Gloria began her career in the insurance industry as an accounting assistant in 1985; little did she realize this would be the beginning of the evolution into a Professional Insurance Accountant position. Since 2004, she has been the Manager of Walton Insurance Accounting Department. In addition, she is the “go to gal” for our agency’s management system, TAM/Applied Systems. Gloria strongly believes that focusing on family is the key to a happy life. She enjoys spending time with her family and grandson. Outside of the agency, she is also busy with volunteer work in the community and is currently helping with the Committee for Green Foothills and other organizations. Gloria appreciates the beautiful valley we live in and loves spending time outdoors, hiking, and gardening.

Katrina has been in the insurance industry for over 20 years. She first started out in the commercial lines department as a CSR. She now works in the marketing department. In her free time she enjoys sewing, spending time with family, and cooking. Her favorite place in the world is Disneyland.

Locally raised, attended Del Mar High School, then attended The Master’s University, in Southern California where he majored in Business and Biblical Studies. In 1989 David joined and then became a partner at Valley General Insurance Services. In 2002, David was one of the founding members of Archway Insurance Brokers, LLC, with a focus on Construction, Device and Technology. In June 2021, David was named President of Heffernan Walton Insurance Services, Inc., a member of Heffernan Network of Agencies. David continues to live in San Jose, with his wife, Chrystal and their three young adult children. David enjoys outdoor activities, playing guitar and is involved with several charity organizations, and local church.