Clark S. Sheffield, CPCU is currently a Senior Underwriter at Seneca Insurance Company where he specializes in middle market commercial P&C package underwriting. Clark received his CPCU in 2013 and has over 10 years of experience in the insurance industry working in both commercial lines and personal lines. Prior to joining Seneca, Clark was an underwriter at United States Liability Insurance Group and a manager at Amica Mutual Insurance Company.
Aileen Chea, CPCU, ARM is an Account Manager at Lockton, where she specializes in commercial P&C lines for healthcare accounts. She began her career in the commercial insurance industry with Arch in 2015 where she assisted in business development, and eventually moved into the insurance side as an underwriter. She transitioned into retail broking with Lockton in late 2018.
Alexis Montgomery, CPCU, CIC is a Client Manager at Willis Towers Watson. She began her career as a Risk Management Analyst in WTW’s graduate development program after graduating from the University of Southern California. Alexis has 5 years’ experience in commercial P&C lines for Middle Market and Large & Complex accounts. She received her CPCU in May 2019.
Immediate Past President
Jeff Garrick, CPCU is a VP, Senior Underwriter at Swiss Re Corporate Solutions. Jeff handles national sized single carrier and shared & layered property accounts. He received his CPCU in 2012 and is currently the President of the LA Chapter. He held the role of Chapter Webmaster for the previous 3 years. Prior to joining Swiss Re, Jeff was a property underwriter at Liberty Mutual for 10 years.
Tuan is a San Diego native who moved to Los Angeles to attend UCLA and obtain a degree in Mathematics /Economics. He has worked in the insurance industry for 9 years and is currently a Middle Market underwriter at Zurich North America, focusing on property, general liability, motor and worker’s compensation. Tuan obtained his CPCU in 2016 and is a passionate supporter of continuing insurance education and the technical knowledge that the CPCU designation provides.
Director - Candidate Recruitment and Development Committee Chair
Lisa Chen, CPCU, is Managing Director of Aon Chinese Business Group (CBG). She leads the team in coordinating experts to deliver risk management and insurance services in meeting the needs of Chinese companies doing business in the US. Lisa began her insurance career in 1993. She has worked at Aon for over 20 years. Her professional experience expands from servicing multinational US clients to leading country operations as CCO of Aon China. Lisa’s expertise is in identifying clients’ risk management needs and deliver insurance transfer solutions; including insurance program design, marketing negotiation and implementation of insurance programs.
Director - Good Works Committee Chair
Kate Fuchs, MBA, CPCU, FLMI is an AVP at Allied World Assurance Company in the General Casualty Division. Prior to joining AWAC, she worked at CNA and Liberty Mutual (both in Chicago) and at CoverX (in Los Angeles). Kate received her CPCU in 2009, and became Secretary of the Chicago CPCU Chapter in 2010. She moved to Los Angeles in 2011 and has held various roles in the CPCU Chapter here. Kate is also actively involved in the Surplus Lines Association of California and has held a committee position since 2013.
Director - Education Committee Chair
Tessa M. Lucero
Tessa M. Lucero, CPCU is a Marine Client Advisor at Marsh & McLennan. She joined the insurance industry in 1985 and earned her CPCU designation in 1989; she also holds the ARe, AIT, AMIM, AIAF, and AINS designations. She has been a member of the Los Angeles Chapter since 1989 and served on the board from 1999 to 2013. She leads CPCU courses live for the Insurance Educational Association and online for The Institutes. Prior to joining Marsh in 1998 Tessa was with the Sullivan Companies for 13 years.
Director - New Designee Committee Chair
Brittany Hale, CPCU, was born and raised in Alaska and introduced to insurance at an early age, as the Hale family owns an independent retail brokerage. Brittany received her BA in Accounting and Italian from the University of Arizona in 2012 and then a Masters in International Business from Hult International Business School. Brittany started her career in San Diego working on international placements before moving back to Alaska to join the family brokerage, first as an Account Executive and currently as Vice President. Brittany has earned the CPCU and AINS designations. In Brittany’s spare time she loves to travel, volunteer and spend time with her family.
Zach is an Illinois native who graduated from Illinois State University with a double major in Finance and Risk Management and was a member of the Alpha Kappa chapter for Gamma Iota Sigma. He started his career in Chicago with Aon Benfield, and then joined Zurich as an International Underwriter before relocating to Los Angeles, where he currently works for Chubb as a Senior Underwriter in the Multinational unit. With over 6 years of commercial insurance experience, he has a passion for continuing education and developmental opportunities within the industry. Zach achieved his CPCU in 2019 and is currently pursuing the AIDA designation in 2020.
Director - Social Media and Website Committee Chair
Niels Espinoza, CPCU, ARM has 17 years of experience in the insurance industry, particularly in commercial retail brokerage. He is currently a Vice President at Alliant Insurance Services, Inc. where he specializes in construction broking and risk management. Niels began his career at Lockton, and served as risk manager for a real estate investment advisory for five years prior to returning to the construction insurance arena with Aon and Alliant. He received his CPCU in 2015.