Meet
the L/B/W Staff
**Mitzi S. Like, CIC, CRM, Chief Executive Officer, Property &
Casualty - has over 26 years of full time experience in the Property & Casualty
business. Her career started in the claims department at St. Paul Fire and Marine
Insurance Company. She is one of the original partners of L/B/W. Her
responsibilities include sales, and business market development. Mitzi is the CEO
and Managing Partner of L/B/W. CA Ins. License # 0559312
**Donald L. Like, CLU, ChFC, Chief Financial Officer, Partner,
Life, Health & Financial Planning - Donald has over 40 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 L/B/W's
long range financial planning. CA Ins. License # 020998
Securities and Investment Advisory Services offered through Capital Analysts
Incorporated, Member FINRA-SIPC. L/B/W and CAI are independent non-affiliated
entities.
**David I. Winikoff, CIC, - has 38 years of experience in the
Property & Casualty business, eight years or carrier experience with Fireman’s
Fund and 30 years as an agent/broker. David’s responsibilities are primarily the
servicing of Commercial Accounts. CA Ins. License # 0A64417
Randy R. Moberg, CLTC, Chief Operating Officer - has over 30
years of Operations experience with major Fortune 100 companies. Randy has
earned the Certified in Long Term Care designation, and holds a Bachelors
Degree in Financial Management from California State University Long Beach. He
is also a Series 7 licensed General Securities Registered Representative and is an
Investment Advisory Representative. CA Ins. License # 0E26438
Securities and Investment Advisory Services offered through Capital Analysts
Incorporated, Member FINRA-SIPC.L/B/W and CAI are independent non-affiliated
entities.
Management & Sales
Brian Baughman, CLCS, Property Casualty Producer - started his insurance career with a national agency and recently joined L/B/W to advance his career in Commercial Lines. Brian has obtained his CLCS designation and is currently pursuing his CIC. He holds a Bachelors Degree in Business from the Master's College and works with High School students at his church as a mentor, CA Ins. License #0F3879
Dawn Abasta, CISR, CIC, Commercial Lines Account Executive - has over
ten years experience in the insurance industry and presently underwrites and
services some of our large commercial accounts. Dawn is presently pursuing her
CRM Designation. CA. Ins. License #0B75405
Earle Greenberg, CIC, Executive Vice President - has over 20 years
experience in the Property & Casualty business. He originally started on the Life
& Disability side of the business with New England Life. Earle then went to work
for Pavlo, Weinberg & Associates where he eventually became a partner with the
firm. Earle has extensive knowledge of Work Comp Administration and claims
handling and a solid background in Property & Casualty and Employee Benefits.
CA Ins. License # 0686267
Haley Wiener, Vice President Group Benefits - has over 20
years experience in Health and Benefits insurance. She started her career in
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 in the
industry have also been spent in Human Resources as a Benefits Manager
and HR Generalist. CA Ins. License # 0D41039
Howard Miller, CISR, Property Casualty Producer - started his career in
1996 as a Life & Health producer. In 1997 he added his Property & Casualty
license and spent over 6 years as a producer for an independent agency. Howard
moved to L/B/W to advance his career and is currently focused on commercial
lines. His responsibilities include account executive and production. Howard is
currently pursuing his CIC designation. CA Ins. License # 0E53316
John S. Colvin, CLU, Life & Health Producer - has more than 30
years of experience in employee benefits. Before joining L/B/W in January, 2007,
John was Vice President-Employee Benefits at AON and Willis, 2 international
insurance brokerage firms. John graduated from the University of Utah with a BA
and MBA. He holds the designation of CLU. CA Ins. License # 0553021
Kevin Durkin, Employee Benefits Account Manager - 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 is a Series 6
licensed Registered Representative, and is currently a 401K specialist in our
Benefits department where he is responsible for servicing our current clients and
for helping to grow our benefits business. CA Ins. License # 0C98002
Securities and Investment Advisory Services offered through Capital Analysts
Incorporated, Member FINRA-SIPC. L/B/W and CAI are independent, non-affiliated
entities.
Mary L. Kotzman, AIFA® Vice President Financial Planning - has
over 14 years in the financial planning and services field. Mary offers specialized
consulting in qualified plan design, administrative guidance as well as fiduciary
and ERISA compliance for retirement plans (Pensions/401k, 457, 403b, ESOP,
etc.) She provides customized financial planning services to both corporate and
individual investors. Mary is an Accredited Investment Fiduciary Analyst® and
holds General Securities Licenses 7, 66 and 24 (registered principal) CA Ins.
License #
0E66397
Securities and Investment Advisory Services offered through Capital Analysts
Incorporated, Member FINRA-SIPC. L/B/W and CAI are independent, non-affiliated
entities.
Robin Scheid, Accounting Manager - has been in the insurance
industry for over 25 years. Her background includes claims, Personal Lines
Customer Service and Accounting. She is currently responsible for Bookkeeping
and Administrative duties within the Accounting Department. CA Ins.
