Dave Garcia Attends ICW Trusted Advisor Event

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa President Dave Garcia, a member of the ICW Trusted Advisor Group, recently joined ICW’s Executive Leadership Team at their annual meeting at the beautiful Pelican Hills Resort in Newport Beach, CA.

Garcia indicated ICW’s primary goal was to learn from their members on how they could improve both their services to policy holders as well as their insurance agency partners.

“I’m honored to be selected as part of this amazing group and to continue building my relationships with their executive team,” Dave Garcia, President of Rancho Mesa, said.

In addition to the business meetings, ICW also hosted a Bocce Ball Tournament, which Dave and ICW San Diego Branch Manager Leo Carlino teamed up to win. The team also enjoyed a round of golf on the Pelican Hills Ocean Course, and five star meals each night.

“It’s an event I always enjoy attending, and I want to thank President Kevin Prior, Sr. Vice President Paul Zamora, and Branch Manager Leo Carlino for extending the opportunity to me,” Garcia said.

Rancho Mesa Hosts Second “Lunch and Learn” for Employee Personal Enrichment

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Wednesday, October 6, 2022, Rancho Mesa employees gathered in the Santee office conference room to hear about the importance of 401k plans while enjoying a catered lunch for its second “Lunch and Learn” event.

Rancho Mesa’s leadership hosts these events for team members as a part of its continued commitment to employee personal development.

James Pierik of Stratos Wealth Partners, outlined what 401k plans are, how they work, and the value of company matching. He also emphasized the importance of starting this strategic financial planning early in one’s career.

Rancho Mesa is happy to offer events such as these in order to support its team members not only in their career but also outside the office.

“I would like to find ways to help all of us grow outside of just the insurance functions that help us succeed professionally,” Dave Garcia, President of Rancho Mesa, said.

SDSU Aztecs Take the Win on Saturday's Game at Snapdragon Stadium

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa President Dave Garica pictured with CompWest Insurance's Vice President of Business Development and Operations Gene Simpson, at SDSU Aztecs vs. Toledo Rockets.

Saturday’s San Diego State Aztecs game made for an exciting watch at the Snapdragon Stadium as the Aztecs took a 17-14 win in a close game against the Toledo Rockets.

On Saturday, September 24, 2022, Rancho Mesa welcomed partners at CompWest Insurance and clients Multi-Comm Inc. and Geary Floors to watch the game from their Snapdragon Stadium suite.

Rancho Mesa is honored to welcome guests to their suite since the stadium’s opening in the beginning of September, and looks forward to hosting more future games and events.

Coach Steve Fisher and Assistant Men’s Basketball Coach Matt Soria – Surprise Guests at the Rancho Mesa Snapdragon Suite

Pictured: Drew Garcia, Matt Soria, Dave Garcia, and Steve Fisher.

Legendary and former San Diego State head basketball coach Steve Fisher along with current San Diego State assistant basketball coach Matt Soria made a surprise visit to the Rancho Mesa Snapdragon Stadium suite to greet Dave Garcia, Drew Garcia, and the rest of the Rancho Mesa leadership team at Saturday’s opening game.

“What an amazing surprise and honor it was to have Coach Fisher and Matt take the time to stop by and say hello,” said Dave Garcia. 

Dave continued on to say that he and his sons Drew and Greg have formed a friendship over the last few years with both Coach Fisher and Matt. 

“Coach Fisher is not only an amazing basketball coach but an even better person. I feel like  Drew, Greg, and I have not only learned how to become better leaders from him but also how to be better men,” said Dave Garcia.

Although the game did not turn out how the Aztec fans had hoped, the team at Rancho Mesa got a memory to share for years to come. Thank you Coach Fisher and Matt Soria – Go Aztecs!

Rancho Mesa Sponsors 40th Annual UCP Golf Classic

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa President Dave Garcia pictured with Dave Carucci, Executive Director for UPC.

United Cerebral Palsy (UCP) of San Diego County held their 40th Annual Golf Classic, benefiting the programs and services provided to children and adults with cerebral palsy and other disabilities. The event was be held on Monday, August 1, 2022 at El Camino Country Club in Oceanside, CA.

Rancho Mesa’s President Dave Garcia was in attendance of the tournament, where Rancho Mesa was the title sponsor.

As a proud supporter of UCP's mission and 7th consecutive year grand sponsor, Rancho Mesa is honored to be a part of this event.

Watch a recap of the 2022 40th Annual UCP Golf Classic below!

About United Cerebral Palsy of San Diego County
The mission of UCP of San Diego County is to advance the independence, productivity and full citizenship of people affected by cerebral palsy and other disabilities. By making solid steps, UCP can build a better community for all in the process. For more information, visit ucpsd.org.

Rancho Mesa and BHHC Attend SDSU Football Golf Tournament

Author, Alyssa Burley, Media Communications and Client Services Manager, Rancho Mesa Insurance Services, Inc.

Daniel Frazee, Greg Garcia, SDSU Head Coach Brady Hoke, Dave Garcia, and Rob Darby.

On Friday, July 29, 2022, Rancho Mesa’s President Dave Garcia, Executive Vice President Daniel Frazee, and Account Executive in the Landscape Group Greg Garcia were joined by President of Berkshire Hathaway Homestate Companies Rob Darby at the SDSU Football Golf Tournament at the Rancho Bernardo Inn. 

“I’m a proud graduate of San Diego State and longtime supporter of their efforts to help shape future generations of young people both on the field and in the classroom,” commented Dave Garcia at the event. 

