Our Associates
EMPLOYEE BENEFITS
William Dewey, CLU®, CEBS
CA Ins. License 0697063
Phone: 415.393.6390
Fax: 415.392.6634
wdewey@brodywalsh.com
A principal of Brody, Walsh & Brody since 1999 and the Chief Operating Officer, Bill Dewey manages the firm’s employee benefits practice. His expertise in creating the right mix of employee benefits to achieve the goals of employers is based on over 25 years in the field; his status as a Certified Employee Benefits Specialist (CEBS), a designation co-sponsored by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania; and his standing as a Fellow of the International Society of CEBS. Bill earned his Chartered Life Underwriter (CLU®) designation from the American College. He is an alumnus of Carleton College, Northfield, Minnesota.
Andrea Kong
CA Ins. License 0C06704
Phone: 415.393.6095
Fax: 415.392.6634
akong@brodywalsh.com
Employee Benefits Manager Andrea Kong takes pride in the personalized attention she gives clients as they establish employee benefit programs and as their human resources personnel need support. A native Californian, Andrea is a graduate of the University of California at Davis who has shared her expertise with small, mid-size and large businesses for the past 15 years. She is working towards her Certified Employee Benefits Specialist (CEBS) designation.
Diana Cavendish
CA Ins. License 0D98710
Phone: 800.292.3632
Fax: 707.459.1981
dcavendish@brodywalsh.com
Brody, Walsh & Brody is 100% committed to providing a high level of customer service. Diana Cavendish has successfully resolved claims and administrative issues between group and individual clients and carriers for the past 15 years. Formerly an independent small business consultant and a business manager/administrator for a legal trial consulting firm, Diana offers a wealth of expertise in benefits management and financial services.
Karen Vertin
Karen enjoys working with people looking for insurance for themselves and/or for their families, helping them find the right plan that fits their specific health care and financial requirements. She works with a variety of carriers and with people of all ages, including Medicare-eligible clients, and supports our group clients as well. A California native and graduate of Humboldt State University, Karen joined Brody, Walsh & Brody in 2007.
Memberships/Affilitations
The Brody, Walsh & Brody staff's experience is augmented by the firm's membership in United Benefit Advisors® (UBA), an alliance of the nation’s premier independent benefit advisory firms; HR Technology Advisors, a national, independent human resources and benefits technology consulting firm; thinkHR, providing HR consulting, out-sourcing and recruiting services; and Alfred B. Fowler, Attorney at Law, specializing in an ERISA Welfare Plans practice.
CAPITAL NEEDS ASSESSMENT, ESTATE & SUCCESSION PLANNING & INCOME PROTECTION
David R. Walsh, Financial Advisor
CA Ins. License 0414122
Phone: 415.393.6094
Fax: 415.393.6133
drwalsh@eaglestrategies.com
One of the firm’s original founders and a New York Life Agent, David Walsh focuses on helping clients--particularly business owners--gain control over every aspect of their financial lives, including estate and succession planning and income protection related to premature death, disability and retirement. He is a life and qualifying member of the Million Dollar Round Table*, a member of the Association of Advanced Life Underwriters and a past president of the San Francisco Life Underwriters Association. David is also a financial advisor affiliated with Eagle Strategies LLC, utilizing Eagle Strategies’ and The Nautilus Group’s resources to help clients define and implement their personal and business objectives. The Nautilus Group is a service of New York Life Insurance Company. David is an alumnus of St. Lawrence University in New York.
William Brody, CLU®
CA Ins. License 0382101
Phone: 415.393.6159
Fax: 415.393.6133
wbrody@brodywalsh.com
Co-founder of Brody, Walsh & Brody, Bill Brody is a New York Life Agent and life and qualifying member of the Million Dollar Round Table, with the distinction of achieving this prestigious designation every year since he became an agent in 1969. A Chartered Life Underwriter and a member of New York Life's Councils for 41 years, having achieved Chairman's Council 28 times, Bill is a second-generation New York Life Agent, following in the footsteps of father Arthur P. Brody’s 30 years with the company. In turn, his two sons, David A. Brody and Christopher P. Brody, are also New York Life Agents working for Brody, Walsh & Brody. Bill is a San Francisco State University, California, alumnus.
David A. Brody, CLU®
CA Ins. License 0C75590
Phone: 415.393.6232
Fax: 415.393.6133
dbrody@brodywalsh.com
Third generation New York Life Agent Dave Brody joined Brody, Walsh & Brody in 2000 to work primarily with individuals seeking to protect their families and businesses through long-range planning. As a Registered Representative of NYLIFE Securities LLC and a Chartered Life Underwriter, Dave sells life, disability and long-term care insurance products. He has been a Million Dollar Round Table* member in 2004, 2007, 2009, and 2010 and has qualified for New York Life’s Executive Council from 2001 to 2007 and in 2009 and for President's Council in 2008 and 2010. Dave has served as President of the National Association of Insurance and Financial Advisors. He is a graduate of the University of Arizona.
Christopher P. Brody
CA Ins. License 0E07431
Phone: 415.393.6056
Fax: 415.393.6133
cbrody@brodywalsh.com
Chris Brody continued the Brody family tradition by becoming a New York Life Agent in 2003. As a Registered Representative of NYLIFE Securities LLC, Chris specializes in helping young families plan financially for the present and future. His main focus is life insurance, but he also sells long-term care and disability insurance and annuities. He is working towards his Chartered Life Underwriter (CLU) designation, is a member of the National Association of Insurance and Financial Advisors and has qualified for New York Life’s Executive Council the past few years. Chris is a graduate of California State University, Chico.
* MDRT is recognized as the standard of excellence in life insurance sales performance.
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