NAABC: National Association of Alternative Benefit ConsultantsProviding formal support and education to those agents who are or who wish to become active in the consumer driven health plan and self-funding markets.
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Member Directory

California

Listed below are the NAABC members in this state which consist of CBCs, ACBCs and non-designation members.   Those who are listed with "CBC" after their names have completed the initial training and those listed with both CBC and ACBC have completed the highest level of training in the field of consumer-driven health plans and have demonstrated their expertise by passing rigorous exams.  CBC and CBC/ACBC members listed in caps,    bold and in larger font (DOE, JOHN, CBC, ACBC) are considered "active".  Those listed in caps, smaller font and in non-bold (DOE, JOHN, CBC, ACBC)have completed the training but are considered "inactive".  Those listed in both upper and smaller case letters and in bold (Doe, John) have attended the training classes and are active but have not completed the exam to receive the designation.  Those listed in both upper and smaller case letter and in non-bold (Doe, John) have attended the classes, have not completed the exam, and are considered inactive. 


City

Name / Telephone

Business name / On-line address

Anaheim Hills JANCO.GLORIA, CBC  
  714-280-0819 gloria.janco@wellpoint.com
 

Auburn

McKnight, Gary A.

 
 

530-888-0688

Mcknight@onemain.com

 
Atascadero MEREDITH, KIP, CBC Anthem/ Wellpoint
  805-461-1685 Kip.meredith@wellpoint.com
 
Bakersfield CARLS, ARTHUR, R., CBC  
  661-588-7033 art.carls@wellpoint.com
 

Bakersfield

Herrera, Edward J.  

 
 

661-327-4028

www.cal-farm.com

 
Beverly Hills HAUSMAN, STEVE, CBC  
  213-810-8000 steve.hausman@wellpoint.com
 
Brea GEARY, KIM, CBC The Rule Group
  949-419-1605 Kimgeary@the rulegroup.com
 
Burbank STEHLIN, ROBERT, CBC Cash Doctor
 

818-303-1705

Rob@CashDoctor.com 

 
Camarillo EYBSEN, EDWARD, CBC Colonial Western Insurance Agency
  805-764-0606 eeybsen@colonialwestern.com
 
Canoga ALDERSHOF, THEODORE, CBC  
  818-883-2102 TED@SPECTRUMBENIFITS.COM
 
Carlsbad OGIRALA, RAJA, CBC, ACBC  
 

818-790-3741

Autofax1@aol.com

 
Cathedral Cit ANDERSON, LYNDA CAROLE, CBC  
  760-321-5259 lynda.anderson@wellpoint.com
 

Cerritos

NAVARRO, ALFONSO T., CBC

ADP

 

866-778-8051

Alfonso_Navarro@adp.com

 
Chatsworth MESSING, DAVID J., CBC
805-532-2067 david.messing@wellpoint.com
 
Chico Accetta, Mike  
  530-894-1927 MIKE.ACCETTA@WELLPOINT.COM
 

Clovis

VINCENT, STEVEN, CBC

 
 

559-325-2478

Steven.Vincent@wellpoint.com

 
Danville ROBLES, ERIN, CBC  
  866-594-4382 erin.robles@wellpoint.com
 
Downey McKEEHAN, DONNA, CBC  
  562-923-6202 donna.mckeehan@wellpoint.com
 
El Granada MAGNUS, THOMAS G., CBC  
  650-280-3396 tom.magnus@wellpoint.com
 

Encino

BRONSON, RICHARD S., CBC, ACBC

 
 

818-342-9200

Insure@GreenSky.com

 
Fresno MARTIN, RAQUEL, CBC Anthem/Wellpoint
559-433-8644 raquel.martin@wellpoint.com
 
Escondido MILLISON, SANDY, CBC  
  760-443-5594 sandy.millison@wellpoint.com
 

Glendale

KAZAZIAN, ZAVEN, CBC

Gainer Consulting

 

626-440-0399

zaven@gainerconsulting.com

 

Hernando

Underhill, Wallace B.

