Executives, celebrities, politicians and athletes of Southern California are among Lisa Doherty’s loyal clientele. She has earned her clients’ trust by living up to a guiding principle that now drives the entire private client services division at WGB: “Always deliver what you’ve promised.”

Lisa enjoys building relationships and solving problems for her clients through a collaborative working style that has made her a key advisor for many high net-worth individuals and their families. She takes a holistic approach to helping clients complete their financial picture by protecting their assets. She does so by working alongside their other advisors, including wealth managers, financial advisors, private bankers, trust and estate planning attorneys, custom home builders and luxury realtors to ensure that clients have no coverage gaps.

Lisa has insured everything from multi-million dollar jewelry collections to luxury estates and sports cars. She secures traditional coverage for her clients, such as excess liability and kidnap and ransom, and she can also help them prepare for modern day challenges with identity fraud protection and reputation defense coverage.

Lisa has more than 20 years of experience in the insurance industry and has been with WGB since 1998. She recently earned the Certified Advisor of Private Insurance (CAPI) professional designation for high-net-worth risk management, a program created by the Aresty Institute of Executive Education at the Wharton School in conjunction with the Chubb Group of Insurance Companies. Lisa was one out of 40 selected brokers for the inaugural class. Lisa is also a member of Vis

Not many homeowners in New Orleans' historic French Quarter emerged financially whole after Hurricane Katrina, but Lupe Erwin's client did, thanks to meticulous planning on Lupe's part. From vineyards to estates, from yachts to private aviation, she's been managing risk and protecting assets for high net worth families for nearly 25 years.

Lupe is a noted specialist in risk mitigation strategies for complex residential construction, art collections, domestic staff employment practices, and routinely lectures on the principles of risk transference at the Paul Merage School of Business at the University of California Irvine, where she is an advisory board member at the school's Center for Investment and Wealth Management.

Despite her impressive professional accomplishments, you'll be struck by her personal dedication to helping her community. Among numerous other nonprofit organizations where she is an active supporter or board member, Lupe works with Orangewood Children's Foundation, an Orange County nonprofit that focuses on the needs of emancipated foster youth. Combining her professional clout with her love for helping others, Lupe says one of her proudest moments was securing a corporate scholarship that provided a four-year college education for a deserving young foster girl.

Hard work and professional pride are the hallmarks that make Chris Morales a dynamic addition to WGB’s team of private client advisors. Chris has worked in personal insurance for 15 years, but he never forgets that he got his start as a file clerk, working his way up to becoming a licensed agent inside of two years.

Having started his career at a small agency, Chris learned to service his accounts on every level, viewing himself as a problem solver for the long-term clients who return again and again for all their insurance needs. From personal home and auto coverage, to investment properties and residential apartment complexes, Chris creates asset protection plans that are tailored to each client’s specific needs, including those of high net worth individuals.