Partners
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
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
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, 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 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, 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
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
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
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
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
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, 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
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 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.
Courtney Hanks, CIC
Commercial Operations 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.
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
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 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
Account Manager – 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