`

 

352-489-3238

`11

 
Hollister GARCIA, DAVID, CBC Anthem/ Wellpoint
  831-521-1921 david.garcia@wellpoint.com
     
Huntington Beach OROCZO, LEE ANN, CBC
949-419-1606 loroczo@therulegroup.com
 

Indio

Engen, Dick

Insurance Services

 

760-345-3755   800-373-9885

www.engeninsurance.com   

 
Irvine Pethtel, Cheryl The Rule Group
  949-419-1621 cheryl@therulegroup.com
 

Irvine

SEMROW, ROBERT, CBC, ACBC

111111111

949-697-2313

rsemrow@mcins.com

 

La Canada Flintridge

PETERSON, NEAL R., CBC

 
 

818-790-3741

petersonmn@email.com

 

Lafayette

Lee, Ernie

Benefit Administrators

 

1-888-MSA1997

www.hsa.net

 
Laguna Beach MC GRAW, JON B., CBC The Rule Group
  949-419-1629 jmcgraw@therulegroup.com
 
Laguna Hills Lack, Craig A.  
  949-595-8301 craig@energiusa.com
 
Laguna Niquel WALSH, JANET M., CBC Anthem/Wellpoint
  949-363-0404 janet.walsh@wellpoint.com
 

La Mesa

THUDIUM, MARLEEN K., CBC

Willowbrook Insurance

 

619-248-6132

mthudium@willowbrookins.com

 
Lake Forest MICHAEL, DAN, CBC  
  949-830-5353 dan.michael@wellpoint.com
 

Mill Valley

Petrick, Richard

Richard Petrick & Associates

 

415-380-3800

rich@benefitperks.com

 

Morgan Hills

PHILLIPS, STUART A., CBC, ACBC

 
 

408-782-8903

stuart@criticalmarketing.net

 

Moorpark

PANOPOULOS, BRINA, CBC

 
 

805-523-2596

Brina.panopoulos@wellpoint.com

 

Newbury Park

AHRENS, TIMOTHY, CBC

 
 

805-713-7383

Tim.ahrens@verizon.net

 

Newbury Park

ALEXANDER, LINDSEE, CBC

 
 

805-713-7342

Lindsee.Alexander@wellpoint.com

 

Newbury Park

FLOYD, MARY, CBC

 
 

805-713-8219

Mary.floyd@wellpoint.com

 

Newbury Park

KEELING, SUSAN, CBC

 
 

805-713-8950

Susan.keeling@wellpoint.com

 
Newbury Park MESSING, CHRISTOPHER J., CBC
805-498-3486 chris.messing@wellpoint.com
 
Newbury Park MOSES, TONDA, CBC  
  562-984-9446 tonda.moses@wellpoint.com
 

Newbury Park

REUBEN, JOANIE, CBC

805-713-7329

Joanie.reuben@wellpoint.com

 

Newbury Park

VIZENTS, JO ANN, CBC

 
 

805-713-5984

Joann.vizents@wellpoint.com

 

Newbury Park

WORKINGER, SCOTT, CBC

 
 

805-713-6791

Scott.workinger@wellpoint.com

 
Newport Beach Argulio-Chilsted, Teresa The Rule Group
  949-419-1616 teresa@therulegroup.com
 
Newport Beach Clinton, Cynthia A, The Rule Group
  949-419-1680 cclinton@therulegroup.com
 
Newport Beach Crawford, Kent M. The Rule Group
  949-419-1603 kcrawford@therulegroup.com
 
Newport Beach Garey, Marty The Rule Group
  949-474-1550 mgarey@therulegroup.com
 
Newport Beach GOMES, LISA, CBC The Rule Group
  949-419-1622 lgomes@therulegroup.com
 
Newport Beach LAUGHARN, CLELL J., CBC The Rule Group
  949-419-1642 cj@therulegroup.com
 
Newport Beach LOVE, DOREENA, CBC The Rule Group
  949-419-1615 doreena@therulegroup.com
 
Newport Beach LUGO, MICHAEL A., CBC The Rule Group
949-419-1609 mlugo@therulegroup.com
 
Novato VORISSES, PETER D., CBC Anthem/Wellpoint
  415-892-1689 pvorrises@yahoo.com
 

Oakhurst

Macaulay, Doug

 
 

559-683-4494

www.dougmacaulay.net

 

Oxnard

ESTRADA, RONALD A., CBC

 
 

805-713-7326

Ron.Estrada@wellpoint.com

 
Palm Desert Paul M. League, QFP, CFP®

League Financial & Insurance Services

  800-482-5347 www.LeagueFinancial.com
 

Paso Robles

HINDS, EDWARD DEE III, CBC

 
 

805-239-7443

dhinds@hindsfinancial.com

 

Petaluma

ROFFMANN, DOUG, CBC, ACBC

 
 

707-291-8244

doug@modern-benefits.com

 
Pleasanton CHIBRAS, LUIS A., CBC  
  925-600-8200 luis.chibras@wellpoint.com
 

Port Hurneme

MURASKI, JO-RITE E., CBC

 
 

805-984-4967

Rmuraski2000@yahoo.com

 

Redlands

Cutler, Tom  

 
 

909-307-8500 
800-843-6054

Tom@Cutlerinsurance.com

 
Redondo Beach ANTHONY, JOHN, CBC  
  310-379-9889 john.anthony@wellpoint.com
     
Redwood City BRENNEMAN, TAD, CBC
415-505-0251 tad@brennemanconsulting.com
 

Riverside

Kalra,  D.Paul, CLU, CHFC  

 
 

800-677-5001

paul@kalra.org

 

Roseville

Maher, James T.

