Meet Our Executives

Ronald Wanglin, CIC, CSRM Photo

Ronald Wanglin, CIC, CSRM

Chairman of the Board

Ronald Wanglin, CIC, CSRM Photo

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 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 Photo

Steve Brockmeyer, ARM, CIC

President and Chief Executive Officer

Steve Brockmeyer, ARM, CIC Photo

Steve Brockmeyer, ARM, CIC

President and Chief Executive Officer

For the past 25 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 recently completed his role as Chairman of the Board of the CIAB. 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 past Chairman of the Board of AbilityFirst, a large Southern California based nonprofit focused on services and support of adults and children with disabilities.

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.

Steve and his wife Mary reside in Arcadia, CA. and have three sons, Tommy, Clay and Will.

Mike Morey, CIC Photo

Mike Morey, CIC

Chief Operating Officer

Mike Morey, CIC Photo

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 Photo

Julie Bowman, CPA

Chief Financial Officer

Julie Bowman, CPA Photo

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 nine years.

Meet Our Management Team

Jason Baltazar Photo

Jason Baltazar

Vice President, Information Technology

Jason Baltazar Photo

Jason Baltazar

Vice President, Information Technology

Jason is celebrating his 30th year with Bolton this year. He started his insurance career in 1987 with RGV Insurance Agency, which merged with Bolton in 1994. He was awarded Outstanding Customer Service Representative of California in 1998 and was a team leader in the Property & Casualty department before he transitioned to lead the IT team in 1999 to present. He successfully managed major IT system migrations and physical moves to two different Pasadena locations. As Bolton grew to add branch offices, he also managed the system installation to integrate the offices to the main headquarters. He is actively involved in the Assurex IT Group and has chaired three of the annual meetings around the country. He pursued his undergraduate studies in De La Salle University in Manila and earned his Bachelor of Science degree in Business Administration from University of Phoenix.

Barbara Doerning, CIC, ARM, CSRM Photo

Barbara Doerning, CIC, ARM, CSRM

Director of Organizational Development

Barbara Doerning, CIC, ARM, CSRM Photo

Barbara Doerning, CIC, ARM, CSRM

Director of Organizational Development

As Director of Organizational Development, Barbara leads in the planning and implementation of internal advancements that support Bolton’s underlying goals and objectives.

The leader and founder of Bolton’s internal Strategic People Team, Barbara is focused on the strategic development of our employees, preparing them for future roles and leadership opportunities.

With more than 25 years of commercial insurance and management experience, Barbara holds professional designations of Certified Insurance Counselor (CIC) and Associate in Risk Management (ARM). Additionally, she holds mentorship and coaching certifications in the Process Communication Model, a behavioral communication method developed by Dr. Taibi Kahler. She is also member of the American Society of Safety Engineers, National Notary Association, California Workers’ Compensation Coalition Association, and University Risk Management and Insurance Association.

Jessica Gunnar Photo

Jessica Gunnar

Vice President, Personal Risk Management

Jessica Gunnar Photo

Jessica Gunnar

Vice President, Personal Risk Management

With close to a decade of industry experience, Jessica is both the Manager of and a producer with Bolton’s Personal Risk Management Department. Jessica works with our internal departments and insurance carriers to address the risk management challenges of our high-net-worth clients and to ensure that their personal assets are protected. Additionally, she is focused on developing the department and growing our personal risk management team to address the ever-evolving needs of Bolton’s clientele

Prior to joining Bolton, Jessica was a Personal Lines Entertainment Account Manager with Arthur J. Gallagher. She also attended Chubb Personal Insurance (CPI) Advanced Producer School, a program designed for producers who seek to differentiate themselves in the personal lines market. Jessica holds the California Property Casualty Insurance License and is currently pursuing a Certified Personal Risk Manager (CPRM) designation. She holds a bachelor’s degree in communications and a minor in business from San Diego State University.

Lisa Markus Photo

Lisa Markus

Vice President of Client Experience

Lisa Markus Photo

Lisa Markus

Vice President of Client Experience

As Bolton puts client engagement at the heart of its growth strategy, Lisa leads the creation and continuing evolution of its Client Experience Organization. Her team is responsible for CX strategy, listening and advocacy, as well as enterprise marketing, social media, public relations and communications. Distinctly different from traditional marketing, Lisa channels Bolton’s voice to champion its clients and their causes.

“I am so proud of the men and women who have the courage and grit to grow businesses successfully in the United States—they are truly the backbone of the economy and make it possible for myself and others to have jobs,” Markus said. “It’s my responsibility and my privilege to champion who they are and their impact on the community, as well as clear the obstacles to their success and support for their growth. Anything else is a waste of marketing dollars.”

Previous to Bolton, Lisa was Corporate Communications Director at Farmers Insurance and a senior consultant at Hewitt Associates. Her deep commitment to client experience is driven by a track record of service in Diversity & Inclusion, including holding advisory board member positions for the American Institute for Managing Diversity and LA Diversity Council, where she was a long-time chair of the events committee.

She is author of Living a Blessed Life, Walking in Faith, Growing in Wealth and white papers including Diversity Best Practices “Creating Inclusion in the Financial Services Industry.” Lisa, her husband of 22-years Denis, son Liam and daughter Grace love their home town of South Pasadena. She is a board member of the South Pasadena Educational Foundation and is a soprano in the St. James Episcopal choir.

Tom Polenzani Photo

Tom Polenzani

Director of Employee Benefits

Tom Polenzani Photo

Tom Polenzani

Director of Employee Benefits

For more than 20 years, Tom Polenzani has built a strong reputation as a leader in the field of employee benefits. As the Director of Employee Benefits at Bolton & Company, he works with a team of industry experts committed to providing broader perspective and business solutions to a range of clients in a number of industries.

A health and life insurance specialist, Tom provides creative resources, experience and thoughtful assistance to his clients, with a focus on group employee benefit programs. Beyond the day-to-day operations of business, he’s been active in the field of volunteer organizations, industry association boards and meeting with legislators as an advocate in the state and national healthcare debate. Tom is passionate about access to Health Care for everyone. He helps promote this vision by serving on the Board at Young and Healthy Pasadena and working with many community clinics and non-profit legal aid organizations.

Prior to joining Bolton & Company, Tom led his own firm, Polenzani Benefits, for over a decade, where he gained experience working with nonprofit organizations and independent private schools. He holds a Bachelor of Arts degree in Political Science from Santa Clara University. Tom and his wife are very active in coaching their two young sons in soccer and track.

