About Our Staff
Executives
Jason Stevens CEO
License # 0H96797
Jason Stevens was born and raised in Santa Barbara. He graduated from San Marcos High School, where he played water polo and football and left for college at California State University, Fresno. Jason says, “I have been a retiree specialist since I was three feet tall.” As the youngest son of Ray and Sandra Stevens, he has acquired the passion and dedication to provide quality coverage and overwhelming service to all clients.
When the new Affordable Care Act revision was implemented, Jason created partnerships with numerous corporations and health organizations to ensure their clients have the coverage necessary to fit their needs. He also oversees the recruiting, training and support of agents working with Stevens & Associates. In his spare time he coaches football and wrestling at his alma mater. He is also a wonderful cook.
Gerald 'Ray' Stevens President
License # 0640489
Gerald “Ray” Stevens is originally from Missouri, where he graduated from Kansas City Business College. After moving to Santa Barbara, CA he attended the Insurance Training Institute with Certified Life Insurance Company. Mr. Stevens quickly became one of the top insurances producers in the country for Medicare Supplements and Individual Health Insurance. After leaving Certified Life in 1983, Mr. Stevens started Stevens & Associates Insurance Agency, Inc., specializing in Retiree Health Benefits and individual health insurance. Mr. Stevens has remained one of the top national producers for the last 30 years and currently serves on a National Health Insurance Advisory Board. Ray and Sandy Stevens have two wonderful sons, Jeremy and Jason. Jeremy attends Medical school in Nevada and Jason is an insurance broker. Ray enjoys coaching high school football and Bass fishing.
Sandra K Stevens Vice President
License # 0B78936
Sandra graduated from Park Hill High School in Kansas City Missouri in 1980 and attended Maple Woods Community College. In 1983 Sandra became the bookkeeper for Stevens & Associates Insurance Agency, Inc. and became a broker with the company in 1996. As the company grew, Sandra became the Customer Service Representative for all Stevens & Associates clients providing the very best service. Sandra started implementing “Concierge” customer service which is still in effect as of today. As a licensed representative Sandra attends numerous insurance industry educational seminars to keep up with new regulations. Sandra truly believes there is not another agency out there that provides the quality of service that Stevens & Associates does. She is the mother of Jason and Jeremy Stevens and wife to Gerald “Ray” Stevens. In her spare time, Sandra likes to participate in outdoor activities, travel and to read her kindle.
Agents
J. Jordan Futch Senior Account Manager
License # 4000027
Jordan studied communications at Santa Barbara City College, where he was also a student-athlete on the volleyball team. He began his career at Stevens & Associates in a customer service role, where he discovered a passion for assisting clients and gained valuable industry knowledge. After a year, he transitioned into the Account Manager position, working directly under the Vice President, and was quickly promoted to Senior Account Manager. Thanks to his educational approach and dedication to finding solutions for his clients, Jordan is now a nationally ranked producer and one of our selected advisors to host Educational Medicare Seminars.
Leonardo 'Leo' Marquez Senior Account Manager
License # 4248233
LANGUAGES: SPANISH
Leo has called Santa Barbara home for nearly 30 years and deeply values the community. For many years, he has volunteered as a soccer coach at AYSO, aiming to teach children and teens the fundamentals of the game. He feels fortunate to work in a field that allows him to guide others in making the right decisions. Outside of work, Leo enjoys spending time at church and with his family. He loves the outdoors and can often be found playing tennis, soccer, or jogging along the Goleta trails and beaches.
Jeffrey P. Levy
License # 4338113
Jeff has over 10 years of experience in customer relations and more than 3 years in the insurance industry. His passion for helping others began early, as he took on the role of primary caregiver for his mother and grandmother from a young age. With a lifetime of experience advocating for others, Jeff is driven by a strong desire to positively impact his community. Outside of work, he enjoys playing guitar and composing music, a hobby he has pursued for over 20 years. On weekends, he loves to unwind by playing music and taking nature walks.
Keith Kim Account Manager
License # 0G72140
Keith spent twelve years as an independent agent with Stevens & Associates before relocating to Ojai, where he joined the team as an in-house agent. He is passionate about the benefits of excellent medical coverage, particularly for seniors, and the exceptional customer service that Stevens & Associates is known for. Outside of work, Keith enjoys cooking, shopping with his beloved partner, taking long walks whenever possible, and fly fishing.
