Advisory Board

Kristen M. Allison
President, Burnham Benefits Insurance Services

Kristen M. Allison is the President and Owner of Burnham Benefits Insurance Services. Kristen acquired the benefits practice of John Burnham & Company and formed Burnham Benefits in 1995 after spending the previous four years as their top benefits advisor. Prior to joining John Burnham & Company, Kristen spent eight years as Vice President of Willis Coroon, a national brokerage firm. At Willis, Kristen tripled the size of the benefits operation and served on many Willis internal and industry advisory boards.

Stephanie Babkow
Assistant Vice President of Operations

Pacific Life Insurance Company

Chris Baggaley
Senior Vice President of Operations

Automobile Club of Southern California

Ron Benigno
EVP

AmWINS Insurance Brokerage

Ed Byrd
Senior Vice President, CAO

Pacific Life Insurance Company

Dr. Donald Crane
Professor, Department of Finance, CSUF

The Professor of Finance and the Program Director for the Certified Financial Planner Board of Standards registered curriculum at CSUF, Dr. Crane has written articles on finance and planning and is a nationally recognized authority and speaker in personal financial management. He has been a member of the real estate faculty since 1976 and is actively involved in the financial business as chairman of the CSUF Foundation Investment Committee and the University's Continuing Learning Experience (CLE) Program. Dr. Crane graduated from USC with a doctorate in Finance.

Richard Glassman
Executive Consultant

N/A

Jim Gutmann
Partner

Wood, Gutmann & Bogart Insurance Brokers

Lynn Johnson
President

CalSurance

Dr. Weili Lu
Director

Center for Insurance Studies

Jack Miller
President

Zenith Insurance Company

Joanna Moore
Senior Vice President, Chief Claims Officer

Mercury Insurance Group

Stephen Moriyama
Senior Vice President

Hayward Tilton & Rolapp Insurance Associates

Joyce Pead
Assistant Vice President Human Resources

Pacific Life Insurance Company

Dr. Anil K. Puri
Dean, Mihaylo College of Business & Economics, CSUF

Dr. Puri has served as the keynote presenter at the Economic Forecast Conference for the past seven years. He is the Director of the Institute for Economic and Environmental Studies, the Dean of the College of Business and Economics, and the Executive Vice President of the Western Economic Association International, the second largest professional association of economists in the U.S. He is also a panel member of the National Association of Business Economists' Survey of Economic Conditions. Dr. Puri earned his Ph.D. in Economics from the University of Minnesota.

Scott Rhodes
Regional Vice President

Chartis Insurance

Frank Robitaille
President

Armstrong/Robitaille/Riegle Business & Insurance Solutions

Timothy Rooney
Vice President, Nationwide Insurance

Tim Rooney is the VP, Strategic Initiatives, AIG SunAmerica. He has 14 years of experience in the financial services industry. His previous experience includes President and Managing Director of Rooney Consulting Group and Account Executive and Investment Advisor for Sherwood Capital Inc. He also held various management positions for The Equitable Life Assurance Company in New York. He attained his Bachelors degree in Finance from Baruch College in 1987 and his Masters degree in Finance and International Business from New York University in 1994.

Scott Sandler
Vice President

Zenith Insurance Company

Robert Siglock
Vice President Underwriting (Retired)

Automobile Club of Southern California

Arthur Schuler
EVP

Aon Risk Services, Inc. of Southern California

Bill Tutton
President

Tutton Insurance Services, Inc.

Glen R. Zepnick
Vice President, Specialty Workers' Compensation

Crum & Forster