BNET Industries

Last Fiscal Year Sales:$37.5M
  • Private
  • US
Dow Jones Description

Barney & Barney was founded in 1909. We know the insurance industry inside out. And we make it our business to know our clients. Whether you run a multi-national corporation, need group benefits for a small business, or want to insure your home. We're here to listen, and deliver exactly the products and services you require.

Managing Principal, CEO
Paul J Hering
Number of Employees 174
Contact Information

9171 Towne Centre Dr Ste 500

San Diego, California 92122

www.barneyandba...

1 858 457 3414

NAICS Code Insurance Agencies and Brokerages: 524210

News & Analysis

barney & barney llc - All News and Analysis

Decision Makers

Name (plus bio) Position
Paul J Hering Managing Principal, CEO
Hal Dunning Chief Financial Officer
Gary Correia Vice President, Finance, Taylor Guitars
John Trask Owner
Bill Peartree Director of the Retirement and Wealth Management Services Division
Deborah Jondall Director of Corporate Communications
Jim O'Connell Director of Development, Barney & Barney Programs
Lisa Maclarty Director of Corporate Communications
Robert L McAlister Risk and Loss Advisors Director
Alice Campbell Principal
Catherine Botello Account Executive
Chuck Cotter Principal
Cpcu Terry Moore Principal
Dan Nagle Account Executive
Diane Taylor Professional Liability
Gary W Kloehn
John Niedernhofer Principal
Mark Nash Principal
Paul Heidemann Principal
Shawn Pynes Principal
Travis Trask Principal

Board of Directors

Name (plus bio) Position
Ana Tolerico-Lyon Board of Directors
Arlene Lieberman Board of Directors
Bill Brennan Board of Directors
Bill Buchanan Board of Directors
Craig Tabor Board of Directors
Diana Twadell Board of Directors
Jack Galloway Board of Directors
John Sharp Board of Directors
Kathy Ybarrondo Board of Directors
Mike Milligan Board of Directors
Patrick Hanson Board of Directors
Steve Finden Board of Directors
Trindl Reeves Board of Directors

Organization Position Status
Barney & Barney, LLC Managing Principal, CEO Current
San Diego Symphony Vice Chairman Current
Barney & Barney, LLC Managing Principal Former
The Chubb Group Of Insurance Companies Former

Organization Position Status
Walden Family Services President of the Board Current
Barney & Barney, LLC Chief Financial Officer Current
Barney & Barney, LLC Controller Current
Walden Family Services Chairman Current
Barney & Barney, LLC Board of Directors Current
Anthony Industries, Inc Former
Pomona College Bachelor of Arts Degree Former

Organization Position Status
Barney & Barney, LLC Vice President, Finance, Taylor Guitars Current

John Trask joined Barney & Barney in June 2000 and became an owner of the firm in 2005. During his career he has worked with companies of all sizes, in many different industries and in both the private and public sectors. He has nearly 30 years of experience relating to employee benefits program design and property and casualty risk management consulting. He has designed many programs for publicly held corporations, including financial institutions, regional airlines and a broad base of other industries. John has also specialized in the implementation of self-insured plans. Prior to joining Barney & Barney, John owned his own insurance brokerage firm, which was ultimately purchased by AON Corporation. While with AON he was promoted to Executive Vice President where he was responsible for managing a regional office. John is on the Board of Directors of the Arthritis Foundation and has volunteered his time with many other non-profit organizations. He was on the Board of Directors for a local Independent Insurance Agents Association. John also served in the Air Force and retired from the California Air National Guard as a Lieutenant Colonel after serving his last eight years as a Squadron Commander.