“Having Rob come down from San Francisco and join us was awesome, it just shows his and BHHC’s commitment to both Rancho Mesa and organizations that we value – can’t thank him enough for making the time and effort,” Dave added.

Rancho Mesa is excited to have a suite at SDSU’s new Snapdragon stadium where the agency plans to entertain clients, carriers, and other partners when the it opens in September 2022.

Dave concluded, “getting to talk with Aztec’s Head Coach Hoke and hearing the excitement in his voice about both the opening of SnapDragon Stadium and the upcoming season, really fired us all up for the September 3rd game vs. Arizona.”

Rancho Mesa Employees Expand Their Estate Planning Knowledge Through Personal Development Initiative

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance, Inc.

A group of eager Rancho Mesa employees gathered in the company’s Santee office on Wednesday, July 27, 2022 as part of the company’s effort to provide not only professional development, but also personal development education to its team members.

Dave Garcia, Rancho Mesa’s President and CEO, had invited attorney Stephanie Downer from Buchalter to educate Rancho Mesa’s team on estate planning.

Pictured Stephanie Downer and Dave Garcia.

“We strongly believe that we should provide a platform for our team members to grow in their personal development outside of their professional development at Rancho Mesa,” said Garcia. “We want them to know we care about them as individuals not just Rancho Mesa employees.”

The presentation focused on the importance of estate planning, who should consider estate planning, and the goals of an estate plan. 

Downer went into detail about revocable trusts, wills, durable power of attorney for financial management, advance health care directives, and HIPAA authorization.

By the end of the presentation, the audience had a better understanding of the purpose of each document and how they work together to create an estate plan.

“I’ve been meaning to learn more about trusts,” said Alyssa Burley, Media Communications and Client Services Manager with Rancho Mesa. “So, I’m grateful that Rancho Mesa took the time to offer this class to us. I feel like we are now equipped to make informed financial decisions for our families.”   

“We want these trainings to become a part of our cultural fabric so we plan on holding them on a quarterly basis,” Garcia explained.

Rancho Mesa President Dave Garcia meets with State Fund Leadership Team

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance, Inc.

Last week Dave Garcia, president of Rancho Mesa, met with the leadership team of State Compensation Insurance Fund (SCIF) to assist SCIF in their plans to introduce a workers’ compensation training curriculum for industry producers.

“I was honored to be included and to share my insights and thoughts as to what would be beneficial to producers in general, but in particular to new producers within our industry,” said Garcia. “It’s commendable that SCIF feels the need and understands the importance of educating producers on all facets of the workers’ compensation industry. It will only help our industry become stronger and more professional.”

SCIF is working diligently on refining content and testing the best delivery methods in hopes to roll out the training programs before the end of 2022.

Dave concluded, “We [at Rancho Mesa] do most of our coverage and sales training in-house. In fact, we recently formalized the training into a ‘Rancho Mesa New Producer Playbook,’ but welcome any outside sources such as SCIF’s workers’ compensation training to help round it out and provide additional content.”

Rancho Mesa’s Suite at Aztec Stadium Nears Completion

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

In Ranch Mesa’s recent announcement of the location move to Mission Valley, it was revealed that Rancho Mesa has purchased a suite in the in the new home for Aztec football, the Snapdragon Stadium, steps away from the new office location.

With an expected finish date of September, construction of the Snapdragon Stadium is swiftly progressing. The first game will be September 3, 2022 vs. the University of Arizona, of the Pac-12 Conference.

Rancho Mesa’s President Dave Garcia had the pleasure of getting an inside look of the stadium’s advancements. The box suite will be complete with twelve theater seats, four counter seats, Wi-Fi, a screen with device connection capabilities, and plenty of space making it ideal to hold client meetings and host smaller workshops when events are not taking place.

“As a graduate of San Diego State and longtime supporter of Aztec athletics, I couldn’t be more excited to have the football team not only have their own stadium to call home, but also have the finest, most intimate, and fan friendly college venue on the west coast.” says Garcia. “Go Aztecs!”

Sentry® and Rancho Mesa Build Relationships Through Golf

Author, Alyssa Burley, Media Communications and Client Services Manager, Rancho Mesa Insurance Services, Inc.

Personal relationships often mean the difference between earning the client’s business or losing out on a deal. That’s why many organizations use golf as a backdrop to develop personal relationships with those in which they choose to do business.

“Personal relationships are the cornerstone of success,” according to Rancho Mesa Insurance Services, Inc. President Dave Garcia in a recent article distributed within the Sentry® insurance company’s intranet.

Sentry’s article outlines reasons why the company uses golf to connect with their prospects, customers and partners.

“We’ve learned that golf—whether playing a round or attending a top-tier event—provides the perfect backdrop for business conversations and helps us get to know our customers in a way we couldn’t in an office,” the article explains.

Greg and Dave Garcia pictured at 2021 U.S. Open.

Rancho Mesa’s father and son duo Dave Garcia and Account Executive Greg Garcia were invited by Sentry to the 2021 U.S. Open at Torrey Pine in San Diego. They spent the day building upon their relationships with the carrier.

“In my view, Sentry not only understands [relationships], but lives [relationships]. We see that day-to-day with our business interactions. Then, at an event like the U.S. Open we get the opportunity to meet the executive team and see that this is a belief not just talked about but held in esteem from the top down,” Dave said.

Events like these provide “the chance to meet with the decision makers of those we serve,” Scott Miller, President of National Accounts with Sentry was quoted in the article.

Both Rancho Mesa and Sentry understand the importance of building long-lasting partnerships that are based on relationships with people.

Whether you’re playing a round or spectating, golf provides a relaxed venue to get to know people, their personalities and the organization.