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LBW INSURANCE AND FINANCIAL SERVICES

  • MITZI LIKE

    Mitzi S. LikeChief Executive Officer

    Phone: (888) 522-7805

    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 LIKE

    Donald L. LikeChief Financial Officer, Partner

    Phone: (888) 522-7805

    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 MOBERG

    Randy R. MobergChief Operating Officer

    Phone: (888) 522-7805

    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

    Howard MillerSenior Vice President

    Phone: (888) 522-7805

    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

    Dawn AbastaSenior Vice President

    Phone: (888) 522-7805

    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

    Tom NickelsVP of Commercial Lines

    Phone: (888) 522-7805

    Tom Nickels, VP of Commercial Lines - 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 LERNER

    Dori LernerVice President Entertainment Division

    Phone: (888) 522-7805

    Dori Lerner, Vice President Entertainment Division - Dori Lerner 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

    John FortmanAccount Executive

    Phone: (888) 522-7805

    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

  • KEVIN DURKIN

  • Kevin DurkinVP of Employee Benefits and Qualified Plans

  • Phone: (888) 522-7805

    Kevin Durkin, AIF® VP of Employee Benefits and Qualified Plans - has over twenty 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 THOMPSONBRIAN THOMPSON

    Senior Account Executive

    Phone: (888) 522-7805

  • 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

  • JOSE ROJASJose Rojas

    Account Executive

    (888) 522-7805

    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

    Eric StelnickVice President of Sales

    (888) 522-7805

    Eric Stelnick, Vice President of Sales – Eric is LBW’s cannabis industry specialist. He works with cultivators, distributors, retailers, delivery firms, and more. He takes an interest in more than just the insurance needs for these clients. He leverages his relationships with payroll, banking, safety, and human resources firms that also specialize in the complicated and ever-evolving cannabis industry. Eric joined LBW in 2016 after leaving 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. CA Insurance License #0L26866

  • GLENN M. TERRY

    Account ExecutiveGlenn M. Terry

    (888) 522-7805

    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 ™

    Todd J. LernerVice President | Financial Advisor

    (888) 522-7805

    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 takes a proactive approach in managing client assets and long term plans, and always makes himself available to his clients. 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.

LORENA JEFFERYLORENA JEFFERY

Employee Benefits Department Manager

(888) 522-7805

Lorena Jeffery, Employee Benefits Department Manager – Lorena has more than 37 years experience in the Life & Health insurance industry. She began her career at the age of 18 as an underwriting assistant. Over the years she grew her knowledge and expertise, becoming a Benefits Account Manager, a TPA Manager, then a Benefits Account Executive, and ultimately Employee Benefits Department Manager / Account Executive. She has worked for several firms, including major national brokers. She joined the LBW team in 2019 and heads the Benefits division. Her role includes setting client strategies and timelines, managing LBW’s Account Managers and other Benefits staff, working with the sales team, and leading sales and enrollment meetings in both English and Spanish. Lorena is also a single mother of two grown children and is a competitive salsa dancer. She volunteers her time teaching children in after school programs and loves travel and outdoor adventures. CA Insurance License # 0B02048

INSURANCE CLIENT TESTIMONIALS

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation