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Partners and Team


Partners


Dan Vaughan

Dan Vaughan
Founding Shareholder CEO/Principal

Responsibilities:
Overall Success of Gallant Risk & Insurance Services, Inc.

In The Insurance Industry Since:
1988

Prior to Insurance what did you do?:
Was an Air crewman for P-3 Orion’s in the United States Navy and Sold Wine.

Favorite Hobbies:
Skiing, Golf, River

What do you think it means to “Be Gallant”:
To be Humble, Kind and Honest

Greg Tinlin

Greg Tinlin
Founding Shareholder COO/Principal

Responsibilities:
Primarily, as follows:

  • New business production for organic revenue growth.
  • Maintain client, prospect and referral source relationships for mutual interests.
  • Financial management and strategic planning in conjunction with our CEO’s vision.
  • Involved with all personnel and legal aspects of the business.

Kathy Vaughan

Kathy Vaughan
Controller/Principal

Responsibilities:
I work with the CEO and the CFO daily on all financial aspects and the continuing growth of the company.

In The Insurance Industry Since:
2012

Prior to Insurance what did you do?:
Paralegal for 12 years in Tax and Corp. Law

Favorite Hobbies:
Skiing, River and time with family

Blake Pierson

Blake Pierson, ARM
Partner/Commercial Department

Responsibilities:
Responsible for new business production and managing the risk management and insurance needs of existing clients. Also responsible for the oversight and management of the Commercial Department.

In The Insurance Industry Since:
1994

Prior to Insurance what did you do?:
Retail banker with Wells Fargo Bank

Wyatt Malcolm

Wyatt E. Malcolm
Partner / Employee Benefits / HR Services

Responsibilities:
Lead consultant for employee benefits clients and coordinate delivery of our HR services

In The Insurance Industry Since:
1980

Prior to Insurance what did you do?:
There is no “Prior”, unless you count cutting lawns and working at a Boy Scout camp!

TEAM


Linda Johnson

Linda Johnson, CIC
Sr. Vice President

Responsibilities:
I service the CEO‘s book of business

In The Insurance Industry Since:
1980

Prior to Insurance what did you do?:
I worked in retail prior to entering the insurance industry at 19 years old

Favorite Hobbies:
I like to go to the movies, shopping and eating out, cooking is not for me.

What do you think it means to “Be Gallant”:
To hold oneself to consistent moral and ethical standards

Rob Jacobs

Rob Jacobs
Vice President, Private Risk Management

Responsibilities:
Helping and working with clients to assess their personal risk exposures and finding the appropriate solutions and coverage’s to close potential gaps and address their specific needs.

In The Insurance Industry Since:
2006

Prior to Insurance what did you do?
Prior to working in insurance I worked in Radio / Advertising for a cluster of Radio Stations in San Diego from 1997 to about 2005.  In 2005 my wife and I made a move up to Washington State.

Tod Deveny

Tod Deveny
Sr. Vice President, Personal-Lines Manager/Producer

Responsibilities:
Maintain and grow a book of business and quote and compare new business along with renewals with our many carriers. Streamlining processes and improving workflow for greater customer attention and focus.

In The Insurance Industry Since:
2013

Bob Williford

Bob Williford
Vice President/Producer

Responsibilities:
Drive sales process to bring on new clients and retain current ones

In The Insurance Industry Since:
1993

Prior to Insurance what did you do?:
College

Favorite Hobbies:
Coaching youth sports and playing Golf

What do you think it means to “Be Gallant”:
We strive to attend to the needs of our prospects and clients with integrity.

Dan Fein

Dan Fein
Property and Casualty Insurance Producer and Risk Manager
Certified Risk Manager, Certified Insurance Counselor

Responsibilities:
Advise companies on Managing and Controlling their risk. Provide insurance coverage analysis and out of the box advice to manage a client’s risk. My goal is to protect a client’s assets while preventing and mitigating unforeseen liabilities.

Glen Tomita

Glen Tomita
Senior Account Executive

Responsibilities:
New & renewal business production and servicing

In The Insurance Industry Since:
1980

Prior to Insurance what did you do?:
College…received Bachelors of Science degree in Business Administration

Favorite Hobbies:
Playing piano, die-hard L.A. Laker and Dodgers fan, basketball, traveling, hiking

What do you think it means to “Be Gallant”:
To live and work a life of good morals with integrity and responsibility.

Skylor Harrison

Skylor Harrison, CLCS
Senior Account Executive

Responsibilities:
Procure new business relationships and service/maintain existing client relationships

In The Insurance Industry Since:
2003

Prior to Insurance what did you do?:
Transportation Industry – safety, HR, insurance claims management.