Erin Powell Photo

Erin Powell

Vice President, Property & Casualty

Erin Powell Photo

Erin Powell

Vice President, Property & Casualty

With more than 20 years of industry experience, Erin leads Bolton’s Property & Casualty efforts company-wide through its Pasadena headquarters and satellite offices in Santa Clara and Orange County. Erin manages Bolton’s P&C service teams, including small business and claims, while developing new business and expanding the organization’s exclusive programs and offerings. Additionally, she looks to further develop carrier relationships and find new ways to collaborate with Bolton’s key markets.

Prior to joining Bolton, Erin was Senior Vice President with Orion Risk Management. In roles prior, she was Senior Vice President and Property & Casualty Practice Leader with Lemme, a division of Integro USA, and Vice President, Unit Manager with Lockton Companies and co-led the Law Firm Practice Group. Erin has been involved in various Women in Leadership organizations, including being one of the co-founders of Lockton’s Southern California Women in Leadership chapter.  Erin also managed and mentored the Associate Account Manager/Future Leaders Program for the firm. Erin graduated from the University of San Francisco with a Bachelor of Arts degree in Communication with a focus in Business Law.

Hector Villarroel Photo

Hector Villarroel

Vice President, Bolton Business Solutions

Hector Villarroel Photo

Hector Villarroel

Vice President, Bolton Business Solutions

Hector became a member of the Bolton team in July 2008 and has close to a decade of industry experience. In 2012, Hector joined the newly-formed Bolton Business Solutions team. Hector’s primary duties include creating client expense allocation reports, managing client service plans, and developing strong working relationships with our vendors. Hector also consistently researches and meets with new, potential vendors to ensure their compatibility with Bolton’s values and goals.

Hector has worked with sales and service teams to maintain high levels of client retention and has become an integral part of the key service team for small, mid-market, and large national clients. In May 2005, Hector graduated from the California State University of Fullerton with a B.S. in Business Management.

Meet Our Brokers

Andrew Agress Photo

Andrew Agress

Executive Vice President

Andrew Agress Photo

Andrew Agress

Executive Vice President

Andrew has engaged, supported, and advised HR executives for over fifteen years, and has extensive experience in organizational development, business development and employee benefits consulting. As an Executive Vice President at Bolton & Company, he provides strategic guidance in all stages of benefits program development, including research, plan design and implementation. Andrew sees that both he and his team proactively address clients’ evolving needs.

Andrew was awarded Top Producer and received the Dorance D. Bolton Award. Currently, he is serving as President of the National Human Resources Association, Los Angeles Affiliate, and is also President of the Visionary Executive Network, a group aimed at building and supporting the executive community.

Andrew graduated from the University of Redlands with a Bachelor of Arts degree and lives with his wife Monique in Surfside, CA.

Rob Boldt, MBA Photo

Rob Boldt, MBA

Senior Vice President

Rob Boldt, MBA Photo

Rob Boldt, MBA

Senior Vice President

Rob consults with for-profit and nonprofit businesses on ways to build benefit programs that are cost effective, and increase overall employee satisfaction. He helps clients to understand the latest industry trends in health care, compliance, and HR technology systems. He is also a true collaborator who believes in making work fun. Rob leverages his background in teaching and account management to provide meaningful experiences for his clients. He is also an experienced speaker and writer on topics related to business strategy, benefits, ACA compliance, and organizational behavior.

Rob is currently on the board for PIHRA (Professionals in Human Resources Association) and also the Pepperdine Waves Alumni Association where he leads all community services projects for the year. He holds a Masters in Business Administration from Pepperdine’s Graziadio School of Business Management, and a Bachelor’s degree in Theology and Spanish from Azusa Pacific University.

Brandon Burroughs Photo

Brandon Burroughs

Assistant Vice President

Brandon Burroughs Photo

Brandon Burroughs

Assistant Vice President

Brandon Burroughs is an active advocate for his clients, seeking the best resources and solutions that will help move their businesses forward and allow them to focus their time and energy on their business objectives and goals. Brandon launched his pursuit in the employee benefits industry in 2011 working exclusively in managing self-funded clients through monthly claims data analysis, reporting, and meeting with HR and CFO contacts to explain intricacies of claims experience, actuarial calculations, and projected renewal impacts. Working with mid-size and large employers headquartered across the country in various industries, Brandon has traveled to company sites nationwide for renewal meetings, claims-experience and benchmarking presentations, wellness screenings, and employee enrollment meetings.

Most recently, Brandon and his wife spent two years teaching at an international school in Caracas, Venezuela where he learned Spanish and taught a variety of math, science, social studies, and religion courses with students ranging from 6th-12th grade. Brandon has a love and appreciation for global awareness and travel that began when he worked as CFO and HR of a boutique hotel in the Himalayan Kingdom of Bhutan for one year immediately following his graduation from his undergraduate studies at Azusa Pacific University. Brandon later returned to Azusa Pacific University to obtain his MBA. In addition to group insurance, Brandon previously provided 401(k) advisory services to mid-size and large employers while holding his Series 6 and 63 securities licenses.

Esther Ceballos, CISR, CIC, CAWC, CLCS Photo

Esther Ceballos, CISR, CIC, CAWC, CLCS

Senior Vice President

Esther Ceballos, CISR, CIC, CAWC, CLCS Photo

Esther Ceballos, CISR, CIC, CAWC, CLCS

Senior Vice President

Esther joined Bolton & Company in 2010, and has been in the insurance industry since 1993. Previously, she had a successful career in real estate. Esther leads Bolton’s efforts to serve organizations with less than 50 employees, providing comprehensive solutions for property & casualty and employee benefits, and specializes in healthcare reform compliance.

Esther is a member of the Santa Fe Springs Chamber of Commerce and the National Hispanic Business Women Association. She is also works with the Los Angeles County Economic Development Corporation (LAEDC). Esther is a Certified Insurance Service Representative (CISR), a Certified Insurance Counselor (CIC), and is Covered California Certified. She is fully bilingual in English and Spanish.

Matt Chase, CLCS Photo

Matt Chase, CLCS

Executive Vice President

Matt Chase, CLCS Photo

Matt Chase, CLCS

Executive Vice President

Matt has over 10 years of experience in the Insurance industry. He has been with Bolton since 2004, and is a shareholder in the firm. He is passionate about protecting his clients, and providing excellent service so that they can focus on what they do best, running their businesses.

Matt is the head of the Construction Practice Group, and also works in the Distribution, Manufacturing, and Non Profit sectors. He is the Alternative Risk / Captive Specialist for the agency.

