These are the three pillars of ABD, and how we approach each day. Meet the passionate few who are building the next great independent insurance brokerage. Better yet, say hello.
Experience: 25 years creating, building and leading dynamic companies in the insurance and software industries.
Work: Crystal Springs Uplands, UCLA, UC Berkeley-Haas, Transamerica Insurance, abd, BenefitPoint, Vertafore, Insurance Leadership Network, The ABD Team.
Love: Family (Julie, Kaitlan, Johnny, and Luke; Fred, Kathi, Kerri and Erik; the Morey Family), Our Lady of Angels community, Capuchin Franciscans, entrepreneurship.
Play: Literature, art, music and drama, cycling, fitness, Lake Tahoe, enjoying good vitis vinifera with friends.
Contact info: Kurt de Grosz (LinkedIn), Kurt de Grosz (Twitter)
Experience: 25 years learning, loving, leading business experiences... 46 years learning, leading, loving life!
Work: Portsmouth Abbey, Northwestern University, Kellogg, MCI, Nightfire, abd, Wells Fargo, The ABD Team.
Love: Family (Jim, Theresa, Stephen, Edward, Jill, Grant, Blake, Pierce, and the Schaeffers), Music (piano, performing, Dead, Poi, Spearhead, Beatles), Presidential Politics, Business, Technology, and the Mission YMCA and Rebuilding Together.
Play: Concrete slides, golf, live shows, great dinner conversation, laughing with family and friends.
Contact info: brianhetheringt (Twitter), brianhetherington (Facebook), brianhetherington (LinkedIn)
Experience: 30 years working with and learning from the best and the brightest in the insurance brokerage business. Helping them as clients and freeing them to do what they do best: help our clients achieve their goals.
Work: The Jesuits, NUI Galway, SUNY Albany, UKW, Ter Bush & Powell, Bache Insurance Services, Jardine Insurance Brokers, abd, Wells Fargo Insurance Services, ILN, The ABD Team.
Love: Family (Penelope, Scott, Carrie, Natasha, Little Zoë, Lucy, Dudley & Chloe); The Loud Men; colleagues over the years who pulled hard on the same oars; problem solving; choirs; freedom; excellence and creativity; hallowed ground; awesome wild natural places; the old sod; the bay area; peace of mind;
Play: all musical communication (Palestrina to Adele); playing bass in a power trio (the more you drink the better we sound); carpentry and building; cross country road trips; history, volunteering; dark and stormy's with friends and family on beautiful days; memories.
Contact info: Michael McCloskey (Linked In)
Experience: Founder-Advanced Professionals, learning, growing, leading and developing a successful employee benefits firm.
Work: Santa Clara University, Connecticut Mutual, Mass Mutual, Advanced Professionals, Insurance Leadership Network, The ABD Team .
Love: Family (Michael, Miles, Bryce and Elise) and all our extended family, sunsets on any beach, watching our kids’ activities, Relay for Life.
Play: Having fun with our family, Entertaining friends and family, travel and adventures, musicals, sporting events, volunteering and helping others.
Contact info: andreatrudeau (LinkedIn)
Experience: Spent 17 years leading a retirement consulting team
Work: Marsh, abd, Wells Fargo and The ABD Team.
Love: running with my wife Phyllis, skiing with Lian, doing flips and handstands with Audrey, teaching Abigail how to ride a bike and following the financial markets.
Play: Relaxing in Tahoe, reading and walking our dog Gizmo.
Contact info: Chris Call (Linked In), ChrisCall1 (Twitter)
Experience: 20+ years of growing and leading winning teams. Building strong, trusted relationships that lead to mutually beneficial solutions and outcomes for customers, partners, friends and colleagues.
Work: St. Francis high school, Colgate University, Cigna, abd, Wells Fargo Insurance Services and The ABD Team!
Love: My wife and two daughters, family and friends, competition, team work.
Play: Sports, reading, stock market, live music and good laughter.
Contact info: Darren Brown (LinkedIn)
Experience: Grande Mouton/Navy brat, substitute teacher, wife (x), mother, grandmother + 35 years of team building and risk management/insurance consulting to global technology companies.
Work: SJSU; Insurance Brokerage: Marx, Lewis, & Ruth; BFB&K; COMPRO; Minet; abd; Wells Fargo; and The ABD Team.
Love: Family first, diverse friendships, city living, live music & dance, cable cars and a great debate.
Play: Soccer grams, golf and world travel. Mini Cooper: top down, hoodie, baseball cap, tunes, fog, beach, campfires, ukuleles.
Contact Info LinkedIn - Jan Kellogg, Facebook - Jan Kellogg
Experience: Licensed broker for 29 years, having specialized in technology and life science D&O since 1988 when I launched the original National Venture Capital Association’s D&O program providing reliable IPO coverage for the first time.
Work: University of St. Thomas (finance and economics), Alexander & Alexander (Specialty Marketing Team Leader), Minet Insurance Services (SVP and D&O Practice Leader), Carpenter Moore (acquired by NASDAQ) Partner and Wells Fargo, National Public D&O Practice Leader.
Love: My dog Kysa, wine and food pairing, helping ensure objective information is available for the national discourse by being a major support of organizations like KQED and the News Hour.
Play: Pool, tennis, adventure/thriller movies (good or bad) and a broad range of board games.
Contact info: Keith A. Martinsen (LinkedIn)
Experience: 25 years of partnering with clients to ensure excellent client service, adhering and complying with the ever changing landscape of employee benefits and always focused on aggressive cost control.
Work: The ABD Team, Wells Fargo Insurance Services, abd, GCH Insurance, Cameron Harris and Company
Love: My husband, family, friends, my church and helping others
Play: Jet skiing, reading, traveling to new places, zip lining, any activity outside, Carolina Tar Heel’s men’s basketball, 49er’s football
Experience: Industry veteran of more than 25 years mostly working with technology companies and large workers compensation alternative risk programs. Voted 2006 Power Broker by Risk and Insurance magazine.
Work: Worked every type of job in every industry from the age of 23. Graduated from Cal Poly Pomona and began my insurance career with Industrial Indemnity, a workers comp insurance carrier. Joined Minet insurance brokers in 1994 which soon became abd then Wells Fargo, now at The ABD Team.
Love: Family (Jo-Ann, Caitlin, Kelly… and Chloe, our little pup) Friends: all those who have known me for many years and have always been there for me.
Play: Our great insurance industry, passionate 49er fan, love fantasy sports, great steak dinners and spending time with my family.
Experience: Three decades of helping business and owners define and achieve their goals.
Work: St. Ignatius College Prep (not coed…yet!); Gonzaga; Park & Rec; follow Dad into banking. Entrepreneurial spirit soars: Join with Dan and Mike to form JLV Insurance. Grow business 800 percent. Combine with The ABD Team to take business, service and expertise to even greater heights.
Love: Family (Mary Kay, Joe, Molly); Friends; North Beach haunts (think Gino & Carlo); helping others reach goals for work and life.
Play: Cooking; serving (Italian Community Services; Guardsmen; Salesian Boys’ and Girls’ Club; and 8 more!); Russian River weekends; fly fishing; tennis.
Experience: 30+ years of building client relationships, leadership involvement in industry and non-profit organizations.
Work: San Francisco State University, Cost Plus World Markets (Domestic and International), Insurance Associates of Northern California and The ABD Team.
Love: My wife, two sons and daughter, family, challenges and teamwork.
Play: Golf, biking, fly fishing, jazz music, good food and many friends.
Contact info: Alan Simpson (Linked in).
Experience: 18 years regulatory compliance, human resource and general business management.
Work: UCLA, MWD, Anderson (UCLA), BenefitPoint, consulting, Rock Me Baby Records, volunteering, and The ABD Team.
Love: My husband Will (how did I get so lucky?!), daughters Summer and Mia, extended family near & far, neighbors who made NM enchanting, and friends who make laugh lines worth having! Caffeine.
Play: Running - to keep up with my family and feel good about baking, reading and sports spectating. Any beach and most beach activities. Laughing. The Daily Show.
Experience: 5 Years in Property, Liability, Directors & Officers, Errors & Omissions, Worker Compensation, Life
Work: Valdosta Insurance Services, Northwestern Mutual Financial Network, Farmers Insurance, Insurance Leadership Network, The ABD Team.
Love: Faith, Family - (Kenny, Robin, Brittney, Kayte, Mckenna, Micah), USA, Friends!
