Meet The Team
Alexis Ranglas-Behseta
PRODUCER
CUSTOMIZED HIGH VALUE INSURANCE WITH CONCIERGE-LEVEL SERVICE
Premium High Net Worth Insurance
High Value Homeowners
Automobile
Valuables
Watercraft
Art & Jewelry
Umbrella
Amy Saldivar
DIRECTOR OF CLAIMS ADVOCACY
Amy Saldivar brings 20 years’ experience to the Workers’ Compensation arena. She started her career on the client side at Stater Bros. Markets Corporate offices as a Claims Manager and Safety Coordinator for six years. She then moved on to the broker side, spending 14 years at Alliant Insurance, most recently as Assistant Vice President: Workers’ Comp Claims Advocacy.
Amy holds a commercial broker license and the following designations: Workers’ Compensation Claims Professional, Certified Authority on Workers’ Comp, Certified Professional in Fraud Identification and Commercial Lines Coverage Specialist.
Amy has a true passion for the Workers’ Comp industry, protecting her clients’ fiscal condition, physical assets and the health and wellbeing of their employees.
In her spare time she loves being a dedicated wife and mom. Her son Caleb is four and daughter Kaia is 2. Their family time consists of anything outdoors, amusement parks GALORE and exploring life. Her and her husband like to snowboard, spin workout and hike. Amy’s personal fun facts are she has a green thumb, scrapbooks and collects vintage salt and pepper shakers.
Andrea Todd
CLIENT EXECUTIVE
Andrea is a Client Executive and has 27 years of Commercial Insurance experience. She is passionate about insurance and helping educate clients and others who are newer in the industry. She was a member of the National Alliance Education Committee for many years and has also spent time on several insurance carrier advisory committees.
Andrea holds several insurance designations and is currently working on completion of the Chartered Property Casualty Underwriter (CPCU) designation. When she isn’t helping improve a client’s insurance program, she likes to spend time reading, watching her favorite sports teams play, and enjoying her daughter participate in softball.
Arlene Reid
PRODUCER
Arlene is a graduate from the University of California, San Diego with a BA in Economics and Minor in Psychology. Before starting her career in the insurance business, Arlene spent 15 years in the pharmaceuticals industry where she had a wonderful and successful career with multiple sales awards. This experience provides valuable industry insight that is rarely found in the insurance industry. She is one of C3’s Life Science practice leads and focuses her business in that space.
Arlene is the mother of 3 young children who keep her very busy. She enjoys traveling, running and spending time with her family and friends.
Ashkan Alborzian
PRODUCER
My business is to protect your business. With that philosophy, I am proud to insure some of the most prominent San Diego based family-sized businesses. Thank you for the opportunity to serve you.
Ashlan Wodarczyk
ASSISTANT CLIENT MANAGER
Ashlan has been in the insurance industry since 2019 working as an Assistant CSR. Ashlan has had the unique experience of working in both Real Estate and Construction divisions, allowing her to expand her knowledge and work on unique policies.
In her free time, Ashlan loves to spend time with her family and do stress-relieving activities such as working with resin, cooking and making jewelry. She also loves to read and dance.
Brandi Filippone
PERSONAL LINES ACCOUNT MANAGER
Born in the San Francisco/Bay Area, she moved to San Diego for college when she was 18 years old and soon after began her career in the insurance industry. She has a passion for insurance, with over 19 years of experience in the industry. She is incredibly knowledgeable, friendly, fun, approachable and will always go above and beyond the call of duty for her clients, co-workers, and friends.
She is a part of a large and close-knit, Italian family and enjoys spending time with her three children and husband of over 10 years. She also loves dancing, planning parties, and is a huge San Francisco Giants and 49ers Fan!
Brandon Bunker
CLIENT MANAGER
Brandon is a San Diego native, who got started in the insurance industry on the health insurance side. Having spent the last 4 years as a property and casualty broker, however, Brandon has thoroughly enjoyed his role as a risk manager for growing clients, and as an educator to help his clients grow their insurance portfolio to ensure it fits their unique needs.
When not working, Brandon is an avid outdoorsman, whether that is on the water or in the mountains. Brandon is a PADI-certified dive master, amongst other scuba certifications and when not rock climbing or ice climbing, enjoys woodworking and spending time with his two dogs, Gemma and Sadie.
Bree Schuman
CLIENT MANAGER
Bree is a Client Manager with 10 years of experience in property & casualty insurance. Her specialty has been working with technology and life science based companies ranging from research & development start-ups to larger commercial clients.
For fun she likes to paddle board, do yoga, mountain bike, snowboard, spend time with her nephews and go hiking. She also enjoys traveling as much as possible and has visited places such as, Alaska and Iceland.
Brian Faulstich
PRODUCER
Brian was raised and still resides in Encinitas, CA with his wife Megan and daughters Madison and Blake. Megan is a 1st grade teacher at Mission Estancia Elementary in Encinitas. Brian has been working as commercial insurance agent the last 13 years specializing in insurance programs for contractors, manufacturers, auto dealers, wholesalers, and many other industries. He also has the unique ability to help his clients with their estate planning needs, business succession plans, & life and disability insurance.
