Irvine, CA 92618
d. (949) 600-7995
Co-Founder & President
Since its founding in 2008, Bart has managed the strategic growth and development of CGIS. His youthful enthusiasm and broad spectrum of industry experience, played a significant role in CGIS becoming a well-respected and leading retail energy insurance brokerage.
Bart is a 25 year veteran of the insurance industry. His experience spans a unique variety of roles, including underwriting, wholesale and retail production.
Bart spent nearly a decade as Senior Underwriter/Broker with LeFevre International, Inc., a wholesale brokerage and managing general agency headquartered in Houston, TX.
Subsequent to his wholesale career, he established two, start-up retail brokerages expanding into the Houston energy insurance market. Bart continued to evolve his career in Houston as a producer, at McGriff, Seibels & Williams, the largest US independent energy & marine broker.
In 2005, Bart relocated to California, as Director of Energy & Marine programs for Complete Insurance, Inc., a leading, independent energy broker. Within his first year, he produced and serviced over $1mm in revenue.
Bart is highly regarded as the foremost energy insurance specialist by members of the California Independent Petroleum Association (CIPA). The company’s emerging reputation as a leading brokerage was further demonstrated when the State of California selected CGIS to provide consultation and education to its Department of Fish and Wildlife regulators, concerning new laws affecting insurance and financial guarantees for oil and gas producers. In light of the adverse legislation, CGIS played an active role in advocating for the oil industry and received enthusiastic support from the American Insurance Association (AIA).
The success of CGIS is a direct result of Bart’s exceptional sales, management and networking skills. Since 2008, the company has grown an average of 15% year over year. In 2014, CGIS was recognized as the West Coast Risk Management Company of the Year by the Oil and Gas Awards. In 2016, the company was awarded a Board seat by the California Independent Petroleum Association, and Bart was the recipient of the Lee McFarland Award for his many years of service to the association.
Today, CGIS is a ‘super boutique’ brokerage, with an incredible team of highly seasoned professionals in program design/negotiation, contract risk management, political risk, claims negotiation and client advocacy. The company is headquartered in Irvine (Orange County), California, with a branch office in Houston, TX.
Bart has a B.B.A. in Finance with an emphasis in Insurance from Stephen F. Austin State University, in Nacogdoches, TX. In his spare time, he enthusiastically supports many charities, including the Wounded Warrior Project, Goals for Life, and Purple Songs Can Fly, a foundation that benefits children with cancer.
Bart is a Houston native and the proud father of two sons, Taylor and Joshua.