Agency Bios


CEO
In addition to speaking weekly before homeowner groups, Tim is a regularly featured speaker at educational seminars and programs throughout California and the U.S., including numerous programs sponsored by Community Association Institute (CAI). His involvement and expertise have made him the recipient of more than a dozen awards from CAI. For the last 20 years, Tim has been part of the teaching faculty and editorial committee of the California Association of Community Managers (CACM). During this time, he has helped author CACM’s Advanced Insurance Principles curriculum. Tim has spoken at the California CPA’s Common Realty Conference several times. He has been invited to speak at several CAI National Conferences including Denver, Atlanta, Anaheim, Nashville, Palm Springs, Tucson, and Orlando; and has been quoted in articles regarding condominium associations published in the Los Angeles Times, The Daily News, Investors Journal, and the Wall Street Journal.
Tim is very active within the CID industry and its various non-profit trade groups. He previously served as president of the Greater Los Angeles and Channel Islands Chapters of Community Associations Institute (CAI). Additionally, also honored by his peers to be elected president of the Los Angeles Chapter of Independent Insurance Agents & Brokers Association (IIABA-LA). Tim is also an enthusiastic volunteer for the Oregon Chapter of CAI, sitting on the CA Day Committee. In 2002 and 2003, Tim chaired CAI National’s Insurance & Risk Management Professionals Networking Committee. He served on the Board of Directors of the Foundation for California Community Association Education, which produced a black-tie gala in celebration of the 30th anniversary of the Davis-Stirling Act. The gala resulted in $55,000 in grants to CAI’s Educational Foundation.
More about Tim: Outside of the insurance world, Tim is an FAA-Licensed Unmanned Aircraft System remote pilot (drone pilot) and a former professional musician. He was a pianist and trombonist in the Disney organization’s youth group “The Jazz Minors,” who performed in New Orleans Square in the park in Anaheim during an eight-year engagement in the early 1980s. Tim splits his time between the California and Oregon offices. He and his partner share their home with a rambunctious eight-year-old Egyptian Pharaoh Hound rescue named Parker.
CA Lic #0631088
OR Lic #2716727
WA Lic #207144
AZ Lic #150646
President
Currently Jose is undergoing the highest and perhaps the most prestigious insurance designation in the insurance industry. The Chartered Property Casualty Underwriter (CPCU) designation. Earning the CPCU designation gives individuals a strong foundation in risk management of property and casualty exposures, giving them the tools they need to meet the challenges of a demanding global insurance marketplace. The course being several years long, Jose expects to earn the CPCU designation by 2014.
CA Lic #0C37267
Vice President
A native of Los Angeles, Ryan attended UCLA, and now lives in Ventura County with his wife and two daughters.
CA Lic #0E81696
Producer
Originally from Canada, Adrianna graduated from the University of Western Ontario and McGill University in Canada. In her spare time she enjoys freelance writing and is proud of her contribution to a book about war heroes that benefitted wounded veterans organizations.
CA Lic #0F45623


Associate Vice President
Anthony lives in Sherman Oaks with his wife and two sons.
CA Lic #0E82642
Account Supervisor
Coming from an extensive creative background he also oversees all marketing campaigns and is responsible for their designs. Outside of the office Matthew is a devoted hockey player and competes in the Burbank area on weekends.
CA Lic #0G54013
Media Manager
CA Lic #0K87910


Administrative Manager
When he's not busy working, Rocco loves to spend as much time as possible in Paris, getting lost on the meandering streets where he feels the most at home. For now, Rocco lives in Northern California and takes advantage of the gorgeous nature afforded him there every chance he can. He shares his home with dogs, cats, and rabbits that keep him busy with a light heart and a love for service.
CA Lic #4192556
COO
Including insurance, some of her interests are relaxing at home, dogs, and combat sports. She likes to take naps and go on hikes, but not at the same time.
CA Lic #0L84917


Associate Producer
Buck Lives in Oregon with his wife and daughter. When he isn’t working, he enjoys playing drums and guitar, and loves to sing. He also stays busy enjoying all the amazing outdoor activities that Oregon has to offer. From fishing the many local creeks and rivers, to kayaking, mountain biking and rock climbing, Buck enjoys it all.
CA Lic #4247997
OR Lic #20404609