Play: Sports - Football, Basketball, Golf, Flying, Skiing, Scuba Diving, Wake Boarding, Cards - Poker & Euchre.
Experience: 10+ years P&C-Construction
Work: ABD, Wells Fargo, The ABD Team
Love: My boy Isaac, little girl ella, husband Stanley and sister lisa.
Play: Spending time with my family, seafood buffets and garage sales in the summer.
Experience: 14 years working in all sectors of the financial and insurance industry at various levels, with half of those years in small group employee benefits.
Work: San Francisco State University (undergraduate), Prudential, Guardian, Bozzuto Anderson, San Jose State University (postgraduate), The ABD Team
Love: Mi Familia! My two sisters who are my best friends (Maria and Leticia) who married two amazing men…my brothers (Greg and Garett), my nephews, my parents who just celebrated their 50th wedding anniversary! My Jr. High sweetheart Jermont, the good Lord who makes all this all possible, Lola the cat, my fabulous ladies, Lambda Sigma Gamma Sorority, Bring Me A Book Foundation.
Play: Mexican folkloric dancing, kickboxing, writing, wine tasting, community outreach, NBA (Go Warriors!), dancing the night away to anything with a good beat, and sipping on some tasty tequila while listening to mariachi.
Experience: Worked with various insurance groups – Risk Management, Commercial Lines, International, and Technology.
Work: Anything from clerical to floral delivery – you name it, I’ve done it! Most recently abd, Wells Fargo, The ABD Team.
Love: Grandma and my Great Aunt who live in Sacramento.
Play: Trying new foods, traveling, making short films and writing scripts, looking for ways to help others, learning about other cultures….
Contact info: Brittney Tafoya (LinkedIn)
Experience: Over 10 years in the industry.
Work: Reinholdt Insurance Agency, abd, Wells Fargo Insurance and now The ABD Team.
Love: Spending time with the Family. Keeping Vanessa happy, trying to reason with 3 year old Zachariah, and watching 1 year old Zoe grow.
Play: Golf, poker, and sometimes watching nonsense television.
Contact info: Calvin Kwan (LinkedIn)
Experience: Twelve years of experience in HR and benefits; continually recognized for superior client service and “getting it done”.
Work: USF, Hornblower Yachts, Ross Stores, abd, Wells Fargo, The ABD Team (woohoo!)
Love: My Fab Five (Arnie, Arnie II, Ryan, Marina, and furry Curtis), gal pals, coaching and mentoring girls in sports. St. Gregory School, Serra Padres, USF Dons.
Play: Sun and water, laughing loudly, country music, dirty martinis, long walks with my Miniature Australian Shepherd.
Experience: 20+ years consulting with emerging technology firms in the Bay Area.
Work: USGA, Oracle, Critical Path, MongoNet, abd, Wells Fargo and The ABD Team. "An exceptional sales leader who defies expectations…You'll never find another one like Casey" - John Warnock, Chairman and Founder, Adobe Systems.
Love: Date night with my wife, Kristi. Hugs from my three wonderful kids: Kylie, Cade and Cody. Birdie putts and the California Golden Bears.
Play: Sporting events, coaching, early morning workouts, traveling, American History, Tahoe, real estate.
Contact info: Casey Rhodes (LinkedIn), @caseycrhodes (Twitter)
Experience: Over 20 years in the Employee Benefits industry
Work: Assumption College, Prudential, Metlife, Unitedhealthcare, abd, Wells Fargo and The ABD Team!
Love: My Family (wonderful husband Rob and 4 amazing children – Bamboo, Kathrina, Andrew and Sean ), The Belardo Family, Friends ,finding a cure for Autisim, The Arts and Education.
Play: Reading everything, Traveling everywhere, Discovering new places, Cooking and Spending time with Family.
Experience: Contributing to a phenomenal client experience by fostering efficient internal operations.
Work: UCLA, AmeriCorps, Chrysalis, Salesforce.com, The ABD Team.
Love: Family, Martin, spending time with good friends, traveling.
Play: Running, cycling, hiking, cooking and entertaining for friends and family.
Contact info: Catie Hagman (Linked In)
Experience: Extensive years of Human Resources experience and Employee Benefits.
Work: Digital Equipment, Control Data, Trimble Navigation, Advanced Professionals/ILN and now, the ABD Team!
Love: The “love of my Life,” Paul, and the rest of my wonderful family and special friends. And, remembering Michael!
Play: Entertaining and cooking for friends and family, visiting Lake Tahoe, walking on the beaches of Hawaii and wine tasting! (Red or White)!
Experience: 30+ years of helping clients identify, manage, mitigate, and transfer risks. Recognized for superior account management and client service skills.
Work: abd, Wells Fargo Insurance, The ABD Team.
Love: Animals, family, friends, new challenges!
Play: Paragliding, hiking, kayaking, building things, reading.
Experience:15+ years consulting on retirement plans. Certified Investment Management Analyst (CIMA®), FINRA Series 6, 63, 65, and 26.
Work: Franklin Templeton, Mercer, abd, Wells Fargo and The ABD Team.
Love: Family, sports (San Francisco Giants, San Francisco Giants, and the UNC men’s basketball team if we want to get specific), good formula movies.
Play: Sports (weekend Softball), fantasy sports, music.
Contact Info: Christian Bretz (LinkedIn), @Chris_Bretz (Twitter)
Experience: 14 years of insurance brokerage and Human Resources experience.
Work: SJSU, Leasing Solutions, iReady, Advanced Professionals, Insurance Leadership Network, The ABD Team.
Love: Family (Pete, Monica, Grams), Fur-baby Petey (meow), friends, supporting our US Troops, SJ Sharks.
Play: Spending time with friends, reading by the pool, fitness, listening to music, going to sporting events, Happy Hour.
Contact info: Christy Tuminia (LinkedIn)
Experience:15+ years consulting in the Retirement Plans business. Striving to be better and do what is best for our clients.
Work: Indiana University, OneAmerica, The Standard, abd, Wells Fargo and The ABD Team!
Love: Blue Jean, Holland Britt, Sandra, Ray, Cecelia, Cesar, Kirk, Eric, Britt, Green Dale and Red. My friends and my extended family.
Play: Spending time with family and friends, Going on excursions, Performing sketch comedy, Developing creative projects, Staying active and feeding off the energy of life.
Experience: 12 years working in Directors and Officers (D&O) Liability Insurance, focusing specifically on D&O and EPL claims advocacy for the past 3 years.
Work: Specialized in D&O placements for public and private companies for 9 years. Currently utilizing D&O experience working on behalf of clients through claims handling and advocacy.
Love: Wonderful mother, sister, and partner, Serge. Family dog, Milo. A fantastic, caring, and active group of good friends.
Play: Spending quality time with family, travelling, road biking, hiking, long walks exploring the beautiful Bay Area and North Bay, eating out, cooking, wine tasting, flea market shopping, and riding bike from San Francisco to Los Angeles in support of the San Francisco AIDS Foundation.
Experience: Over 20 years in the insurance industry. Focus on excellence by providing proactive and consultative service for clients. Voted 2011 Power Broker; Pharmaceutical by Risk and Insurance magazine.
Work: SFSU, stint in court reporting and fashio,; Farmers Insurance, abd, Tri-City, Wells Fargo Insurance and The ABD Team.
Love: My husband, two dogs, two cats, anything Italian and animal causes.
Play: Working out, shopping for shoes, summer, martinis, pasta, Kauai.
Contact info: Cristina Varner (Linkedin)
Experience: Following successful careers in banking, tax and accounting, I joined my father's 4-person insurance agency 30 years ago. Through some strategic mergers and with the help of some very talented partners, that firm now employs and supports the lifestyles of over 90 people.
Work: University of Notre Dame, Golden Gate University, Bank of America, Ernst & Ernst CPA’s Calegari Morris & Co. CPA’s, Johndrow Leveroni Vreeburg Insurance Services, Insurance Leadership Network and now, The ABD Team.
Love: Family, Long Term Valued Employees and Clients and Good Friends.
Play: When not adding up the debits and credits, I am most likely on one of the beaches where I live in Half Moon Bay or on the back of my horse chasing cows somewhere in the Santa Cruz Mountains.
Experience: New to the insurance world and loving it!
Work: The ABD Team, Advanced Professionals
Love: My family and friends, my puppy (Barkley), music, movies, the beach, football, and meeting new people.
Play: Travelling, wine tasting, shopping, hiking, and trying new restaurants.
