Employee Spotlight: Andy Roberts Earns Highest Surety Designation

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Surety Account Executive Andy Roberts has earned his Associate in Fidelity and Surety Bonding (AFSB) designation. This is the highest designation for the surety industry.

Andy joined Rancho Mesa in February of 2018. With a desire to further strengthen his expertise within the industry, Andy began the journey to earning his AFSB designation in 2020.

Over the course of almost 2 years, Andy completed a series of well-rounded curriculum, expanding his knowledge of finance, law, professional ethics, and over-all comprehension within the surety industry. On December 8, 2022, Andy passed the AFSB exam, officially earning his designation.

According to an article published by The Business Professor, “The designation puts an individual in a better position where he or she can effectively communicate and negotiate with underwriters on behalf to clients.”

To learn more about the AFSB designation, please visit the National Association of Surety Bond Producers (NASBP) website.

Rancho Mesa celebrates Andy Roberts in his outstanding accomplishments, and his professional dedication to the surety insurance industry and Rancho Mesa clients.

Rancho Mesa Celebrates The Holidays!

Rancho Mesa spent the weekend celebrating another great year and holiday season with team members, family, and friends!

Saturday night, December 3, 2022, was filled with food, spirits, music, dancing, games, prizes, and holiday cheer at Feast & Fairway on the Coronado Island Golf Course.

Rancho Mesa wishes you a Happy Holidays and Happy New Year!

Rancho Mesa Hosts BHHC at Aztec’s Game

Pictured Margaret Hartmann Sr. Vice President Chief Marketing Officer, BHHC; Dave Garcia, President, Rancho Mesa; Danny Engell, Senior Vice President & Chief Underwriting and Analytics Officer BHHC; and Daniel Frazee, Executive Vice President, Rancho Mesa.

Rancho Mesa enjoyed hosting clients and Berkshire Hathaway Homestate Companies’ (BHHC) Executive Leadership Team in their suite for another fun night watching the SDSU Aztecs play against the SJSU Spartans.

Special thanks to all our clients who attended on Saturday, November 12, 2022, and thank you to President of BHHC Rob Darby, who made the trip down from San Francisco in order to attend. 

Go Aztecs!

Dave Garcia Attends ICW Trusted Advisor Event

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa President Dave Garcia, a member of the ICW Trusted Advisor Group, recently joined ICW’s Executive Leadership Team at their annual meeting at the beautiful Pelican Hills Resort in Newport Beach, CA.

Garcia indicated ICW’s primary goal was to learn from their members on how they could improve both their services to policy holders as well as their insurance agency partners.

“I’m honored to be selected as part of this amazing group and to continue building my relationships with their executive team,” Dave Garcia, President of Rancho Mesa, said.

In addition to the business meetings, ICW also hosted a Bocce Ball Tournament, which Dave and ICW San Diego Branch Manager Leo Carlino teamed up to win. The team also enjoyed a round of golf on the Pelican Hills Ocean Course, and five star meals each night.

“It’s an event I always enjoy attending, and I want to thank President Kevin Prior, Sr. Vice President Paul Zamora, and Branch Manager Leo Carlino for extending the opportunity to me,” Garcia said.

StudioOne™ Podcast Now on Amazon Music

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa’s StudioOne™ Safety and Risk Management Podcast Network is available on all your favorite streaming platforms, now including Amazon Music.

Rancho Mesa is dedicated to making our podcast episodes available to as many listeners as possible. With Amazon Music, our audience can listen on the go with hands-free listening powered by Alexa for iOS and Android, and on all Echo devices.

The StudioOne™ podcast is published weekly addressing topics such as safety, best practices, OSHA standards, law updates, latest news within the insurance industry, and more.

StudioOne™’s latest podcast episodes can be heard on our website, or from apps including Apple Podcasts, Spotify, Google Podcasts, and more.

