Risk Advisors and Employee Benefits Consultants

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DIRECTORY

(Listed Alphabetically by Last Name)
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Neil Alper
Senior Vice President, Risk Advisor, Ventura
Phone: (805) 585-6741
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Neil Alper joined Tolman & Wiker Insurance Services, LLC in 2015, continuing his career as a seasoned Property & Casualty Risk Advisor for clients throughout Southern California and the West. Neil’s deep insurance expertise was built on his experience working in claims and underwriting units with insurance companies, as well as his experience serving as a risk advisor to clients during his time with both private and publicly-held insurance brokerages. Neil’s expertise includes large property owners, manufacturing, hospitality, and construction and land development, among others.

Greg Anderson
Member & Risk Advisor, Ventura
Phone: (805) 585-6151
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Greg Anderson specializes in larger all lines commercial, manufacturing and technology accounts. He holds undergraduate and graduate degrees in Education and has pursued doctoral-level studies in Human Organizational Development. Greg is the past president of the American Heart Association Oxnard Chapter and is a board member of ACT Today! His prior associations include: Principal of Nesen, Anderson and Company Insurance Services; Los Angeles Sales Manager and Regional Training Coordinator for Employers Insurance of Wausau; Casualty Underwriter and Senior Claims Representative for Aetna Life & Casualty, Buffalo, New York; and Senior Claims Representative for Continental Insurance Company, Buffalo, New York. Greg joined Tolman & Wiker Insurance Services in 1992.

Robin Carpenter
Vice President, Employee Benefits, Bakersfield
Phone: (661) 616-4741
[ Contact Robin ]

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Robin Carpenter specializes in Employee Benefits.  She holds a BS in Business Administration and French (graduated Magna Cum Laude) from California State University, Bakersfield, CA.  Robin is a Board Member of the Institute for Applied Meditation, Inc.; former Board Member of the Zonta Club of Bakersfield; member of the National Association of Health Underwriters, National Association of Insurance & Financial Advisors, Association of Health Insurance Agents; and agent advisory council member for several insurance companies and IPAs.  Her prior associations include President of Clifton Carpenter Insurance Agency, Inc. in Bakersfield and International Marketing Manager for BankAmerica Corp. in San Francisco.  Robin joined Tolman & Wiker Insurance Services in 2006.

Shawn Carson
Managing Member & Risk Advisor, Ventura
Phone: (805) 585-6131
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Shawn Carson specializes in workers’ compensation, multimedia liability, international exposures, errors and omissions, medical & biotechnology, information technology, electronics manufacturers and industrial machinery. He holds a degree in Business Administration with an emphasis in Marketing from California State University, Chico. Shawn’s prior associations include St Paul Fire and Marine Insurance Company, Technology Group; recognitions include being nominated twice for the St. Paul’s Chairman’s Award. Shawn distinguished himself even further as an industry leader in 2010 by winning the prestigious “Top 40 Executives Under 40 Award,” presented by Pacific Coast Business Times. He joined Tolman & Wiker Insurance Services in 2000.

Steven Carter
Chairman, Managing Member & Risk Advisor, Ventura
Phone: (805) 585-6116
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Steve Carter is Chairman of the Board and Managing Member of Tolman & Wiker Insurance Services, LLC. He specializes in large commercial including agriculture, construction, casualty & workers’ compensation. Steve holds a degree in Finance from the University of Southern California. He is Vice President of the Foundation for Retarded Citizens of Ventura County. Steve’s prior associations include: Vice President at Frank B. Hall & Co. of Oxnard (Previously Balden, Carter & Viles) and Underwriter at Aetna/Cravens Insurance Co. Overall Steven has over 25 years of experience, allowing him to effectively help his clients identify solutions for both Traditional and Emerging Risks in today’s fast paced world. He joined Tolman & Wiker Insurance Services in 1988.

Ray Clem, CIC
Member & Risk Advisor, Ventura
Phone: (805) 585-6722
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Ray Clem specializes in property & casualty. He holds a degree in Business Administration from Wichita State University, Wichita, KS and a Master’s degree in Psychology from Antioch University. His prior associations include extensive sales and management experience in medical, golf, and import/ export businesses. Ray joined Tolman & Wiker Insurance Services in 2004.