 
 

916-781-3321

jmaher@rcsis.com

 
Roseville REED, SUSAN A., CBC Anthem/Wellpoint
  916-783-6856 susan.reed@wellpoint.com
 
San Luis Obispo HUBER, KEVIN L., CBC  
  805-361-7456 KHUBER@INWESTINSURANCE.COM
 

St. Petersburg

Harris, Patrick

Flex Plan Ins. Services

 

727-822-7166

www.Flexplanins.com

 
San Bruno

SILVERMAN, RICK H., CBC

 
  650-872-6604 rick.silverman@wellpoint.com
 

San Diego

Enright, John

HealthCare Producers

 

800-815-5622

john@everyplan.net

 
San Diego JONES, MARILYN A., CBC  
  619-523-1900 marilyn.jones@wellpoint.com
 
San Dimas BROWN, DENNIS E., CBC  
  626-890-6352 dennis.brown@wellpoint.com
 
Santa Clara Homani, Hessam  
  408-564-7911 HESSAM.HOMAMI@WELLPOINT.COM
 

Santa Rosa

Francis, T. Michael

CMS Insurance Administrators

 

707-542-9930

Mesaplan@sonic.net

 
San Mateo FONG, ISABELLA M., CBC  
  650-868-0887 isabella.fong@wellpoint.com
 

Simi Valley

AGUILAR, MARIO STEVEN, CBC

 
 

805-584-3762

Mario.aguilar@wellpoint.com

 
Stockton KOCIR, ELIZABETH A., CBC  
  209-471-4571 elizabeth.kocir@wellpoint.com
 

Sun City

PROUTY, WILLIAM H., CBC, ACBC

 
 

909-301-0605   

 Wprouty@aol.com

 
Thousand Oaks NARULA, CHRISTABELLE, CBC Shop 4HealthInsurance Solutions, Inc
  805 241 0801 cbelle.narula@gmail.com
 
Thousand Oaks WEST, CINDY BUTTERA, CBC  
  805-241-9522 cindy.west@wellpoint.com
 

Thousand Oaks

WEST, JEFF, CBC

 
 

805-713-5146

Jeff.west@yahoo.com

     
Trabuco Canyon SCHMIDT, AUDREY, CBC  
  949-589-1280 audrey.schmidt@wellpoint.com
 

Trabuco Canyon

SHEARER, STEVE, CBC

 
 

949-709-7643

Steve.shearer@wellpoint.com

 
Valley Village HAN, SUNG WON, CBC  
  818-623-9696 susan.han@wellpoint.com
 
Ventura Snider, Craig A  
  805-275-6086 CRAIG.SNIDER@WELLPOINT.COM
 
Visalia

SMITH, DAVID RHYS

CBC-8

Anthem/Wellpoint
  559-734-9324 dave.smith@wellpoint.com
 
Walnut CHANG, IVY LEE, CBC  
  909-967-5083 ivy.chang@wellpoint.com
 

Watsonville

FUGITT-HETRICK, PAMELA L., CBC, ACBC

 
 

831-566-2253

phetrick@dcdis.com

 

Watsonville

Yahiro, William

 
 

831-728-1237

wyi@pacbell.net

 

West Hills

Horowitz, Benjamin M

 
 

818-206-0109

benefitsbyben@eathlink.net

 
Westlake Village BARTON, CRAIG J., CBC  
  818-521-8550 craig.j.barton@wellpoint.com

NON-RESIDENT LICENSED MEMBERS

Chesterfield, MO

McCann, Kevin  

 
 

800-709-4145

kmccann@networkusa.net

Des Plaines, IL

Wishner, Allen

FlexMSA

1-888-FLEXHSA

Fort Collins, CO

Long, Wiley P., III, CBC  

HSA for America

866-254-5121

www.health-savings-accounts.com

Southampton, NY

McKnight, David CFP, CBC, ACBC

Planned Financial Consultants

888-549-3006

dgmcknight@yahoo.com

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