Lutz Ventures Insurance Services Inc., is a full service firm that focuses on loss control, claims management and HR consulting for commercial companies. We help our clients become more profitable through measured risk management and a timeline of loss control/safety services. The back piece of what we do is aggressive claims management. We do everything from property and casualty to personal lines and employee health benefits.

Churchill, Lutz and Associates is a commercial insurance firm connected with United Agencies. We are a full service firm that focuses on loss control, claims management and HR consulting for middle to large commercial companies. We help our clients become more profitable through measured risk management and a timeline of loss control/safety services. We do everything from property and casualty to personal lines and employee health benefits.

Tolman & Wiker is one of the largest, privately held insurance brokerage, risk management and benefits consulting firms in California. I was brought on by Tolman & Wiker to develop metal goods manufacturing and building material programs for my clients and the company.

I focus on making middle market companies more profitable thru measured risk management. Scanlon Guerra Burke focuses on business consulting and not just insurance. Our intentional process for understanding our customers business and uncovering issues is without peer.Our risk identification, safety consulting, compliance services and training reduce our clients exposure to loss.

• Regional leader responsible for driving brokerage adoption of Listingbook’s system by targeting franchise networks and large regional independent real estate firms on the West Coast• Managed agent usage and consumer adoption in the Company’s largest market (28,000 agents and over 180,000 consumers)• While leading a team of five in Southern California, orchestrated and executed the largest regional launch in the company’s short history• Selected as the key note speaker for industry presentations at MLS organizations, association events and national industry seminar events• Managed partnerships with all MLS and board associations in Southern California (Southland Regional, SoCal MLS, CLAW, MRMLS, Sandicor, ITECH, Greater Los Angeles and Malibu Board of Realtors)• Implemented and executed new go-to-market strategies to generate double digit revenue growth year over year• Interviewed and hired candidates for key field training management positions in the regional market

• Launched a new District office and hired 75+ management and sales employees within six months • Developed, maintained and grew business as it related to home listings and sales• Averaged 31 new opened escrows within six months of opening in a declining market• Increased market share from 0.22% to 0.87% within three months of opening the district• Monitored sales team metrics and motivated the team toward meeting and exceeding goals• Advised and consulted sales team on prospecting, demonstrating services and closing transactions• Created and maintained an environment conducive to effective selling and client advocacy• Managed district P/L• Completed accurate projections - including revenue, productivity, headcount and net income goals• Reviewed and evaluated performance of agents during probationary period and ensured agents had the necessary tools to perform their job• Identified and reported on trends in the market on a weekly basis• Presented key performance indicators to the CEO and Executive team during monthly planning meetings