Matt is an endorsed broker for the California Plumbing Mechanical Contractors Association (CPMCA), National Electrical Contractors Association (NECA), and the Southern California Contractors Association (SCCA). For 10 consecutive years he has won the Bolton Eagle Award, which recognizes top brokers for superior work. Matt holds a Bachelor of Arts from the University of Santa Barbara.

Dan Costello, CLCS, CRIS Photo

Dan Costello, CLCS, CRIS

Assistant Vice President

Dan Costello, CLCS, CRIS Photo

Dan Costello, CLCS, CRIS

Assistant Vice President

With more than a decade of construction industry experience, Dan Costello is focused on the unique exposures the construction industry faces. He has built solid relationships with carriers in the marketplace to protect his clients’ financial interests.  He is dedicated to developing integrated risk management solutions that meet the needs of his clients and support their bottom line. Within Bolton’s Construction Practice Group, Dan works closely with all types of contractors to fully understand their operational goals and organizational challenges in order to strategically build an insurance program that will drive their business forward.

Experienced in providing property & casualty, life and health insurance solutions, Dan works with an internal team of 30 employees within Bolton that are strictly dedicated to supporting and protecting contractors.  He has certifications as a Commercial Lines Coverage Specialist (CLCS) and Construction Risk Insurance Specialist (CRIS).  He holds a Bachelor of Business Administration in Marketing with a Minor in Sales from California State University Chico.

Dan is also a member of a number of construction associations throughout California, including Associated General Contractors (AGC), Southern California Contractors Association (SCCA), California Plumbing and Mechanical Contractors Association (CPMCA), National Electrical Contractors Association (NECA) and the Roofing Contractors Association of California (RCAC).

Jeannie DeLaura, CAWC Photo

Jeannie DeLaura, CAWC

Senior Vice President

Jeannie DeLaura, CAWC Photo

Jeannie DeLaura, CAWC

Senior Vice President

Jeannie has been with Bolton & Company since 2009. With a background in finance, she worked with Countrywide, Bank of America and GMAC for many years. At Bolton, Jeannie supports a variety of industries, including manufacturing, grocery stores, retail and nonprofits. She works closely with her clients to assist in effectively managing their risk exposures, and provides them with valuable resources including claims management, education, safety training and cost reduction.

Jeannie attributes her success to a commitment to helping others succeed, and has a passion for giving back. She enjoys supporting organizations that help those in need and is a current board member of FOHA, on the membership committee of the SGVEP and a past board member with PIHRA. She volunteers her time and efforts to many nonprofits including Lincoln Training Center, Children’s Hunger Fund, The Bolton Foundation and local schools.

Jeannie attended San Diego State University and has a degree in Business Administration.

Greg Doherty, CPCU, ARM Photo

Greg Doherty, CPCU, ARM

Executive Vice President, Managing Director, Dietary Supplement / Nutraceutical Group

Greg Doherty, CPCU, ARM Photo

Greg Doherty, CPCU, ARM

Executive Vice President, Managing Director, Dietary Supplement / Nutraceutical Group

Greg M. Doherty joined Bolton in 2014, after more than four decades in the insurance business. He has specialized in the dietary supplement industry sector since 2001. His clients include a wide range of raw materials suppliers, contract manufacturers and retailers. He also works with formulators, testing labs, and industry consultants. Greg places coverage for property & casualty, workers’ compensation, international exposure, and professional liability risk. He also works with aviation and environmental insurance.

Greg is a member of Consultants Association for the Natural Products Industry (CANI), Global Organization for EPA and DHA Omega-3 (GOED), and serves on the American Herbal Products Association Sports Nutrition Committee. He is a regular guest columnist for Nutraceuticals World and has been published repeatedly over the years in several trade industry publications.

Greg holds several professional designations, including Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM).

Matthew Drummond Photo

Matthew Drummond

Assistant Vice President

Matthew Drummond Photo

Matthew Drummond

Assistant Vice President

As Assistant Vice President with Bolton’s Construction Practice, Matthew Drummond is dedicated to addressing the needs of contractors and other professionals in the construction industry. Focused on Bolton’s growing Orange County and San Diego presence, Matthew looks to be a trusted advisor for his clients, providing resources and solutions that reinforce their underlying goals and objectives.

Prior to joining Bolton, Matthew was a Commercial Insurance Producer with Brown & Brown Insurance where he focused on business development and worked closely with underwriters from numerous carriers. Before joining the industry, Matthew was a professional baseball player within the Baltimore Orioles organization for three years, an experience that defined his work ethic and determination to this day. Matthew holds a Bachelor of Arts in History from University of California, Los Angeles, and a Property & Casualty license. In his free time, Matthew enjoys golf, fitness and music.

Ryan Fridborg, MAOD, SPHR Photo

Ryan Fridborg, MAOD, SPHR

Executive Vice President

Ryan Fridborg, MAOD, SPHR Photo

Ryan Fridborg, MAOD, SPHR

Executive Vice President

Ryan joined Bolton in 2005, following a successful HR career in both the public and private sectors. He consults with finance and HR professionals to reduce the cost of health insurance, enhance benefits, and improve compliance.

Ryan has been honored as Bolton’s top consultant for six of the past seven years. He was promoted to Executive Vice President in 2009, and became a shareholder in the firm in 2010. Ryan often speaks at industry events focused on health insurance and employee benefits, including the HR Star Conference, the California HR Conference (PIHRA), and others. He volunteers as Immediate Past Chair for the Professionals in Human Resources Association (PIHRA) in the Pasadena/San Gabriel Valley region. In 2007, he was presented with PIHRA’s “Outstanding Volunteer-of-the-Year” award.

Ryan holds a Master’s degree in Organizational Development and a Bachelor’s degree in Communication from Azusa Pacific University. He is recognized as a Senior Professional in Human Resources (SPHR) by the Society of Human Resources Management (SHRM).

John Garner, CEBS, CLU, CFCI, CMC, GBA, RPA Photo

John Garner, CEBS, CLU, CFCI, CMC, GBA, RPA

Chief Compliance Officer

John Garner, CEBS, CLU, CFCI, CMC, GBA, RPA Photo

John Garner, CEBS, CLU, CFCI, CMC, GBA, RPA

Chief Compliance Officer

John Garner has over thirty five years of experience in employee benefits. He joined Bolton & Company in 2014. Before founding Garner Consulting in 1987, he was a principal in the Los Angeles office of Towers Perrin. He has managed a group claim office for Lincoln National Life, supervised a claim office for Prudential, and served as an underwriter. John is a Chartered Life Underwriter, a Certified Employee Benefits Specialist, a Group Benefit Associate, Retirement Plans Associate, a Certified Management Consultant, and a Certified Flexible Compensation Instructor.