Experience: 20 years customer service, three years of insurance experience, owned and operated a childcare facility.
Work: Insurance Associates, Cigna Healthcare, The ABD Team.
Love: Family, Mike, 3 beautiful daughters, Jacqueline, Alicia, Shannon and my first grandson Cameron.
Play: Having fun with family and friends, warm weather, backyard BBQ’s, boating, fitness, going on Harley rides with Mike, enjoying good food and an excellent bottle of wine.
Experience: Debra has over 25 years of experience in the employee benefits field with a primary focus in new business development, strategic direction and financial oversight on clients.
Work: The ABD Team, Wells Fargo Insurance Services, abd, CMG Consulting, DZien Benefits.
Love: Family, my best friends and my two cats (Sasha & Topaz)
Play: Travel to Foreign adventures, riding my beach cruiser on the weekends to do errands, enjoy cooking for my closest friends during a dinner party, antiquing and gardening. And not to forget to mention my baking skills for my collegue’s Birthdays.
Experience: 25 years of providing account management and excellent customer service in the financial and insurance industries.
Work: UC Berkeley, Bank of the West, AAA Insurance, Insurance Associates of Northern California and The ABD Team.
Love: My Husband Jeff, sons Kyle and Kent, Papa AJ and watching Cal Football- GO BEARS!
Play: Dragon Boating (forward paddlers are forward thinkers!), hiking and entertaining.
Experience: Over 26 years of trusted client relationships earned by asking questions, understanding their needs and by providing strategic solutions that embrace their unique cultures, goals and objectives.
Work: The ABD Team, Wells Fargo Insurance Services, abd, Bayside Insurance Marketing, Inc.
Love: Son, Eric – Husband, Dean – Mom – Niece – Cousins – and all those dear in her life. Adopted/rescued several Greyhounds off race tracks throughout the country over the last 23 years. Current Greyhound family member, 2 year old Zuri, lives in peace and harmony as “sisters” with 12 year old Maine Coon kitty, “Kabuki”.
Play: Singing/recording/performing. Golf, poorly but always has fun. Tennis, love it, but not often enough. Cooking for small or large gatherings (more like a love). Watching sappy Lifetime movies on cloudy Sunday afternoons eating popcorn on the bed with the entire menagerie.
Experience: Over 25 years experience in the insurance industry.
Work: Western Valley Insurance, Y.A. Tittle & Associates, JLV Insurance Services, ILN, The ABD Team!
Love: Family (my wonderful husband/best friend Charles, my beautiful daughters Alyssa and Katie, my Mom & Dad. All my family and friends.
Play: Camping, picnics , Cooking with my girls, spending time with my family.
Experience: 30+ years learning, leading and building excellent relationships in business and community.
Work: Clifton & Company (acquired by Alexander & Alexander); Johnson & Higgins; Corroon & Black (acquired by Willis); San Francisco Commercial Risk Management Division Leader, National Healthcare Concepts Committee, and National Life Sciences co-chair at Willis, abd (acquired by Wells Fargo); Founding Principal at The ABD Team. Education includes ARM (Associate in Risk Management) and CPCU (Chartered Property Casualty Underwriter) designations from American Institute of Property and Liability Underwriters, Malvern, PA; Diploma in Risk and Insurance from The College of Insurance, NY, NY; BS in Business Administration and Economics from St. Mary's College of CA, Moraga.
Love: My wife Susan, songwriting, Court Appointed Special Advocates (CASA), traveling to new and interesting places.
Play: Swimming in the ocean, golf, dinners with friends and family, Puerto Vallarta.
Experience: 23 Year Insurance, Personal Lines Underwriter then Agent.
Work: California Casualty, McGraw (Pacific Specialty Ins), Johndrow,Leveroni & Esplund, JLV, ILN & now The ABD Team.
Love: Family – Husband John, Son Kyle, Daughter Nicole.
Experience: New to insurance and loving it!
Work: SAK’s Bookkeeping & Services, Inc. and now The ABD Team.
Love: Family, friends and my dog (Miss Mary)
Play: Spending time with family/friends, Pacific Field Hockey, KU Basketball, coaching field hockey, fitness, going to sporting events and happy hour.
Contact info: Doreen Stern (LinkedIn)
Experience: 30+ years of helping clients identify, manage, mitigate, and transfer risks. Recognized for superior account management and client service skills.
Work: NDNU, abd, Wells Fargo Insurance, The ABD Team, Hobb’s Group, CNA.
Love: Family, friends, animals, learning new things and new challenges!
Play: Reading, walking, wine tasting, traveling.
Experience: 18 years…combination of the health insurance industry, Human Resources and employee benefits consulting.
Work: Team Leader at Prudential Healthcare, Human Resources at National Semiconductor, abd, Wells Fargo Insurance Services and now The ABD Team.
Love: Johann, our daughter Devika, our three cats, Lakshmi, Pepper and Sir. Winston. Friends and family!
Play: Black and white photography, independent films, nutrition, fitness and early morning workout sessions!
Contact info: Linked in (Dulcey Lester)
Experience: 14 years listening, learning, taking chances and succeeding.
Work: Menlo-Atherton High School, University of Arizona, Firemans' Fund Insurance Companies, BenefitPoint, abd, Wells Fargo Insurance, Insurance Leadership Network, The ABD Team.
Love: Family (Alex, Doug, Sue, Erin, Justin and Cooper - woof!)
Play: Spending quality time with family and friends, perfecting my backswing, learning from my son while teaching him new things, sporting events, traveling from sand to snow and every place in-between.
Experience: Over 9 years of Customer Service experience.
Work: JLV Insurance Services, ILN and The ABD Team.
Love: Spending time with my family and friends.
Play: Shopping, music, dancing, having a good time!
Experience: 20 years experience working with companies to help them solve their business, technical, operational and financial challenges. Passion for understanding my client's business.
Work: UC Berkeley, PGT 42" natural gas pipeline, AT&T Business Services, abd, Wells Fargo, The ABD Team.
Love: Family - my awesome wife Holly who keeps me grounded, my girls (Jessica and Alexis) who keep me young. Balance - support my daughters' life journeys. Involved - support local community and schools through MEF (Moraga Education Foundation). It's a Wonderful Life.
Play: Golf, fitness, outdoors, board games and puzzles with family, dominos over wine and cigars with my childhood friends, trips to Truckee, cooking for family and friends.
Contact info: Eric Long (LinkedIn)
Experience: 20 years inspired by customer satisfaction and efficient technology.
Work: UC Berkeley, Fireman’s Fund, InsWeb, BenefitPoint, Papilia, Picateers, Healthentic, Insurance Leadership Network, The ABD Team.
Love: Kerri, family, friends, Woodside Elementary School, The V Foundation and helping people.
Play: Ride and Tie, trail running, family excursions, celebrating life with friends, coaching, extreme skiing, golf and poker.
Contact info: erikstenson (LinkedIn), erikstenson (Twitter)
Experience: 20+ years learning from the best in the Broker business and building relationships with the various insurance carriers.
Work: Started at abd in October 1991, Wells Fargo Insurance, and now The ABD Team.
Love: Adore my husband (James), our two cats (Magic & Marley) along with 9 nieces, 6 nephews and the extended family they come from. I’m also passionate about food. Some folks say I’m food-driven and I think they’re right. And, I also love coupons…..especially if it’s for a great deal to a restaurant.
Play: We’re big NASCAR fans and look forward to going to Sonoma every June. I also enjoy walking or doing anything to keep me active, spending time with family and friends, volunteering at my church and trying new restaurants.
Experience: Over 20 years of Human Resources and Employee Benefits experience, partnering with high tech clients to help their employees and design competitive and cost effective benefit programs.
Work: Lockheed, abd, BenefitPoint, Reliance Standard, Wells Fargo, The ABD Team.
Love: My husband, extended family (mom, sister, brothers, nieces, nephews, cousins) and friends all over the world.
Play: Traveling, wine tasting, shopping, movies, hiking, kayaking and having a good time with family and friends.
Experience: 10 years’ experience managing small commercial accounts and 5 years’ experience supporting Risk Management accounts.
Work: Larry P. Chao Insurance Agency, Mutual of New York, MacCorkle Insurance Service, Wells Fargo, The ABD Team.
Love: Family – my two beautiful daughters, Katt & Kristie, and including my dog, Karma. I enjoy cooking for friends and family and lovingly nurse over 100 orchids I have raised.
Play: I enjoy playing Poker and Mahjong with friends.
