
Rancho Mesa News

Employee Spotlight: Maria Lotta Promoted to Client Manager
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to announce the promotion of Maria Lotta from Assistant Client Manager to Client Manager. Maria joined RMI in August 2021 as a Client Coordinator and was promoted to Assistant Client Manager in 2024, serving within the Construction group. Since then, she has proven to be a dedicated and valuable member of the Rancho Mesa team, consistently going above and beyond for both clients and fellow employees.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to announce the promotion of Maria Lotta from Assistant Client Manager to Client Manager.
Maria joined RMI in August 2021 as a Client Coordinator and was promoted to Assistant Client Manager in 2024, serving within the Construction group. Since then, she has proven to be a dedicated and valuable member of the Rancho Mesa team, consistently going above and beyond for both clients and fellow employees.
In her new role as Client Manager, Maria will transition to the Human Services group, where she will support non-profit and social services clients.
We congratulate Maria on this well-deserved promotion and look forward to her continued success at Rancho Mesa.
SafetyOne™ Adds New Functionality for Training Reminders
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa aims to provide practical resources to help our clients implement an effective safety program and mitigate risks. We do this by listening to feedback from our clients and implementing features to better serve their needs. In the latest platform update, SafetyOne™ Administrators (often safety managers and human resources personnel) can ensure their team stays on top of online trainings with our new email reminder feature.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa aims to provide practical resources to help our clients implement an effective safety program and mitigate risks. We do this by listening to feedback from our clients and implementing features to better serve their needs.
In the latest platform update, SafetyOne™ Administrators (often safety managers and human resources personnel) can ensure their team stays on top of online trainings with our new email reminder feature. Administrators can set email reminders to be sent at three different intervals and/or daily until the training is completed.
“Our clients expressed a need, and we listened,” Rancho Mesa Client Technology Specialist Brenda Khalil said. “This new feature is a great addition to the platform, and we feel it will become a key feature for ensuring employees stay on top of training within their organization.”
The training reminders can be accessed through the SafetyOne website. For step-by-step instructions on how to schedule training reminders, visit Rancho Mesa’s SafetyOne FAQ page.
New Employee Spotlight: Rancho Mesa Welcomes New Accounting Specialist Silvia Patron
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome the newest member of its Accounting team, Silvia Patron as Accounting Specialist. Silvia’s background in in accounting includes experience as an Accounting Manager. She graduated from the University Autonomous of Baja California in 2014, with a degree in accounting.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome the newest member of its growing Accounting team, Silvia Patron as Accounting Specialist.
Silvia’s accounting background includes accounting management roles. She graduated from the Universidad Autónoma de Baja California in 2014, with a degree in accounting.
Born and raised in Tijuana, Baja California, Mexico, Silvia moved to San Diego in 2022. Outside of work, she enjoys spending time with her family and friends, hiking, travelling, working out, and going to the beach.
Silvia’s accounting knowledge, attention to detail, and professionalism makes her a vital addition to the team, and we are excited for her future at Rancho Mesa.
Employee Spotlight: Andy Roberts Takes Lead of Surety Group
Rancho Mesa is excited to announce that Andy Roberts is taking on a new leadership role as Surety Group Leader. Andy has been with Rancho Mesa since 2018 when he joined the team as a Surety Account Executive.
Rancho Mesa is excited to announce Andy Roberts’s new leadership role as Surety Group Leader.
Andy has been with Rancho Mesa since 2018 when he joined the team as a Surety Account Executive.
“Seven years ago I made complete change in my career and came over to Rancho Mesa to start working with Matt Gaynor in the Surety Department, and it has been one of the best decisions I could have made,” Roberts said. “I’m incredibly excited to step into the role of Surety Group Leader and I'm very grateful for the trust that ownership is putting in me to keep building something special within RMI.”
Andy’s dedication, expertise, and team-first mentality have made him an excellent fit for the leadership role. Rancho Mesa congratulates Andy on his achievement and looks forward to his continued success with the Surety Group.
Employee Spotlight: Natalie Aguayo Promoted to Client Manager
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to announce Natalie Aguayo’s recent promotion from Assistant Client Manager to Client Manager. Natalie has proven a vital member of the Construction Group since joining in December 2024. Her nearly 10 years of experience in the commercial insurance industry has allowed her to skillfully take on her role and make a smooth transition to Client Manager.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to announce Natalie Aguayo’s recent promotion from Assistant Client Manager to Client Manager.
Natalie has proven a vital member of the Construction Group since joining in December 2024. Her nearly 10 years of experience in the commercial insurance industry has allowed her to skillfully master the Assistant Client Manager role and make a smooth transition to Client Manager.
Natalie’s experience, work ethic, and professionalism make her a valuable member of our team. We are proud of her achievement and look forward to her continued success.
Rancho Mesa’s Christina Haake Accepts Emerging Leader Award at I-Day
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa had a reason to celebrate at this year’s Greater San Diego Insurance Day (I-Day), hosted by The Independent Insurance Agents and Brokers (IIAB) of San Diego.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Rancho Mesa had a reason to celebrate at this year’s Greater San Diego Insurance Day (I-Day), hosted by The Independent Insurance Agents and Brokers (IIAB) of San Diego.
