Office Hours
After Hours by Appointment
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Investment Services, Annuities
David Wong
Office Hours
After Hours by Appointment
Address
Santa Rosa, CA 95401-5969
Located next to Carls Jr and in the Olivers Market shopping center.
Would you like to create a personalized quote?
Would you like to create a personalized quote?
Office Info
Office Info
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Investment Services, Annuities
Office Info
Office Info
Simple Insights®
Home inspection: What's included and not?
Home inspection: What's included and not?
Consider a professional home inspection to help identify any immediate or potential issues before signing the papers on a new house.
Backyard structures and home insurance
Backyard structures and home insurance
Do you have detached structures or a swimming pool on your property? Learn how they're covered by home insurance.
Car maintenance tasks you can do yourself
Car maintenance tasks you can do yourself
To combat auto repair costs that keep climbing, some auto maintenance can be done at home. Here are ones that are usually do-it-yourself.
Social Media
Viewing team member 1 of 6
Priscila Wong
Office Manager
License #0I90367
Priscila is an exceptional employee who consistently demonstrates qualities that make her an invaluable asset to any team. She is not only smart but also quick to grasp new concepts, enabling her to tackle challenges efficiently and effectively. Priscila's dedication and hardworking attitude ensure that she goes above and beyond to meet deadlines and deliver high-quality results. Moreover, her ability to work seamlessly within a team highlights her strong interpersonal skills and commitment to collective success. Overall, Priscila embodies the qualities of an outstanding employee who contributes significantly to the growth and success of her organization. Priscila’s ability to speak English, Portuguese, and Spanish adds tremendous value to her.
Viewing team member 2 of 6
William Peterson
License #4237553
Bill was born and raised in Santa Rosa and later attended college at UCSB. He owned a flight school and charter business, showcasing his passion for aviation. Bill has a girlfriend and values his close relationships. After his parents lost their house in the Tubbs fire, he moved back to Santa Rosa to help them during the rebuild. His strong family commitment is evident in his willingness to support those he cares about. Bill started working with us in September of 2023 and continues to be a valuable member of the team. His background in aviation has equipped him with excellent problem-solving and management skills. He is known for his reliability and positive attitude in the workplace. Bill enjoys staying active and exploring the outdoors whenever he has free time. His dedication to both his family and career reflects his strong sense of responsibility. Since joining the team, Bill has made a significant impact through his hard work and collaborative spirit.
Viewing team member 3 of 6
Gabriel Alves
Account Manager
License #4429457
Gabriel is passionate about connecting with people from different cultures, which is why he speaks English, Portuguese, and Spanish. He truly enjoys working in the family business as the son and is known for being incredibly hardworking and dedicated, always going the extra mile to ensure the success of the business. Gabriel approaches every task with determination and a strong work ethic, understanding the importance of perseverance and commitment. This dedication gives him a deep sense of pride and connection, allowing him to contribute to something meaningful. He is always eager to learn new skills that can help the business grow. In his free time, Gabriel likes watching football and going to the gym to stay active. His favorite season is Christmas because he loves the festive atmosphere and spending time with his family.
Viewing team member 4 of 6
Theresa Ayers
License #0G12859
Viewing team member 5 of 6
Erica Lopez
License #0L37742
Viewing team member 6 of 6
Brad Balmer
License #4506640
Brad has spent 25 years building a successful career in the insurance industry. Beyond his professional life, he is deeply passionate about youth sports, serving as a baseball coach and trainer. Brad is also highly involved in the table tennis community as a national coach, player, tournament director, and organizer. In his free time, he enjoys following Major League Baseball/Football , showing his avid support for both sports. His dedication to coaching and sports reflects his commitment to helping others grow and succeed. With 25 years of experience in the insurance industry, Brad has developed extensive knowledge and expertise in risk management and customer service. His long-standing career reflects his commitment to providing reliable options and building strong relationships with customers.