Employee Spotlight: Rancho Mesa Insurance Services Announces the Promotion of Kelsey McPherson to Senior Client Manager/Team Lead

Author, Harriet Berholtz, Marketing and Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is excited to announce Kelsey McPherson has been promoted to Senior Client Manager/Team Lead for the agency’s Construction Group.

McPherson joined Rancho Mesa in 2018 as a Client Manager with experience working with clients from various industries, including construction. Over the last six years, she has specialized in the construction industry and worked to build her leadership skills. Through her dedication and drive, McPherson has shown that she is ready for her new role in the Construction Group.

“I am beyond grateful and excited to step into this new role and for the incredible journey with Rancho Mesa over the past six years,” said McPherson. “These years have provided substantial growth, learning and collaboration with an exceptional team. I look forward to building on our successes and continuing to contribute to the Rancho Mesa OneofOne® vision.”

McPherson is a role model, earning her Certified Insurance Service Representative (CISR) and Construction Risk Insurance Specialist (CRIS) designations. These certifications underscore her commitment to professional development and her deep understanding of the industry.

This promotion to Senior Client Manager/Team Lead reflects Rancho Mesa’s commitment to recognize and foster talent within the agency. Her leadership and expertise have already made a significant impact, and Rancho Mesa is excited to see how she will continue to drive the agency’s success forward.

Rancho Mesa Joins Daart Engineering Co at CalCPA Golf Tournament

Rancho Mesa’s Executive Vice President Daniel Frazee and Client Manager Kelsey McPherson joined clients Chris and Stephanie Cassady of Daart Engineering Company, Inc. at the CalCPA Inland Empire Chapter Golf Tournament on Monday, October 24, 2022.

Beautiful weather at the Canyon Crest Country Club in Riverside, CA made a perfect setting to raise funds for the CalCPA’s education scholarship foundation. Other attendees included CPA’s, bankers, attorneys, and contractors throughout the Riverside area.

The Daart and Rancho Mesa team won the Client Flight by scoring a 4 under par 68 in the tournament scramble format.

About CalCPA
Founded in 1909, the California Society of Certified Public Accountants (CalCPA) is the largest statewide professional association of CPA’s in the United States. CalCPA offers a wide variety of benefits and services for CPA’s and financial professionals with 14 chapters located throughout the state. CalCPA is committed to the education and betterment of their members and the profession. To learn more, please visit http://blogs.calcpa.org/sd/.

Employee Spotlight: Rancho Mesa Celebrates Two More Safety Stars

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

Rancho Mesa employees continue to go above and beyond by gaining knowledge of their clients’ risk exposures with the RM365 Advantage Safety Star™ Program.

Account Manager Kelsey McPherson and Media Communications & Client Services Coordinator Megan Lockhart recently became Safety Star certified in construction safety. The safety program required them to study incident investigation, along with at least two additional safety topics based on industry-specific risks such as fall protection, fleet safety, ladder safety, mobility & stretch, and heat illness prevention.

Rancho Mesa is proud of their employees stepping up to understand the potential risks their clients are facing in the field. Ultimately, this will help our employees better serve the needs of their clients.

The RM365 Advantage Safety Star Program is designed for construction and human services industries. If you, or a member of your team, is interested in becoming a Safety Star, please visit the RM365 Advantage Safety Star Program webpage and complete the online application.