Brian graduated from Chico State in 2004 with a BA in Communications. He lettered in basketball and was named 1st Team All NCAA his senior year. He continues to stay involved with basketball by volunteering his time as an assistant Varsity coach at his alumni- La Costa Canyon High School.
Brianna Steverson
CLIENT MANAGER
Bryan Cox
PRODUCER
After spending 12 seasons in the San Diego Chargers scouting department Bryan dove head first into the insurance business. He’s a native San Diegan and San Diego State alum who enjoys all things outdoors and spending time with family and friends.
Carla Luger
PROJECT MANAGER
Carla Luger joined the C3 team in 2017 and has over 10 yearsof experience in Property & Casualty Insurance. Carla holds a Certified Insurance Service Representative (CISR) designation and is currently working on completing her CISR Elite and Associates in Risk Management (ARM) Designations.
As a Project Manager at C3, Carla uses her insurance knowledge to develop and enhance our company’s systems and related processes.
Carla is a Southern California Native and has lived in San Diego since she was 14 years old.
When she isn’t working, she enjoys spending time with her husband, her son and their two rescue dogs.
Carrie Conejo
MANAGER
Carrie is the Commercial and Personal Lines Operations Manager at C3. In this role she truly gets to live out her passion for building up and mentoring others in the industry. As a leader at C3 she feels strongly about building meaningful relationships with her team, empowering their growth, and delivering the highest level of customer service for our clients.
As a 20-year veteran of the industry with over a decade of experience working with remote teams, she has successfully managed and mentored colleagues from all over the United States. Carrie has a talent for developing processes and procedures for Commercial Lines teams that handle complex and segmented classes of business.
She has held her CISR and CIC designations for 15 years, received the Spirit of C3 Award, and served on several National Carrier Advisory Councils.
Carrie was born and resides in Northern California with her husband and 3 children. In her free time she loves to garden, cook for family and friends, and spend time with her growing family.
Chor Granada
PRODUCER
Christina Christensen
OFFICE ADMINISTRATOR
Christina is from Northern California and moved to San Diego a couple of years ago after falling in love with our fine city on a visit here. She is a graduate of UC Santa Barbara, and brings a big smile and lots of energy to her new role at C3.
When she isn’t working, she enjoys playing with her cat, Miso Soup, painting, poetry, music, and reading on the beach.
Cindy Lou Smith
BRAND AMBASSADOR
Craig Schell
PRODUCER
Dave Harris
DIRECTOR, LIFE & FINANCIAL SERVICES
Daylene Briones
PRODUCER
Daylene is a Southern California native and has been in the insurance industry for over 20 years. She comes with experience in the commercial lines area with a background of account management. She has earned her CIC designation and enjoys learning about the ever changing markets. She’s excited to be furthering her career in a production role and is passionate about protecting her clients.
In her personal time you can find her with her family of four kids either traveling or at the river boating. She’s also involved on the soccer fields, coaching or being a referee.
Doug Shea
CONSTRUCTION PRACTICE LEADER
Doug Shea is a commercial property and casualty insurance broker specializing in construction and real estate. Doug began his insurance career in 2013 at Barney & Barney in San Diego. His expertise includes providing risk management and brokerage services to medium to large construction companies, environmental and remediation contractors, as well as homebuilders and residential developers (OCIP/CCIP Programs).
Doug is a member of the Association of General Contractors, Associated Builders & Contractors, the Building Industry Association, The Associated Subcontractors Alliance, and the Urban Land Institute. He also sits on the Board of Directors for the Independent Insurance Agents & Brokers (IIAB) association of San Diego as President Elect.
Doug resides in Santee, CA with his wife Brooke and two boys Trevor & Jason. Hobbies include golf, fishing, camping, and playing other sports with his children.
Drew Baker
PRODUCER
Drew grew up in Northern California but has made Southern California his home for the last 10 years; attending college at San Diego State and then moving to West Los Angeles immediately after.
Drew has spent the last 7 years of his career in the insurance industry with a focus on bringing insurance solutions to Contractors, Building Material Dealers, Funeral Homes, Auto Dealership ad Manufacturers. When he is not working with his clients he spends his time working on his golf game and exercising
Eric Sheetz
PRODUCER
Eric Sheetz is a property and casualty insurance professional, specifically focused in the Cannabis, Craft Brewery and Restaurant space with the capacity to write business in all 50 US States! Specializing in Workers Compensation, Property, General Liability, E&O, Commercial Auto, EPLI and Directors & Officers Liability.
Professional, strategic, easy going, well versed, and always reachable, are just a few of the many words expressed by Eric’s clients.
“I enjoy working with companies and industries that I understand inside and out. My clients feel at ease when I’m able to fully understand their risk exposures, while providing the most comprehensive coverage, at a cost that’s second to none.