Dennis Corte
Member & Risk Advisor, Ventura
Phone: (805) 585-6130
[Contact Dennis]

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Dennis Corte specializes in public and private schools, self-funded insurance programs, large risks, and firms with professional exposures. He holds a BS in Business Administration with an Accounting emphasis from Central Michigan University, Mount Pleasant, MI and a Masters of Science in Administration from Northern Illinois University. Dennis’ designations include: Chief School Business Official, State of Illinois and Michigan; and Associate Member of the California Association of Joint Powers Agreements (CAJPA). His prior associations include: Executive Director, Ventura County Schools Self Funding Authority; Director of Business Affairs, Northwest Educational Cooperative; and Business Manager, West Branch-Rose City Schools in Michigan. Dennis joined Tolman & Wiker Insurance in 1986.

Ronald Cossa, CIC, AIC
Member & Risk Advisor, Santa Maria Branch Manager
Phone: (805) 361-7443
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Ron Cossa specializes in the construction industry and workers’ compensation. He holds a BS in Commerce & Marketing from Santa Clara University in Santa Clara, CA. Ron’s designations include Certified Insurance Counselor (CIC) and Associate in Claims (AIC). He is a Board Member of the Santa Maria Valley Contractors Association, the First Tee Central Coast, and the Marian Medical Foundation, as well as the associates committee of the Association of General Contractors. His prior associations include Senior Property Claims Adjuster with Allied Insurance. Ron joined InWest Insurance Services in 1998, which later merged with Tolman & Wiker Insurance Services.

Tony Cossa, CPCU
Member Emeritus, Santa Maria
Phone: (805) 361-7400
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Tony Cossa specializes in the construction and agriculture industries.  He holds a degree in Business from the University of Southern California, Los Angeles, CA.  His designations include Chartered Property and Casualty Underwriter (CPCU).  Tony is the Past Chairman of the IBA West ACORD committee; former board member of the National ACORD committee; and past president of the Southern California Golf Association.  Tony’s recognitions include the Santa Maria Elks Lodge “Citizen of the Year” in 1989 and the Chamber of Commerce “Citizen of the Year” in 1991.  His prior associations include Owner of Tony Cossa Insurance Agency; founding member of Pollard & Cossa Insurance Brokers in 1966; founded InWest Insurance Services in 1997, which later merged with Tolman & Wiker Insurance Services.

Jeff Dann, CIC
Member & Risk Advisor, Ventura
Phone: (805) 585-6159
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Jeff Dann specializes in commercial property & casualty and workers’ compensation. He holds the designation of Certified Insurance Counselor (CIC). Jeff received a degree in Liberal Studies from California State University, Chico. He joined Tolman and Wiker Insurance Services in 1990.

Teresa DeCuir, RHU
Senior Vice President, Employee Benefits, Ventura
Phone: (805) 585-6160
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Teresa DeCuir specializes in employee benefits.  She joined Tolman & Wiker Insurance Services in 1982 managing Personal Lines Department.

Jeff Dodds
Managing Member & Risk Advisor, Ventura
Phone: (805) 585-6150
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Jeff Dodds specializes in medium to large commercial accounts. His associations include past president and board member of Ventura County Insurance Agents and Brokers Association, and Board Member for Work Training Programs, Inc. Jeff attended Cal Poly State University, San Luis Obispo, Business School. His prior associations include Personal Lines Manager, Commercial Account Production at Frank B. Hall & Co. Jeff joined Tolman & Wiker Insurance Services in 1991.

Bryce Eddy PhotoBryce W. Eddy
Member & Benefits Advisor, Ventura & Los Angeles
Phone: (805) 585-6178
[ Contact Bryce ]

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Bryce Eddy joined Tolman & Wiker Insurance Services, LLC in 2013.  A pioneer in creating the new paradigm for employee healthcare, Bryce designs and manages wellness and insurance programs for some of the leading brand name companies in the United States. He is recognized in the Top 100 brokers and consultants in the country, as measured by insurance carriers, and is a highly regarded thought leader and speaker on workplace wellness programs and employee benefits.

