Pat holds the prestigious LUTCF designation for life insurance professionals and is currently in-process for his C.L.U. (Chartered Life Underwriter) and C.F.P. (Certified Financial Planner) designations. Pat holds a Degree in Economics from University of California, enjoys living in Dos Vientos Ranch area of Newbury Park with his wife and two children.
We are proud to have Phena on our team. Phena is our agency Relationship Manager and is excellent at taking care of all of our clients needs including offering quotes and details on all of our offerings.. Phena is a California licensed agent/broker and brings excellent professionalism and energy.
Patty is a kind and caring Agency Account Manager who will assist you with all of your policy service needs including; billing, claims, changes, certificates and evidence of insurance.
