cost analysis, demographic studies, plan reviews, year end testing, and facilitates investment committee meetings and employee enrollment and education meetings. CA Insurance License# 0C98002. Securities offered through Securities America, Inc. Member FINRA/SIPC. Donald L. Like and Todd J. Lerner, Registered Representatives. Advisory services offered through PFG Advisors, Donald L. Like and Todd J. Lerner, Investment Advisor Representatives. LBW, PFG Advisors, and Securities America are separate entities.
Brian has over 15 years' experience, specializing in Life, Disability, and Long Term Care Insurance for both businesses and individuals. Since 2005 he has specifically worked developing life insurance and annuity solutions for financial advisors and their clients. He is known for his easy going manner and his ability to explain complex concepts in easy to understand language. CA Insurance License # 0D56762
Todd Stelnick, Life & Health Account Executive. Todd joined the LBW team in 2013 and is licensed in Life, Disability, Long Term Care and Health Benefits Insurance. He has a BA in Management from California State University Northridge and is a lifelong ice hockey player, having also served as a volunteer head coach for the past 13 years. Todd has a unique way of working with all ages in helping individuals plan for Long Term Care Insurance. He has a passion for, and specializes in, providing customized Life and Disability Insurance strategies for professional athletes. CA Insurance License # 0I17111.
Richard began his insurance career at age 16 at Colonial Western Agency in Calabasas where he learned the property and casualty insurance business. He later added life and health licenses and focused on commercial property owners. Richard is a specialist in commercial real estate and course of construction risks. In 2003 he followed his passion for cooking and completed the Le Cordon Bleu program at the School of Culinary Arts in Pasadena. At that point, he turned his insurance career towards restaurant owners and became a trusted advisor in that arena, as well. LBW welcomed Richard to the team in 2016. CA Insurance License #0751090
Jose Rojas CLCS, CISR Commercial Lines Account Executive - Jose joined the LBW team in 2016 and has a BA in Business Administration from California Lutheran University. He earned his Commercial Lines Coverage Specialist (CLCS) designation in 2016 and his Certified Insurance Service Representative (CISR) designation in 2018. Jose is LBW’s specialist to the dance industry. He developed a special program for dance convention and competition owners and also works closely with dance studio owners ensuring that they and their participants are properly covered. Learn more about LBW’s offerings to the dance industry by clicking here CA Insurance License #0K54588
Eric Stelnick, Account Executive – Eric joined the agency in 2016 bringing 4 years of experience in sales and a degree from San Diego State University. He began his sales career with Coca-Cola where he was an Account Manager servicing a large district in the San Diego area. He is a Santa Clarita native and a life-long hockey player. His skill and passion for the game took him across the United States and back. Today he is mentoring youth players as a coach and referee for the Special Needs Athletes and Peers (SNAP) organization. He is also a coach for the Saugus High School hockey team. CA Insurance License #0L26866
Glenn M. Terry, Account Executive - Glenn has a passion and a drive for working with business owners and individuals in the areas of Property & Casualty Insurance (commercial and individual), Life Insurance (business and individual), SET Business Planning (Succession, Exit, Transfer), and Individual Retirement Planning. His specialty area is Restaurants where he brings 15 years of personal Food Industry background from General Manager and Supervisor to Lead Cook, Butcher, Caterer, Health and Sanitation, and Restaurant and Hotel Tech. He has also been delivering insurance and risk management strategies for restaurants and their owners and employees for 18 years. CA Insurance License #0C80949
Todd J. Lerner, BFA™ Financial Advisor – Todd joined the LBW team in September 2017. He began his financial planning career in 2003 at an independent financial advisory firm in Thousand Oaks. While there, he was a Portfolio Manager overseeing the investment of the firm’s $100,000,000 of assets under management. At that time he also taught adult education classes on retirement planning at Ventura College. From 2011 to 2017, Todd operated a sole practitioner financial planning practice through Morgan Stanley, offering long term retirement and estate planning alongside custom portfolio management. While there, he was named to the Pacesetter's Club for rapidly growing his practice. As a result, he was flown around the country to speak to Morgan Stanley’s new recruits on how to successfully build a practice from the ground up. Todd’s clients appreciate his proactive approach in managing their assets and long term plans. They value his ability to speak in plain English and know that he is always available to them. CA Insurance Lic. # 0F56252 Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.