Alexis Montgomery, CPCU, CIC is a Senior Client Manager at Marsh & McLennan Agency. She has over 6 years’ experience in Commercial P&C lines for Middle Market and Global accounts in various industries. Prior to 2020, Alexis was at Willis Towers Watson as a Risk Management Analyst and later as a Client Manager. She received her CPCU in May 2019 and is pursuing the ARM designation in 2021.
Brittany Hale Sokolow
Brittany Hale Sokolow, 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 has earned the CPCU and AINS designations. In Brittany’s spare time she loves to travel, volunteer and spend time with her family.
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.
Immediate Past President
Aileen Chea, CPCU, ARM is an Account Manager at Lockton, where she specializes in commercial P&C lines for middle-market and large 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.
Clark S. Sheffield, CPCU is currently Assistant Vice President of Commercial Underwriting at Wildfire Defense Insurance Services. He previously held the positions of Senior Underwriter at Seneca Insurance Company, Underwriter at United States Liability Insurance Group, and Sales & Client Services Supervisor at Amica Mutual Insurance Company. Clark received his CPCU in 2013 and has over 13 years of experience in the insurance industry working in both commercial lines and personal lines. He also serves as an Advisory Council Affiliate Member for the USC Risk Management Program.
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 - 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.
Jeff Garrick, CPCU is a Property Facultative Underwriter at AXA XL Reinsurance. He received his CPCU in 2012 and has been a board member since 2016. He serves as the Co-Chair for All Industry Day and was the 2019 President of the LA Chapter. Prior to joining AXA XL, Jeff was a property underwriter at Liberty Mutual for 10 years and Swiss Re Corporate Solutions for 3 years.
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.
Director - Social Media and Website Committee Chair
Zachary Green, CPCU, 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. With over 8 years of commercial insurance experience, he started his career in Chicago before relocating to Los Angeles, where he is currently a Large Property Underwriter - AVP at Swiss Re. 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.