With a positive outlook on the year ahead, LBW Insurance and Financial Services in Valencia promoted two existing staffers in February and added three new service team members in March.
In recognition of strong revenue growth and excellence as client advisors and advocates, Todd Lerner and Eric Stelnick were both promoted to Vice President. Todd J. Lerner, BFATM was promoted to Vice President in the Financial Services division. A Financial Advisor with nearly 20 years of experience, Lerner was recently recognized by Priority Financial Group, the firm’s OSJ, as one of their three “Independent Advisors of the Year” for 2020.
Eric Stelnick is now Vice President of Sales. Stelnick has generated tremendous growth in his book of business during his four years with LBW. In 2020 he established a specialty niche for the firm, building a roster of clients in the cannabis industry. He has tapped an exciting, emerging industry and has become a trusted advisor to his clients in that arena.
In the Commercial Lines department, two new team members were added in support roles. The first, Heidi Williamson, joined the firm as a Support Specialist. Heidi has four years of experience in the insurance industry and is lending support to Commercial Account Managers and Producers. Miriam Lopez, CLIC, CCIP is the second team member to join the firm in March and is a Senior Support Specialist. Miriam has ten years of experience in the industry and brings particular expertise insuring clients in the construction industry.
Rounding out the trio of new LBW team members is Kenny Nguyen. His position, Employee Benefits Support Technician, was created to leverage the team’s technological capabilities and streamline department workflows. Nguyen’s past experience in information technology and analytics made him an excellent choice for this new role.