Employee Spotlight: Rancho Mesa Welcomes Jadyn Brandt to Media Communications Team

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is pleased to introduce a new member to our Media Communications department, Jadyn Brandt, as Client Communications Coordinator.

Jadyn graduated from San Diego State University with a degree in Journalism and Media Studies. Through her education and career experience, Jadyn has gained diverse knowledge in writing, media production, and communications, specifically as a producer for a news media group. She uses these well-developed skills to support the Media Communications team.

“I'm excited to be working with the team at Rancho Mesa, and I look forward to learning and growing in this industry,” Brandt said.

Jadyn is originally from the San Francisco Bay Area and has lived in San Diego since 2018. In her free time, she enjoys biking, playing soccer, and going to the beach.

We are grateful to have Jadyn’s experience, insight, and positivity on our team, and we are excited for her future at Rancho Mesa.

Rancho Mesa Welcomes New Partner Rory Anderson to Ownership Team

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Account Executive, Rory Anderson, has recently made an exciting step with Rancho Mesa, becoming the newest partner in the company.

Rory joined Rancho Mesa in 2019 as an Account Executive. Since his start, Anderson has dedicated his book of business exclusively to the tree care industry.

Rory was offered the partnership in recognition of his dedication and accomplishments, furthering Rancho Mesa’s success.

“I’m so excited and proud to welcome Rory to our ownership group. His work ethic, interpersonal skills, and strong character are all attributes we are looking for in building our present and future leadership team, I couldn’t be happier to have Rory join that group,” President Dave Garcia said.

We congratulate Rory on his achievement and are proud of his furthered commitment to the Rancho Mesa team.

Employee Spotlight: Maria Lotta Promoted to Assistant Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa would like to congratulate team member, Maria Lotta, on her promotion from Client Coordinator to Assistant Client Manager.

Maria joined Rancho Mesa in 2021. As a Client Coordinator she showed impressive initiative and commitment to her team, taking on extra work to support client managers and training many new employees.

Throughout her time here, Maria has excelled working in a variety of industries and has gained the essential experience for her new role. Her hard work and dedication has earned her this promotion to Assistant Client Manager, where she will give more hands-on assistants to client managers.

Rancho Mesa commends Maria for her accomplishments, and we look forward to her continued growth on the team.

Employee Spotlight: Rachel Bristol Promoted to Client Manager

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

We are pleased to congratulate Rachel Bristol on her recent promotion from Assistant Client Manager to Client Manager.

Rachel recently celebrated her 5th anniversary with Rancho Mesa. Since her start in 2019 as a receptionist and Certician©, Rachel has made impressive career strides, moving up to Client Coordinator the following year.

Through her excellent dedication to her team, supporting client managers, she was then promoted to the Assistant Client Manager role in 2022, where she continued to excel and expand her responsibilities.
Throughout her career, Rachel has become our most accomplished client coordinator trainer, dedicating much of her time to training her new team members. In the past two years especially, Rachel has gained valuable experience assisting client managers while also maintaining her own book of clients, to prepare for her new role.

“I am thrilled about my promotion to the position of Client Manager. I look forward to being more hands-on with our clients and taking on new challenges,” Bristol said. “I am grateful for the opportunity to grow and learn.”

We are thankful for Rachel’s contributions to Rancho Mesa, and we are proud of her impressive career achievements.

Employee Spotlight: Ashley Hunter Earns CRIS Designation

Author, Megan Lockhart, Marketing & Media Communications Specialist, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Assistant Client Manager, Ashley Hunter, took a commendable step in her career recently by earning her CRIS designation.

The Construction Risk and Insurance Specialist (CRIS®) certification is an educational program for insurance professionals that focuses on the insurance and risk management needs of construction projects and contractors. Those who complete the program prove a dedication to the industry and an expertise in construction insurance and risk management.

“I am glad I have the opportunity to continue to learn and grow within the insurance industry,” Hunter said. “Gaining my CRIS was a big accomplishment for me to complete through one of our busiest times.”

Ashley began her insurance career issuing certificates. She then gained bonding experience working in the Surety department, and has now moved to the Landscape Group managing her own accounts and providing support to the Client Manager.

Rancho Mesa is proud of Ashley’s career achievement and commitment to our team.

Employee Spotlight: Megan Lockhart Promoted to Marketing and Media Communications Specialist

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

Rancho Mesa is excited to announce Megan Lockhart has been promoted to Marketing and Media Communications Specialist.

Megan joined Rancho Mesa in July 2021 as a Surety & Media Communications Assistant where she split her time between the Surety Group and the Media Communications and Client Services Group. After only a few months, she transitioned to the Media Communications and Client Services Coordinator role where she, most notably, assisted clients with the transition from the Risk Management Center to the SafetyOne™ mobile app and website. In September 2023, her role’s focus and title changed to Client Communications Coordinator where she has ultimately honed her strategic communications skills and stepped up to learn new skills when needed in a marketing and media communications capacity.

“I am honored and excited to step into this new role as Marketing and Media Communications Specialist,” Megan said. “I'm looking forward to taking on new responsibilities and initiative within our team!”

Rancho Mesa appreciates the dedication of its team members and is proud to watch them grow in their careers.

Involved in the Community: Rancho Mesa Sponsors Local Little League

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

Rancho Mesa is proud to sponsor the Alpine American Little League season for the 2024 year.

Drew Garcia, Vice President of the Landscape Group has stepped in as coach for the team this season. Garcia, a former professional baseball player himself, is a proud example of our team using their skills to make a meaningful impact on youth lives.

We are grateful for the opportunity to give back to this valuable community.

Employee Spotlight: Brenda Khalil Named Client Technology Coordinator

Author, Alyssa Burley, Partner, Media Communications & Client Services Group, Rancho Mesa Insurance Services, Inc.

Rancho Mesa is excited to announce Brenda Khalil is now a Client Technology Coordinator in the Media Communications and Client Services Group.

After joining Rancho Mesa in November 2023 as a Client Coordinator, Brenda has shown her drive to learn new skills and expand her knowledge of the industry.

As a Client Technology Coordinator, she is now working with clients to implement Rancho Mesa’s RM365 HRAdvantage™ Portal and SafetyOne™ mobile app and website, along with administering the RM365 Advantage Safety Star™ Program.

“I am excited to embark on this new adventure in Client Services, as my desire to help others and be creative, backed by prior experience, will allow me to be a true contributing member of an already amazing team of people. I look forward to assisting our clients,” said Brenda.

Rancho Mesa is delighted to see Brenda growing her career within the Media Communications and Client Services Group.

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.

Employee Spotlight: David McCoy Moves to Client Coordinator

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

Rancho Mesa is pleased to announce that David McCoy has taken a role as Client Coordinator in Rancho Mesa’s Landscape and Human Services Group.

For the last two years, David has worked at Rancho Mesa as a Surety Client Coordinator assisting the team with surety bonds.

In his new role, he will be working with the property and casualty Client Managers.

 “I'm excited for the opportunity to try something new and challenging. I'm hoping my past experience with surety will ease the transition.”

David is a San Diego native. In his free time, he enjoys taking his dog places, spending time with friends, and watching movies.