Eric’s a devoted husband and father who spends much of his free time enjoying life with his family. The flip side of that, he’s constantly chasing high adrenaline through off-road racing, downhill mountain biking, surfing, snowboarding and skateboarding… with the scars to prove it.
For more info on our Specialized CANNABIS Insurance, check us out at www.Green-LeafInsurance.com
For more info on our Specialized BREWERY Insurance, check us out at www.BREW-INSURE.com
Erica Barbour
BENEFITS ANALYST
Erica, a west coast transplant from New Jersey, began her career in the insurance industry in 2019 after graduating with honors from Ithaca College. She has experience working with a multitude of client sizes, industries, and needs in the employee benefits realm. In her free time she enjoys spending time with her dog, Loki, visiting her family on the east coast, and running (her apple watch is her best friend).
Faye Deeming
CLIENT MANAGER
Fred Liebel
PRODUCER
Gabe Erle
PRESIDENT
Gabe is the President of C3 and brings strong leadership presence to all facets of the agency operations and also leads the Complex Comp division.
Clients
He serves mature business clients that need sophisticated financial strategies to prevent unexpected loss. His pre-insurance background structuring large financial transactions in Europe provide unique perspective on negotiating complex insurance policies. He services a broad range of industries focusing on clients that need a custom, boutique relationship.
Experience
Gabe majored with honors in Finance and International business from Washington University in St. Louis. He also studied at Hebrew University in Jerusalem and ended up with a major in Middle Eastern Studies.
He began his client focused service at IBM, where he was a financial analyst and later worked for their European headquarters in Paris France. There, he reviewed and approved the pricing of large multi-million-dollar outsourcing contracts and had the opportunity to learn how each country in Europe did business.
Personal
With four children and a beautiful wife, Gabe enjoys coaching club soccer, playing soccer and running triathlons. He has a large family presence in San Diego and enjoys hosting gatherings at his warm home and spending time at the beach with his family.
Geri Sebastian
CLIENT MANAGER
I’ve had the privilege of working as a Commercial Account Manager for over 20 years. It is my pleasure to assist our producers to promptly provide service to our clients with diligence, consistency and integrity. In my spare time, I love to be outdoors whether it’s walking my dogs, hiking or reading.
Gloria Batie
CLIENT ADMINISTRATOR
Gloria was offered a job in the insurance industry after graduating from the Office Professional Training Program in 2015. She has not looked back since!
Formerly a Construction Certificate Specialist at Marsh McLennan Insurance Agency from 2015 – 2021, Gloria is now a Client Administrator with the Construction Team at C3 Risk and Insurance Services. Gloria has her CISR and is looking to obtain the CRIS.
In her free time she is a softball mom and robotics mom to her three amazing girls. She also loves to read, cook delicious meals for her family, and pretend like she has a green thumb.
Haylea Minks
BENEFITS PRODUCER
Haylea is our in-house Employee Benefits broker who concentrates on helping businesses offer insurance solutions they can use to incentivize, grow and retain their workforce. With over a decade of experience with helping individuals, families, and small and large businesses formulate their insurance decisions, Haylea knows what it takes to advise clients year after year. She knows it is more than quoting the market’s cheapest flavor of the week, and prides herself on taking the time to truly connect with the heart-beating people she’s working help; always being sure to communicate her understanding of their needs back to them.
Haylea was born and raised in Southern California and, like most locals, has a deep affection for the Pacific Ocean. When she’s not paddle boarding or walking her rescue dog at the beach, you’ll find her spending time giving back through her commitment to Rotary. Haylea has been a member of the Rotary Club of Del Mar for over 3 years and has had great success with local projects, like helping to start the first-ever interact club at a continuation school, as well as international projects. Since 2015, she has been working with a school in Nicaragua to provide them with access to clean water and improve their campus. With passion comes purpose- to know Haylea Minks is to know her undeniable and unwavering commitment to her clients, as well as her local and global community.
Ivan Rostovsky
PRODUCER
Jamie Reid
CHAIRMAN
Jamie is the leader of the Complex Comp division at C3 and is the Chairman of the Board. Jamie serves mature business clients that need sophisticated financial strategies to prevent unexpected loss. His background in risk engineering, underwriting, claims management and actuary service provides unique insight he leverages to advocate on behalf of his clients. Collateral negotiation and swift resolution of difficult claims are areas of his service expertise.
Prior to entering the insurance industry Jamie was the Corporate Safety Director for an international engineering & construction company that built power plants, refineries, airports, etc… Jamie constructed the site programs, staffed the projects and managed the financial aspects of the Controlled Insurance Programs (CIPs or Wraps). Jamie has a B.S. in Occupational Safety and Health and a M.S. in Fire Science from University of Central Missouri.
Jamie is an involved Father of 3 and enjoys his on field title of Coach when not servicing clients or spending time with his wife.
