Staff

Meet the HATTER WILLIAMS & PURDY INSURANCE Team

Carlsbad Staff

 

Scott Purdy, CIC – President

: (760) 795-2002 x104

Scott Purdy started in the insurance industry, as a life insurance agent with National Life of Vermont. Scott joined Hatter, Williams & Purdy Insurance in 1983, and has spent the balance of his career in the agency/brokerage business. In 1999, Scott assumed the principal position of HWP, and became President of the agency.

Scott graduated from La Sierra College, with a Bachelor of Science degree in Biology. He has earned and currently holds the distinguished designation of Certified Insurance Counselor (CIC). Scott has previously served on several insurance carrier producer councils, and presently is part of Capital Insurance Groups producer council, as well as Safeco Insurance Company.

Scott strongly believes in providing the highest level of customer service to his clients with a commitment to effective hands-on attention to detail. The philosophical approach that Scott takes is to form a partnership with his customers, to help provide the best coverage at the most economical price.

Scott is a native San Diegan, and has resided in North San Diego County for over 30 years. Scott has two children and two grandchildren. In his spare time, Scott enjoys playing golf with friends, traveling, and attending Charger games.

The only difference between a good day and a bad day is your attitude. ~ Dennis Brown

Dustin Purdy – Personal/Commercial Lines Sales

: (760) 795-2002 x112

Dustin Purdy joined the HWP Insurance family in February 2010. He redirected his career path from the commercial construction industry where he gained over four years of experience in project management and client services.

Dustin obtained his Bachelor’s Degree from Cal Poly San Luis Obispo in 2005, and acquired his Property & Casualty Insurance license in 2010. He has knowledge in all areas of business and can provide valuable insurance insight for any type of risk.

Dustin is a native San Diegan who enjoys running, rock climbing, water sports (all of them), and watching football. A few of his personal accomplishments include completing an Ironman 140.6 and doing the American Birkebeiner in Wisconsin. He also enjoys spending as much time as possible with his amazing wife and son.

If I had nine hours to chop down a tree, I'd spend the first six sharpening my ax. ~ Abraham Lincoln

Sarah Field – Personal/Commercial Lines Sales

: (760) 795-2002 x109

Sarah Field has been in the insurance industry for over 15 years. After graduating with a bachelor's degree from Cal State San Marcos in 2003, she began working at Hatter, Williams & Purdy Insurance as a personal lines customer service representative, then later moved to the commercial department. Now in commercial and personal lines sales, Sarah's ultimate goal in this industry is to provide the utmost in service and to sell products that help maximize protection at a minimized cost.

Sarah is a native to San Diego and enjoys exercising, watching live music and spending time with her family and friends.

Jenny Bowman, CISR – Personal/Commercial Lines Sales

: (760) 795-2002 x123

Jenny Bowman is a native to California and has been in the insurance business for more than twelve years. Jenny began her career working for an independent commercial insurance office in Bishop, CA and shifted her focus to Personal Lines when she moved to San Diego in 2001. She joined Hatter, Williams & Purdy in 2003 as a customer service rep and became the supervisor for the Personal Lines Department a few years later.

Jenny was recently promoted in 2015 to Sales Agent and has extensive experience in personal insurance products. She is an excellent leader for her co-workers in the Personal Lines Department and her focus is exceeding customer expectations with customer service and product knowledge.

I am not afraid of tomorrow, for I have seen yesterday and I love today. ~ William White

Personal Lines Department

Chelsea Grell – Customer Service Rep

: (760) 795-2002 x113

Chelsea Grell was welcomed to the HWP team in October of 2011. She was born and raised in Southern California, and now at twenty-four, has been an avid component of the customer service industry for almost ten years now. Through her time in this field and acquired experience, she has also gained a sense of purpose; and has dedicated herself to helping people in any way possible, and with a positive disposition. Her personal mantra is to smile in the face of obstacles. Chelsea’s free time is best spent in the great outdoors of beautiful, sunny San Diego.

Son coeur est un luth suspendu; Sitot qu'on le touche il resonne.