License #
0A66138
Sharyn Quinn, Vice President of Sales - has over 30 years experience
in the insurance industry, with an emphasis on workers’ compensation and
property and liability risk management. Sharyn has been involved in the
community as a volunteer since the mid-1980’s and served as Treasurer for the
Valley Industrial Association, who awarded her the Volunteer of the Year award
in 2002. CA Ins. License # 0720200
L/B/W Team Players
Carole Wolcott Bejarano, Personal Lines Account Manager - has
over 25 years of experience in underwriting Personal Lines policies. Her
responsibilities include the servicing and underwriting of personal, large personal
and entertainment related accounts. She is currently pursing her CISR
designation. CA Ins. License # 0764083
Denise Van Loo, Business Development Coordinator - Denise's position at
L/B/W includes coordinating all Partnership Series seminars and L/B/W events.
Denise also creates and distributes our Partnership monthly newsletters and
monitors the agency Quarterly newsletter. Denise's many years of experience
working within the marketing field helps her to develop excellent relationships
with L/B/W clientele and the media.
Fran Price, CISR, Personal Lines Account Manager - has over 35 years of
experience in underwriting Personal Lines policies. Her various responsibilities
include the servicing and underwriting of personal, large and entertainment
related accounts. CA Ins.
License # 0B10368
Iveth Rivera, CISR, Commercial Lines Account Manager - has
been with L/B/W for 12 years. Iveth has grown with the agency and currently
handles a book of business along with being an integral part of assisting one of
our large account teams. Iveth is currently working on her CIC designation. CA
Ins. License #0C42873
Joselyn Rivas, Administrative Assistant - has been with L/B/W for 5
years. She began her career with the agency as office assistant and has been
promoted to the Life, Securities & Employee Benefits department. Joselyn is also
a full-time student.
Securities and Investment Advisory Services offered through
Capital Analysts
Incorporated. Member FINRA/SIPC. L/B/W and CAI are independent, non-affiliated
entities.
Kim A. Heelan, CISR, Commercial Account Manager - has over
25 years in the insurance industry working on both the carrier and the brokerage
side. She brings her expertise in Professional Liability and Large Property and
Casualty Accounts to L/B/W. Kim is an Account Manager servicing and
underwriting large commercial lines accounts. She holds a CISR designation, an
IIA Certificate of Completion and is currently pursuing a CIC designation. CA Ins.
License # 0711348
Liliana Lopez, Special Accounts Manager - Liliana has over 10 years
experience specializing in small to medium size accounts and is the team leader
for our Special Accounts book of business. Liliana’s passion has always been
within the Commercial Insurance Industry to include selling and servicing a
variety of commercial products. CA License #0E80440
Marvene Like, Claims Specialist - Marvene has over 25 years experience
in working as a claims specialist. Marvene services all of our property and
casualty claims for the agency.
Nadine Ybarra, Commercial Lines Account Manager - has more than 6 years experience in the insurance industry specializing in a small to medium commercial accounts. She brings with her, her expertise in servicing and marketing property and casualty accounts. CA Ins. License # 0E52200
Paula Arnao, Commercial Account Manager Assistant- has over 9 years of
Administrative Assistance background. Paula is currently a Commercial Lines
Assistant. Her duties include billing information, processing endorsements, and
client file setup. License # 0F75802
Rosemary Ames, New Business Development - has over 17 years
experience in Personal Lines Insurance in Nevada, Oklahoma, and now
California. Her responsibilities include underwriting, proposing, and servicing of
new and existing accounts including larger and hard to place business and
entertainment related accounts. She is currently pursuing her CISR designation.
CA Ins. License # 0F32573
Rosario Simpson, Financial Services Associate - has over 20 years experience in the financial sector. Rosario has held positions as a sales assistant, stock trader, compliance auditor, officer and manager. She currently holds general security licenses, 7, 66 and 24 (registered principal).
Securities and Investment Advisory Services offered through Capital Analysts
Incorporated, Member FINRA-SIPC. L/B/W and CAI are independent, non-affiliated
entities.
Sandra Philips, Office Administrator- Sandra started her
insurance career
in 1984, working her way up to office manager for a well known
direct writer. Sandra continued on this career path with a different well known
direct insurance writer
where she was promoted and ended up supervising eight
customer service offices
and 27 employees. Sandra coordinates and assists with
the many administrative
duties within the operations of the entire agency.
Sharon Eskra-Bilof, Commercial Lines Account Manager - Sharon has
over 30 years experience in the insurance industry. Her experience includes
working for several prominent firms, sales and service of large Commercial and
entertainment related accounts. CA Ins. License # 0609822
Tamara D. Chezick, Account Manager Employee Benefits - has 17 years in
the Employee Benefits Arena, starting in the San Joaquin Valley working on both
the Carrier and Agency side with the last 9 years spent as a Life / Disability
Underwriter. She is currently working in our Employee Benefits Department servicing
our existing clients and assisting in the growth of our Employee Benefits Department.
CA Ins. License # 0F94207
Valerie L. Schwarzwaelder, Small Group Account Manager - having over
6 years of customer service and sales background Valerie has been with L/B/W 2 years
as a licensed Life & Health agent, growing within the benefits department. Valerie’s
position includes servicing small groups and individual Benefit’s within our
Benefit’s Department. CA Ins. License # 0F14057
**Principal
/ Partner
Rev.
5/08
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