John specializes in compliance, health care reform, the Health Insurance Portability and Accountability Act (HIPAA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), and the Employee Retirement Income Security Act (ERISA). He helps clients with life, health, and disability benefits, cost containment, flexible benefits, and claim consulting.

John serves as the National Legislative and Government Affairs Advisor for the Disability Management Employer Coalition. He is a past chair of the CEBS Committee for the International Foundation of Employee Benefit Plans. He is also a past member of the Governing Council of the International Society of Certified Employee Benefit Specialists, and past president of the Los Angeles Chapter. John is also the past president of the Employee Benefit Planning Association of Southern California, the Los Angeles Life and Accident Claim Association, and the Western Claim Conference.

John is a member of the Los Angeles Association of Health Underwriters, California Association of Heath Underwriters, National Association of Health Underwriters, Institute of Management Consultants, and a member of the Society of Financial Service Professionals. He is the author of the Health Insurance Answer Book and Self-Funding Health Benefit Plans. John’s articles have appeared in numerous publications, and he is a frequent speaker on various compliance-related topics. John received his Bachelor of Arts degree from Occidental College.

Jamie Gershon, CSRM, AAI Photo

Jamie Gershon, CSRM, AAI

Executive Vice President

Jamie Gershon, CSRM, AAI Photo

Jamie Gershon, CSRM, AAI

Executive Vice President

Jamie joined Bolton in 2014. As a leading producer in the Education Practice Group, Jamie carries the overall responsibility for insurance programs, risk management strategies, and service management for his clients. He handles all client meetings and presentations, oversees the insurance program and exposure analysis, and is responsible for providing insurance industry information updates, and long-term strategic planning for schools’ insurance and risk management programs.

Working with a diverse group of clients, Jamie specializes in educational institutions, nonprofit and human service organizations, wholesalers, technology firms and real estate clients.

Jamie earned his Bachelor’s degree in Business Administration, majoring in Finance, from the University of Colorado at Boulder. He received his Certified Schools Risk Manager (CSRM) and Accredited Advisor in Insurance (AAI) designations.

Rick Gombar Photo

Rick Gombar

Executive Vice President

Rick Gombar Photo

Rick Gombar

Executive Vice President

Rick has specialized in the security industry since 1981. In 1991 he created Rick Gombar Insurance Services, which he ran until merging with Bolton & Company in 2014. Rick has been successful in deflecting potential lawsuits against alarm operators. In the past ten years, he has handled nearly 100 demand attempts totaling over $20,000,000, and won all but two.

Rick is one of the three founders of the Los Angeles County Burglar & Fire Alarm Association, and currently serves as an executive board member. He has also served as Insurance Committee Chairman, Membership Committee Chairman, Bylaws Committee Chairman, and Ethics Committee Chairman. Rick has also conducted seminars for the security industry for the past 33 years, speaking at trade conventions and alarm association educational seminars across the United States.

Rick was awarded the exclusive endorsement of the National Burglar and Fire Alarm Association, which represents every local alarm association in the United States. He was named “Man of the Year” by the California Alarm Association, in recognition of lifetime achievement. Rick is a graduate of University of Southern California and holds a post-graduate degree from University of California, Los Angeles.

Jessica Gunnar Photo

Jessica Gunnar

Vice President, Personal Risk Management

Jessica Gunnar Photo

Jessica Gunnar

Vice President, Personal Risk Management

With close to a decade of industry experience, Jessica is both the Manager of and a producer with Bolton’s Personal Risk Management Department. Jessica works with our internal departments and insurance carriers to address the risk management challenges of our high-net-worth clients and to ensure that their personal assets are protected. Additionally, she is focused on developing the department and growing our personal risk management team to address the ever-evolving needs of Bolton’s clientele

Prior to joining Bolton, Jessica was a Personal Lines Entertainment Account Manager with Arthur J. Gallagher. She also attended Chubb Personal Insurance (CPI) Advanced Producer School, a program designed for producers who seek to differentiate themselves in the personal lines market. Jessica holds the California Property Casualty Insurance License and is currently pursuing a Certified Personal Risk Manager (CPRM) designation. She holds a bachelor’s degree in communications and a minor in business from San Diego State University.

Edgar Garcia-Mora Photo

Edgar Garcia-Mora

Assistant Vice President

Edgar Garcia-Mora Photo

Edgar Garcia-Mora

Assistant Vice President

As Assistant Vice President, Edgar Garcia-Mora helps clients develop and deliver robust employee benefits programs that align company culture with organizational needs and cost objectives. With close to a decade of insurance industry experience, Edgar helps guide his clients through all stages of building the right employee benefits package to ensure the growth and success of their business.

 

Edgar has been active in the insurance industry since 2008. Prior to joining Bolton & Company, he worked across several market segments—including small group/key accounts, large group and national accounts—with Anthem, Inc.

He joined Bolton as a Junior Account Manager and advanced to Account Manager and then Senior Account Manager before transitioning into the Employer Benefits Broker/Consultant role. Edgar graduated from California State University, Los Angeles, with a Bachelor of Science in Business Administration with a focus in Business Law and a minor in Economics.

John Guthrie Photo

John Guthrie

Executive Vice President

John Guthrie Photo

John Guthrie

Executive Vice President

John started his insurance career with Bolton in 2003 and became a shareholder of the firm in 2011. John’s goal is to protect clients from the risks inherent in owning and operating a business in California.

John provides his clients with the risk management and insurance programs that best fit their needs, and has extensive knowledge of workers’ compensation insurance and claims management.

He specializes in the rental industry where he currently consults for many of the top party and equipment rental companies in the nation. He also works with manufacturers and distributors, property owners, contractors and alarm companies.

John is involved with the Loyola High School Alumni Association and dedicates time to the Men’s Guild of Children’s Hospital Los Angeles. John was awarded a baseball scholarship and was part of the Honors Finance Program at St. Mary’s College of California. He graduated with a Bachelors of Science in Economics and a Bachelors of Science in Business Administration.

Don Gutierrez Photo

Don Gutierrez

Managing Director Private Wealth Group

Don Gutierrez Photo

Don Gutierrez

Managing Director Private Wealth Group

Don Gutierrez has over 20 years of experience in creating personal asset protection programs for a broad range of clients, including Fortune 500 corporate executives, professional athletes, entertainers, and affluent individuals and families. As Managing Director, Don sees that Bolton & Company’s Private Wealth Group is uniquely equipped to manage the most complex insurance situations, and to best protect clients’ personal assets. Prior to joining Bolton, Don worked for Marsh & McLennan for 23 years as Vice President, Private Client Services in Los Angeles and Newport Beach.