Dani Chard Agent
License # 0B54958
Dani has been a licensed agent with Stevens & Associates Insurance Agency, Inc. for over 24 years. Dani specializes in Medicare Supplements and Retiree Benefits. Dani is passionate about helping others, which is what makes her the “PRO” when it comes to wading through the Medicare & Retiree Benefits systems that can be very challenging. Dani takes pride in walking each client through every step to ensure that they are receiving the best coverage available for their needs. Dani and her husband were both born and raised in Santa Barbara, and have been fortunate enough to raise their 2 children in the same community they both love. Dani enjoys the outdoors and spending time with family and friends.
Karen Davis Agent
License # 0D05310
Karen Davis began her insurance career with Stevens & Associates in August 2000 as a life and health insurance agent. She is a full-service agent, providing group and individual insurance products. She helps her clients make informed decisions about their insurance needs for Long Term Care, Medicare Supplements, Retiree Health Benefits, Major Medical health plans, Accident, Critical Care and Cancer policies. Since insurance can be time-consuming and sometimes confusing, Karen understands what policies are available and how much coverage is sufficient for their needs. Clients include retirees from Santa Barbara Bank & Trust, General Motors, Raytheon, and Santa Barbara City College. Karen attended college at California State University at Long Beach with an emphasis in Business Finance and Business Law. She lives in Santa Barbara with her husband Scott and they have raised five boys. When not working, she attends Calvary Chapel of Santa Barbara and enjoys time with her family paddle boarding, snow skiing, camping and deep-sea fishing.
Theone 'Toni' Holdren Agent
License # 0I95620
Santa Barbara has been Toni’s home for over 50 years. She began volunteering in the PTA while her 3 sons, Clay, Dare, and Rand attended Foothill School and later continued on through San Marcos High School. Toni was a founding member of the Goleta Youth Basketball Assoc. and instrumental in getting the Page Youth Center funded and off the ground. She is still an active member of the Assistance League of Santa Barbara still today. Toni was also the owner of Breakaway Travel for over 10 years. She and her husband Ed, have traveled extensively, enjoying the cultures and people from all parts of the globe. Today Toni is a Retiree Insurance Specialist. After navigating the maze of Medicare, Toni decided to get her Health Insurance license to help make it easier for seniors to understand Medicare and Medicare Supplemental Insurance. Toni continues to travel in her free time and she loves spending time with friends and family, especially playing with her three grandsons and granddaughter.
Charles "Ed" Holdren Agent
License # 0I91623
Ed was born in San Bernardino, CA and graduated from San Marcos High School in 1963. Later, he graduated from UCSB with the class of 1970. Ed started his career as a Licensed General Contractor in California over 40 years ago. Shortly after, he added the profession of Licensed Real Estate Agent and Broker to his resume and has been in that industry over 30 years. Ed is highly involved in our community and as a result, has been named Goleta’s “Man of the Year” in 1982 and then again in 1984! Ed was also named “Man of the Year” for Santa Barbara in 1989. Then in 1992, he was also inducted into the SBART Hall of Fame. Ed is a proud founding member of the Page Youth Center and is also the owner of “Holdren’s Steak and Seafood” (est. 2002). Most recently, Ed has been an Independent Insurance Agent with Stevens & Associates and specializes in group retiree health insurance. Ed enjoys spending time with his wife Toni of 45 years, his sons, and grandchildren. When Ed is away from the office he is often golfing, traveling, and coaching football.
Gary Campbell Agent
License # 0C87320
Gary is very knowledgeable in the healthcare field with more than 30 years’ experience, his passion is helping people protect themselves & their health.
The healthcare world can be challenging to understand, Gary realizes this so he takes the time & patience to explain in layman’s terms a health insurance policy.
Gary saw the world while serving his country in the US Navy, he grew up & resides in Ventura County with his bride Brigitte & two dogs. Gary enjoys camping (in an RV) while enjoying the beautiful outdoors, including wine tasting.
