Toll Free: 866.575.3290 | Phone: 619.298.7361 | Fax: 619.374.2170

Meet the Team

Benjamin T. Wood – Agency Principal

With over 12 years of working with business owners on their insurance needs, Ben has developed a strong reputation within the employee benefit industry, as well as the San Diego business community. He’s dedicated to helping business owners/HR professionals recruit, retain and reward key employees through their benefits package.

Over the years, Ben has worked with his brother Bryan to build an insurance agency designed to compete with the biggest and best in the industry. “The role of a broker is changing, responding to client needs, providing value added services, and staying on top of Healthcare Reform is crucial for our success.” His philosophies have proven to work, and Ben has received star status producer awards from many insurance carriers every year since the B. Wood Insurance began in 2007.

Ben is a native of San Diego, graduated from the University of San Diego in 1999 where he majored in Business Administration. He is committed to many charity projects that allow him to give back to the community that gave him so much. He sits on the Board of Trustees at Nativity Prep Academy, which he says “the organization epitomizes everything about our community that we’re committed to”. He is a proud member of Rotary Club 33 of San Diego, and volunteers at many different charity organizations throughout San Diego. Ben loves to surf, fish, travel, and most of all, spend time with his wife Julie and their children.

Bryan I. Wood – Agency Principal

Bryan is responsible for all in-house operations, client retention, and new business production. He became partners with his brother Ben just four months after Ben started B. Wood Insurance in 2007. Bryan is a leading expert in Health Care Reform compliance and frequently speaks to groups on how the new Affordable Care Act will impact their business. He believes that job satisfaction, work environment, and keeping family values paramount here at B. Wood Insurance is what helps us grow and keeps us successful.

With almost two decades of team building success, Bryan has taken after Lou Holtz’s philosophy on life, “Always do what is right, do your best, and treat people like they are family.” His attitude has carried over into B. Wood Insurance, and has proven to anchor the foundation of how we conduct business within our company as well as with all of our clients. He was born and raised in San Diego and enjoys spending time with his family, surfing, and backpacking throughout the Sierras. Bryan attended the University of San Diego and graduated with a degree in Business Administration in 2000.

Julia Mora – Vice President Client Services

Julia joined BWood Insurance Agency in May 2013 and brings over 7 years of experience in the health and welfare benefits arena. Previous to working at B Wood Insurance Agency, Julia worked for three years as a benefit analyst for the largest privately held brokerage in California. Prior to that, she was the HR benefit administrator for a large company in San Diego handling Benefits, 401k, Workers’ Compensation and Leave of Absence administration for a group of over 1,000 in both the US and Canada.

Julia’s role is to oversee all client service areas here at B Wood Insurance. Her goal is to maintain and further develop the already outstanding service department we have here. She oversees all of our vendor relationships and coordinates overall support to our clients by working with our staff, and making sure we get the best quality and prices available to our clients. In addition, Julia heads up our large group service department which includes quoting, implementation, and servicing of all large group accounts.

Julia received her Bachelor of Science in Business Administration with concentrations in both marketing and business strategies from Sonoma State University in 2004. After spending a few years in the bay area as a wine buyer for a specialty grocer, she moved back to her hometown of San Diego to be closer to her family. She enjoys tennis, cooking and spending time with her niece and nephews.

Ashley A. White, Vice President Group Sales

Prior to coming to B. Wood Insurance, Ashley worked in her family’s business, the Ascot Shop in La Jolla. For over 8 years, she learned the importance of exceptional customer service and was able to develop skills in sales and marketing. Ashley feels that her years of working with her dad Bill, has given her a competitive advantage in the group insurance market because she understands some of the intricacies of how to run a successful business and what types of issues those owners are going through on a day to day basis.

Ashley was born and raised in San Diego, and graduated from San Diego State University with a degree in finance in 2009. She currently sits on the board of the SDSU Craft Beer program. She enjoys working along side her long time friends Ben and Bryan at B. Wood Insurance because just as in her father’s business, they place the utmost of importance on honesty, integrity, and superior customer service. In her free time, Ashley enjoys spending time with her family, especially her niece and nephews, as well as working out and staying active outdoors.

Jonathan Benet, Vice President Sales

Prior to B. Wood Insurance, Jonathan was a financial representative at one of the nation’s leading life insurance companies. He was a top producer and developed an outstanding reputation as a star broker. Before that, he spent 5 years with the LAX Airport, where his responsibilities included research and analysis for various financial projects. He was responsible for building their ‘green’ efforts throughout the company, and this is something he’s very proud of. This management experience was crucial to Jonathan’s role in helping businesses build affordable, quality, and competitive benefit packages.

Jonathan is born and raised in San Diego, attended Loyola Marymount University in Los Angeles, where he earned his BA in International Business in 2006. He leads our ‘cross-border’ division and helps a broad spectrum of business owners throughout Southern California. Jonathan believes strongly in serving others, enjoys playing soccer, fishing, cooking and photography.

Leah Finch- Vice President, Small Group Services

Leah joined B. Wood Insurance Agency in 2010, and has proven to be a tremendous asset to the company.  She is instrumental in the day-to-day operations of the agency; and provides our clients with advice and industry knowledge to help take care of wide range of issues.  Her background in the financial planning industry has provided B. Wood Insurance with invaluable service to our clients.

“We get feedback regularly about the service Leah’s team provides our clients, and it makes us so proud.  She represents exactly what we promise in our sales presentations, and it makes me feel comfortable knowing she is behind us.” -Ben Wood, President.

Leah received a Bachelor’s of Arts degree in 2002.  She is originally from Marinette, Wisconsin, but grew up in Westlake, CA, and relocated to Mission Beach in 1996.  She enjoys working out, cooking for her family and friends, and going to the beach.  Most of all she loves spending time with her family.

Theresa Martin, Controller

Theresa comes with an extensive background in financial analysis and accounting. She has previously held positions in the technology and sports recreation industries, where she managed multi-million dollar budgets and all day to day operations. She has over 15 years experience in crunching numbers and providing consulting service to companies with their fiduciary responsibilities.

Theresa is responsible for all of our financials here at B. Wood Insurance. In addition she helps our agents structure their analysis for benefit comparisons, and proposal layout to ensure we are illustrating the best advice to our clients.

Theresa is from Mason, Michigan and currently resides in Point Loma. She loves spending time outdoors with her family and friends, camping, and riding bikes.

Kristen Tregidga – Client Service Representative

Kristen joined B. Wood Insurance in February 2013. Her background in real estate management and client services, combined with her strong work ethic, makes her the perfect addition to our service team. She helps with day-to-day service issues and heads up our Client Call Center. “She is constantly working to help make the benefit experience for our clients, their employees and family members better.” As a mom, she often puts herself in our clients shoes to help them find the solution to the issue they might be going through. “Kristen’s follow-through is the subject of many client thank you letters we’ve received, we’re very fortunate to have her on our team.” –Bryan Wood, Partner

Kristen is originally from Maryland, but relocated to San Diego over 20 years ago. She attended San Diego State University, and received her degree in Comparative Literature in 1996.

She is passionate about being a good mother and enjoys spending time with her husband watching her sons play baseball.