Experience: Over 30 years in the insurance industry with the last 25 years specifically focused on working with the Silicon Valley’s most innovative companies manage their risks around the world. Voted Power Broker by Risk and Insurance Magazine in 2012.
Work: Started typing policies at Transamerica Insurance in 1981 in Houston Texas and quickly transferred to the brokerage industry and transferred back to the bay area. Have spent my career working my way through the ranks servicing client's accounts and managing service teams at firms including Klindt Insurance, Compro, Minet, Wells Fargo and now The ABD Team.
Love: Spending time with my husband Jim of 31 years, my daughters Jennifer and Danielle, my family, friends and the sweetest dog ever, Cali.
Play: Boating with family and friends, seeing new places, walks in the Saratoga Mountains to watch the sunset at my husband’s favorite spot, live music and a competitive game of Pictionary with the kids & their friends.
Contact info: Frances Lisius (Linked In), Frances Lisius (Facebook)
Experience: 5 years of experience in Employee Benefits providing exceptional service to my team members and my clients who have primarily been emerging high tech companies.
Work: I am a current student at Notre Dame DeNamur University in Belmont CA, studying Human Services with a focus in Management. I began my journey in insurance at abd Insurance and Financial services in 2007. I moved into employee benefits in 2008 during the merger to Wells Fargo Insurance, and currently am now an Account Coordinator at ABD Insurance and financial services.
Love: Love of my life Jacob, my beautiful niece Alexa, and my wonderful and supportive family and friends who help me stay grounded and focused in life.
Play: Running, hiking, camping, traveling to new places, and taking Alexa to the movies on weekends.
Experience: Over 30 years in the health insurance industry, being innovative, professional and knowledgeable while always maintaining valuable personal connections with the clients and their needs.
Work: VIBA Insurance, Cardinet, Hughes, Hunt & Associates (CBIZ), Bozzuto Anderson Associates, The ABD Team.
Love: My family (my husband Jim, daughter Randi and son Robert), my extended family, my church (The Rock of Roseville), my chocolate lab (Charlie Brown), great friends and an empty nest!
Play: Baseball (SF Giants), Boating, hiking, the theatre, reading and music (it’s the language of the heart).
Experience:18 years creating, developing and continue learning of employee benefits.
Work: Guardian Life Insurance, Advanced Professionals, Insurance Leadership Network, The ABD Team.
Love: Family and good friends. Honesty and compassion in people.
Play: Golf, all sports, great food and drinks with friends. Music and for good laughs, karaoke.
Experience: 15 years of experience providing insurance solutions for clients. Developing and maintaining trusted client relationships by offering expertise, exemplary client service, discretion, protection and security.
Work: Four Seasons Hotels and Resorts; Sedgwick James; Tri-City Brokerage; Fort Point Insurance; COO of the Long Family Enterprises (homemaker)/Volunteering in local school and community; and The ABD Team
Love: My husband Eric and his dedication to us, Jessica’s old soul, Alexis’ belly laugh, the heat of the summer sun on my back, and the movie “On Golden Pond”
Play: Roller coasters, the beach, an earned shower after a hard work out, cuddle time with my girls, and enjoying great wine with family and friends
Experience: Key Bank, State Farm, HRH, Wells Fargo, then the ABD Team.
Work: Graduated from The Oberlin Conservatory of Music with a degree in Flute Performance. Worked in the insurance industry since graduation (2002) and have been working with technology clients for the past 5 years.
Love: Burritos and fine wine, but not together
Play: Parties, fine dining, dive bars, cycling around San Francisco, road trips.
Experience: 5 years in the employee benefits industry providing exceptional customer service and creative solutions.
Work: Majored in history at Cal Poly San Luis Obispo, brief stint as a substitute high school teacher, went to work for abd in 2007, then Wells Fargo and now The ABD Team.
Love: My husband Robert, son Nicholas, daughter Kailey and kitty Rigsby.
Play: Hiking, wine tasting, zip lining, reading, playing at the beach and having adventures with my kids
Contact info: Jamie Wilcox (LinkedIn)
Experience: 1 year in the Insurance Industry
Work: The great JLV Insurance Services and now The ABD Team
Love: Family: Dad: James, Mom: Kelly, Brother: Daniel Staff Sgt Totten (US Army), Daughter: Jayleen, Girlfriend: Stefanie, Niece: Emily, My Country USA and the US Military
Play: Concerts, Bay Area Sports Teams, BBQ’s with Family & Friends, Swimming with my daughter
Contact info: Jason Totten (Linked In)
Experience: 20 years experience in the insurance industry
Work: JLV Insurance Services, The ABD Team.
Love: My husband and best friend Patrick, my son Kevin who always makes me smile. I also love my extended family and friends.
Play: Tennis, playing the piano, needlework, reading, spending time outdoors and travelling anywhere with my family or friends.
Experience: Over 20 years of insurance brokerage experience.
Work: Double major in Finance & Risk Management from University of Wisconsin- Madison. Worked with venture-backed and public companies my entire career. Started with Marsh then moved to Minet, abd, Wells Fargo Insurance Services and The ABD Team.
Love: Wife Kelly and daughter Isabella.
Play: While Kelly is trying to add more culture to my life, I also enjoy my recreation - golfing, basketball, running, hiking, and roller-skating with Isabella in the Golden Gate Park.
Contact info: jeff dodds (LinkedIn)
Experience: Over 18 years of insurance and insurance brokerage experience.
Work: Aetna, Precept, abd, Wells Fargo Insurance and The ABD Team!!!
Love: Family (doug, tyler & justin), extended family (parents, sisters, nieces & nephews) and friends.
Play: Lake Tahoe in the summer and winter. Taking photos of my boys swimming, playing baseball and soccer. Entertaining friends and family. Fit2theCore.
Contact info: Jenni Ellis (LinkedIn)
Experience:Developing clinically and fiscally effective wellness programs over the past 13 years for Corporations, Police, & Fire Departments. Research, Inpatient/Outpatient & Chief Clinical Dietitian, Inpatient/Outpatient & Research Exercise Physiologist, Outpatient/Wellness Registered Nurse.
Work: Westmont College, UC Berkeley, Cal Poly San Luis Obispo, Samuel Merritt College. Stanford Prevention Research Center, City of Sunnyvale, Sequoia Hospital and my family of police departments including San Mateo PD, Palo Alto PD, Menlo Park PD, San Carlos PD, Atherton PD, & Belmont PD, ABD Insurance.
Love: Family (Kevin, Hurley, & Daisy), Loving Extended Family & Friends, Cowboy Boots, Tennessee Walkers, Rhodesian Ridgebacks, Holiday Gatherings, Ballet, Jazz Dance, Interior Design, Great Conversations, Learning.
Play: Skiing, Ocean Paddle Boarding/Surfing, Tennis, Hiking in the Redwoods, Guitar, A Good 'ol Horse Trail Ride, Swimming with my Rhodie, Organic Gardening, Tropical Travels, My Kindle, Texas Hold'em.
Experience: Brand new to the business!
Work: Mount, Spelman and Fingerman LLP, The ABD Team
Love: Family, friends, love of my life Michael and spending time at the beach
Play: Traveling, hiking, reading, movies and music
Experience: 20 years ...Strategy, public relations, branding, advertising, web, lead generation, customer references, internal communications, social media, viral marketing, and general business consulting.
Work: Bucknell University, JP Morgan, Harvard Business School, Pandesic (Intel & SAP joint venture), Siebel Systems, Intuit, Papilia, Kendall Wilkinson Design, Antique & Art Exchange and The ABD Team.
Love: My soulmate husband, our three boys, and our larger family! Cherish my friends. Volunteering in our kids' schools.
Play: Enjoy entertaining. Setting a festive table. Adore pictures. Music. Cabo. All beaches. Vibrant color. Positive energy. Wine country. TRX. High kicks!
Contact info: jilhetherington (Twitter), jill schaeffer hetherington (Facebook), jill schaeffer hetherington (LinkedIn)
Experience: Bachelor’s Degree in Economics from UC Davis. New to Retirement Services, but learning quickly!
Work: The ABD Team and Wells Fargo
Love: Stephanie, my dog Chloe (and Cooper), Mom & Dad, Jonathan & Meghan, friends and family alike, the San Francisco Giants.
Play: Walks in Golden Gate park with the dogs, Giants games, watching my St. Louis Rams, rock climbing with Stephanie, weekends with friends, following financial markets.
