Simon Lobo started Oaks Independent Insurance Solutions, Inc. in 2018. The primary focus for the agency reflects Simon’s belief that the best way to serve the client is to develop a relationship based on trust and transparency, which ultimately benefits all concerned. Simon has been licensed since 2005, and in 2015 earned his Certified Insurance Counselor Designation.
Shelli Maldonado has been in the insurance industry since 1994. She has worked on both the agency side and the underwriting side for a large insurance carrier in Southern California. She moved to Paso Robles in 1998 and has continued to work in the insurance industry, specializing in Contractors and Restaurants insurance. She has a strong work ethic and thrives on customer service and catering to her client’s needs.