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Silicon Valley / Northern California David Broome, Vice President, Employee Benefits Wells Fargo Insurance Services 800.597.9200 david_broome@wellsfargois.com www.wfis.wellsfargo.com Learn more about our partnership Nancy Koeser, Senior Vice President, Benefits Operations, Edgwood Partners Insurance Center 650.295.4633 nkoeser@calco.com www.calco.com

Los Angeles Christine K. Lee, Principal Affinity Benefit Insurance Services 3615 Old Conejo Road Newbury Park, CA 91320 805.491.8319 cklee@affinitybis.com www.affinitybis.com San Diego Chuck Cotter, Principal, Barney & Barney 858.587.7494 chuckc@barneyandbarney.com www.barneyandbarney.com

Orange County

Travis Trask, Principal and Managing Director,
Barney & Barney
949.900.1780
travist@barneyandbarney.com
www.barneyandbarney.com

Robert “Andy” Griffin, Principal,
Mercer
949.399.2367
andy.griffin@mercer.com
www.mercerHR.com
 

David McNeil, Vice President,
Edgewood Partners Insurance Center
714.937.4221
dmcneil@edgewoodins.com
www.edgewoodins.com