Street Address:
884 Portola Rd, Ste B1
Portola Valley, CA 94028-7264
Mailing Address:
884 Portola Rd Ste B1
Portola Vally, CA 94028-7255
Landmark:
Located in the Village Square Shopping Center in the heart of Portola Valley.
Phone Numbers:
Phone: (650) 851-3276
Fax: (650) 851-4029
Office Hours:
Mon-Fri 9:00am to 5:00pm
Sat - By Appointment
After Hours by Appointment
License: 0E37462
My background and achievements
- University of California at Davis, B.A. Economics
- Over 22 Years State Farm experience
- Active Rotarian (Redwood City Club Board Member)
- National Association of Insurance & Financial Advisors
- Allied Arts Guild Auxilliary - Men's Association Member
- Lucille Packard Childrens Hospital Professional Advisor
- T-Ball Coach (San Carlos Little League)
- San Carlos Education Foundation (SCEF) Volunteer
- Chartered Life Underwriter
- Chartered Financial Consultant
- Chartered Property Casualty Underwriter
Meet the team
- Julie Morris - Multiple Line Representative - Lic# 0E92065
- Susan Bentley - Fire Insurance Representative - Lic# 0D62093
- Suzie Hilgeman - Multiple Line Representative - Lic# 0621860
- Joel Velasquez - Multiple Line Representative - Lic# 0E44001
Bad things happen to good people. We help our clients manage the risks they face so that they can get on with living their lives. See how good it feels to be responsibly protected.
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