About Us

For over 20 years, our boutique consultancy has been dedicated to providing exceptional insurance brokerage and consulting services to businesses and individuals in Oakland, CA. Founded by industry leader Patrick Burns, we leverage our extensive experience with large employers to bring high-quality benefits solutions to small and mid-sized businesses. Our commitment to personalized service, affordable excellence, and deep industry expertise sets us apart. We take pride in honoring the unique personalities and cultures of our clients, ensuring that their specific needs are met with tailored, cost-effective solutions.

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ENDORSED BY THE NORTH CAROLINA LEAGUE OF MUNICIPATILITIES

About Patrick Burns

Our founder, Patrick Burns, has been a leader in the industry, serving for many years in leadership positions in the industries association, the National Association of Benefits and Insurance Professionals (NABIP). He has served on the NABIP Board of Trustees, and is the Past President of the California Chapter and the local Golden Gate Chapter. Patrick has spoken often at industry events on current legislation, industry issues and compliance. He has testified as an expert witness in insurance industry litigation and in the State Senate Health Committee in California on Self-funded plan issues, Covered California and Agency issues. He currently is on the Foundation Board of North East Medical Services (NEMS), a community health care organization. He is also the Chair of the CAHIP Foundation and serves on the NABIP Education Foundation Board.