Rancho Mesa News

Agency Megan Lockhart Agency Megan Lockhart

Rancho Mesa’s 2025: Our Year in Review

With 2025 now behind us, Rancho Mesa reflects with pride on a year defined by progress and strength. The past year produced continued momentum, strengthening our team, building on record-setting success, and navigating ongoing changes in the insurance landscape. Our focus remained firmly on delivering OneofOne® service. We continued to equip our clients with the tools and resources that matter most by maintaining our high policy standards and expanding our SafetyOne™ training offerings, we pushed ourselves to stay proactive, prepared, and client‑focused, while enjoying ourselves along the way.

With 2025 now behind us, Rancho Mesa reflects with pride on a year defined by progress and strength. The past year produced continued momentum, strengthening our team, building on record-setting success, and navigating ongoing changes in the insurance landscape. Our focus remained firmly on delivering OneofOne® service. We continued to equip our clients with the tools and resources that matter most by maintaining our high standards and expanding our SafetyOne™ training offerings, we pushed ourselves to stay proactive, prepared, and client‑focused, while enjoying ourselves along the way.

Below are a few highlights from our year in 2025.

IIABA Best Practices Agency Designation for 19th Consecutive Year

In August, Rancho Mesa was recognized Best Practices Agency for the 19th consecutive year by the Independent Insurance Agents & Brokers of America (Big “I”). This special award is only given to a select group of agencies that are carefully evaluated based on their practices, methods, and finances to find the top performers in the industry. We were proud to stand out as one of a select few agencies to earn the Best Practices status in California.

Employee Success

Our team celebrated many professional achievements in 2025, including impressive career milestones.

Along with our team’s internal achievements, we also welcomed 8 new employees across a diverse range of roles, to our RMI family last year.






Christina Haake receiving the Emerging Leader Award at IIAB’s
I-Day with her parents.

Rancho Mesa employees dove into the industry’s community last year, taking on impressive leadership roles.


Client & Industry Involvement

Rancho Mesa stayed active and engaged in both our clients’ industries and the insurance community last year. Our account executives and administrative staff attended numerous conferences and industry events in order stay updated on the trends that affect our clients. Here are the highlights.

Landscape Group VP Drew Garcia attended NALP’s Leaders Forum in Costa Rica.

The team attended I-Day this year, connecting with insurance professionals at our booth.

Construction Group Vice President Sam Clayton and Partner Alyssa Burley attended NAWIC San Diego Chapter 21 EXPO.

Human Services Group VP Sam Brown attended Philadelphia Insurance’s Big Hitters event.

Partner Rory Anderson attended Tree Care Industry Association’s TCI EXPO in St. Louis, MO.

Construction Group VP Sam Clayton represented Rancho Mesa at the Artisans Captive Board of Directors meeting in Cabo San Lucas, MX.

Drew Garcia and Greg Garcia attended NALP’s 2025 ELEVATE Conference in Phoenix, AZ

Surety Group Leader Andy Roberts and Surety Relationship Executive Anne Wright attended Associated Subcontractors Alliance’s 35th Annual Awards and Installation Banquet.

Client Services

Rancho Mesa is proud of the services and added resources we offered clients last year. We hosted 8 live workshops and streamed 43 virtual webinars for our clients to attend.

Additionally, our Safety and Risk Management Network, StudioOne™, published 103 podcast episodes in the 2025 year, and brought in 15 outside professionals as guests.

Our Employment Law Update workshop, hosted in November 2025 and presented by attorney Thomas E. Daugherty of Klinedinst San Diego, was highly anticipated and covered employment law changes in the 2026 year.

Community Involvement

In addition to our industry involvement, Rancho Mesa remained dedicated to supporting the San Diego community by participating in sponsorships and events that align with the initiatives we proudly advocate.



Team Enrichment

Rancho Mesa takes pride in fostering a dynamic work environment and creating camaraderie among our team. In 2025 we enjoyed celebrations and social activities beyond the office, which strengthened our team’s bonds, helping us serve our clients effectively. Here are the highlights.

The team cheered on the Aztecs at many SDSU football games in Rancho Mesa’s suite at Snapdragon Stadium.

We hosted clients and carrier partners on the lawn at our Mission Valley office with Fiesta Friday.

Our annual Summer Party was a blast for the whole family at the Mission Bay Resort.

We celebrated the season with our annual Holiday Party, this time at the Coronado Golf Course on Coronado Island.


View Our Rancho Mesa Recap

What a year! Rancho Mesa takes pride in our achievements of 2025, and we’re grateful for our clients, partners, and fellow team members that have made them possible. As we embark on the new year, we continue our commitment to delivering OneofOne© service and are excited for the 2026 journey ahead.

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