Our insurance brokerage, founded in 1948, specializes in business and professional services insurance including medical/dental practices, veterinary practices, banking and financial companies, nonprofits, associations, and entertainment production studios. We also provide industry-specific policies such as professional liability, commercial property and auto, as well as worker’s compensation and employee group benefits.

With our history of industry leadership and innovation, and reputation for independence and integrity, our clients have confidence that their unique insurance needs will be met affordably with personalized, custom programs. We also act as an extension of the client’s in-house human resources team, working directly with employees to understand their benefits including group health, dental, and vision; short and long-term disability; life; and long-term care.

As a family-owned company, our guiding principles of social and professional responsibility have made us models in our community and industry. Since a significant number of our clients are nonprofit corporations, it is our policy to give back to these organizations in the form of sponsorship, event participation, or donations. Our principals also serve on a number of boards and associations for organizations dedicated to children’s health, literacy and education, conservation, and animal protection.

From charitable contributions to hands-on volunteerism, we believe in making the largest possible community impact while leaving the smallest possible footprint. On March 14, 2013, we became a Certified B Corporation to reflect our company’s ethical values. We are also certified as a Green Business by Green America and has earned numerous awards from civic and professional organizations.


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  • 2011, 2012 Reader-nominated as the Daily Breeze South Bay’s Favorite Insurance Agency
  • 2011 Best Business by the Palos Verdes Peninsula Chamber of Commerce