John Feliciano
Managing Member & Risk Advisor, Santa Maria
Phone: (805) 361-7404
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John Feliciano serves on the Board of Managers and Field Sales Management in Tolman & Wiker’s Santa Maria office. He specializes in agriculture, construction, workers’ compensation, property and casualty. John holds a BS in Business Administration from California Polytechnic State University, San Luis Obispo, CA. He is a member of AgSafe and the Building Corporation Board of Directors of the Santa Ynez Valley Union High School District. John’s prior associations include Vice President of Security Pacific National Bank. He joined InWest Insurance Services in 1981, which later merged with Tolman & Wiker Insurance Services.

Robert Hilgerman, CLU, RHU, REBC
Vice President, Employee Benefits, Ventura
Phone: (805) 585-6169
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Robert Hilgerman specializes in employee benefits, HSA’s, HRA’s and other alternative funding arrangements.  He holds a BA in Business Administration from California Lutheran University in Thousand Oaks, CA.  His designations include Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU).  Robert is a Member of the National Association of Health Underwriters and the Society of Financial Service Professionals.  His prior associations include Direct Producer for Blue Cross of California and Owner of Hilgerman Insurance Services Agency.  Robert joined Tolman & Wiker Insurance Services in 2000.

Kip Keller
Member & Risk Advisor, Ventura
Phone: (805) 585-6108
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Kip Keller specializes in construction and manufacturing. He is a Board member of the Tri-Counties Associated General Contractors of California and the Construction Financial Management Association. His prior associations include Underwriter, Branch Manager, Marketing Director, and Claims Manager at Lou Jones & Associates. To further demonstrate Kip’s knowledge of insurance he has developed his own proprietary Certificate & Risk Management Training programs, and regularly conducts training courses for clients and their employees. Kip attended the University of Iowa. He joined Tolman & Wiker Insurance Services in 2002.

Shaun Kelly
Managing Member & Risk Advisor, Bakersfield
Phone: (661) 616-4712
[ Contact Shaun ]

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Shaun Kelly specializes in all lines of property and casualty insurance for industries including contract security firms, agriculture, construction, oil & gas. He holds a BS in Business Administration – Finance from California State University, Fresno. Shaun’s associations include (CALSAGA), the Kern County Builders Exchange, and the Independent Insurance Agents of Kern County. Shaun joined Tolman & Wiker Insurance Services in 2005, and has been a Property and casualty agent since 1993.

Joan Kirchhof, AFIS
Member & Risk Advisor, Santa Maria
Phone: (805) 361-7431
[ Contact Joan ]

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Joan Kirchhof specializes in agriculture, workers’ compensation and property & casualty. She holds the designation of Agribusiness and Farm Insurance Specialist (AFIS). Joan is a Member of One Beacon Insurance’s Advisory Council; Member of Wausau Insurance Advisor Council; Served on the IBA West Young Agents Insurance Council; and is Past President of the California Women for Agriculture Central Coast Chapter. In addition, Joan is a licensed Property & Casualty and Life and Health Agent. Her prior associations include Personal Lines Service Representative, Commercial Insurance Service Representative, and Commercial Lines Sales Producer for Pollard & Cossa and InWest Insurance Services since 1980, which later merged with Tolman & Wiker Insurance Services.

Mark Lyon, CIC, CRIS
Member & Risk Advisor, Ventura
Phone: (805) 585-6176
[ Contact Mark ]

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Mark Lyon specializes in commercial property, casualty and workers’ compensation.  He holds the designations of Certified Insurance Counselor (CIC) and Construction Risk Insurance Specialist (CRIS).  Mark’s prior associations include the role of Western Regional Manager for Sato Corporation. After joining Tolman & Wiker in 2006, Mark discovered his enjoyment in helping clients by making innovative risk management programs tailored to their unique needs.

Debra Matlock
Senior Vice President, Employee Benefits, Ventura
Phone: (805) 585-6727
[ Contact Debra ]

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Debra Matlock specializes in Employee Benefits, and brings to clients 20 years of experience.   She is a Member of the National Human Resources Association, Ventura County chapter.  Debra’s prior associations include a management position with Blue Cross of California, where her team developed billing and rating programs, as well as financial reporting systems for the individual and small business unit of Blue Cross. A concurrent theme across all of Debra’s roles is her passion for helping others inside and outside of the industries she works within.  She joined Tolman & Wiker Insurance Services in 2003.