Janet Darby
PRODUCER
Jennifer Van Buskirk
CLIENT ADMINISTRATOR
Jennifer Van Buskirk, or JVB as she likes to be called, was born in Upland, CA and moved to San Diego in 2011. She graduated from Chapman University in 2009 with a Social Science Degree. She has been in the insurance industry since 2011. She started in the Accounting Department at Barney & Barney then moved into the Commercial Department at Marsh & McLennan working on the Construction Team. She has a great sense for providing the highest quality customer service to clients.
In her spare time, she likes gardening, going to the beach and taking road trips. JVB is excited to be a part of the C3 family.
Jenny Dedrick
CLIENT EXECUTIVE
Jennifer Dedrick is a Commercial Insurance Account Executive with over 20 years in Commercial Insurance. She holds the following designations: AU-Associate in Commercial Underwriting, AAI-Accredited Advisor in Insurance, CIC-Certified Insurance Counselor and the CISR-Certified Insurance Service Representative.
Jennifer’s professionalism is key in her relationships with clients and insurance carriers, to obtain a well placed insurance program.
Jennifer enjoys giving back by volunteering at the local woman’s shelter and at community events. She also enjoys paddle boarding and watching her son play soccer and baseball.
Leona Evangelista
CLIENT MANAGER
Leona started working in the insurance industry in 2002. She began her career working in the accounting department doing payables, then obtained her P&C license and got her CISR designation (Certified Insurance Service Representative) soon after. She has been in the surety industry for 10+ years and thoroughly enjoys it! She often refers to herself as a bond geek. She is always up for a challenge, loves learning new things and is always happy to help someone out.
Although she is a Bay Area native, she would say Covid brought her husband and herself to SoCal. It was a spontaneous road trip to the SoCal wine country where they decided to look at new houses, fell in love with the area, put a deposit on their dream home, packed up their first home of 14 years, made the move and she says that they couldn’t be happier. She has 3 grown kids, 6 grandchildren and 1 Aussiedoodle puppy who runs the house. In her spare time she enjoys decorating her home, spending time with friends and family, entertaining guests, tasting fine wines, cooking and eating good food.
Jessica Waite
CLIENT MANAGER
Jim Eggert
PRODUCER
Jim Gonzales
CLIENT EXECUTIVE
Jim is a Client Executive and has 15+ years of insurance experience. He has served in Team Mentor & Team Lead roles for both local and global insurance agencies. Jim holds several insurance designations including Certified Insurance Counselor (CIC), Associate in Insurance Services (AIS), Associate in Insurance (AINS), and Certified Insurance Service Representative (CISR). He is also a recipient of The Institutes President CPCU Scholarship and is currently working on completing his Chartered Property Casualty Underwriter (CPCU) designation.
Outside of insurance, Jim is married to his high school sweetheart, enjoys attending his kids sports events and dance classes, as well as enjoys working in his backyard on landscaping projects.
Joe Erle
PRODUCER
Joe Erle has been working as a commercial insurance broker for over 10 years in San Diego County. Joe’s super power is analyzing policies and finding what is not covered and offering solutions to cover the exposure through insurance or through other risk management vehicles. When Joe isn’t fighting the evil forces of underinsured policies, he’s spending time with his wife and toddler in Mira Mesa, CA.
Joseph Fisco
DIRECTOR SAFETY & HEALTH
Originally from New York, Joe began his career as a specialist in the security/loss prevention field, providing management and liaison support to clients at some of the largest retailers in New York City. He was tasked with reviewing their loss control programs and making needed improvements to help reduce their overall loss experience. Joe is trained and certified in First Aid-CPR, OSHA compliance and as a Fire Safety Director.
Joe currently provides service in OSHA regulatory and rules compliance, safety inspections, worker’s compensation injuries and claims management, ergonomic/behavior based safety, job hazard analysis, emergency response planning and training, CCTV, security training, liability issues and industry best practices.
Joy Robinson
CLIENT EXECUTIVE
Joy Robinson began her insurance carrier in 1980 working in the accounting department of National American Insurance. Joy has spent time with well known agencies in San Diego such as Westland, Gallagher and CMR before joining C3. She began taking insurance classes provided by the company which she has continued throughout her career. She holds AU, Associate in Underwriting, CPCU, Chartered Property Casualty Underwriter, and CIC, Certified Insurance Counselor designations. She’s thankful to have had good mentors in her career and strives to give back the community that has provided her with so much opportunity.
In her free time she enjoys reading, making cards, spending time with husband of 33+ years, and training with a local running and walking group to help people reach their goals of completing half and full marathons (walking club will be fun!).
Kaitlin Lively
DIRECTOR OF RISK SERVICES
Kaitlin’s safety career began at a workers’ compensation insurance carrier where she had a mentor who pushed her to continue her education in occupational health and safety. She has worked with a variety of industries and understands that safety is not a one size fits all. She enjoys meeting new people and learning about what makes them passionate about what they do. In addition, she is a certified First Aid/CPR/AED instructor through National Safety Council and specializes in OSHA compliance.
When she isn’t working, Kaitlin enjoys spending her free time with her two beautiful girls, painting, reading, and being outside.
