| Name | Title | Contact Details |
|---|---|---|
Mike Peters |
VP of Sales and Business Development | Profile |
We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
YA Group is an international professional services organization with over 25 years of experience, specializing in forensic consulting, engineering, and risk mitigation. Headquartered in the United States, the company employs more than 700 professionals and operates globally. It has evolved from its origins as a property damage consulting firm and has expanded through strategic acquisitions and organic growth. The firm offers a range of services, including forensic engineering and architecture, planning and construction advisory, and risk mitigation. Their expertise covers evaluations of existing structures, project controls, and comprehensive risk reduction strategies. YA Group serves a diverse clientele, including federal agencies, municipalities, healthcare systems, and educational institutions, emphasizing strong partnerships and a commitment to integrity and professionalism. The company is affiliated with several industry organizations, enhancing its credibility and expertise in the field.
FedPoint® is a benefits marketplace operator and third-party administrator that serves millions of customers in the federal civilian and uniformed services markets. A wholly owned subsidiary of John Hancock Life & Health Insurance Company, FedPoint was founded in 2002 and is headquartered in Portsmouth, NH.
Ameriflo is a global centrifugal pump manufacturer specializing in third party certified fire protection. Ameriflo manufactures equipment for the Commercial, Industrial & Municipal markets worldwide.