Contact Info: Justin McAdams (LinkedIn),
Experience: Over 25 years experience in Human Resources, International Benefits and Employee Benefits and technical translating.
Work: The ABD Team, Wells Fargo Insurance Service, abd, Bank of America, The Men’s Wearhouse, Glynwed Steel, Asfor Steel.
Love: My family (David my husband and Katherine my daughter); my extended family, my friends, and my job!
Play: Horseback riding, walking, the beach, traveling, cooking and curling up with a good book.
Contact info: Karen Hooper (Linkedin)
Experience: 25 years’ experience in both commercial and personal lines. My passion is in commercial lines as I enjoy the constant changes in this portion of the industry and pride myself in keeping the insured up to date on all the coverages that they may need or require, I also work hard to try to find the gasps in the coverages and to understand it all.
Work: Bowen, Mason & Esplund; Owned my own Day Care Business; Boring, Reifenrath, & Vreeburg; Johndrow-Leveroni-Vreeburg Insurance Services; ILN and The ABD Team.
Love: My daughter Michele who makes sure I am always doing ok & gave me my two grandchildren (Anthony & Nathan) who are my world, my son-in-law Joaquin, my family, my job, as I love helping people & especially my daughter Alicia who watches over me from above.
Play: Playing with my grandchildren, walking, playing video games (yea for Angry Birds & Wii), reading, watching TV & traveling to new places.
Contact info: Kathy Marey (Linked In)
Experience: 9 years experience in Insurance, 15 years experience in Product Development. A career’s worth of experience striving to deliver world class customer service to external and internal business partners!
Work: JLV, ILN and The ABD Team, Iribarren Insurance Services, Gap Inc., Williams-Sonoma, Inc.
Love: My daughter Sophie –my family and friends. The chihuahua & the chiweenie. The view from Victoria Peak. Bop-It. San Francisco.
Play: Travel, making silver jewelry, DIY home projects, new restaurants and old favorites, Monopoly & champagne cocktails.
Contact info: Kelly Iribarren (LinkedIn)
Experience: Employee Benefits - 30 years advising employers on the strategic management and success of their employee benefit programs.
Work: Gettysburg College, The Equitable, Equicor, CIGNA, Humana, abd, Wells Fargo Insurance Services, and The ABD Team!
Love: My wife Sharon and daughters Taylor and Jacquelyn. Our two Yorkshire Terriers- Eva and Sabrina. Spending time with family and friends.
Play: Music, travel, sports, fitness, wine tasting, great restaurants, Lambda Chi Alpha
Contact info: kenjuricic (LinkedIn), @KJuricic(Twitter)
Experience: Over 30 years of various levels in the insurance world
Work: BEST Plans, EBS, PacifiCare, Jardine/A&A/AON, Minet/abd/Wells Fargo and The ABD Team (yea!!).
Love: God- (He makes me remember it’s not about me), Family- (Susie & Bella, Mom/Pargee’s/Baker’s/Mattson’s/Diaz’s/Duran’s/Morales’s/Knight’s, Essy & James and Bob & Kevin) and Fun- Golf, Fulham FC, SJ Sharks, SJ Earthquakes and lots of hats collected.
Play: My clubs, a morning’s dew and a nice cigar (followed by a G&T). Refereeing Soccer wunderkinds. Laughing at a good comedy. And a nice Sunday afternoon nap.
Experience: 5 Years as an Underwriting Specialist in the High Net Worth Personal Lines marketplace.
Work: San Diego State University, KPBS San Diego, AIG Private Client Group, and now The ABD Team.
Love: My Family (Mom & Dad, My Brother and his lovely Wife and their two amazing kids), my awesome Friends, and my beautiful girlfriend, Christyn.
Play: Art, Movies, Food, the playground that is San Francisco, the Giants, 49ers, Sharks, the San Diego State Aztecs, and all things Fantasy Football.
Contact Info: kevinyoast (linkedIn), Kevin_L_Yoast (twitter).
Experience: 8 years in Employee Benefits partnering and helping clients with all their benefit needs. Making sure clients receive the best service possible!
Work:Sacred Heart Cathedral Prep, SFSU, Liberty Mutual, United HealthCare, abd, Wells Fargo Insurance Services, and the The ABD Team.
Love: Andrew. My family. (William, Amy, Eve & Kenny, King & Jenny, Win, Abby, Jae, Alaia & Jeremiah) My Friends. Smiling & Laughing. My Chuck Taylors.
Play: Fantasy Basketball, Shopping, Hanging with the BFF club (my nephews & nieces), Reading, Watching Romantic Comedies, Volleyball, Board Games.
Contact info: Kimily Louie (LinkedIn)
Experience: Over 20 years’ experience in employee benefits including previous life in Human Resources for fortune 100 companies.
Work: Butterfield & Butterfield; Thelen Marin, Johnson, & Bridges; McKesson Corporation; abd; Wells Fargo Insurance Services; The ADB Team!
Love: My beautiful family (supportive husband Kirk and tenacious daughter Kaylin); loving extended family (Mom, brother, sister-in-law, nephews, parents-in-law); smiling friends.
Play: lazy Saturday mornings (when I can get them!), fun-filled afternoon adventures with my family; evenings spent cooking with my daughter and watching movies.
Contact info: Kris Datwyler (LinkedIn)
Experience: Over 5 years providing exceptional customer service where the client comes first!
Work: Completed a Bachelor of Science in Health Science with a concentration in Administration and Health Care Services from San Jose State University. Over 5 years of experience in providing top notch customer care. Joined ABD 2013.
Love: My family, my dogs Bear and Bandit, my soul mate and other half Kevin, my girlfriends (Angelique, Jenna, Kat, Kelly, Melissa, Sarah)
Play: SCUBA diving, traveling, skiing, wine tasting, attending San Jose Sharks games, going to country music concerts, jet skiing
Experience: 12 years learning, training, growing and listening
Work: Lypco International, EW Blanch, BCI, abd, Wells Fargo, The ABD Team.
Love: My son Kyle, our doggy Pepper, my family and friends and of course, dancing.
Play: Cheering at my son’s baseball games, watching the Giants, biking, running, wine tasting, photography.
Contact info: lenniepe8 (Twitter), Lennie Pe (Facebook), Lennie Pe (LinkedIn)
Work: Started this journey 25+ years ago in customer service and claims for a large Group Health Plan. I eventually went on to employee benefit consulting and along the way I’ve met and worked alongside so many wonderful people and had the chance to mentor some of the brightest new talent in the business. I’m always looking forward to meeting new challenges and new clients.
Love: My daughter Kendra and newest family member, a Corgi named Rory. Cape Cod in any season, my family back in New England, snow in winter, laughter, my work , music and all the wonderful friends who've come into my life.
Play: I enjoy travel and seeing new places, as well as visiting some old favorites, gardening and walking alone or with a friend, Jazzercize, shopping, and a good book!
Experience: 34 years of experience in the insurance and banking industry. Providing exceptional customer service and leadership skills.
Work: Started at Wells Fargo as the GL clerk, transferred to the Credit Union where I managed a branch. Started in the insurance industry in personal lines working with car dealerships, moved over to the carrier side as an underwriter, and I have spent the last 15 wonderful years working and managing the commercial lines department for JLV Insurance.
Love: I love my family, husband Ray, sons Chuck, Chris, Roman & Randy, my granddaughter Davyna. I love my work. Achieving the impossible, resolving issues. My Friday night movie night with my husband . And I love God.
Play: Movies, casino, walks for cancer, gardening, riding bike, small and large adventures visiting new places…
Contact info: Luiza Watkins (Linked In)
Experience: Over 25 years of experience in the insurance industry.
Work: Superior National Insurance Company, Insurance Associates of Northern California and the ABD team.
Love: My family, my best friend and partner for life Roland and my Min Pin dog “Bingo”
Play: Spending most of my quality time with my family and of course, I love shopping and travelling.
Experience: 20+ years in the commercial insurance industry focusing on superior risk management service for global
life science and high technology clients.
Work: The ABD Team, Wells Fargo Insurance Services, abd, Marsh, Sedgwick, AIG/Lexington, UW Madison
Love: Life’s Adventures! My husband Dan, my completely engaged kids Ali, Chase and step-son Evan, our parents, siblings and my forever friends for all of their support and the joy they bring to every “special event” we plan! Animals. Project Read and San Jose Youth Ballet.
Play: Beach time, ocean water sports, travel, live music, winetasting, dance, art of all kinds, reading next to a cozy fire and spa breaks.
