Partners

BMR Insurance

Website:
Phone:
714-838-1911
Contact:
Gary Arch
Email:
garch@bmrins.com.

Since 1941, BMR Insurance has been providing the highest quality insurance policies to the people of Tustin, and greater Orange County.

As an independent insurance broker, BMR Insurance can quote from many different insurance companies, unlike “captive” agents, who can only sell insurance from the company that employs them. “We tailor the quote to the client,” says Gary. “Do they have a new teen driver? Do they live on a hillside with brush behind the home? We can get several quotes, but we have to make sure that they meet the client’s specifications.”

BMR Insurance values its customers, and more importantly, makes customer service their highest priority. “We still practice ‘old-school’ level customer service, but with current technology for quotes, products and payment,” explains Gary. “You’ll never call up BMR Insurance and get an automated answering service as long as I’m in charge.”

The top priority for all agents at BMR Insurance is to try to save the customer money. “If they ask us for home insurance, we’ll ask them who provides their auto insurance. If we can package up home and auto insurance together, we can usually offer a better rate,” Gary explains. “We will always tell them if they already have a great insurance rate, and not encourage them to switch.”

Gary and his team use a software program that allows them to search a number of insurance companies at once. The software updates information on the companies every 15 days, allowing BMR Insurance to keep on top of rate changes, amended payment plans, or lack of response to claims—and even if their California state rating has been lowered—and to inform their customers of policy changes right away.

No matter how busy the day, the BMR staff will return every message before the end of the day.

When asked about his favorite part of the job, Gary smiles. “Everyone with insurance has a different reason or situation as to why they need it. We love the ability to help people face to face, and encourage them to come in and see us, with or without an appointment.”

“You’re not just a number at BMR Insurance. We keep track of our clients, and provide a personalized service. Plus, we are happy to go on site, to a person’s home or business, to give a quote. “

—Gary Arch, Owner of BMR Insurance


Cross County Mortgage

Website:
Phone:
714-235-6010
Contact:
Joe Soto
Email:
Joe@TheJoeSotoTeam.com

Cross Country Mortgage, Inc. - Your Home Loan Experts
When working with clients, I will ensure they get the most efficient and seamless service possible, while making their home purchase experience both stress free and positive. With years of experience helping home buyers with their financing needs, my passion has always been putting clients first, listening to their financial goals and providing guidance and support through every step of the loan process.


Cummins & White LLP

Website:
Phone:
kprice@cumminsandwhite.com
Contact:
Kevin Price
Email:
949-852-1800

“Whether my client is personal or institutional, my goal is the same: to exceed my clients’ expectations at every stage of a matter by providing comprehensive analysis, practical advice and skillful resolution.”

Mr. Price joined Cummins & White, LLP in 2012. Mr. Price practices in the areas of insurance and business litigation, with emphasis on property damage and subrogation. He has prosecuted and defended cases involving electrical fault, collapse, flooding, fire and explosion, as well as breaches of contract, construction, and personal injury. He represents insurance carriers, private companies and individuals alike. He has argued before the Louisiana Court of Appeals.

While based in California, Mr. Price’s practice is national, and occasionally international. He has investigated and litigated matters in 20 of the United States and Mexico. He understands that the business of insurance crosses all geographic barriers, and so does an effective litigation practice. Mr. Price leads the national subrogation committee for the Claims & Litigation Management Alliance.

Practice Areas:

  • Insurance Subrogation
  • Insurance Coverage
  • Business Litigation
  • Insurance Litigation
  • Medical Professional Liability and Defense

Bar Admissions:

U.S. District Court (Central, Northern, Eastern , Southern Districts of California & District Court of Montana)

Education

  • BA (Urban Studies), Loyola Marymount University JD,
  • Loyola Law School

Representative Clients:

  • Precision Risk Management
  • Tripp Manufacturing
  • Great American Insurance Group
  • York Risk Services Group
  • American Modern Insurance Group
  • CNA
  • Hoag Memorial Hospital Presbyterian

Memberships:

  • State Bar of California
  • American Bar Association
  • Orange County Bar Association
  • Los Angeles County Bar Association
  • National Association of Subrogation Professionals (NASP)
  • Claims & Litigation Management Alliance (CLM) Charitable

Interests & Community Service

Mr. Price serves as vice president on the School Advisory Council for the Sts. Simon and Jude Catholic Church and School. Additionally, he serves as an alumni chapter advisor for Delta Sigma Phi, Delta Mu Chapter at Loyola Marymount University.

Special Notes

Mr. Price has been admitted on a pro hac vice basis for cases in Louisiana, Nevada, Washington, Arizona, Hawaii and Montana. He has argued before the Louisiana Court of Appeals. He speaks regularly at various insurance trade association meetings, as well as for private groups, including insurance company claims professionals.