Chelsie Lee-Customer Service Rep

: (760) 795-2002 x116

Chelsie Lee is a San Diego native and one of our newer additions to the HWP team. She graduated from San Diego Christian College in 2014 with a Bachelor's Degree in Business Marketing as well as a Biblical Teaching Degree. Chelsie obtained her insurance license in 2015 and works as a Customer Service Representative in our Personal Lines Department. Known for her outgoing personality, Chelsie strives to provide fast and friendly customer to all of her clients.

In her spare time she enjoys the outdoors, cooking, trap shooting and geeking out.

The most powerful weapon on earth in the human soul on fire. -Ferdinand Foch

Commercial Lines Department

Nickie Einertson, Customer Service Rep

: (760) 795-2002 x120

Nickie Einertson started with HWP in 1990 as a receptionist. She was promoted to Customer Service in the Personal Lines department, and in 1998 moved to the Commercial Lines Department. Nickie is focused on satisfying the needs of our clients and making sure their insurance needs are met with the highest quality of service and knowledge. She holds the Certified Insurance Service Representative (CISR) designation since 1995.

Nickie and her husband of over 30 years were both raised in Carlsbad and now live in Oceanside. They have two grown children and a grandson. Her hobbies include riding quad runners in Ocotillo Wells, watching her son play baseball and playing with her grandson.

To be able to look back upon ones life in satisfaction is to live twice.

Dove Sholk, CISR – Customer Service Rep

: (760) 795-2002 x107

Dove Sholk has been in the customer service industry since 2002. She started at HWP Insurance as the Receptionist in June 2009, received her Property and Casualty License in April 2010 and in October 2011 became a Commercial Customer Service Rep. She received her Certified Insurance Service Representative designation in 2012. She strives to provide fast and friendly customer service to all of her clients.

Dove was born and raised in Encinitas and lives in Oceanside. She is currently training for a 5K run. She loves animals, hiking, traveling and spending time with her family and friends.

Success is not what you have, but who you are. ~ Bo Bennet

Office Staff

Barbara Birch – Office Manager/Accounting

: (760) 795-2002 x106

Barbara Birch started her career in the Insurance Industry in 1977 and has been with Hatter Williams & Purdy since 1988. Currently she is the Office Manger/Accounting Supervisor for HWP. Her insurance career began in 1977 as a Claims Examiner for Idaho Farm Bureau. In 1985 she moved to Ogden, Utah where she worked for a small independent insurance agency as a CSR. Then in 1987 she moved to Oceanside and began her career with HWP. She started out in customer service for the personal lines department. Shortly after she assumed the role of assistant bookkeeper and in 1993 was promoted to the job that she holds now.

She is married to Bob Birch, the IT consultant for the agency and they have 3 children and 6 grandchildren.

Life is too short to worry about the little things, enjoy what you have today, not what you might get tomorrow.

Temecula Staff

Sales

Karen Estes, CIC – Personal/Commercial Lines Sales

: (951) 296-6833 x203

Karen Estes has over 25 years of insurance experience as a Commercial and Personal Lines Agent, and focuses on solving clients’ problems and providing attentive customer service. She particularly enjoys dealing with businesses and helping them resolve their insurance challenges. She has a vast experience insuring various types of businesses including golf courses, non-profits, home health care, financial institutions, manufacturers, ranches and farms, contractors as well as main street type of businesses.

Karen is a Certified Insurance Counselor (CIC) and is a graduate of the University of California, Irvine with a Bachelor of Arts in Psychology. Additionally, she spent 5 weeks in Hartford at the Aetna Institute of Corporate Education. She is an active member, Past President and on the current Board of the Bonsall Rotary Club. She is also on the Board of Legacy Endowment in Fallbrook and on the Board of the Fallbrook Animal Sanctuary. Last, she is a member of the American Association of University Women, Fallbrook branch and is involved in the AVID mentoring program.

Karen resides in North County. She enjoys going to the movies, golfing, walking her dogs, traveling, spending time with friends and family and involvement in charity work.

