Ronald Wanglin, CIC, CSRM
- Chairman of the Board
Ron is Chairman of the Board of Bolton & Company and is responsible for setting and overseeing the company's strategic growth and expansion. He has more than 35 years of industry experience, specializing in risks associated with aviation, education, health care, manufacturing, real estate and technology. Ron has served on agency advisory councils for ACE, AIG, Berkshire Hathaway, Hanover, Hartford, Royal/Sunalliance, St. Paul/Travelers and United Educators Insurance Company. He has been a frequent speaker on a variety of insurance topics including enterprise risk management (ERM), intellectual property insurance, employee benefits and retirement plans and the Affordable Care Act (ACA). Organizations presented to include the Beverly Hills Bar Association, the American Conference Institute on Intellectual Property Insurance, Venture Net Conference, National Association of Independent Schools, California Association of Independent Schools and the National Business Officers Association (NBOA), among others.
Ron is a past president of the Independent Insurance Agents Association, Santa Monica, past chairman of the Pacific Network Group (PNG), and has served on the boards of Assurex Global, a worldwide network of leading independent brokers, and the National Alliance Research Academy, a leading provider of education to the insurance industry.
Ron received his B.A. from the University of California at Berkeley and did his graduate work at Hastings College of the Law in San Francisco. He holds Certified Insurance Counselor (CIC) and Certified School Risk Manager (CSRM) designations and has been served as a national faculty member for the National Alliance for Education. Ron has been active in a variety of civic activities and is a Trustee Emeritus of The Buckley School, past chairman of the American Red Cross (West District, Los Angeles), past president of the Westwood Village Rotary Club, and has served various organizations and boards including the YMCA, MOCA, Hollygrove Orphanage and the Center for Reflective Parenting.
Steve Brockmeyer, ARM, CIC
- President and Chief Executive Officer
Born and raised in Southern California, Steve graduated from the University of California at Santa Barbara with a double major in Business Economics and Political Science. During his collegiate time at UCSB, Steve was a scholarship member of the Men's Basketball Team and served as President of his Fraternity. He began his career as a direct sales representative with Wausau Insurance Company before joining Bolton & Company in 1990.
For the past 24 years, Steve, and his team at Bolton, have been focused on providing insurance and risk management solutions to middle market and larger firms. He has earned designations as an Associate of Risk Management (ARM) and a Certified Insurance Counselor (CIC). Steve is a major shareholder in Bolton & Company, where he currently serves as a Member of the Board of Directors, as well as President and CEO of the firm.
Steve has served on the Board of Governors of the Western Association of Insurance Brokers (WAIB), the Board of Directors of the Insurance Brokers and Agents of the West (IBA West), and the Board of Directors of the IBA West Service Corporation, including a three-year service as Chairman of the Board of the IBA West Service Corporation and Chairman of the IBA West Strategic Planning Committee. He has also been honored to have been selected to the Board of Directors and as an officer of the Council of Insurance Agents and Brokers (CIAB) which represents the nation's largest brokers in both national and international affairs. Steve is currently Vice Chairman of the CIAB and will serve as the Chairman of the organization for the 2014-2015 year. Steve has also served on numerous insurance company advisory councils on both a local and national basis.
Other involvements include past member of the Pasadena Tournament of Roses Association, an active member and Past Chairman of the San Gabriel Valley Chapter of the Young Presidents Organization (YPO), and a Member of the Board of Directors and currently Chairman of the Board of AbilityFirst, a large southern California based non-profit focused on services and support of adults and children with mental and physical disabilities.
Mike Morey, CIC
- Chief Operating Officer
Mike grew up in Texas and graduated from the University of Texas in 1986 with a major in Economics and a minor in Accounting. While at Texas, Mike served in multiple positions in the Alpha Nu chapter of Sigma Chi.
With over 25 years of experience in the insurance industry, Mike has had management responsibilities in underwriting, marketing, and sales with both carriers and agencies. He joined Bolton & Company in 2001 where his focus is on the growth of the firm's recognition as one of the leading privately held insurance brokerages in Southern California, as well as overseeing the day to day operations. Mike's involvement extends beyond his own firm where he sits on the Advisory Board for multiple National Property Casualty and Health Insurance Carriers.
On the personal side, Mike lives in Glendora with his wife, Sharon and three kids, Chris, Kevin and Kate. He has been committed to community by serving on the board of the Foundation for Glendora Unified Schools, the Finance Committee of Citrus Valley Healthcare Partners. He also serves on the Azusa Pacific University School of Business Advisory Board and mentors students in the Business School.
Julie Bowman, CPA
- Chief Financial Officer
Julie has over 30 years of experience in the insurance industry. She joined Bolton & Company in February 1999 as Chief Financial Officer. Julie's expertise in accounting issues and Employee Stock Ownership Plans (ESOP), have been critical to Bolton.
Julie graduated with honors from California State Polytechnic University, Pomona, with a Bachelors of Science in Accounting and passed the Certified Public Accountant (CPA) exam on her first try. Over the past 10 years, Julie has been very involved with various PTA board positions. She was the Executive Treasurer for Temple City National Little League for 9 years.