Kathy Greci
CONTROLLER
Kathy has over 5 years’ experience in the insurance industry, coming to C3 after leading the accounting department for a nationwide insurance claims TPA. She has over 15 years’ experience with corporate accounting. A long-time San Diego resident, she has a Masters in Business Administration from SDSU as well as an undergraduate degree from the University of Wisconsin. She considers finance to be a customer-focused activity, both to internal stakeholders and external customers of the company.
In her free time, Kathy enjoys sampling new restaurants, hiking on cooler days, fierce card games, and reading fantasy novels. She also likes to spend time with her husband of five years and her grown children.
Katie Englehardt
BENEFITS CLIENT EXECUTIVE
Katie began her Employee Benefits career over 15 years ago and has primarily worked with mid to large groups with fully insured and self-funded benefit programs. Her natural ability to solve complex situations and present simplified solutions allows clients to make informed decisions and build strong partnerships.
Originally from Northern California, Katie moved to San Diego 24 years ago to finish college and is a proud San Diego State alum. When not supporting clients, Katie and her husband, Tim, stay busy with activities and sports for their three kids, Ava, Jaxson and Cooper and traveling to spend time with extended family.
Kellen Stanford
BENEFITS PRODUCER
Kellen was born and raised in San Diego, California. He joins our C3 Employee Benefits team with 9 years of experience in the insurance industry where he has focused on educating San Diego families and small businesses on the best health insurance coverages available. He takes great pride in developing relationships with each of his clients and treats them all like family. He understands that choosing the right health insurance plan to protect your world can oftentimes be difficult and confusing, which is why he goes to great lengths to make sure everyone he works with fully understands the plans and coverages that are available.
In his spare time, he enjoys spending time with his family and friends, playing golf, water skiing, snow skiing and traveling to some of his favorite vacation destinations. His wife is from Istanbul, Turkey and they have one son. He also loves heading south of the border in search of Tijuana’s best taco stand and exploring the up and coming wine and culinary region of the Valle de Guadalupe.
Kelly Tran
BENEFITS CLIENT EXECUTIVE
Kelly grew up in Virginia and moved to San Diego after graduating from James Madison University. She started her insurance career at Marsh & McLennan Agency and brings thirteen years of benefits experience to her role with us. She is passionate about going above and beyond to support her clients and team members.
When she isn’t working, she is with her loved ones eating her way through Southern California. Kelly and her husband, Loc, have two little ones, Charlotte, and Greyson.
Kim Nash
BENEFITS CLIENT MANAGER
Kim has over 10 years experience working with groups to design their employee benefit packages. She prides herself on her consultative approach in helping companies offer the most robust benefits, while meeting the budgetary goals of her clients. Customer service and follow through are the qualities she values when dealing with clients. Retention and satisfaction are always the goal.
Kim is an avid horse enthusiast and lives on a small horse ranch. She also holds adult volunteer positions in both a local 4-H Club and a National Charity League Chapter, for which she holds a Board position. Involvement in these organizations allows for community involvement and the opportunity to mentor kids and teenagers.
Lady Nguyen
CLIENT MANAGER
Lady has been in the insurance industry with a focus on Commercial Insurance for the past 5 years. She has an affinity for providing the highest quality customer experience. In her spare time, she plays volleyball competitively in addition to participating in cross fit training. Though she is not a San Diego native, she feels right at home exploring the off beaten path and hiking mountain peaks in and around San Diego.
Lauran Graham
CLIENT MANAGER
Leona Evangelista
CLIENT MANAGER
Leona started working in the insurance industry in 2002. She began her career working in the accounting department doing payables, then obtained her P&C license and got her CISR designation (Certified Insurance Service Representative) soon after. She has been in the surety industry for 10+ years and thoroughly enjoys it! She often refers to herself as a bond geek. She is always up for a challenge, loves learning new things and is always happy to help someone out.
Although she is a Bay Area native, she would say Covid brought her husband and herself to SoCal. It was a spontaneous road trip to the SoCal wine country where they decided to look at new houses, fell in love with the area, put a deposit on their dream home, packed up their first home of 14 years, made the move and she says that they couldn’t be happier. She has 3 grown kids, 6 grandchildren and 1 Aussiedoodle puppy who runs the house. In her spare time she enjoys decorating her home, spending time with friends and family, entertaining guests, tasting fine wines, cooking and eating good food.
Liana Binder
CLIENT MANAGER
You could say that insurance runs in my blood, with a family of insurance professionals dating back to the late 1800s.
I first started in the industry as a teenager doing data entry of paper files into the agency management system of my father’s newest insurance agency. With the help of my family, friends and colleagues, I have come a long way since then, gaining much “real life” knowledge and experience throughout my insurance journey. Because of the unique dynamics of the insurance industry, I believe the learning process is constant and fluid, where there are always new concepts to be mastered. I am proud to continue my growth as an insurance professional as a part of C3 Insurance and very much look forward to working with you in the future.