We see our customers as invited guests to a party and we are the hosts. It’s our job to make the customer experience a little bit better. ~ Jeff Bezos of Amazon.com

Sara Stamper, CISR – Personal Lines Sales/Commercial Lines Sales

: (951) 296-6833 x202

Sara Stamper began her career in the insurance business as a Personal Lines Representative in 1989. She has been a dedicated member of the Hatter, Williams & Purdy staff since 1993. In 2002, when HWP took the initiative to expand the business and open a second office location, Sara transferred to the new Temecula office to support and assist with the growth of our company. Sara is a Sales Agent and Temecula Office Manager. Additionally, she is a qualified CISR (Certified Insurance Service Representative.) In her role, Sara upholds and welcomes the valued business of new customers and works diligently to the best interest of our patron. In addition to more than 20 years of experience and knowledge in our business field, Sara also integrates fluent bilingual abilities.

Sara currently resides in North County where she was also born and raised. She is a loyal friend, compassionate daughter and loving wife. For leisure and relaxation, Sara enjoys biking, camping and spending time at the beach.

Cheryl Zuniga – Personal Line Sales Agent

: (951) 296-6833 x206

Cheryl Zuniga started her career in the insurance industry in 1997. In 2000 she joined a large insurance agency based out of San Diego to start up their Temecula office as a personal lines sales agent/CSR. She changed agencies in 2008 so she would be able to work from her home office and also take care of her two school age kids. In February 2015, Cheryl joined Hatter, Williams & Purdy as a Personal Lines Sales Agent in their beautiful Temecula office.

Cheryl enjoys helping her clients with their insurance needs and questions, and considers most of her client’s family. She is very grateful to have had a lot of her clients follow her when she has changed insurance agencies.

Cheryl grew up in Seal Beach, CA and moved to Murrieta in 1993. Yes, she has seen a lot of growth in the area! Cheryl and her husband John have three daughters, one son, two son-in-laws, one granddaughter, and two cats. She enjoys spending time with her family and friends.

Rosa Banuelos – Customer Service Rep

: (951) 296-6833 x201

Rosa Banuelos has been proudly serving the insurance industry since 1990. She joined the Hatter, Williams & Purdy team in January of 2002.

Rosa works out of the Temecula office, and specializes in Personal Lines Insurance. Being a Fire and Casualty licensee, she serves as a Customer Service Representative/Sales Agent and strives to exceed our customers’ expectations on a daily basis. In addition, her bilingual abilities have enabled her to create and maintain trustworthy relationships with our Spanish speaking customers, as well.

Rosa resides in the Temecula area and she enjoys camping, vacationing and spending the most time possible with her family. She is a mother of five and has been happily married for twenty two years.

Don’t ever give up on your dreams….with a good mind set, they will come true.

Gilda Saul-Alvarez – Customer Service Rep/Receptionist

: (951) 296-6833 x204

Gilda Saul-Alvarez is a Customer Service Representative in our Temecula office. She began her journey in the insurance industry as our part time receptionist and Personal Lines Assistant in January 2004. Along with her bilingual proficiency and superior learning abilities Gilda soon became a licensed Property and Casualty Insurance Agent in 2006. Prior to HWP, Gilda lived in Tijuana, Mexico and worked as an elementary English teacher. She has contentedly resided in the city of Murrieta since August, 2002. Gilda has been blissfully married for twenty five years and is a devoted mother to her 3 daughters. Additionally, she recently welcomed her first and only grandson. Gilda enjoys reading, listening to music, dancing and cherishing moments with her family.

Do not dwell in the past, do not dream of the future, concentrate the mind on the present moment.

Megan Joseph - Personal Lines Assistant

: (951) 296-6833 x205

Megan Joseph is from Modesto, CA. She graduated from Trinity Christian College in Palos Heights, Illinois with a Bachelor’s Degree in Church and Ministry Leadership. She started working for HWP in November 2010 as the receptionist. A year later she was promoted to the Personal and Commercial Lines Assistant where she helps with the day to day functions of the office. She now holds her Property Casualty License and is continuing to learn more about insurance.

Megan was married in November of 2011. She and her husband, Vince, live in Oceanside where they enjoy being outdoors, going on weekend road trips, and just making the most of every day they are given.

Be strong when you are weak, brave when you are scared, and humble when you are victorious.