Favorite Hobbies:
Skiing, River, Restoring classic cars

Ron Whitt

Ron Whitt
Commercial Account Broker/Loss Control

Responsibilities:
Sales and Servicing of Commercial Insurance Accounts, Assist clients with Loss Control issues, 30 hour OSHA Certification

In The Insurance Industry Since:
2016

Prior to Insurance what did you do?:
Prior to Insurance, I worked as a sworn Law Enforcement Officer for a large Southern California Agency for 30 years, attaining the rank of Sergeant.

Patricia Carlos

Patricia L. Carlos, PHR, SHRM-CP
Assistant Vice President of HR Services

Responsibilities:
Day-to-day service contact for clients and their employees, providing benefit plan education, resolving access to care needs and claims management and resolution. Coordinates with clients to plan and implement annual and new hire enrollment meetings, including development of enrollment communication materials and presenting benefit plan information to employees. Provides compliance, human resources guidance and wellness strategy services to clients.

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Courtney Hanks
Commercial Lines Account Manager

Responsibilities:
Servicing and maintaining relationships with new and existing clients.

In The Insurance Industry Since:
2008

Prior to insurance what did you do?:
I worked at a factory that manufactured component parts for Haas Machinery for about 2 years and then went straight into insurance sales. After two years in sales, I decided to go into the servicing side of insurance and worked my way up to an account manager.

Kim Morris

Kim Morris
Commercial Lines Account Manager

Responsibilities:
Service accounts

In The Insurance Industry Since:
2013

Prior to Insurance what did you do?:
Public Relations

Favorite Hobbies:
Event planning and home improvements

What do you think it means to “Be Gallant”:
is to be great, prestige and a leader.

Tanya Coulter

Tanya Coulter
Personal Lines Account Manager

Responsibilities:
Quoting & binding new business policies, providing customer services to clients & processing policy changes, maintain renewals and cancellations, manage Mercury’s book of business

In The Insurance Industry Since:
2007

Prior to Insurance what did you do?
I was a receptionist in my younger years for a warehouse that sold vehicle custom parts & I also worked for the yellow pages

Cynthia Scala

Cynthia Scala
Personal Lines Client Manager

Responsibilities:
Building relationships with clients and getting to know them, so that I am able to advise them on the best insurance coverage specific to their needs. I look for gaps in their current coverage and give them coverage options so that they can make informed decisions.

In The Insurance Industry Since:
2000

Aileen Vaughan

Aileen Vaughan
Assistant Controller

Responsibilities:
Payables, receivables, direct bill input

In The Insurance Industry Since:
2015

Prior to Insurance what did you do?:
Store Manager Abercrombie & Fitch

Favorite Hobbies:
Hiking, Yoga, & Music Festivals

What do you think it means to “Be Gallant”:
To provide excellent, prompt, & quality customer service.

Nicole Neermann

Nicole Castelluccio
Accounting Assistant

Responsibilities:
Process all payables, receivables, direct bill input and finance agreements. Run reports to ensure all invoices are being paid in a timely manner. Handle carrier contracts and log ins for employees. Make sure the office stays clean, organized, and fully stocked with supplies. Organize office parties and birthday celebrations and handle all other miscellaneous office tasks.

In The Insurance Industry Since:
2017

Lisa Survillas

Lisa Survillas
Account Assistant – Benefits

Responsibilities:
Assist with client service needs, the renewal process, and benefit enrollment audits. Maintain communication between carriers and clients. Audit and reconcile invoices. Provide support for account managers and producers.

In The Insurance Industry Since:
2016

Teresa Figueroa

Teresa Figueroa
Account Manager – Employee Benefits Division

Responsibilities:
Provide exceptional customer service to our clients. Act as a liaison between clients and insurance carriers. Work closely with company executives and members of human resources on day to day employee benefits administration. Advocate for our clients and employees with claims issues, processing enrollments and/or qualifying events. Prepare our clients for annual renewals and smooth open enrollment employee meetings.

In The Insurance Industry Since:
2014

Laura Kalert
Commercial Lines Account Manager

Responsibilities:
Servicing accounts and providing assistance to the Gallant Commercial Team.

In The Insurance Industry Since:
1989

Jamie Osorio
Commercial Lines Account Manager

Responsibilities:
Client relations and policy servicing, my job is to make sure that the clients have the coverages they need by providing them with comprehensive and appropriate insurance options.

In The Insurance Industry Since:
2015

Gallant Puts Customers First

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Address

4160 Temescal Canyon Rd., Suite # 402
Corona, CA 92883

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Contact

Main: (951) 368-0700
Fax: (951) 368-0707