After 28 years of working as a nurse in the operating room, it is no surprise that health insurance is a natural for Lori. 

Whether for individuals or groups, we find that our clients utilize Lori's experience for recommendations in health insurance plans, physicians and hospitals.  Call anytime, no question is too small. 

Our Business

We offer a total protection for yourself,  your family, your home, your business, auto and boat.  For your other financial and insurance needs, we offer disability, long term care and life insurance. 

We cover your business.  This includes:  worker's compensation, liability, umbrella policies, life, and group health. 

We serve the Conejo Valley with excellent service by offering one-stop-shopping.

We do the shopping, to give you choices and convenience.  Let us show you what customer service means to us. 

Who We Are

Our staff of five insurance agents and three assistants is here to serve you.  Each of our agents specializes in his or her specific area. 

This way, you can be sure you are hearing about the most up-to-date products and information.

Each of our agents represents a number of carriers in their specialty.  This allows you to have many options to choose from.

Let us do the shopping for you, so you can make an informed decision.

We will get you the best value for your money.