Don is a member of the Beta Gamma Sigma Honorary Business Fraternity, American Management Association, and the American Legion of Laguna Beach. He is a former Marine Corps veteran who works as a volunteer in efforts to help our nation’s veterans. Don holds a Bachelor’s of Science in Management & Accounting from California State University, Long Beach.

Don has been honored with the following awards: 1985 D.R. McLennan Performance Award, 2001 Marsh Western Region Office of Year Award, 2002 Marsh Outstanding Office of the Year Award, 2004 Marsh Outstanding New Business Production Award, 2005 & 2007 Chubb’s Cornerstone Outstanding New Business Awards.

Richard Hagemeier, CPCU, ARM Photo

Richard Hagemeier, CPCU, ARM

Executive Vice President

Richard Hagemeier, CPCU, ARM Photo

Richard Hagemeier, CPCU, ARM

Executive Vice President

Rick has over 38 years of experience in the insurance industry and has been with Bolton since 1996. He obtained his Chartered Property and Casualty Underwriter (CPCU) accreditation in May of 1995, and his Associate in Risk Management (ARM) accreditation in January of 2005. He is currently working on his Registered Professional Liability Underwriter (RPLU) accreditation.

Rick’s specialties include life sciences (devices and pharmaceuticals), electronics technology (hardware, software and internet service & software solutions) firms, financial institutions, and manufacturing. His technical knowledge of general liability, professional/cyber liability, executive liability, property, and business interruption exposures provides invaluable aid to his clients.

Robert Hawkes, CEBS, GBA, CMS Photo

Robert Hawkes, CEBS, GBA, CMS

Vice President

Robert Hawkes, CEBS, GBA, CMS Photo

Robert Hawkes, CEBS, GBA, CMS

Vice President

Robert Hawkes joined Bolton & Company as an Employee Benefits Producer in 2016. With more than a decade of insurance industry experience, Robert shares his expertise through strategic group benefits consultation, working to ensure the financial well-being of his clients and their employees.

Robert is driven to help clarify and simplify benefits for his clients, empowering them with expert guidance and industry-leading tools to better facilitate the attraction and retention of top talent.

Before joining Bolton & Company, Robert was a principal with Polenzani Benefits. He is active as a member of Los Angeles Association of Health Underwriters and has been recognized by the Los Angeles City Council for his community involvement on a Neighborhood Council and other nonprofit organizations. He attended Thomas Aquinas College, earned an economics degree from UCLA, and holds several professional designations including Certified Employee Benefit Specialist and Group Benefit Associate from University of Pennsylvania’s Wharton.

Lyeng Ia, CIC, CISR Photo

Lyeng Ia, CIC, CISR

Assistant Vice President

Lyeng Ia, CIC, CISR Photo

Lyeng Ia, CIC, CISR

Assistant Vice President

Lyeng has over 12 years of insurance industry experience, and joined Bolton in 2014. She specializes in commercial risk, specialty and self-funded programs, alternative risk financing and captive development. She has served businesses ranging from manufacturers and wholesalers to law firms and emerging technology companies. Lyeng has worked with international law firms such as, O’Melveny & Myers, Sheppard Mullin, and Paul Hastings as well as boutique firms like Kabateck Brown Kellner and Roxborough Pomerance & Nye. She has successfully negotiated multi-layered international E&O programs with carriers in London, Bermuda, Switzerland and the United States.

Lyeng is a member of Executive Women International, SoCal Tech, and the Southern California Leadership Network. She currently holds a California Resident Fire and Casualty License, a Certified Insurance Counselor (CIC) designation and a Certified Insurance Service Representative (CISR) designation. She is currently finishing her Certified Risk Manager (CRM) and Charter Property & Casualty Underwriter (CPCU) designations, and is a graduate of the University of California, Los Angeles.

Todd Jackson, CIC, CRM, CRIS Photo

Todd Jackson, CIC, CRM, CRIS

Vice President

Todd Jackson, CIC, CRM, CRIS Photo

Todd Jackson, CIC, CRM, CRIS

Vice President

Before joining Bolton in 2013, Todd was the CEO of Preferred Specialty Insurance Services. He has been in the insurance industry for over 19 years, and holds the following designations: CIC (Certified Insurance Counselor), CRM (Certified Risk Manager) and CRIS (Construction Risk and Insurance Specialist). Todd is passionate about helping clients to reduce their total cost of risk so that they can be more productive and profitable. He specializes in the construction, real estate, manufacturing, wholesale, and health care industries, and is active in the Los Angeles Chapter of NECA (National Electrical Contractors Association) as a member, speaker and writer.

Todd feels that it is important to make a positive impact within the insurance industry. He has served as President for the Independent Brokers & Agents of Burbank, Glendale and Pasadena, and was previously the director of the Insurance Brokers & Agents of the West (IBA West). Todd is a recipient of the Harlan Miller Award, which recognizes a broker in California for outstanding dedication to the political grassroots program of the Independent Insurance Agents and Brokers of America (IIABA).

Todd holds a Bachelor of Arts degree in Business Administration from Point Loma Nazarene University.

Robert Kral Photo

Robert Kral

Executive Vice President

Robert Kral Photo

Robert Kral

Executive Vice President

Since joining Bolton & Company in 2000, Robert has worked with CEOs, CFOs and HR Directors to implement benefit plans that help change employee behavior, and reduce overall costs. He has over 30 years of experience in the insurance industry, helping clients to build strategies that address an ever-changing regulatory environment.

Robert’s primary focus is providing proactive solutions to address the unique needs of mid-market companies. He previously worked on the carrier side, and brings a technical understanding of self-funded health plans, ancillary products, and underwriting. He uses these unique insights to consistently develop innovative, cost-saving programs for his clients.

Ranya Ku, CIC, CISR Photo

Ranya Ku, CIC, CISR

Vice President - Singpoli Insurance Solutions

Ranya Ku, CIC, CISR Photo

Ranya Ku, CIC, CISR

Vice President - Singpoli Insurance Solutions

Ranya Ku is persistent in her pursuit to find the right risk management and insurance programs that help her clients reach their organizational and financial goals. With a focus on the growing Asian business communities in the region, Ranya works to bridge cultures and develop commercial insurance in the market that address the unique needs of these organizations. An active advocate, she works closely with clients to find the right resources and solutions that will help move their business forward.