Contact info: Mandee Loney (LinkedIn)
Experience: 9 years in employee benefits.
Work: San Mateo Foster City School District, abd, Wells Fargo, The ABD Team
Love: Family, friends, Mia the Chihuahua/Poodle, Negra Modelo, UFC, PUMAS, my 1986 Monte Carlo SS.
Play: Travel, photography, anthropology, Negra Modelo, watching my nephews’ wrestling and soccer matches.
Experience: 28 years designing, building and living the employee benefits marketplace.
Work: Cal State Fullerton, American College, Financial Dynamics, Provident Life & Accident, Shepardson & Blythe, Melita Insurance Services, Premier Financial, Bozzuto Anderson, The ABD Team.
Love: family (Connor, Bryce, Kaden, Grandma age 100), Great Friends, Politics, Motivation.
Play: Fitness, Hiking, Coaching Youth Sports, Tropical Destinations, Poolside BBQ, Wine Tasting, Dinner Conversations.
Contact info: markanderson (LinkedIn)
Experience: 14 Years Insurance Experience
Work: A graduate of UC Santa Barbara in Law & Society. I started out as a Claims Examiner for Kemper insurance, then moved to abd/Wells Fargo, now at The ABD Team. I’ve been dedicated to Technology accounts the entire time.
Love: Family - My lovely wife Andra and our 3 kids, Kaira, Piper and Mathias. I grew up in the area and have brothers, sisters, in-laws, etc. very close. Our holiday parties are packed!
Play: Being outside with the kids - In the pool or at the beach. Running and Golf with any free time
Contact info: matin ogden (linked in).
Experience: 6 years working with employee benefits.
Work: Advanced Professionals, The ABD Team.
Love: My beautiful family, wonderful friends, and laughing.
Play: Cooking, softball, volleyball, running, reading and shopping!
Contact info: Megan Delgado (Linkedin)
Experience: 15 years of experience in Employee Benefits and Human Resources with a few years in medical administration, supporting and partnering with clients (both external and internal!), working mostly in high-tech.
Work: It was a long and winding road, but here goes… After studying Child Development at the University of Puget Sound in Tacoma, WA I decided that I wanted to be a chef. After 6 months working in a Seattle restaurant as a Pastry Pantry Chef (hardest 6 months of my life!) I found my way into Human Resources. I spent the next several years working as a Benefits Administrator for various start-up companies. I then spent 3 years working at Lucile Packard Children’s Hospital as a Patient Care Coordinator for their Pediatric Kidney Transplant department. It was at this point that I found my way to abd, Wells Fargo Insurance Services and now the ABD Team… Phew!
Love: My husband Chris, my family and friends, my cat Buddy (who I’m sure wishes sometimes I didn’t love him quite so much), Sunday mornings on the couch with my PJs on drinking a cup of coffee and watching Romantic Comedies, anywhere on the coast, Yosemite, my garden and taking care of people (whether they like it or not!).
Play: Road trips, music, singing and playing piano, knitting, cooking/baking, gardening, “nesting” and having a really good laugh.
Experience: 20+ years in the retirement industry with experience in plan design consulting, investment advisory and administration.
Work: PricewaterhouseCoopers LLP, Towers Watson, abd, Wells Fargo and The ABD Team.
Love: Family (Alex and Sophia), extended family and friends.
Play: Spending quality time with my family and friends, staying involved with my daughter’s school, practicing and teaching Bikram yoga, photography, performance arts, travel. Favorite escapes – Lake Tahoe, Carmel, Maui, Cabo San Lucas, La Côte d’Azur.
Contact info: Melissa Eugenio (LinkedIn)
Experience: Over 20+ years of experience in the insurance industry handling various responsibilities in accounting, human resources and office management.
Work: Acordia, Jenkins Athens Insurance, Calco Insurance, Cohn Reid O’Neill Insurance which merged with Risk Strategies in 2011 and now at The ABD Team.
Love: My family (Rick and children, my dog Bogey and cats Simba and Buddy), extended family and friends.
Play: Spending time with family and friends, cooking and eating, running, skiing, traveling, sports and music.
Experience: Customer service, Accounting/HR, benefits comprehension & COBRA compliance.
Work: Educational Data Systems, Inc., Advanced Professionals, Insurance Leadership Network, The ABD Team.
Love: My wonderful husband William and our animal “babies” (Labrador Retrievers Jake & Lilly and our Halloween rescue kitty Daisy), walks on the beach, reading and helping others.
Play: Visits with friends and family, playing with our “babies”, antiquing, travel and watching baseball.
Contact info: Meredith Sanchez (LinkedIn), Meredith Sawin-Sanchez (Facebook)
Experience: 24 years in the employee benefits / insurance industry.
Work: The University of CA Berkeley, MetLife, Aetna, Deloitte & Touche, Health Net, abd, Wells Fargo, and The ABD Team.
Love: Family (Lily, Kristi, Nick and Ryan) and the rest of my supportive kin; finding new restaurants.
Play: Maui any time of the year, playing and watching sports, gadgets and cars, photography.
Experience: Over 13 years of insurance experience; abd/Wells Fargo and The ABD Team.
Work: Specializing in private company D&O from start-up to IPO with additional focus in Employment Practices Liability.
Love: Wife Angel, daughter Isabella, and son Isaac. Playing, listening to, and learning about music (particularly roots reggae, but anything else that hypnotizes the soul). SF Giant’s baseball, Alan Watts books, Wes Anderson movies, and a good cup of coffee.
Play: Playing bass guitar, running, biking, hiking, coaching little league, golf, and more music.
Contact info: Michael Tokarz (LinkedIn)
Experience: 30+ years building trusted relationships with clients, carriers and the community, 11 years in employee benefits.
Work: Cleveland Metropolitan General Hospital, Advanced Professionals, Insurance Leadership Network, The ABD Team.
Love: Stephen, Kiel, Emily, Savannah, Bo, Roxie, the Trudeau Team, sunshine, Santa Cruz Harbor Beach, Montevideo Community.
Play: Pacific Field Hockey, Golden State Warriors, the beach, happy hour, reading, music, walking, Italian food, cooking, baking and Food Network.
Experience: 30 years, building relationships between clients and the appropriate Insurance Carriers.
Work: Canãda College, United States Navy “CIC”, Hubbard & Johnson- Evan’s Corporation, Handyman Corp., Rayberg Lumber, Redwood Empire, Boring-Reifenrath-Vreeburg Ins. Inc., Vreeburg Ins. Inc., Johndrow-Leveroni-Vreeburg Ins. Inc., ILN, The ABD Team.
Love: family ( Diane, Hayden & Jolene w/ Charlotte & Gavin, Kevin, Ashley & Chris w/ Lane & Cole, Riley & Kate, My Country The United States of America and it’s Bounty.
Play: Open space, Golf, cars, all outdoor sports, Music, comfort food and Great Wines.
Contact info: H. Michael Vreeburg (LinkedIn), H. Michael Vreeburg (Facebook).
Experience: Over 30 years’ experience with progressive growth…starting with sales & account management, marketing, product development and leadership in a national sales management role for a Fortune 500 financial services and insurance company. Leveraging that experience as an employee benefits consultant serving as a trusted advisor and client advocate that builds dynamic relationships, leads strategy, drives change and innovation while meeting financial targets.
Work: Pepperdine, Pacific Life, Pepperdine Business School, abd, Wells Fargo Insurance and The ABD Team.
Love: Family (my daughter, my sibs), friends (also family) and colleagues (my other family).
Play: Reading (Atlas Shrugged, Made for Goodness), music (Boney James, Jill Scott), business strategy, economics, advocating education and empowerment.
Contact info: Nicole White (LinkedIn)
Experience: Over 20 years in Employee Benefits working in HR and consulting. My goal is to make sure my clients are comfortable with the choices they make.
Work: Marsh & McLennan, Del Monte Foods, TeleSensory, abd Insurance Services, Wells Fargo Insurance Services and now The ABD Team.
Love: Spending time with my husband, and Cassie my energetic canine. A good wine and listening to Tony Bennett. Bloody Caesars and watching the seasons change in my garden. Vacations in Greece, a rack of lamb and Retsina.
Play: Road trips, walks on the beach, puzzles, gardening and of course Golf.
Contact info: Pamella Petalas (LinkedIn)
Experience: 27 years as a team player assisting clients to manage risk and insurance solutions.