Organization Position Status
Barney & Barney, LLC Owner Current
Arthritis Foundation Board of Directors Current
Barney & Barney, LLC Board of Directors Current

Organization Position Status
Barney & Barney, LLC Director of the Retirement and Wealth Management Services Division Current
Employee Benefits Institute of America, Inc. Board of Directors Current
Barney & Barney, LLC Board of Directors Current
Employee Benefits Institute of America, Inc. Active Member Current
University of Nebraska - Lincoln B.S.B.A. In Finance Former

Organization Position Status
Barney & Barney, LLC Director of Corporate Communications Current

Organization Position Status
Barney & Barney, LLC Director of Development, Barney & Barney Programs Current
Barney & Barney, LLC Principal Current

Organization Position Status
Barney & Barney, LLC Director of Corporate Communications Current

Robert McAlister is the Risk and Loss Advisors Director at Barney & Barney, LLC, in San Diego, California. His multi-faceted role includes business development and client services in areas such as risk management, business continuity and crisis management, and occupational safety and health. Prior to this position, McAlister was the Safety and Emergency Response Program Manager for the City of San Diego. He has served San Diego in a number of capacities, both professionally and as a member of various boards and commissions. He is a former U.S. Marine where, as a Recon Instructor, he worked not only with USMC Special Forces, but also Navy Seals, U.S. Army Special Forces, and Ranger Units. He can be reached at bobm@barneyandbarney.com.

Organization Position Status
Barney & Barney, LLC Risk and Loss Advisors Director Current
Certified Medical Investigator Board of Directors Current
Certified In Homeland Security Board of Directors Current
Abchs Board of Directors Current

Organization Position Status
Barney & Barney, LLC Principal Current
The University of Arizona Degree In Business Administration, Personnel Management Former

Organization Position Status
Barney & Barney, LLC Account Executive Current
National Human Resources Association Board of Directors Current
San Diego State University Bachelors of Science In Finance Former

Organization Position Status
Barney & Barney, LLC Principal Current
Barney & Barney, LLC Board of Directors Current

Organization Position Status
Barney & Barney, LLC Principal Current
San Diego Chapter Board of Directors Current
Barney & Barney, LLC Board of Directors Current
San Diego Chapter Member Current
University of California, Santa Barbara Former

In 1975, Dan shifted his career path from accounting to the insurance profession. After six years with Prudential Insurance Company, he joined Barney & Barney as an Account Executive. He became an owner in the firm in 2001. Dan focuses his attention on being an advocate on behalf of his clients, anticipating and responding to their unique health insurance challenges and creating custom designed health packages that speak directly to their needs. Dan earned his Bachelor of Science degree in Business Administration from the University of North Dakota. He also has achieved the Certified Employee Benefits Specialist (CEBS) and Registered Health Underwriter (RHU) designations. A past-President of The Society Club, a group supporting the American Cancer Society, Dan is active in Toastmasters, the North County Personnel Association, Junior Achievement, and is a Board Member of the Rancho Family YMCA.

Organization Position Status
Barney & Barney, LLC Account Executive Current
Barney & Barney, LLC Board of Directors Current
University of North Dakota Bachelor of Science Degree In Business Administration Former

Organization Position Status
Barney & Barney, LLC Professional Liability Current

Organization Position Status
American Electronics Association Liaison Current
Biocom, Inc. Liaison Current
CONNECT: The Knowledge Network Liaison Current
Barney & Barney, LLC Current
University of Wisconsin Bachelor of Science Degree Former

John is a Principal with Barney & Barney LLC. He leads the Executive Risk Practice, which focuses on strategically managing clients' directors and officers liability and errors & omissions programs. He and his executive risk team work with a large number of Southern California's private and public companies helping them maximize the integration of corporate governance issues with their risk management needs. John's insurance-related experience spans more than 18 years. He holds a Bachelor of Arts from the University of Virginia, and a Juris Doctor from George Mason University School of Law. He is currently a non-practicing member of the Virginia Bar. He serves on the Board of Directors for Corporate Directors Forum. Prior to joining Barney & Barney, John was the Regional Financial Lines Manager for a division of a global insurance broker where he was responsible for directors & officers liability, professional liability, employment practices liability, and related coverages for 14 offices in the West. John's also served in the capacity of regional technology practice leader. John is a frequent author and public speaker on a host of topics that include, among others, corporate governance, executive and professional liability. John has worked extensively with life sciences, technology, healthcare and manufacturing sector clients. He has successfully managed over 100 public company D&O programs.