Ranya has been active in commercial insurance for more than 12 years and has extensive experience working with clients in importer/wholesaler, manufacturer and commercial real estate roles. She holds a Master of Business Administration in finance and international business from the University of St. Thomas and a Bachelor of Science in Horticulture with a concentration on landscaping architecture in Taiwan. She holds Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR) designations.

William Lewis, CPCU, CIC Photo

William Lewis, CPCU, CIC

Executive Vice President

William Lewis, CPCU, CIC Photo

William Lewis, CPCU, CIC

Executive Vice President

Bill has over 30 years of experience in the insurance industry, and has been with Bolton since 1989. He has earned the Chartered Property and Casualty Underwriter and Certified Insurance Counselor designations.

Bill covers a variety of industries including manufacturing and construction. He also leads the Technology Practice at Bolton & Company. He is the Southern California broker representative of Tech Assure, a national partnership of firms specializing in risk management for the Tech & Biotech industries. He specializes in professional liability coverage and alternative risk transfer mechanisms such as captives, deductible plans, and self-insured solutions.

Bill a trustee of the Pasadena Methodist Foundation and is a member of the board of directors of Methodist Hospital in Arcadia. He holds Bachelor of Arts degrees from California State University, Los Angeles and San Diego State University.

Mike Martin, CIC, CPIA Photo

Mike Martin, CIC, CPIA

Senior Vice President

Mike Martin, CIC, CPIA Photo

Mike Martin, CIC, CPIA

Senior Vice President

Mike is a native Angelino with 40 years of insurance and risk management experience. He was President and CEO of Pacific General Insurance Services for 20 years before joining Bolton & Company in January of 2012. Throughout his long career, Mike has worked with clients in a wide range of industries, although he specializes in the nonprofit and social services sectors.

Mike believes that he can provide superior service by bringing the full breadth of Bolton resources to each client relationship, both in property casualty and employee benefits. He works with internal and external risk experts and leverages carrier relationships to maximize business results, and to control the overall cost of risk for clients.

Mike is a graduate of UCLA, and holds Certified Insurance Counselor (CIC) and Certified Professional Insurance Agent (CPIA) designations. He has also completed all Associate in Risk Management (ARM) courses.

Cheryl McDowell, ARM, CSRM, CISR Photo

Cheryl McDowell, ARM, CSRM, CISR

Vice President

Cheryl McDowell, ARM, CSRM, CISR Photo

Cheryl McDowell, ARM, CSRM, CISR

Vice President

Cheryl has over 30 years of experience in insurance and risk management. She has served clients in industries ranging from aviation to technology, and specializes in educational institutions. She holds Associate in Risk Management (ARM), Certified Insurance Services Representative (CISR) and Certified School Risk Manager (CSRM) designations, and has served as a national faculty member for the National Alliance for Insurance Education & Research.

Cheryl works with an array of nonprofit organizations, for-profit organizations, and educational institutions to provide strategic risk management solutions. She has developed a forensic audit process to help clients achieve their risk management goals, which includes an insurance coverage review, benchmarking, and best practices recommendations.

Cheryl has been a featured speaker at NAIS (National Association of Independent Schools), NBOA (National Business Officers Association), CAIS (California Association of Independent Schools), SAIS (Southern Association on Independent Schools), MISBO (Mid-South Independent School Business Officers), NCAIS (North Carolina Association of Independent Schools), TABS (The Association of Boarding Schools), PEJE (Partnership for Excellence in Jewish Education), and RAVSAK (The Jewish Community Day School Network) on topics ranging from the basics of insurance coverage to complex risk management strategies.

Brian Metcalfe Photo

Brian Metcalfe

Executive Vice President

Brian Metcalfe Photo

Brian Metcalfe

Executive Vice President

Brian Metcalfe is a seasoned insurance professional who has been with Bolton since 2001. Prior to joining Bolton, he was a real estate investment broker with Cushman & Wakefield, where he completed over $100 million in transactions.

Brian devotes his insurance practice largely to real estate and development risk, and also has a significant group of larger nonprofit clients focused in child and family services.

He is active in the Business Owners and Managers Association (BOMA). Brian is well versed in environmental exposures, layered property and liability programs, and earthquake insurance. He has completed an array of construction liability programs including condominium, apartment, medical facility, and school construction.

Brian holds an MBA from the University of Connecticut and an additional graduate degree from the Ecole Superieure de Commerce de Lyon in France. He completed his Bachelor of Arts at Clark University in Massachusetts with concentrations in Economics and Real Estate.

David Miller, AAI Photo

David Miller, AAI

Senior Vice President

David Miller, AAI Photo

David Miller, AAI

Senior Vice President

Dave joined Bolton in 2014 with many years of experience in the insurance industry. David worked for several years at Merrill Lynch, where he progressed from Operations Controller in 1999 to become Operations Supervisor in 2001. In this capacity, he was responsible for the growth and development of the department, and was subsequently promoted to Director of Internal Audit Preparations.

David is involved with BOMA Silicon Valley and currently serves on the board of directors for the Housing Industry Foundation. He is also involved with the San Jose Silicon Valley Chamber of Commerce, and served the City of Palo Alto as both Camp Coordinator and Special Events Coordinator.

David holds a Bachelor of Arts in Psychology from the University of Puget Sound in Washington.

Brett Moisa, CIC Photo

Brett Moisa, CIC

Vice President

Brett Moisa, CIC Photo

Brett Moisa, CIC

Vice President

Brett brings over 14 years of professional experience to helping businesses identify and implement solutions for workforce management, insurance and risk mitigation. Her diverse experience and field underwriting knowledge allow her to offer a consultative approach to competitive, comprehensive insurance and risk management solutions. Brett’s ability to listen and clearly understand the needs of each individual business allow her to solve problems that have both a direct and indirect impact on client’s bottom line. Her passion and personal dedication have allowed her to build relationships focusing on client concerns.

Brett works on business development in addition to crafting risk management and insurance programs for her existing clients. She consults on all placements, including but not limited to workers’ comp, product liability, executive risk, and property. Her clients are from a variety of industries, including advanced manufacturing, clean technology, aerospace, automotive, non-profits, education, construction, transportation and distribution. Brett’s previous experience includes providing consultative solutions to businesses through ADP Employer Services, Zurich American Insurance Company, and Safety Resources Risk Management Organization. She is actively involved in local and national business organizations and philanthropic groups, and currently serves on the board of the Pasadena Police Activities League (PAL).