Brent McLoughlin, AAI
Vice President, Risk Advisor, Ventura
Phone: (805) 585-6734
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Brent McLoughlin specializes in commercial property & casualty in addition to commercial lines. Brent provides excellent ongoing support and expertise for his clients. Before breaking into the insurance industry he earned a Bachelors degree in Industrial-Organizational Psychology from Point Loma Nazarene University. In addition, he holds the designation of AAI.  Brent’s prior associations include the role of Sales Agent with the Auto Club of California for the past six years.  He joined Tolman & Wiker Insurance Services in 2013.

Jeremy Moreno, AAI
Vice President, Risk Advisor, Santa Maria
Phone: (805) 361-7438
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Jeremy Moreno has specialized in workers’ compensation, property and casualty accounts with emphasis in agriculture, construction, and real estate for the past 10 years.  He attended the University of Southern California and Fresno State.  Jeremy holds a Bachelor’s in Business Administration with a focus in Entrepreneurship and Management.  He is involved in AgSafe, SLO Chamber of Commerce, and the Santa Maria Chamber of Commerce.  Jeremy joined Tolman & Wiker Insurance Services in 2011.

Iraj Rezai
Vice President, Risk Advisor, Salinas
Phone: (831) 771-3622
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Iraj Rezai specializes in workers’ compensation and property & casualty accounts with emphasis in hotel, motel and restaurant insurance.  Iraj attended Anglo-World College, Monterey Peninsula College, Monterey, CA.  His prior associations include Property Manager of Verga Enterprises.  Iraj joined InWest Insurance Services in 1995, which later merged with Tolman & Wiker Insurance Services.

Dave Rucker
Managing Member & Risk Advisor, Ventura
Phone: (805) 585-6728
[ Contact Dave ]

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Dave Rucker specializes in workers’ compensation, OSHA/safety compliance, and all lines within the agricultural industry. He holds a BS in Business Administration from California State University Northridge. Dave is Past President of the Independent Insurance Agents and Brokers of Ventura County. His prior associations include Principal of Rucker Insurance Services in Oxnard, an agency specializing in agribusiness coverage. Dave began his insurance career as a Personal Lines Underwriter with Chubb & Son. He joined Tolman & Wiker Insurance Services in 2006.

David Shore, CIC
Managing Member & Risk Advisor, Ventura
Phone: (805) 585-6121
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David Shore specializes in commercial and residential property portfolios including workers’ compensation. He holds a BA in Business Communications from California Lutheran University in Thousand Oaks, CA. David holds the designation of Certified Insurance Counselor (CIC). His associations include: Board Member of the Ventura County Economic Development Association (VCEDA); Member of the Valencia Industrial Association (VIA); and Housing Advisory Committee Member for Many Mansions, a low income housing nonprofit organization. David’s prior associations include Smith, Falck, Caesar & Seider Insurance and Employers of Wausau Insurance. He joined Tolman & Wiker Insurance Services in 1997. Since joining Tolman & Wiker, David has been on the Board of Directors in addition to the Perpetuation Advisory Panel, while acting as a mentor to newly licensed insurance agents.

Microsoft Word - Greg Van Ness Biography.docSteven M. Smith
New Business Coordinator, Ventura
Phone: (805) 647-8601
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Steve Smith joined Tolman & Wiker Insurance Services, LLC in 1998 as a new business coordinator. He is the proud recipient of a Presidential Academic Award and an Academic Letter from Buena High School. In addition, Steve also received his bachelor’s degree in Business Administration, with an emphasis in Organizational Systems Management, from the California State University, Northridge in 1995.  While in college, Steve was a contributing writer to not only the Ventura Community College paper, but also to the California State University, Northridge paper.

Gregory Stephens, CLCS
Vice President, Risk Advisor, Ventura

Phone: (805) 585-6742
[ Contact Gregory ]

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Gregory Stephens joined Tolman & Wiker Insurance Services, LLC in 2015 as Vice President, Risk Advisor after having spent over a decade in the sales, service, and operations of independent insurance brokerages in both California and Colorado. Gregory is a professionally designated Commercial Lines Coverage Specialist, and focuses on property and casualty, workers’ compensation, professional liability, employment practices, and risk management consulting to the energy industry, school districts, municipalities and construction firms. Gregory has also provided risk consulting for the entertainment industry, including business managers, legal counsel, artists and high-net worth individuals.

