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Insured To Value -
What Does It Mean?

Winery - Equipment Breakdown

Health Savings Account

 

Who Are We? | Core Ideology



Who are we?


George Francis
President/CEO

George has been in the insurance industry for over 37 years. He started as a claims trainee and worked his way to Regional Claims Manager for a prominent California based insurance company. George was Sales Manager and then Chief Operating Officer for a major regional insurance broker before purchasing Alta Vista Insurance Agency in 1989. Professionalism is a major part of George's philosophy about insurance and risk management. He has been a senior instructor for the Insurance Educational Association teaching college level courses in all aspects of insurance. He is a member of the Society of Chartered Property and Casualty Underwriters (CPCU).

George has been a member of Kiwanis since 1989 and was the Governor of the California Nevada Hawaii District for 2006-2007.

Contact George:



Marge Francis
CFO

Marge has over 37 years of insurance experience having begun her career working for General Accident Insurance Group in Harrisburg, PA, as an Assistant Commercial Underwriter. Seven years later, having worked in both commercial and personal lines underwriting she moved to California where she worked as a commercial underwriter for Leatherby Insurance Company. A few years later she began her career on the independent agency side as an account executive with a regional broker specializing in construction accounts and bonding. Marge has expertise in all areas of insurance and agency management and has been an active owner of Alta Vista Insurance Agency since 1989.

Contact Marge:



Gloria Black
Personal Lines CSR

Gloria started her insurance career in 1995, as a file clerk for a small agency in North San Diego County. She quickly learned the basics of auto insurance and became a sales/customer service representative for 7/24 Insurance Agency, which later became Unistar Insurance. Gloria was a licensed agent in 9 States. This was followed by auto insurance sales with Unitrin Direct of Vista. She was one of the 13 first hired as the company started to build itself. After 3 years with Unitrin, she joined the Alta Vista Insurance family. She now manages our Personal Lines Department.

Contact Gloria:



Mark Lowe
Commercial Lines CSR

Mark is our Commercial Lines Account Executive. His ability to multi-task, his wit and humor make him a true character in our little family. He brings a few years of experience to the table, beginning his insurance career in 1983. He has worked in every position of an insurance agency and has found his niche in Commercial Lines. In an ever changing industry Mark continues to grow and learn to remain on top of his game. He is an asset to our team and we think you will enjoy working with him.

Contact Mark:



Rick Ferriss
Independent Account Producer

Rick started his insurance career in 1983 with American Hardware Mutual Insurance Company. Emphasis was on field underwriting, policy rating and sales. In 1989 Rick moved over to the Independent Agency side of the business, getting his feet wet with Alta Vista Insurance Agency. In 1990 he was recruited to run the commercial department of a medium sized Insurance Agency in San Diego. He stayed in management until 1995, at which time he decided to get into Agency sales. That experience led to Rick starting his own insurance agency in 1999 and reestablishing a production relationship with Alta Vista Insurance Agency. Rick earned the professional designation of Certified Insurance Counselor in 2001. He presently is an independent account producer for Alta Vista Insurance Agency.

Contact Rick:



Ashley Bedard
Commercial Account Producer

Ashley joined our Alta Vista team in 2006 after spending three years in the Real Estate Industry. She obtained her Bachelor’s Degree in Criminology and Criminal Justice Systems, and is working on her professional designation as a Certified Insurance Counselor. She is well versed within the Vista and Carlsbad Chamber of Commerce and serves as the Co-Chair for the North County Young Professionals. She is also an active volunteer for Big Brothers Big Sisters in San Diego. Ashley is extremely personable, ethical, and professional. Her emphasis on customer service has led her to continuously establish and maintain friendships with her clients.

Contact Ashley:



Jessica Rosas
Personal Lines Assistant

Jessica is a former student of Eastern New Mexico University, in Portales New Mexico, where she started her communications degree. Jessica is currently finishing up her degree at CSUSM. She started working at Alta Vista during the summer of 2004, as of 2006 she has become full time and is now assisting in our personal lines department. Jessica is also in the process of becoming a licensed agent.

Contact Jessica:



Tom Streeter
Account Producer

Tom Streeter started his insurance career as an agent with Cal-Farm Insurance Company in 1975. He quickly distinguished himself as one of Cal-Farm's top agents and was asked to join their management team in 1980. In 1981 he was assigned as the Regional Sales Manager for San Diego County and quickly expanded his territory to include Orange and Imperial Counties.

In 1989 Tom made the decision to leave the management team and and operate his own agency. He set up his office in North San Diego County where he found his experience allowed him to specialize in helping agricultural and commercial businesses. In July 1992 he was awarded the professional designation of Accredited Adviser in Insurance by the Insurance Institute of America and in October 2001 he was awarded the professional designation of Certified Insurance Counselor by the Society of Certified Insurance Counselors, a division of The National Alliance for Insurance Education & Research.

In February, 2008 Tom decided to merge his agency with another to allow him the opportunity to concentrate on assisting his clients and not on the administration of operating a business. He chose to become a part of Alta Vista Insurance Agency for two reasons; 1) Alta Vista is a local Vista agency, and 2) Alta Vista Insurance Agency's business philosophy is based on customer service and satisfaction, a philosophy Tom has adhered to since he opened his first agency in 1975.

Contact Tom:



Sherri Schmidt

Sherri started working for Alta Vista Insurance in March of 2009 as a customer service representative. Sherri's previous experience includes working as a materials control clerk for GA Technologies and Reality Income Corporation prior to starting a family. For the past 22 years, Sherri has raised two sons and worked as an administrative representative for SC Controls. She is an active volunteer for Kiwanis and spends many hours volunteering in classrooms and coaching baseball and soccer.

Contact Sherri:



"Murphy and Hans"

 

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Core Ideology

With all the challenges today, no one has time to become an insurance expert. Instead you need an experienced team who can analyze the various options open to you and suggest the best alternatives for your needs. That’s the kind of team you’ll find at Alta Vista Insurance Agency.

Our Mission
Alta Vista Insurance Agency is a full-service insurance agency. We treat our clients as we would want to be treated; leave our clients more informed than when they met us; take our service one step beyond what is expected, and; are profitable without compromising our integrity or our client’s needs.

Our Clients
We are dedicated to always putting our client’s needs first, to providing “value added” service, and strive to maintain an understanding and empathic environment from which we provide fair, fast and friendly service. We are an agency where our clients can place their trust.

Our Staff
We are a close-knit agency and encourage a “family” approach with our staff, maintain a nurturing and supportive environment, and place a high value on our staff’s community involvement.

Our Business
We adhere to honest, ethical business practices, strive to remain aware of the emerging needs of our agents and policyholders, and respond to their needs as appropriate.

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