Cummins & White, LLP

Website:
Phone:
949-852-1800
Contact:
Robert Lamm
Email:
rlamm@cwlawyers.com

My LLM in taxation and my broad experience sets me apart from other estate planning attorneys. I have a clear understanding of advanced estate planning techniques and offer creative solutions for high-net worth individuals.”

Mr. Lamm joined Cummins & White, LLP as an associate in 2005 and became a partner in 2008. He is a third-generation estate planning attorney and has extensive experience planning and drafting foundational estate planning documents consisting of:

  • revocable living trusts,
  • wills,
  • living wills,
  • and powers of attorney for health care and asset management.

In addition, he successfully helps multi-generational families transfer their business interests to succeeding generations through the use of more advanced estate planning techniques such as:

  • Intentionally Defective Grantor Trusts,
  • Grantor Retained Annuity Trusts,
  • Irrevocable Life Insurance Trusts,
  • and Dynasty Trusts.

Mr. Lamm works with families, family offices, and other professionals to help them through the probate and estate settlement process to administer trusts, to prepare tax returns, and to resolve trust and estate disputes.

  • Practice Areas
  • Estate Planning
  • Trust Administration
  • Taxation
  • Asset Protection
  • Probate
  • Succession Planning
  • Charitable Giving
  • Education BS (Criminal Justice), University of Arizona
  • JD, California Western School of Law
  • LLM (Taxation), University of Miami School of Law

Memberships:

  • State Bar of California
  • The Florida Bar
  • ProVisors
  • BNI

Special Notes:

Mr. Lamm regularly attends the annual Heckerling Institute on Estate Planning, the nation’s leading conference on estate planning. He also was chosen to participate in the Orange Catholic Foundation Wills & Trusts week, presenting parishoners throughout Orange County on ways to incorporate planned giving in support of the church. He is active in the community and a frequent lecturer on advanced estate planning, tax, and business succession planning topics. In 1996, Mr. Lamm graduated magna cum laude from the University of Arizona. Mr. Lamm also served as captain in the Army Judge Advocate General’s (JAG) Corps for the U.S. Army Reserve.


Preferred Escrow III

Website:
Phone:
657-216-0900
Contact:
Donna Wilke / Becky Conners

We are a non-independent escrow company working with finest Keller Williams agents in North Orange County. Committed to making transactions run as sooth as possible for their clients. We have a staff of five Escrow Officers and their support staff.

Our Mission Statement:

Our philosophy is simple: clients come first. We pledge to be in constant communication with our clients, keeping them fully informed throughout the entire buying or selling process. We believe that if you’re not left with an amazing experience, we haven’t done our job. We don’t measure success through achievements or awards, but through the satisfaction of our clients.


ProTek Electrical and Lighting

Website:
Phone:
714-544-3298
Contact:
Jeremy Lounsbury
Email:
jeremy@protekelectrical.com

ABOUT PRO-TEK ELECTRICAL & LIGHTING

Pro-Tek is an Electrical and Lighting Service and Maintenance company has been proudly serving Orange County for over 7 years, with a collective 30 years of experience in Electrical and Lighting. We have built a successful and reputable business solely on the referrals of our many satisfied customers, including Property Management companies (HOAs, apartment complexes, commercial and industrial buildings) and General Contractors.

We are C-10 Licensed electrical contractors with qualified electricians in the field. We are licensed, bonded and insured with liability insurance, automobile insurance and workers’ compensation insurance on all employees.

Pro-Tek is proud of our longstanding customer relationships built on superior electrical work, fair prices and outstanding customer service. If you want your job done right, Pro-Tek is for you!

Contact us today with your questions, or to schedule a free estimate. We look forward to hearing from you!


Romero & Levin Wealth Management

Website:
Phone:
714-547-8787
Contact:
Daniel Romero

Daniel Romero has been in the financial services industry since 1996; private practice since 1998. Daniel proudly holds the certificate of CFP®. CERTIFIED FINANCIAL PLANNER™certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. Mr. Romero also holds the Certified Fund Specialist designation, conferred by the Institute of Business and Finance. He is our primary professional for financial planning and asset management.


Simons Accountancy Corp

Website:
Phone:
714-637-4552
Contact:
Edwin Simons
Email:
ed@simonscorp.com

Simons Accountancy was originally founded to specifically address the business issues facing private companies. Closely held companies encounter numerous obstacles during their life cycles, including issues such as initial capitalization, development, expansion, mergers and acquisitions, reorganization and business perpetuation. We do not presume to have the answers to all questions, but we do have the expertise and knowledge to bring the right party to the table.


Swanson Inspection

Website:
Phone:
(951) 271-0578
Contact:
Danny Swanson

Hello, thank you for visiting Swanson Home Inspections! LA, Orange, San Bernardino and Riverside counties most reliable home inspection company. My hope is that through this site, you will get a better understanding of what to expect from a home inspection and see what Swanson Inspections provides that's above and beyond the standard. ~ Danny Swanson