David started out in the health and fitness field and even owned his own facility in Coachella Valley. David, Joined the ERM team in 2018 as a Vice President. David works very aggressively for his clients in dealing with Risk Management giving tireless help to all his clients. During his time off you can find David spending time with his wife and three kids.
An insurance expert who taught numerous college level insurance courses including CPCU, generally considered the most difficult and prestigious program for property and casualty insurance. Duncan is an avid tennis player, he served as a captain of USTA teams for 20 years, including one team that reached the national championships!
Specialties: Manufacturers, Distributors, Directors and Officers, Import/Export, Professional Liability, Workers Compensation, Risk Management
BA Cal State University, Chico
A construction insurance expert who has been focused on this industry for more than 20 years. A member of many National Construction Trade Associations. Joe loves to play golf and is a former college baseball player. He lives in Newport Beach with Sarah and their three children Cole, Caitlyn, Chloe.
Specialties: Construction Insurance Expert, Large Property Portfolios, and Developers
BA California State University, Long Beach
Marc enjoys working with his clients and helping them find strategies to lower their risks and in turn, lower their premiums. Marc enjoys a great game of golf and is a connoisseur of bourbon.
Specialties: worker's compensation
BA University of California, Santa Barbara
Mike joined the ERM team in 2016. In 2017, Mike earned the Certified Insurance Counselor (CIC) and Health Insurance Professional (HIP) designations from National Alliance and currently manages all of the comprehensive services, product offerings and customized solutions to employee benefits & personal insurance clients. He enjoys providing a consultative approach to insurance and establishing long-lasting relationships with clients with a focus on achieving client satisfaction and trust. Mike regularly enjoys playing basketball and is a former D1 college volleyball player. He resides in Lake Forest with his wife, Jaclyn, and roots for the Lakers and Saints.
Specialties: Employee Benefits, High Net Worth Personal Auto, Property, Landlords, Umbrella, Life Insurance
Paul spent 25 years in the financial services and moved into insurance during the recession. After opening up and running a personal lines agency for 4 years, he realized he preferred commercial lines and joined Excelsure as a commercial producer. After a year he moved into a sales manager position and remained there for 3 years. Paul has been the sales manager here at ERM Insurance Brokers for over a year.
BA Cal State University, Fullerton
Rocio is an insurance producer and ERM's claim manager. Rocio enjoys helping business owners solve their workers comp claims issues and being a part of the solution. When you sign a policy with Rocio, you are getting an all around expert. During her free time you can find her at the gym or playing the stock market.
Specialties: Restaurant, Food Service, Residential Home Care Facilities
Ryan spent 12 years working in the Restaurant Industry then moved into insurance originally focusing on health and life insurance. After that he migrated into the commercial insurance sector to work side by side with business owners to constantly provide them with new and innovative risk management solutions. When Ryan isn't helping his clients you can find him at home with his wife and new baby.
Specialties: Risk Management, Worker’s Compensation, General Liability, Property, Professional Liability, and Health Insurance
BA Chapman University
After a successful collegiate lacrosse career of playing and coaching, Todd entered the real estate world winning many notable recognitions. Switching careers again, Todd has found a home at ERM. At ERM Todd has not only sought out ways to help out his clients, but his community as well. His ground breaking SCORE program is destined to not only help out his clients participating in it, but local schools as well. Read here to learn more.
Specialties: Car Washes (20 yr WCA member), Restaurants, Cannabis/Hemp Manufacturing, Distribution, Cultivation, and Retail. Workers Compensation and Risk Management.
ERM is on the hunt for their next great insurance producer, could this be you? Have you found that you excel at selling? Do you enjoy helping people? Are you fun and entertaining in social settings? Looking for a great team to be a part of? If this could be you, email Paul.