Work: Nordstrom & Tanner, AON, Putnam, Knudsen & Weiking, Insurance Associates and now The ABD Team.
Love: Family (Mike, Michael, Jayme, Daisy and 3 beautiful grandsons).
Play: Cooking, watching the Food Network, snorkeling, kayaking, tobogganing, and riding my pink bike with streamers.
Contact info: Pat Hoefling (Linked in)
Experience: 20+ years of experience working as an underwriting manager and senior technical consultant. Extensive knowledge of experience rating projections, reserve analysis, contribution modeling, utilization analysis and consumer/account based plan pricing.
Work: Aetna, Health Net, PacifiCare/UnitedHealthcare, abd/Wells Fargo Insurance Services, The ABD Team.
Love: Family (Peggy, Emily & Jessica), P90X (love/hate relationship), live music, fine red wine and good food. Football, Baseball, Basketball, and Swedish Fish.
Play: Golf, Pilates, and taking long walks; Attending sporting events with friends.
Contact info: Paul Payne (LinkedIn)
Experience: 22 years as an Executive Liability Broker in the San Francisco Area - specializing in Directors and Officers Liability placements for public and private company technology and life science companies.
Work: Before joining The ABD Team, was with Wells Fargo Professional Risk Group. Producing broker and team leader at All Risks. Managing Director at Carpenter Moore/Nasdaq. Principal at Integro. Senior Vice President at Marsh.
Love: David, Jamie, Corey, Leta, Mom, Dad, and friends.
Play: Spinning and Bar Method.
Experience: 31 years consulting with emerging growth companies including information technology, biotech, medical device and internet companies and assisting them in developing Risk Management programs.
Work: Princeton University, Columbus Academy, CNA Insurance, California Casualty, Compro, Minet, abd, Wells Fargo Insurance, The ABD Team.
Love: Family (lovely wife and 4 children), animals, finding a cure for Alzheimer’s and helping those with the disease and their caretakers.
Play: Hiking, bicycling, bridge and anything having to do with the Arts.
Contact info: Peter Daly (LinkedIn), Peter Daly (Facebook)
Experience: Math/Actuarial Science from UCONN. 20 years of industry experience including regional pricing for Aetna and jumbo account underwriting for United Healthcare.
Work: Aetna Regional Actuarial Associate (Eastern Home Office); Aetna Pricing Specialist (Western Home Office); UHC Jumbo Account Underwriter (San Francisco); Underwriting Director for KPS Health Plans (Seattle); Sr. Technical Consultant for ABD Inc. & Wells Fargo Insurance (Bay Area); Currently Sr. Technical Consultant with The ABD Team.
Love: My family. Raising my kids and watching them grow. Spending time with friends and family. Helping those in needs.
Play: Any sports that don’t involve water.
Experience: I’ve been working in this industry, in the same office, for 23 years. I started with Boring Reifenrath Vreeburg Insurance on 12/12/1988 being hired for the Bookkeeping Department. They merged on 5/1/1999 into Boring Johndrow Leveroni Vreeburg (JLV Insurance) where my title changed to Accountant. The final merge happened on 8/1/2012 with The ABD Team.
Work: Worked in various jobs where I was predominantly dealing with numbers and money. Regarding insurance, I have been working in the same department for the past 23 years with my title changing from Bookkeeper to Accountant and watching the business merge twice, with growth happening within the company with each merge.
Love: Spending time with my husband Charles of 10 years, spoiling our 3 cats and staying close to family and friends.
Play: Hanging with my husband (he’ll never get rid of me), reading, being outdoors, gardening, doing physical activities (like pulling up our carpets), and being involved in the medieval reenactment group we are part of.
Experience: 20 years of experience in the insurance industry.
Work: Benefit Consultants, Inc., abd, Wells Fargo, Insurance Leadership Network, and The ABD Team.
Love: Family, Friends and Smokey (Meow!!)
Play: Reading, Movies, Walking, Traveling, Biking, Watching sporting events.
Experience: Eleven years of experience working in Employee Benefits.
Work: LucasArts, Advanced Professionals Insurance & Benefit Solutions, The ABD Team.
Love: I love my loving and supportive family and wonderful friends.
Play: Any time spent with my kids is my favorite type of play. Trips to Maui. Weekends on the beach in Santa Cruz.
Contact Info: Robin Hedden (LinkedIn)
Experience: Over 30 years of professional risk consulting experience focused on identifying, assessing, controlling and financing risks. Community leader having served on the executive board of directors for YWCA, Junior Achievement and professional advisor to SJSU’s Masters in Biotechnology program.
Work: Have worked in the bay area for multi-line insurance companies, risk manager for a large staffing company and the brokerage industry. Consultation disciplines include risk control, claims, workers’ compensation & disability integrated programs. Recognized by Treasury & Risk Alexander Hamilton’s best practice bronze award in the insurance category and was named a Power Broker 2012.
Love: My husband, Mark who I met at college, Chico State University, my 2 sons Tommy and Timmy, our dog Angel, my sisters, mother and all my dear friends.
Play: Gardening, reading, writing, volunteering as a classroom teacher with Junior Achievement and Habitat for Humanity.
Contact info: Robin Hendrickson- LinkedIn
Experience: 12 years in Employee Benefits, servicing and partnering with clients, primarily in high-technology.
Work: abd, Wells Fargo Insurance Services, and now The ABD Team. Prior to finding my love of benefits within the insurance world, I worked in Human Resources. I also spent several years in Social Services, which was my education focus at U.C. Davis.
Love: Paul, my best friend and husband, and our two amazing baby boys, Adam and James. A very special cat named Remy. Cold cocktails on hot days. Hot baths on cold days. Spending time with friends and family.
Play: Traveling, running, dancing, reading, watching bad reality tv, chatting on the phone with girlfriends, being silly with my baby boys, watching movies on the couch with my hubby.
Experience: Over 15+ years of experience in the insurance industry, handling various functions & responsibilities in accounting.
Work: Bank of America, Larry P Chao Insurance Services, abd, Wells Fargo Insurance & Finance Services and The ABD Team.
Love: My lovely family (Jack my husband, Carmen and Edwin), extended family and friends. Volunteering in our kids’ schools.
Play: Spending time with my family and friends, cooking, playing bowling, taking photos of my kids Chinese Lion Dance and Kung Fu in Chinese New Year Parade and Performances
Experience: 14 years of experience in Employee Benefits and ERISA law, from both a corporate and law firm environment.
Work: Oracle, Gray Cary, Kaiser Permanente, The ABD Team, Santa Clara Police Department and Wells Fargo Insurance Services.
Love: Spending time with my family – my wife, Aimee and three daughters – Sarah, Madison and Adria. Visiting historic locations, the theater and live music.
Play: Enjoy long runs and bike rides, the beaches at Santa Cruz of course and game night at home.
Contact info: Ruben Reyes, Esq. (LinkedIn)
Experience: I have nearly 40 years of experience in the insurance industry, in P&C claims and contract management. My education includes a BA from UC Irvine and a JD from Golden Gate University.
Work: I began my career in insurance working with a State Farm agent while attending UCI. I became fascinated with the world of claims during that time. I worked as a liability claims adjuster with various carriers and as a liability claims manager for an independent adjuster firm. Prior to joining the ABD Team, I was with Wells Fargo Insurance Services as a contract specialist. In that role, I worked with large technology accounts to help them manage insurance issues in contracts, including international supply chain contracts. I enjoy sharing my knowledge and experience and have dabbled in teaching throughout my career, including at New College School of Law and the San Francisco State University Paralegal Studies Program.
Love: The great love of my life is Ray, my husband and life partner for more than 30 years.
Play: “The master in the art of living makes little distinction between his work and his play, his labor and his leisure, his mind and his body, his information and his recreation, his love and his religion. He hardly knows which is which. He simply pursues his vision of excellence at whatever he does, leaving others to decide whether he is working or playing. To him, he is always doing both” [Zen Buddhist saying]
Contact Info: Sally Bracho [Linked In]
Experience: 7 Years’ Experience in Retirement Investment
Work: CPS, Colgate, abd, Wells Fargo, The ABD Team
Love: Natasha & Zoë, Mom & Dad, Carrie & Chloë, Music & Racetracks, Capital Markets & Long-term Investing
Play: Traveling, Hiking, Camping, Playing Basketball, Craft Beer
Experience: 20 years working in Accounting, HR, Management and Customer Service.
Work: Nevada Bob’s, Orlimar, Insurance Associates and the ABD team
Love: My Family: husband Tom, son Tryston and daughter Taryn.
