LBW Insurance and Financial Services LBW Insurance and Financial Services
Employee Benefits 401k/403b 24/7 Client Access
Contact Our Office Today (888) 522-7805
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      • Mitzi Like
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Our People

At LBW Insurance and Financial Services, we have the skills and experience you deserve. Get to know our team by scrolling down and select the staff you would like to learn more about.

  • Mitzi  Like Photo
    Mitzi Like
    Chief Executive Officer
  • Donald  Like Photo
    Donald Like
    Chief Financial Officer, Partner
  • Randy  Moberg Photo
    Randy Moberg
    Chief Operating Officer
  • Dawn  Abasta Photo
    Dawn Abasta
    Senior Vice President
  • Tom  Nickels Photo
    Tom Nickels
    VP of Commercial Lines
  • Dori  Lerner Photo
    Dori Lerner
    Senior Vice President Entertainment Division
  • John  Fortman Photo
    John Fortman
    Account Executive
  • Kevin  Durkin Photo
    Kevin Durkin
    VP of Employee Benefits and Qualified Plans
  • Brian  Thompson Photo
    Brian Thompson
    Senior Account Executive
  • Eric  Stelnick Photo
    Eric Stelnick
    Vice President of Sales
  • Glenn M. Terry Photo
    Glenn M. Terry
    Account Executive
  • Todd J. Lerner Photo
    Todd J. Lerner
    Vice President | Financial Advisor
  • Lisa  Prentice Photo
    Lisa Prentice
    Senior Account Executive / Team Leader - Employee Benefits
  • Lorena  Jeffery Photo
    Lorena Jeffery
    Senior Account Executive – Employee Benefits
LBW Insurance and Financial Services LBW Insurance and Financial Services
(888) 522-7805
CA Insurance License # 0M93299
Securities Offered Through United Planners Financial Services.,
Member FINRA/SIPC
  • Main Office
    28055 Smyth Drive
    Valencia, CA 91355
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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.

LBW Financial Services is a business name of Advus Financial Partners, LLC. Investment advisory services are offered through Advus Financial Partners, LLC, an SEC-registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Individuals associated with LBW Financial Services are registered representatives of United Planners Financial Services, member FINRA/SIPC; they provide securities brokerage services only through United Planners Financial Services. Advus Financial Partners, LLC, and United Planners Financial Services are separately owned entities and are not affiliated with one another. United Planners is not affiliated with LBW Financial Services, LBW Insurance and Financial Services, or Foundation Risk Partners. Individuals associated with LBW Financial Services are licensed as insurance agents and provide insurance brokerage services through Foundation Risk Partners, Corp. DBA LBW Insurance and Financial Services, which is an insurance agency. CA Insurance License # 0M93299. Foundation Risk Partners, Corp., is the parent company of Advus Financial Partners, LLC.

Todd Lerner is registered to conduct securities business in AZ, CA, ID, IL, Mass, NV, PA, OR, TX, UT, WA. Don Like is registered to conduct securities business in AZ, CA, and TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may be provided to individuals residing in any state. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.lbwinsurance.com and assume total responsibility for your use of the sites you are visiting.

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