Our Financial Services Team

MICHAEL D. LOPEZ
Vice President

As head of VANTREO's construction division, Mike provides leading-edge risk reduction strategies for builders, developers, and manufacturers seeking innovative commercial insurance solutions. Mike's insurance expertise is based on more than 20-years in the industry, and highlights in-depth knowledge of construction risk management, financial services and corporate retirement issues.

After detailed evaluation of each client's risk exposures, Mike excels at pinpointing strategies designed to help reduce both risk and insurance costs.

Mike holds the following professional designations: Construction Risk and Insurance Specialist (CRIS), certified workers Compensation Advisor (CWCA), and Life Underwriter Training Council Fellow (LUTCF).

He also holds Series 6 and 63 Licenses and is a Registered Representative with InterSecurities, Inc. Mike can facilitate investment and securities business with the following states: CA.

A dedicated triathlete, Mike still finds time to serve the community on behalf of Leadership Santa Rosa. He is also on the board of the Engineering Contractors Association.

CA. Insurance License: 0690603

Registered Representatives with and securities offered through InterSecurities, Inc. (ISI) member FINRA, SIPC. Non-Securities products and services are not offered through ISI. ISI and VANTREO are not affiliated.