Lilly Ordonez
CLIENT MANAGER
Lindsay Bonar
CLIENT MANAGER / LIFE BROKER
With over a decade of service and management experience, Lindsay joined C3’s Benefit department as our Life insurance broker and acting Employee Benefits account manager.
Born and raised on the islands of Hawaii, Lindsay prides herself on treating her clients with the utmost of ‘Aloha’, and bringing a detailed ‘personal touch’ to all of her business relationships. Following her completion of her Bachelor’s degree from the University of San Diego, Lindsay began her career in the Health and Life insurance industry nearly a decade ago, at an entry-level position. She promoted herself to Senior Account Manager in her first 12 months, and since 2016 she’s tackled new goals in the world of production and advising, focusing heavily on Life insurance and legacy strategies for families and business owners. Her strengths and passions align with opportunities to lead and innovate, as she is constantly searching for “a better way to do it” in order to improve the daily lives of consumers in her market.
The youngest child of a blended family, Lindsay is an advocate for introspection and self-acceptance in teens and young adults, and is authoring an autobiographical memoir in support of her cause. A life-long lover of animals, she fills as many moments as possible with her rescue-pooch, Millie, and hopes to become a serial foster-parent for elderly and disabled pets.
Lis Georgeson
PRODUCER
Lynne Robinson
CLIENT MANAGER
Lynne Robinson began her insurance career in 1986 working as a manual property rater on the carrier side for Fireman’s Fund, a professional liability underwriter and worked in the trucking program for surplus lines brokers and then eventually moving to the agency side as a Commercial lines manager. She currently holds a CISR designation and is on the advisory board of an insurance software company that uses her technical experience and insurance background to help in the development of their software to enhance the automation to their insurance agents throughout the states.
Lynne was born in England, and has lived in San Diego for most of her life. In her free time she enjoys spending time with her Fiancé and friends camping, off-roading, a good game of darts, barbequing, gardening, and hiking. Lynne has completed the six peaks challenge of San Bernardino.
Mariela Connery
CLIENT MANAGER
Matt Bonnet
CLIENT MANAGER
Matt is a San Diego native and has spent the last 5 years in the insurance industry with a focus on the Construction and Real Estate industries. As a self-described “Insurance Nerd”, he loves digging into complex items and turning the grey areas of insurance into black and white.
In his free time, he spends his time playing competitive paintball, snowboarding, and enjoying the San Diego nightlife.
Megan Seitz
CLIENT MANAGER
Megan was born and raised in San Diego, California. She has been in the insurance business focusing on Commercial Insurance for the past eleven years. She has a strong passion for combining her insurance experience and cyber security education. She loves exploring San Diego and trying new restaurants with her family and friends.
The Humane Society of the United States is a charity that is near and dear to Megan’s heart, which administers medical care and services to thousands of animals each year.
In her spare time, she enjoys spending time with her family and pets.
Melissa Perez
BENEFITS ANALYST
Melissa is a native of Tempe, Arizona and moved to San Diego in 2013 after graduating from Northern Arizona University. She began her insurance carrier in 2014 working for cross boarder insurance for both small and large group clients with roles in implementation, and account management. Before joining C3, Melissa brings 2 years of large group benefit analyst experience from Marsh and McLennan Agency. She is passionate about helping clients understand their benefits and ensuring high customer experience.
Melodie Hallett
SURETY MANAGER
Melodie Hallett is a Data Mining Specialist, Statistical Consultant and former Educator. She also is a licensed insurance agent, since 2007, and a notary.
She received her M.S. in Statistics from Miami University and her Ph.D. in Computational Science with an emphasis in Statistics from Claremont University, jointly with SDSU. Her dissertation focused on creating and applying novel data mining techniques, particularly random forest models, to correlated survival data. Melodie taught at SDSU from 2001 to 2021, focusing on courses in Statistics, Data Mining, SAS, SAS for Econometrics and SPSS. She has published a course reader for Statistics using SPSS. She has also worked as an expert witness in statistics and data mining for various attorneys and class action lawsuits. She has over 20 years experience as a statistical consultant working with companies including Proctor & Gamble, Blackboard and HP on a variety of analysis including sales prediction models, marketing mix models, customer segmentation, and pricing lift models.
She is excited to start this new chapter in her life, working with her husband in the Surety Business at C3.
Mike Milligan
MANAGING DIRECTOR
Olivia Bonilla
RECRUITER
Olivia is an experienced Recruiter with a demonstrated history of finding top talent for both technical and non-technical skill-sets. She has worked with numerous individuals and clients to address their hiring needs, develop recruiting strategies designed to identify qualified candidates, all while also taking into consideration the goals, skills and interests of any potential candidate. In her personal time, Olivia enjoys working out, traveling, watching movies and spending time with her family and loved ones— including her two huskies.
Ona Kolosky
CHIEF OPERATING OFFICER
With a twenty five year career in insurance, Ona has held positions with both agencies and carriers, including retail agencies & MGA’s, and at carriers such as Farmers, Travelers, and Tower Group Companies. Her background is heavy in process improvement and technology, which she has leveraged to drive efficiency and ensure a positive customer experience.
