Richard H. Schweickert, Jr., Vice
President & CFO

Rick Schweickert is responsible for all of the firm's financial and accounting functions and for corporate investment policy. He also manages the underwriting functions for the Physicians Benefit Alliance purchasing group and is the principal contact with the insurance carriers.
Richard holds a BS in finance from BYU and an MBA from the University of Southern California. He has served as a trustee of The Laguna Playhouse and is active in other community support groups.
Email Richard Schweickert, Jr.
Richard
H Schweickert, President & CEO
Richard
H Schweickert, Jr., Vice President & CFO
Betty
M. Schweickert, Vice President & Secretary
Barbara
Shostak, Personal Lines
Diane
Moore, Personal Lines
Drake
Moncur, Individual & Group Products
Laura
Hicks, Office Manager
Andrea
R. Campion, Personal Lines
Lori
Rosenfeld, Commercial Account Manager