Gabriela 'Gaby' Chard Agent
CA License # 4233518
CO License # 756120
LANGUAGES: SPANISH
Gaby grew up in Santa Barbara but now lives in Colorado. She strongly believes in senior care advocacy which is why she is in the health insurance industry. Gaby began her career at Stevens & Associates as a customer service representative and with hard work and determination she quickly became an agent. She takes pride in being a resource for her clients and helping them navigate the insurance world. In her free time she enjoys staying active, being outdoors and enjoys spending time with her husband, her two dogs, and her family.
Dorothy "Buffy" hutchison
License # 4425806
Buffy has lived....
Management
Nazly Alvarez
Office Manager
Nazly was born in Colombia and relocated to Ventura as a child. My professional journey spans business administration, analytics, and a range of industries, including high-end customer service, healthcare operations, and human resources. I bring expertise in policy implementation, improving operational efficiency, and fostering employee engagement. I’m eager to contribute to Stevens and Associates by applying my skills to optimize company operations and support both the team and customers at SNA. Outside of work, I enjoy traveling with my wife, discovering new cultures, and experiencing a variety of cuisines.
Vanessa De Los Rios Rodriguez
Supervisor
LANGUAGES: SPANISH
Vanessa was born and raised in Santa Barbara and has over ten years of experience in administrative work. As an alumna of CSU Channel Islands, she has expanded her knowledge in many fields, which has built her problem-solving skills and her personability. Both of her academic and professional experience have contributed to her role here making her a great liaison between clients and agents which in turn help the team stay afloat. In Vanessa’s leisure time she enjoys exploring new films and spending time with her loved ones.
Desiree Gomez
Client Advocate Supervisor
LANGUAGES: SPANISH
Desiree is a remote client advocate lead. She is motivated by success and loves working hard to help clients. Being able to help others is fulfilling especially when it comes to going above and beyond. She loves contributing to the team and knows that her good communication, problem-solving skills, and positive attitude are huge assets. In her spare time, she enjoys travelling and spending time with her family.
Administrative Staff
Denise Richter
Executive Assistant
License # 2123289
Denise is from Lompoc and has been here most of her life except for when she moved to Texas for about a year and a few years later to Tennessee for almost 5 years. With her past work experience all of the positions she has held have been based around customer service. She worked retail at Mervyn’s to Chumash Casino to call centers for Cell phone service to Medicare Part D at CVS Caremark. While she was a caregiver for her grandmother, she went to Allan Hancock College and completed her degree for my AA and also a certificate of Completion for Medical Billing and Coding course. In her free time, she likes to either stay at home and just relax or take small day trips with her family.
Jaret Wilson
Executive Assistant
Jaret is a native of West Philadelphia and Manhattan New York with nearly two decades in media, technology and creative services. He is inspired by facilitating big ideas that help challenge and innovate. If not working, he's exploring on long adventures, painting or performing and recording music. His sweet spot is problem-solving and advocating for clients in need while bridging the gap of technological roadblocks to help implement strong solutions. He's a people person that loves hard work that and getting things done.
Nicole Rodriguez
Administrative Assistant
Nicole was born in Santa Barbara and raised in Mexico. She has over 12 years of customer service experience and enjoys helping people, especially Spanish speakers to help them understand the insurance world. In her spare time, she spends time with her significant other and family, bike rides along the beach, creates makeup looks, and paints.
Anna Brown
Anna was born on Maui, Hawaii and raised in Ashland, Oregon. After high school, she moved to Boulder, Colorado, where she completed her bachelor's degree in Psychology. She recently moved to Santa Barbara to be closer to family. She loves being a part of a company that prioritizes and values doing good things for people. In her spare time, she enjoys going to the gym, making art, doing yoga, skiing, and spending time with loved ones.
Shireen Faizullabhoy
Lifeguard
License # 0M49641
LANGUAGES: Gujarati
Shireen relocated to Santa Barbara in 1982 and earned a degree in graphic arts and print from SBCC. With over 30 years of experience in print and marketing, she is deeply passionate about helping others, particularly seniors. In her free time, Shireen enjoys fishing, boating, walking, reading, cooking, traveling, and binge-watching movies with friends.