On Tuesday, May 20, 2025 our team joined other insurance companies, agents, and carriers at the Town and Country Resort and Convention Center in San Diego, CA for the annual I-Day luncheon and awards ceremony.
Rancho Mesa’s Christina Haake was presented with the Emerging Leader Award for her contributions to the industry.
“Over the last few years, Christina has shown her willingness and aptitude for leadership,” Alyssa Burley, Partner with Rancho Mesa, said. “Throughout her time with PWI, she has chaired, co-chaired, or volunteered for countless events. We are so proud of her and her willingness to give back to the industry and her community.”
Christina began her insurance career with Rancho Mesa as a Client Coordinator in 2011. She was promoted to Client Manager in 2015 before accepting her current role of Senior Client Manager in 2022.
New Employee Spotlight: Rancho Mesa Welcomes New Surety Account Executive Josh Hill
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome its new Account Executive, Josh Hill, for the Surety Group. Through his career, Josh has over 10 years of experience in the banking industry managing commercial loans as both a loan officer and relationship manager
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is excited to welcome its new Account Executive, Josh Hill, for the Surety Group.
Josh has over 10 years of experience in the banking industry managing commercial loans as both a loan officer and relationship manager.
Josh brings a unique combination of financial expertise and relationship management to his role, providing him with the tools necessary to excel in the surety industry.
“From my first interview through my first week on the job, I knew that RMI was a perfect fit for me. The culture here is truly amazing and I look forward to helping this company grow over the years,” Hill said.
Born and raised in East County, San Diego, Josh continues to live in the area with his wife of 18 years, and his two children. Josh is a former collegiate baseball player at San Diego State University and remains an avid fan of the sport and supporter of the Padres. Outside of work, his family enjoys taking extended off-road trips to remote destinations, camping, fishing, and visiting the beach.
Rancho Mesa Welcomes New Partner Greg Garcia to Ownership Team
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to introduce Account Executive Greg Garcia as the newest member of its ownership team. Greg joined Rancho Mesa as an account executive in the Landscape Group in 2021. Since his start, Greg has excelled, exhibiting impressive commitment to his landscape clients, his team, and the company.
Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.
Rancho Mesa is proud to introduce Account Executive Greg Garcia as the newest member of its ownership team.
Greg joined Rancho Mesa as an account executive in the Landscape Group in 2021. Since his start, Greg has excelled, exhibiting impressive commitment to his landscape clients, his team, and the company.
"Greg's performance and contributions are the fuel that have helped Rancho Mesa reach our aggressive growth goals. Welcome to the ownership team, Greg." - President David Garcia
We congratulate Greg on his achievement and are proud of his continued commitment to Rancho Mesa.
Rancho Mesa Celebrates Partners and Clients with Fiesta Friday 2025
Fresh tacos, live music and sunshine set the scene on Friday, May 9, as Rancho Mesa hosted its annual Fiesta Friday event on the lawn and recreational space of its Mission Valley office.
Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
Fresh tacos, live music and sunshine set the scene on Friday, May 9, as Rancho Mesa hosted its annual Fiesta Friday event on the lawn and recreational space of its Mission Valley office.
A beloved tradition, the event brought together employees, clients, and carrier partners to an outdoor Cinco de Mayo-inspired party.
The event featured a live band, street tacos, a churro stand, and tequila tasting. Guests socialized, enjoyed delicious food and sipped Don Pilar Extra Añejo and Komos Añejo Cristalino at the tequila tasting table, and voted on their favorite.
Rancho Mesa President Dave Garcia thanked guests for attending and drew names for the raffle. Winners took home one bottle of tequila.
Rancho Mesa is grateful for the clients and partners who attended Fiesta Friday 2025, making it such a success. We enjoyed spending the afternoon connecting with our guests and are thankful for their dedicated relationship to the brokerage.
Rancho Mesa Hosts Hands-On SafetyOne™ Workshop
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, May 2nd, 2025 Rancho Mesa hosted The SafetyOne™ Advantage: Mastering Rancho Mesa’s Safety Platform, presented by Media Communications and Client Services Partner Alyssa Burley and Client Technology Specialist Brenda Khalil.
Author, Jadyn Brandt, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.
On Friday, May 2nd, 2025 Rancho Mesa hosted The SafetyOne™ Advantage: Mastering Rancho Mesa’s Safety Platform, presented by Media Communications and Client Services Partner Alyssa Burley and Client Technology Specialist Brenda Khalil.
Attendees were given hands-on instruction on how to effectively use the SafetyOne website and mobile application to streamline safety practices within their company.
Participants were guided through key features on the administrative website including Mobile Forms, Observations and Toolbox Talks. The session also included an interactive overview of the mobile app.
Attendees were able to ask questions and receive answers from Rancho Mesa’s in-house experts, ensuring user confidence and maximizing safety benefits.
“This hands-on workshop went better than expected and the feedback we got from our clients that attended was fantastic. Introducing our client's to the platform prior to the workshop really helped them understand the steps we walked them through as well,” Khalil said. “Putting together this hands-on approach to teaching our clients how to get started with implementing SafetyOne™ was truly a success.”
For more information about the SafetyOne platform, contact your Client Technology Specialist.