1515 Meridian Avenue, Suite 200   
San Jose, CA 95125
Office: 408-649-1700   
Mobile: 408-559-8405   
Fax: 800-958-7701   

Our Team

Christine Hempler   President - Account Management   408-649-1700
Susan Lewis   Executive Account Manager   408-359-4550
Kyle Bittencurt   Group Benefits, Administrative Assistant   408-359-4540
Bret Petrick   Producer   408-358-0084
   Bret Petrick, CLU, ChFC, CSFS, has over twenty years of experience in the insurance and risk management industry providing services to closely held as well as public companies. He has been a featured speaker on several topics for groups most recently including the Northern California HR Association. Bret's experience includes senior executive as well as ownership positions in the employee benefits consulting industries. Bret is a graduate of San Jose State University as well as holding the following professional designations: Chartered Life Underwriter, Chartered Financial Consultant and Certified Self Funding Specialist.
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