Organization Position Status
Barney & Barney, LLC Principal Current
Barney & Barney, LLC Board of Directors Current
University of Virginia Bachelor of Arts Former

Organization Position Status
Barney & Barney, LLC Principal Current
UCSD-CONNECT Board of Directors Current
Barney & Barney, LLC Board of Directors Current
UCSD-CONNECT Member Current
San Diego State University Bachelor's Degree In Political Science Former

Paul Heidemann joined Barney & Barney as a Principal in 2008. As the leader of the Construction Practice Group, Paul brings new strategic outlooks and greater potential to this already growing Practice Group. His deep understanding of and reach within the construction industry helps to better serve Barney & Barney's construction clients. Paul has over twelve years of successful experience in the insurance and construction sector. Paul is a member of the Association of General Contractors, the Engineering General Contractors Association, and the Asphalt Paving Association. A graduate of the University of California, Irvine, Paul has a Bachelor's degree in Political Science. He holds the designation of Certified Insurance Counselor (CIC).

Organization Position Status
Barney & Barney, LLC Principal Current
Engineering & General Contractors Association Board of Directors Current
University of California, Irvine Former

Organization Position Status
Barney & Barney, LLC Principal Current
Tpas Current
UCSD-CONNECT Director Current
Barney & Barney, LLC Board of Directors Current
First Health Vice President Former

Travis Trask is a Principal with Barney & Barney LLC, the region's largest full service risk management and health & welfare consulting and insurance brokerage firm. As the Managing Director of the company's Aliso Viejo office, Travis is responsible for providing leadership and strategic planning for the company's Orange County operations. For more than 12 years, Travis has provided risk management and insurance counsel to companies of all sizes, ranging from start-ups to global exchange traded companies. In addition to his involvement in Generation Next, Travis is also involved with Children's Hospital of Orange County and the Bone Marrow Foundation. He holds a B.A. degree in Business Economics from the University of California, Santa Barbara and a Masters Degree from the same institution. Travis enjoys golf and surfing when he's not spending time with his lovely wife and three beautiful children.

Organization Position Status
Barney & Barney, LLC Principal Current
The Bone Marrow Foundation Current
Barney & Barney, LLC Board of Directors Current
University of California, Santa Barbara B.A. Degree In Business Economics Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
The Pennsylvania State University Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current

Organization Position Status
Barney & Barney, LLC Board of Directors Current
University of San Diego Bachelor of Arts Degree In Business Administration Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
University of California, Los Angeles Bachelor of Arts Degree In Economics Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
Alexander & Alexander Former
San Diego State University Bachelor of Science Degree In Psychology Former

Diana Twadell became a Principal at Barney & Barney in 2008. As a Principal in Barney & Barney's Small Business Unit (SBU), Diana specializes in small to mid-sized group benefits and uses her product, service and legislative expertise to help her clients deal effectively and proactively with the unique challenges small business owners face. Her extensive experience in marketing, underwriting and customer service enables her to assist clients in virtually every area of employee benefits. Diana has over 14 years experience in the insurance field and has held key positions with a large national carrier, a national securities broker-dealer and with local brokerage agencies. She is a board member of Women of Purpose and also sits on the Agent's Advisory Council for Children's Hospital. As Vice President for Legislation for the San Diego Association of Health Underwriters, Diana has met with legislators in Sacramento and Washington DC to discuss healthcare issues and strategies to assist small business owners in providing high quality employee benefits to their employees. Diana holds a Bachelor of Arts degree in Organizational Studies from Bethel College.

Organization Position Status
Women and Company Board Member Current
Barney & Barney, LLC Board of Directors Current
Bethel College Bachelor of Arts Degree In Organizational Studies Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
California State University BS Degree In Business Administration Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current

Organization Position Status
Barney & Barney, LLC Board of Directors Current
Prudential Insurance Auditor Former
Rutgers University Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
Life Science Group Inc. Director Current
University of San Diego Bachelor's In Communication Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
California State University B.S. In Finance and Economics Former

Organization Position Status
Barney & Barney, LLC Board of Directors Current
The Blue Cross Former
St. Mary's College Former

Organization Position Status
Bridgegate LLC Current
Barney & Barney, LLC Board of Directors Current
Johnson & Higgins Former
University of California, Irvine B.A. Former
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