Our Technical Gurus and Accounting Chiefs
Hannah Pollard
Accounts Specialist and Agency Bloc Guru
Hannah moved here to Santa Barbara at the beginning of 2019 from San Luis Obispo. She loves spending her free time outside in the sun, at the beach, and hiking. She also loves eating great food so she’s always looking to try new restaurants, and plans on traveling the world.
Leo Brown
Systems & Development Administrator
Leo is originally from Northern California and recently moved to Southern California to pursue a business degree at UC Santa Barbara. He is passionate about providing exceptional client satisfaction. In his free time, Leo enjoys going to the gym, hiking, and playing piano.
Rajat Kamboj
Jr. Project Coordinator
Raj is from the Central Valley and recently moved to the Central Coast after graduating from the University of California Riverside. He manages timelines and teams ensuring the successful implementation of unique projects. In his spare time, Raj enjoys watching basketball and going to amusement parks.
Our Client Advocate Staff who help resolve problems
Alexis Salem
Alexis was born in Chicago and spent the majority of her life in the Midwest before relocating to California in 2024. She has a bachelors in Psychology from the Winona State University.
With over 10 years of experience in customer service, she has worked with vulnerable communities and is deeply passionate about ensuring customer satisfaction. In her spare time, Alexis enjoys painting and playing video games. She is also a dedicated cat lover.
Angelica Mendoza
Client Advocate Specialist
I was born and raised in the Pacific North West, where the rain never stops. I love exploring all the cities around the world. Going above and beyond for every client that comes my way will always be my top priority. Communication is top-tier to me! I am motivated by success and seeing my clients satisfied.
Ann Bresi
Client Advocate Specialist
Ann is originally from Sea Gate, a small beachside community nestled in Brooklyn, New York. After spending time in Miami, Ann relocated to Santa Barbara, bringing with her nearly two decades of experience in the medical field. Throughout her 18-year work tenure, she played a vital role in assisting seniors with Medicare navigation and providing exceptional customer service. Dedicated to family, she finds joy in cooking and never turns down a good game of Scrabble. Now, she looks forward to continuing her supportive role with the team at Stevens & Associates.
Liliane Hermano
Administrative Assistant
Liliane is a committed administrative assistant known for her passion for organization and her talent for ensuring smooth, efficient operations. . Outside of work, she loves traveling with her family, immersing herself in new cultures, and creating unforgettable memories along the way. Liliane brings the same energy, enthusiasm, and attention to detail to her professional life as she does to her adventures, making her an invaluable part of the team.
Lynne Monds
Client Advocate Specialist
License # 0G03303
Lynne is a coastal Californian, born in the San Francisco Bay Area, then migrating down the coast to the seaside town of Santa Barbara, CA where she now resides. Beginning her career as a laboratory chemist after graduating from the University of California, Berkeley, Lynne later made a career change to chemistry sales. Eventually, Lynne arrived at her present calling in health insurance in 2006. In 2008 she joined the team where she has continued to advocate for clients relentlessly through the many hurdles the industry has thrown at us. In her spare time, Lynne enjoys being outdoors, gourmet cooking, and grilling.
Miriam Rodriguez
Client Advocate Specialist
LANGUAGES: SPANISH
Miriam is part of our Customer Service Remote Representatives who lives in Los Angeles. Miriam is motivated by the relief that clients receive when she helps them answer medical insurance concerns. She enjoys being able to provide her expertise in the medical insurance industry not only to out English-speaking clients but those who speak Spanish as well. She understands the stress that comes with insurance so providing the freedom of care to clients contributes to her dedication to the industry. She is loves movie nights with her family and exploring new places to eat and shop.
Nate Torres
Client Advocate Specialist
Nate is a dedicated health insurance professional from the Inland Empire who values health and wellness. With over five years of experience in customer support, he prioritizes clear communication and ensures his clients feel informed, satisfied, and well taken care of.
A lifelong athlete, Nate competed in Track and Field and Cross Country at UC Santa Barbara, where he developed a strong work ethic and a commitment to continuous improvement—qualities he brings to every client interaction. He is passionate about fitness, the outdoors, and making the most of each day, always striving to go the extra mile for those he serves.