Brett graduated magna cum laude from California State University, Northridge with a Bachelor of Science in Business Administration with an emphasis in Finance. She holds the designation of Certified Insurance Counselor (CIC).

Chris Morey Photo

Chris Morey

Associate Producer

Chris Morey Photo

Chris Morey

Associate Producer

Chris is a Certified Sports Nutritionist who focuses on the needs of clients within Bolton’s Dietary Supplement Practice Group. With more than seven years of customer service experience, Chris looks to find the right insurance solutions for his clients in the Health and Fitness industries.

Prior to joining Bolton in 2015, Chris worked for Nutrishop USA. He holds a Bachelors of Arts in Business Administration from Azusa Pacific University.

Landon Paulson, CIC Photo

Landon Paulson, CIC

Assistant Vice President

Landon Paulson, CIC Photo

Landon Paulson, CIC

Assistant Vice President

Landon Paulson is focused on working closely with his clients to ensure their risk management needs and financial goals are being met and supported. He has multiple years of experience working with a large array of clients, including those in the nonprofit and social service sectors. In his role as Assistant Vice President, Landon seeks to provide the solutions and service that help perpetuate the underlying business objectives of his clients.

Originally from Sacramento, Landon studied Business Management at Chico State University, graduating in 2014. Prior to joining Bolton & Company, Landon was with Philadelphia Insurance for three years. He holds a Certified Insurance Counselors (CIC) designation. When he’s not providing his clients with proactive risk management solutions, he enjoys playing soccer, backpacking and snow sports.

 

Brad Reaume Photo

Brad Reaume

Executive Vice President

Brad Reaume Photo

Brad Reaume

Executive Vice President

While attending University of Southern California to get his business marketing degree, Brad started his career in insurance with Lincoln National Life. In the late 70’s, he led the nation in small group sales for Mutual Benefit Life. In 1982, he established Bradley G. Reaume Insurance Services, and merged with Bolton & Company in 2012. He joined Bolton as Executive Vice President.

With over 30 years experience in employee benefits, Brad’s mission is to provide clients with a full range of resources and services. He also helps clients to understand and implement the regulations and compliance requirements of the Affordable Care Act. Brad specializes in all lines of employee benefits including Medical, Dental, Vision, Life, Long and Short-Term Disability, and 401(k) programs.

Brad has volunteered his time and resources in support of Five Acres, an organization supporting vulnerable children and their families for over 20 years. He is currently the Secretary on the Board of Directors, Chairman of the Board of Affairs, and is on the HR Committee and the Golf Committee. He is a recipient of the Five Acres Person of the Year award and the Five Acres Dorothy Cook Lifetime Achievement Award.

Jacqueline Roth Photo

Jacqueline Roth

Executive Vice President

Jacqueline Roth Photo

Jacqueline Roth

Executive Vice President

Jacqueline Roth leverages years of expertise in the insurance industry to help her clients address their risk management and employee benefits needs. She is passionate about protecting her clients’ businesses, and helping them to stay abreast of regulatory and marketplace changes.

Jacqueline is well-versed and a frequent speaker on the Affordable Care Act, and helps her clients to understand the potential challenges and possibilities resulting from this legislation. She also helps companies to manage their short and long-term goals within an evolving regulatory framework.

Jacqueline sits on a district board for Professionals in Human Resources Association and is involved with the Society of Human Resources Management. She fundraises for Azusa Pacific University’s East Africa Scholarship Fund. Jacqueline holds a Bachelor of Arts degree from Azusa Pacific in Communication.

R.C. Schrader Photo

R.C. Schrader

Vice President, Managing Director - Latino Practice Group

R.C. Schrader Photo

R.C. Schrader

Vice President, Managing Director - Latino Practice Group

R.C. Schrader is the head of the Latino Practice Group at Bolton & Company. He has over 30 of years of experience in international sales, marketing, public relations, and risk management, in both the private and public sectors. Previously, he was appointed by Governor Pete Wilson as Director of the California Trade & Commerce Agency in Mexico, where he spearheaded vital trade and investment opportunities to the mutual benefit of California and Mexico.

At Bolton, R.C. has built a team of bilingual and bicultural insurance professionals that cater to Latino businesses. R.C. takes a “tropicalized” approach to his practice, bridging the business and cultural gaps between Latin America and the United States.

R.C. studied at UCLA and holds an Honorary Doctorate in Humanities. He has been honored to receive multiple awards and recognitions throughout his career for his professional accomplishments and philanthropic participation.  He currently sits on the boards of the Los Angeles Latino Chamber of Commerce, Virtual Entrepreneur Network. Previous positions include the boards of White Memorial Medical Center, the Boys Scouts of American and business advisory boards of SoCal Tech Group, Global Promotions, NAFIN, and Asociación de Empresarios Mexicanos.

Jonathan Schreter, CIC, MBA Photo

Jonathan Schreter, CIC, MBA

Executive Vice President

Jonathan Schreter, CIC, MBA Photo

Jonathan Schreter, CIC, MBA

Executive Vice President

Jonathan Schreter focuses on commercial property & casualty risks, primarily for charter and independent schools (K-12) and higher education clients, as well as middle-market businesses in the technology, manufacturing and entertainment industries.

With a diverse background that began in marketing, Jonathan combines creative thinking and analytics to offer a consultative approach to risk management. He works with progressive business leaders who appreciate his commitment to preventing unexpected losses.

Jonathan earned his MBA from the Anderson School of Business at UCLA in 2000, and his Certified Insurance Counselor (CIC) designation from the National Alliance for Insurance Education and Research in 2010. He is past President of the Independent Brokers & Agents Association of the San Fernando Valley, current President of the UCLA Anderson Alumni Network in Los Angeles, and serves on the Executive Committee for the Board of Directors of Inner-City Arts, a non-profit program that unlocks the creative potential of inner-city children in downtown Los Angeles.

Lorelei Suarez Photo

Lorelei Suarez

Vice President

Lorelei Suarez Photo

Lorelei Suarez

Vice President

With more than 15 years of industry experience, Lorelei Suarez is dedicated to helping her clients achieve their business goals through first-class benefits service and strategic business solutions. Experienced in both the Professional Employer Organization and General Agency Professional sectors, Lorelei brings a rich perspective to her clients, enabling her to truly understand their organization and needs.

Prior to joining Bolton & Company, Lorelei was with Heffernan as Vice President of Employee Benefits where she was among the firm’s top 10 producers for four consecutive years. A Bay Area native, she graduated from U.C. Berkeley on the Dean’s List as a Chancellor’s Scholar. She was also a board member of the Silicon Valley Health Underwriters Association.