Play: Watching my son play baseball and my daughter preform All Star Cheer, reading, traveling and just spending time with family and friends.
Experience: 30 years … Partnering with clients to strategize, design, forecast and deliver effective and efficient benefit programs to their employees.
Work: Blue Shield of California, Mercer, Aon, Watson Wyatt, Marsh/Mercer, abd, Wells Fargo Insurance Services, The ABD Team.
Love: My daughter Lisa, our dog Kona, all my siblings/in-laws/nieces/nephews (“the Gee Force”); my dear friends.
Play: Anything outdoors – ski, golf, softball, watching soccer games and sitting on the beach.
Contact info: Sem Gee (LinkedIn)
Experience: Employee Benefits – over 9 years of insurance brokerage experience partnering with employers on the strategic planning and cost control of their employee benefit programs. Human Resources – over 5 years of in-house recruiting and human resource management experience with emerging technology companies.
Work: UC Davis, ThinkLink Inc., gig.com, abd, Wells Fargo Insurance Services, The ABD team.
Love: Sons Ryan and Connor, family, and good friends.
Play: Street festivals, handmade jewelry, live music, good food and wine, kayaking and building Legos with my sons.
Experience: Over 15 years of experience in the insurance industry.
Work: Argo Insurance, Insurance Associates of Northern California and the ABD Team.
Love: My husband and best friend Donald and our daughter Kiulani.
Play: Relaxing weekends, watching a good movie and spending time with friends and family.
Experience: 25+ years in the insurance industry, primarily focused on middle market P&C Technology business. Includes 7 years of experience on the carrier side in both Commercial and Personal Lines.
Work: St. Paul Travelers, Compro/Minet, abd, Wells Fargo, JLV, and The ABD Team.
Love: My daughter Brandie – the light of my life for 20+ years. I am also obsessed with a lifelong love of music, especially in the Progressive Rock genre. Music is truly what I live and breathe every day.
Play: Playing guitar for over 30 years, playing continuously in rock bands since 7th grade. For the last 13+ years, I have been a member of Men Behaving Loudly (MBL), a classic rock band comprised of insurance professionals playing all manner of nonprofit events, private parties, etc. Big fan of NHRA Drag Racing, NFL, Movies, Astronomy & Sci-Fi.
Contact info: Steve Moore (LinkedIn)
Experience: 15 years insurance industry experience.
Work: Starbucks Coffee, AICCO Premium Finance, Wells Fargo Insurance, The ABD Team.
Love: My wife Liz, our dogs (Bruno and Gilda) and friends.
Play: Art, playing music, yoga, travel.
Work: Mervyn’s, Burger King, American General Finances, Silicon Valley Bank, abd, WFIS, and The ABD Team.
Love: Bayley, Tamo, & Ryland.
Play: Shopping, fitness, movies, wine & art festival.
Experience: 5 years as an account assistant for both public and private companies specializing in Directors and Officers and Employment Practices liability coverage.
Work: Prior to joining The ABD Team, worked at the Wells Fargo insurance services as assistant to brokers on D&O and EPL lines. Graduated from the UC Berkeley with Bachelor degree in Economics in 2002. I also hold a certificate in Political Science from Universite d’Etudes Politiques de Paris.
Love: Sasha, Maks, mom, relatives, friends, travel in Europe, books, gourmet food, champagne
Play: Bar Method and playing with my daughter Sasha, big tennis fan who does not play tennis
Experience: Over 13 years Bookkeeping and Accounts Receivable experience, and 13 years of employee benefits; include nine years in Benefits Systems.
Work: Edwards Laboratories (Baxter), Orange County Congregation Community Organization, Marquez Brothers Wholesale Food, Lifeguard Health Insurance, Advanced Professionals, ClearBenefits, Advanced Professionals (again!), ILN, and The ABD Team.
Love: My husband Ted, my daughter Roxana and my three cats (Zoe, Frannie and Sebastian).
Play: Reading mystery novels, shopping, Sudoku and puzzles.
Contact info: Teresa Horsch (LinkedIn)
Experience: San Jose Mercury News, Accuray, Advanced Professionals ILN, The ABD Team.
Work: 10 years in employee benefits and database management
Love: My wonderful family and friends
Play: Traveling, hiking, running, concerts, musicals, sipping tea, and baking
Experience: Over 30 years of account management experience in the property & casualty insurance brokerage industry.
Work: Golden Gate University, University of San Francisco, B.S. Biology; The ABD Team, Wells Fargo Insurance Services, abd, Woodruff-Sawyer & Co., Edward Jacobs & Co., and Deans & Homer
Love: love my family, friends and co-workers
Play: I enjoy the arts – classical music, theatre, dance, and film. I enjoy keeping fit, reading, watch TV – PBS programs and news.
Contact info: Timothy Guzman (LinkedIn)
Experience: As an old offensive lineman I have spent a lifetime protecting others.
Work: When you love what you do, you never “work” a day in your life… More conventionally, Paychex, abd, Wells Fargo Insurance Services, and last stop -- The ABD Team.
Love: Family--T.H.E.M… (Tommy, Henry, Emily, and Missy), extended family and friends, people, God and country.
Play: Yes… all outdoor activities, fitness, coaching kids’ sports.
Contact info: tomwhitenight (LinkedIn), @tomwhitenight (twitter), Tom Whitenight (facebook)
Experience: 18 years of Property & Casualty insurance, working with Technology companies ranging from start-ups to multi-billion dollar enterprises, CIC designation, member of PLUS, and specialty focus on E&O and Cyberliability exposures.
Work: Golden Gate University, Minet, abd, Wells Fargo Insurance, The ABD Team.
Love: Family and friends – my husband Johnny and all of our extended family members!
Play: Travel – we love overseas travel, history, different cultures and languages.
Experience: 20 years of experience in the insurance industry.
Work: UCLA, Argonaut Insurance, CSAA Claims, ProSurance Group underwriting, abd, Wells Fargo Insurance, The ABD Team.
Love: Family, UCLA athletics, being with friends.
Play: Exercise, music, playing guitar.
Experience: 5 years’ experience Property & Casualty Insurance - Small Business Accounts.
Work: Owens & Minor Healthcare, Gourmet Electronics, JLV Insurance Services, The ABD Team.
Love: Family & Friends – my three wonderful children Garrett, Trevor & Rachael are truly the greatest loves in my life along with my friends who all keep life interesting & full of fun.
Play: Sports, not actively playing but either attending games or watching them on TV - San Francisco Giants, San Francisco 49ers & San Jose Sharks. Shooting pool with friends, shopping with my daughter, taking walks on the beach and reading are among my favorite, relaxing things to do.
Contact info: Trina Gollnick (Linked In)
Experience: Over 9 years of customer service experience.
Work: JLV Insurance Services and The ABD Team.
Love: Family, friends, A’s, 49ers, NASCAR and Disneyland!
Play: Shopping, relaxing on the beach, dancing, listening to music, and going to any sporting events.
Experience: 24 years of counseling corporations to prepare and undertake milestone events.
Work: Peterson Consulting, Brobeck Phelger & Harrison, Berkshire Hathaway, abd, Wells Fargo, and The ABD Team.
Love: Family, friends, doggie. Beverages (perfectly brewed English Breakfast tea start of day, bobba tea in the afternoon, and a well-crafted glass of wine) music, counter seating at food joints, anything in or on the water.
Play: Training dog for silly tricks, concocting dishes from leftovers, travels, SCotUS blogs, British mysteries and Austen.
Experience: 15 years of insurance experience at Carpenter Moore/NASDAQ, abd, Wells Fargo, and The ABD Team.
Work: Specializing in public company Directors and Officers Liability.
Love: Family – loving husband of 10 years, Rommel, and two wonderful boys, Ryan and Nathan. Sports -- Lakers fan since 1984 when the Lakers defeated the Celtics at the Garden in Game 6. Reading – Jane Austen is a favorite.
Play: Watching the kids play basketball and spending time with the family.
Experience: 14 years of partnering with clients to help them resolve their business challenges.
Work: MacCorkle Insurance Service, The ABD Team.
Love: Family and friends, the underwater world, making others happy, laughter, playing with my amazing daughter, SF Giants.
Play: Scuba Diving, skiing, traveling the world, photography, trips to Bear Valley to grill for large groups of friends and family, followed by a friendly match of dominos or cards.
Contact info: Zack Goldenberg (Linked In)