While she has primarily worked in operations management, she has also held leadership positions in sales, underwriting, and over inbound and outbound call centers. She currently holds a Property and Casualty insurance license in the State of California and is Lean Six Sigma Certified.
Paul Heidemann
MANAGING DIRECTOR
Paul Heidemann is the Managing Director of our Construction Division and part of the C3 ownership team. Paul began his career at John Burnham & Company in 1995 before moving on to Barney and Barney in 2007 where he led the construction practice. He continued his leadership through the transition to MMA where the practice group had record growth.
Paul has more than 25 years of experience in the insurance brokerage industry. His expertise includes providing risk management and brokerage services from medium to large construction companies, environmental and remediation contractors, homebuilders and residential development. In addition to construction, he has expertise in nonprofit housing developments, real estate companies, heavy industry and other large businesses.
A graduate of the University of California, Irvine, Paul has a Bachelor of Arts degree in political science. He holds the designation of Certified Insurance Counselor and the Construction Risk and Insurance Specialist.
As a San Diego native, he enjoys playing beach volleyball and golf, but his biggest passion is being a dad to his kids. Paul lives in Solana Beach with his fiancé, Di, and they enjoy their constant rotating door of five kids, friends and family.
Phil Gilreath
VP BUSINESS DEVELOPMENT
Believing in the power of people, Phil brings to the team a servant leadership style developed over 15 years serving in leadership roles from the tactical to strategic level.
Following graduation from LSU, Phil served 10 years in the U.S. Marine Corps Forces Special Operations Command. Since then, he has helped organizations build foundations critical to their culture and growth goals. Immediately after his transition from the military, Phil joined venture-backed start-up, Clutter Inc., and successfully launched their San Diego market. In his latest role prior to joining C3, Phil served as Vice President of Operations for Coastal Payroll, Southern California’s largest local provider of human capital management & payroll solutions.
Ray Canto
CLIENT MANAGER
Ray was born and raised in San Diego. After graduating from SDSU, Ray decided to begin his career in the insurance industry. With 6 years of commercial insurance experience, he is looking for to utilize his skills and knowledge to help others. In his free time he enjoys exploring and being active. He enjoys activities such as weight training, rock climbing, and hiking. His sweet tooth combined with his love for science and experimentation has fueled his passion for baking. He is also an avid sports fan – both real and fake. He enjoys watching the Padres and pro-wrestling.
Rebekah Eads
ASSISTANT CLIENT MANAGER
Rich Hallett
DIRECTOR OF SURETY
As Director of Surety, Richard is responsible for the management of C3’s contract and commercial surety practice. With over 25 years in surety program management and placement, Richard has been efficacious in obtaining surety credit for national and international contractors and developers.
Prior to joining C3, Richard was a Principal and the Director of Surety for a global insurance broker. He also has held underwriting positions at Arch Insurance and Westfield Companies. His industry experience includes general construction, subcontract trades, environmental, and energy development. Richard has underwritten and managed surety programs in excess of $750 million and has expertise in domestic and international surety placement, including reverse flow transactions.
His designations include Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM). Richard served as past president of the San Diego Surety Association and is an active member of various organizations including Associated General Contractors (AGC), Associated Builders and Contractors (ABC), Construction Financial Management Association (CFMA), Solar Energy Industries Association (SEIA) and the National Association of Surety Bond Producers (NASBP).
Royce Sheetz
PRODUCER
Royce is a commercial property and casualty insurance broker. He partners with Arlene Reid specializing in the life science/technology business arena, and also partners with Eric Sheetz in the craft brewing business arena. Royce has MANY years of experience in the insurance industry, having entered it shortly after his graduation from Indiana University where he received a B.S. degree in Business Management.
When not serving his clients, Royce has numerous outside interests including golf (which he’s lousy at), skiing (which he’s good at), scuba diving (as often as he can), and spending time with his wife, children, and grandchildren.
Shannon Bailey
CLIENT MANAGER
Shannon has worked with our team for over a decade on both small and middle market commercial business clients.
Steve Gill
PRODUCER
Steve Gill brings a strong background in the trucking industry and is well versed in the complicated world of California work comp claims. Steve enjoys spending time with his daughter and, as a former professional water polo player, anything that involves the water.
Sydney Best
ASSISTANT CLIENT MANAGER
Sydney, a San Diego native, graduated with Honors from the University of San Diego with an emphasis in Business. After completing a successful internship program, she began her professional career with Greystar, a global property management company. Though she is new to the Insurance industry, her passion for learning is a perfect fit for C3 and we are very excited to be there as she begins her journey.
In her free time, Sydney loves to spend her time outdoors, hanging out with her dog, Koa, and planning out her next travel adventure.
Taylor Aguirre
PRODUCER
Teri Porlas
CLIENT CONSULTANT EXECUTIVE
Teri Porlas is a Client Consultant Executive within the Construction Practice Division at C3 Risk & Insurance Services. Teri began her career on the Carrier side in the mid 80’s and transitioned into the retail agency side in 2003 where she grew as a Marketing Executive at Barney & Barney. In 2009, Teri promoted to a Client Executive in the Construction/Real Estate Practice Group, where she was responsible for a large book of business ranging from Street/Road contractors to Affordable Housing Real Estate Developers.