Rancho Mesa Joins Daart Engineering Co at CalCPA Golf Tournament

Rancho Mesa’s Executive Vice President Daniel Frazee and Client Manager Kelsey McPherson joined clients Chris and Stephanie Cassady of Daart Engineering Company, Inc. at the CalCPA Inland Empire Chapter Golf Tournament on Monday, October 24, 2022.

Beautiful weather at the Canyon Crest Country Club in Riverside, CA made a perfect setting to raise funds for the CalCPA’s education scholarship foundation. Other attendees included CPA’s, bankers, attorneys, and contractors throughout the Riverside area.

The Daart and Rancho Mesa team won the Client Flight by scoring a 4 under par 68 in the tournament scramble format.

About CalCPA
Founded in 1909, the California Society of Certified Public Accountants (CalCPA) is the largest statewide professional association of CPA’s in the United States. CalCPA offers a wide variety of benefits and services for CPA’s and financial professionals with 14 chapters located throughout the state. CalCPA is committed to the education and betterment of their members and the profession. To learn more, please visit http://blogs.calcpa.org/sd/.

Rancho Mesa Hosts Sentry Insurance and Clients at SDSU Football Game

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Saturday, October 8, Rancho Mesa brought in Sentry Insurance partners, along with mutual clients, for a night of football and fun at the SDSU Snapdragon Stadium.

Clients Benchmark Landscape, Pacific Green Landscape, The Land Stewards, Century Painting, and Sea Crest Services, along with Rancho Mesa and Sentry executives enjoyed an Aztec victory against the University of Hawaii while making valuable personal connections. 

“It was an awesome night with great people. It was really fun to have Sentry and our mutual customers together to enjoy a fun night and build more meaningful partnerships,” said Drew Garcia, Rancho Mesa’s Vice President of the Landscape Group.

Rancho Mesa Hosts Second “Lunch and Learn” for Employee Personal Enrichment

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Wednesday, October 6, 2022, Rancho Mesa employees gathered in the Santee office conference room to hear about the importance of 401k plans while enjoying a catered lunch for its second “Lunch and Learn” event.

Rancho Mesa’s leadership hosts these events for team members as a part of its continued commitment to employee personal development.

James Pierik of Stratos Wealth Partners, outlined what 401k plans are, how they work, and the value of company matching. He also emphasized the importance of starting this strategic financial planning early in one’s career.

Rancho Mesa is happy to offer events such as these in order to support its team members not only in their career but also outside the office.

“I would like to find ways to help all of us grow outside of just the insurance functions that help us succeed professionally,” Dave Garcia, President of Rancho Mesa, said.

Rancho Mesa Hosts Educational Webinar on Fighting Workers' Comp Fraud

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Due to popular demand, Rancho Mesa has once again hosted the “Fighting Fraud within the CA Workers’ Compensation System: Addressing the Symptoms & the Disease” live webinar on Friday, September 30, 2022.

Rancho Mesa was excited to welcome back Chris Dill, Special Investigation Unit & Claims Legal Management Director at ICW Group, to educate our clients on fraud in the California workers’ compensation system.

Rancho Mesa provides resources like this webinar to help our clients better understand how to mitigate risks.

To register for upcoming workshops and webinars, please visit our Workshops & Webinars page.

SDSU Aztecs Take the Win on Saturday's Game at Snapdragon Stadium

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa President Dave Garica pictured with CompWest Insurance's Vice President of Business Development and Operations Gene Simpson, at SDSU Aztecs vs. Toledo Rockets.

Saturday’s San Diego State Aztecs game made for an exciting watch at the Snapdragon Stadium as the Aztecs took a 17-14 win in a close game against the Toledo Rockets.

On Saturday, September 24, 2022, Rancho Mesa welcomed partners at CompWest Insurance and clients Multi-Comm Inc. and Geary Floors to watch the game from their Snapdragon Stadium suite.

Rancho Mesa is honored to welcome guests to their suite since the stadium’s opening in the beginning of September, and looks forward to hosting more future games and events.