Corey Tobin Photo

Corey Tobin

Assistant Vice President

Corey Tobin Photo

Corey Tobin

Assistant Vice President

Leading with a client-first focus, Corey looks to partner with the organizations and individuals he works with in order to find the right solutions and service that drive success.

With close to a decade of industry experience, Corey has worked with a number of small and medium-sized businesses and is knowledgeable about property and casualty, life and health insurance. Corey specializes in working with elevator contractors, manufacturing, distributing, healthcare and construction. Additionally, he is focused on the unique needs and challenges facing cannabis related business, including dispensaries, cultivators, extractors, developers and much more.

Corey joined Bolton in 2014. He is a member of the National Association of Elevator Contractors, and volunteers his time with the Bolton Foundation and Make A Difference. Corey holds a Bachelor’s of Science in Business Administration from DeVry University and is currently pursuing his Certified Insurance Counselors (CIC) designation and Certified Construction Risk and Insurance Specialist (CRIS) designations.

Kenneth Turknette, ARM Photo

Kenneth Turknette, ARM

Executive Vice President

Kenneth Turknette, ARM Photo

Kenneth Turknette, ARM

Executive Vice President

Ken joined Bolton & Company in 1990, and holds an Associate in Risk Management (ARM) designation. He specializes in working with manufacturers, property owners, contractors, and security guard companies to identify potential exposures, and to design comprehensive risk management programs.

Ken is active with the Independent Insurance Agents & Brokers of California (IIABCal) and is currently President of the association. He has also served on the Executive Committee for the past three years. He served as a Southern California Regional Director for IIABCal and has served on various committees at the state level. He was the chairperson of the IBA West Service Corporation from 2007-2009. He is also the past president of the local chapter of the Insurance Brokers & Agents of Burbank, Glendale and Pasadena.

Ken graduated from the University of Redlands (CA) with a Bachelor of Science degree in Business Administration.

Jeff Whitaker Photo

Jeff Whitaker

Executive Vice President

Jeff Whitaker Photo

Jeff Whitaker

Executive Vice President

Jeff has more than 30 years of experience in the insurance industry, and joined Bolton & Company in 1992. He is a shareholder in the firm, and has served as a member of both the Bolton Management Team and the Bolton Advisory Board and Standards Committee. He has also participated in the Agency Advisory Council for Safeco Insurance.

Jeff helps clients with workers’ compensation, risk control, safety programs and claims management. He works primarily with manufacturers, contractors, medical device makers, high tech companies and distributors. He specializes in alternative risk transfer programs such as large deductible plans, retrospective rated plans, and captives.

Jeff serves on the Foundation Board of the Santa Clarita Valley Boys and Girls Club. He received his undergraduate and postgraduate degrees from California Polytechnic State University, San Luis Obispo.

Joe Yoshihiro  Photo

Joe Yoshihiro

Assistant Vice President

Joe Yoshihiro  Photo

Joe Yoshihiro

Assistant Vice President

Joe Yoshihiro is dedicated to providing his clients with solutions that support and strengthen their operations in ways that go beyond insurance, including risk management and claims prevention. With a focus on the needs of Orange County businesses, Joe utilizes his property & casualty experience to find the right resources that will help drive these organizations forward.

Prior to joining Bolton & Company, Joe worked at both Philadelphia Insurance and as a broker at B2 Insurance Services. He also has experience working in both commercial and residential claims restoration. Joe holds a Bachelor’s Degree in Communications from Cal State University, Fullerton.  

Meet Our Board of Directors

William Bloomfield Photo

William Bloomfield

Director

William Bloomfield Photo

William Bloomfield

Director

Bill is the former Chairman of Web Service Company, an operator of commercial laundry equipment in California, having retired in January, 2005. He is also the Founder and past Chairman of Citizens Against Lawsuit Abuse, the first organization of its kind in California, and is a recipient of the “Legal Watchdog Award” from the American Tort Reform Association. He currently serves on the boards of the Multi-Housing Laundry Association and the Jonsson Cancer Center Foundation.

Bill graduated from University of California, Berkeley and received his M.B.A. from Harvard University.

Steve Brockmeyer, ARM, CIC Photo

Steve Brockmeyer, ARM, CIC

President and Chief Executive Officer

Steve Brockmeyer, ARM, CIC Photo

Steve Brockmeyer, ARM, CIC

President and Chief Executive Officer

For the past 25 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 recently completed his role as Chairman of the Board of the CIAB. 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 past Chairman of the Board of AbilityFirst, a large Southern California based nonprofit focused on services and support of adults and children with disabilities.

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.

Steve and his wife Mary reside in Arcadia, CA. and have three sons, Tommy, Clay and Will.

Jeff Leitzinger Photo

Jeff Leitzinger

Director

Jeff Leitzinger Photo

Jeff Leitzinger

Director

Jeff is the Founder and President of Econ One, an economic research and consulting firm. He is an expert in the economics of markets, market pricing, competitive analysis and regulation. Over the past 20 years as an economic consultant, he has provided expert testimony in many different forums. His research has been used in connection with congressional legislation, tax and royalty policy, as well as corporate policy decisions in Fortune 500 companies.

Jeff graduated from Santa Clara University with a Bachelor of Science degree in Economics. He received his Ph.D. and M.A. in Economics from the University of California, Los Angeles.

Charles Pelissier Photo

Charles Pelissier

Director

Charles Pelissier Photo

Charles Pelissier

Director

Charlie is a 33 year veteran of Commercial Insurance with experience in virtually every region of the country with four national insurance carriers. Most recently, he served as Vice President, Southern California Region for The Hanover Group of Companies. From 2004 until 2010, he was President, Western Region for OneBeacon Insurance Co. His career brought him to California in 1992 as Vice President, Western Region for Atlantic Mutual Insurance Company. Having retired in 2012, he currently resides on the central coast of California.

In addition to his extensive commercial insurance experience, Charlie brings to the Board a rich background in operations and strategic management, business development and distributor relations. With a successful history of leading his companies’ efforts to enter new markets, he offers an informed perspective of the insurance marketplace.

Charlie is a graduate of the University of Massachusetts’ Isenberg School of Management where he majored in Corporate Finance. He is a veteran of the U.S. Navy.

Ronald Wanglin, CIC, CSRM Photo

Ronald Wanglin, CIC, CSRM

Chairman of the Board

Ronald Wanglin, CIC, CSRM Photo

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 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.