Denise Sutton, AAI, AIS
Member and Risk Advisor, Ventura
Phone: (805) 585-6138
[ Contact Denise ]

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Denise Sutton specializes in commercial accounts and brings her clients 20 years of experience. She holds the designation of Accredited Adviser in Insurance (AAI) and a Certificate in General Insurance. Denise joined Tolman & Wiker Insurance Services in 1991.

Vance Taylor 
Member & CFO, Ventura
Phone: (805) 585-6128

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Vance Taylor joined Tolman & Wiker Insurance Services, LLC in 2008.  As Director of Finance, Vance is responsible for overseeing all aspects of the finance department including financial reporting, budgeting, forecasting, accounts payable and accounts receivable, and administering the company’s pension and 401k plans.  Since 1988, Vance has successfully managed finance operations for an impressive range of businesses. Previous roles include CFO for Near North Insurance Brokerage’s California operations; Controller for Cal-Surance; Accounting Manager for Fremont Compensation; and Supervisor/Auditor for KPMG, a certified public accountant firm.

Rick Toohey, CISC, CRIS
Member & Risk Advisor, Ventura
Phone: (805) 585-6105
[ Contact Rick ]

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Rick Toohey specializes in construction-related risks with emphasis on Contractor Controlled Insurance Programs and Owner Controlled Insurance Programs (WRAPS) for both residential and commercial construction. He attended Western Michigan University Business School & Wayne State University, Detroit, MI. Rick’s prior associations include Past Vice President of Diversified Insurance Services, East Lansing, MI; and the Automobile Club of Michigan. He joined Tolman & Wiker Insurance Services in 1987.

Ryan Turnbull, MBA
Vice President, Wellness Practice Leader, Ventura & Los Angeles
Phone: (805) 585-6144
[ Contact Ryan ]

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Ryan Turnbull joined Tolman & Wiker Insurance Services, LLC in 2013.  Ryan specializes in Wellness and Healthcare cost containment strategies for companies of all sizes and industries in the United States.  Ryan is a seasoned management consultant and had played a major role in development marketing programs for many Fortune 100 companies.  Ryan has also developed effective business methodologies that drawn from a deep understanding of the inner workings and structure of large corporations.


Jeff Viles
Vice President, Risk Advisor, Ventura
Phone: (805) 585-6163
[ Contact Jeff ]

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Jeff Viles specializes in medical & biotechnology, manufacturing, real estate and workers’ compensation.  He attended the University of Southern California and the College of Insurance, Los Angeles.  Jeff’s prior associations include Principal with Coastal Counties Insurance Broker and Account Executive for Frank B. Hall & Co.  He joined Tolman & Wiker Insurance Services in 2000.

Barbara Ward, REBC, RHU
Member & Benefits Advisor, Ventura
Phone: (805) 585-6194
[ Contact Barbara ]

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Barbara Ward specializes in employee benefits. She holds the designations of Registered Employee Benefits Consultant (REBC) and Registered Health Underwriter (RHU). Barbara joined Tolman & Wiker Insurance Services in 1999 as Senior Vice President of Employee Benefits.

Marcus Wilson, Series 6 NASD
Senior Vice President, Employee Benefits, Santa Maria
Phone: (805) 361-7447
[ Contact Marcus ]

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Marcus Wilson specializes in Employee Benefits, HSA’s HRA’s and other alternative Funding arrangements.  He holds a degree in Sales and Marketing from Santa Barbara Business College.  In addition, he received the designation of series 6 NASD (National Association of Securities Dealers) registration.  His associations include President and Board Chair of the Santa Maria Natural History Museum, and Board Member and past Vice President of Education and Membership for Toastmaster International Club 80.  His prior associations include serving as a former small business owner with 15 years of sales and marketing experience, and Nationwide Provident life insurance.  Marcus joined InWest Insurance Services in 2002, which later merged with Tolman & Wiker Insurance Services.

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