Teri’s expertise ranges from detailed review of complex contractual requirements, customizing insurance programs, including WRAP Ups, Project Specific, Large complex shared/layered property placements and loss sensitive programs.
In Teri’s free time, she loves to practice Yoga, spend time with her family and Cooper (her 120 lb German Shepherd) and live in the present.
Tim Roth
CLIENT MANAGER
Tim has been in property and casualty insurance, specifically trucking, for the last nine years. He is an Iowa native currently residing in Crown Point, Indiana with his family . His family consists of his wife Kelly and his two daughters Reagan and Kylie. He loves doing anything outdoors with his family and friends, whether playing sports, hiking, running, fishing, etc.
Tracey Best
BENEFITS PRACTICE GROUP LEADER
Tracey started her career in Employee Benefits over 20 years ago and still loves what she does! She finds helping clients identify solutions and move toward results that help their business and their employees very fulfilling. Her background is working with mid-market to large companies. Though she is a native New Yorker, she has lived in San Diego for over 22 years with her husband and two grown daughters. Though, recently, her family is growing with the newest addition— their Vizsla puppy, Koa! In her free time you will find Tracey at the beach, hiking, traveling, spending time with her family or doing anything outdoors.
Tracy Le
ACCOUNTING ANALYST
A transplanted native to San Diego, Tracy has eight plus years of experience in insurance premium accounting. She has worked in various capacities with accounts receivable, insurance payable, and premium financing, at the retail and wholesale level.
In her free time, she enjoys watching K-Drama, listening to music, and hiking the many trails in San Diego County. She hopes to one day complete the 5 Peak Challenge.
Trish Villarreal
CLIENT MANAGER
Trish a Personal Lines Advisor and has over 15 years of Property & Casualty insurance experience.
She has worked with many individuals to address their personal insurance needs and also focuses her attention on key areas to ensure customer satisfaction. Her personable and professional approach with her clients allows the proper attention of your personal and business accounts which allows you to have the trust and care for all of your insurance needs in one place.
In her personal time, she enjoys pushing herself to grow through her volunteer work with local youth organizations also is an avid runner and has participated in marathons across the country. The traits that are most important to her are trust and dependability which she puts forth in her own life every day while helping serve the C3 community of clients.
Tulu Workman
CLIENT MANAGER
Tulu has worked in the insurance industry a little over 20 years.
“Thankful to be part of the C3 Familia!”
Wayne Weber
PRODUCER
Wayne is fresh off a twelve year stint in Hong Kong and focused on Commercial Lines based in the Orange County office and covering LA and Northern CA.
Prior to C3 Risk Insurance, he was the Sr. Vice President of Sales for financial printing firms Bowne & Company and RR Donnelley. His position allowed him the opportunity to relocate to strategic markets at critical times in business cycles to secure new clients and maintain relationships with key customers. He started in L.A., then Palo Alto, San Diego and Hong Kong where he covered the Asia Pacific territory. He also started a wine importing and distribution business in the region. Wayne and his wife, Janelle, are avid golfers and wine enthusiasts. They both have trained through the WSET program (wine and spirits education trust) of the UK, and Wayne was inducted into the Ordre Des Coteaux de Champagne in 2017. They have always enjoyed hosting client events in Napa and Sonoma.
Wella Campbell
CLIENT EXECUTIVE
Wella’s hashtag, “#insuranceisfun” comes from 15 years of enjoying great success in the industry. She started her career in 2005 and brings a wealth of experience handling Construction accounts. Not only has she been a trainer for new leverage hires, Wella’s experience includes having participated in various initiatives such as process improvement and leadership training.
Wella was born in the Philippines, and has lived in San Diego for most of her life. In her free time, she enjoys spending time with her husband of 17 years and their two kids. She loves to work out, jog, watch her kids play sports, and volunteer at different nonprofit organizations as well as coach her daughter in soccer and softball. She lives by the moto, “Be kind and treat others the way you want to be treated.”
Ying Huang
ACCOUNTING ANALYST
Ying is originally a Washingtonian but moved to the beautiful city of San Diego two years ago where she began her career in the insurance industry with premium accounting. She holds a bachelor’s degree in Business with a concentration in Finance from Eastern Washington University and has had previous experience working in general accounting.
In her spare time she likes to explore the different eateries that San Diego has to offer, listen to music and go to the gym to lift weights. She is also very much a homebody who loves to spend time with her friends and family.
Join our family
We created a recruiting experience focused on a culture that attracts the best people who can deliver the best products and service to our clients. We want a diverse team, comprised of divergent thinkers who work together to solve a problem. Our professional yet fun environment was intentionally built to fit around our employees’ lives, not the other way around. We want our team to be happy, because happy people make clients happy. Join our C3 family!