Meet the Experts Behind Precision Manufacturers Insurance Services

t-Jonathan-Dochterman

Jonathan Dochterman

President and Co-Founder

Jonathan is President of PMIS and provides operational leadership for product, pricing and risk management that aligns with PMIS’ strategy as a niche broker for precision manufacturers. He serves as a consultant to PMIS clients, advising them on risk-management issues and building insurance programs that protect their futures should they ever experience a major loss.

Jonathan previously worked for the global risk management casualty department of Marsh, Inc., the largest insurance brokerage in the world, where he served Fortune 500 clients. He left the firm to join his father, Michael Dochterman, and found PMIS. The launch of the company fulfilled their dream of building a family legacy insurance brokerage firm.

Jonathan received his B.A. in Economics from the University of California, San Diego. He serves on the Board of the Los Angeles Chapter of National Tooling and Machining Association (LA/NTMA) and the West Coast Spring Manufacturer’s Association (WCSMA). Jonathan currently resides in Aliso Viejo with his wife Ashley, his son, Ashton, and his daughters, Hailey & Annabella. He enjoys spending time outdoors, Spartan races, going off-roading, hiking, surfing, and family movie nights.


t-Michael-Dochterman

Michael Dochterman

Chairman and Founder

Michael is the founder and Chairman of PMIS. As the company’s visionary leader, he remains committed to a single goal: providing specialized services to manufacturers and their employees. Over the years, he has built a team with an in-depth understanding of the unique insurance requirements manufacturers face and the expertise required to resolve their issues.

Michael believes the days of the “Generalist Insurance Broker” are over and attributes PMIS’ substantial growth to its singular focus on serving only one market sector — manufacturing. This is consistent with PMIS’ simple mission statement: “We protect the future of manufacturers!”

Before entering into the insurance industry, Michael was the owner of two different metal manufacturing companies, specializing in building automation systems and modular clean rooms for the semiconductor and pharmaceutical industries, respectively. Michael has leased and tooled several plant facilities, employed over 100 shop workers, directed staff engineers and led business development for multiple companies. Prior to forming PMIS, Michael served as the precision manufacturing practice leader for one of the largest national brokerage firms in the US.

Michael holds a B.S. in Mechanical Engineering and an M.B.A. in Marketing Management. Known for his generous volunteer activities with nonprofits, Michael is an advocate of women and children, and also a mentor of young men at multiple boys’ homes. Michael has served on numerous boards, including the Los Angeles chapter of National Tooling and Machining Association (LA/NTMA), Lions Club International and San Gabriel Christian School, in addition to his role as a trustee for the Citrus Valley Health Foundation.

In addition to work and his philanthropy, Michael enjoys spending time with his family. You can often find him getting away for a weekend at his cabin in the Eastern Sierras, 4-wheeling in his Jeep, or going fishing and trap shooting.


t-steve-keyzers

Steve Keyzers, SPHR, SHRM-SCP, MSHRM

Vice President, Human Resource Services Division

Steve oversees PMIS’s HR services division, where he advises clients on HR and labor-related matters. In addition to recommending customized tools for management, he specializes in setting up HR infrastructure and implementing best practices that improve employee productivity, reduce labor costs and increase profitability. His mission is to protect clients and reduce their liability in this highly litigious environment.

Steve has over 30 years of experience in creative, results-oriented, human resource management for several companies in Orange County, including 20 years working with Fortune 200 companies and more than a decade as a consultant. His dedication to meeting his clients’ needs fits perfectly with PMIS’ commitment to outstanding customer service.

After receiving a B.A. in Business Administration from California State University at Fullerton, Steve went on to earn an M.S. in Human Resources Management from Chapman University in Orange. He was also a founding member of the Pacific Coast Manufacturers Association, a 501(c)(3) dedicated to developing the future generation of skilled machinists.

Steve does volunteer work with Giving Children Hope, a community nonprofit that helps provide essential resources for partners that serve vulnerable children and families. In his free time, he enjoys fishing and collecting vintage baseball cards.

 

Lisa Carpentier

Lisa Carpentier

Director, Employee Benefits Division

With nearly 20 years of experience in employee benefits, Lisa’s service-oriented expertise and technical knowledge is materialized in her strategic benefit solutions which are tailored to each client’s individual needs. Her tenure in the industry also provides a valuable network amongst our carrier partners, which provide significant advantages to our clients during renewal and marketing negotiations, as well as claim and care advocacy.

Her passion for high touch service is the focal point of her professional objective. We welcome her desire to leverage her connections and knowledge to curate additional business opportunities and foster expansion.

As a mentor and a strong advocate for mental health, she also strives to help others in a way that propels them towards reaching goals. Her greatest desire for all is to practice a life that serves others and fulfills the soul.

When Lisa is not working, she is most often spending time with her husband and two sons. She enjoys taking family trips, exploring the outdoors, off-roading on the Piute Trails, camping and fishing in Fish Lake National Forrest and playing cards and most any friendly games with her family.


Matthew Schneir

Area Vice President

Matt has been working in the insurance industry since 2009, when he was recruited by his brother, a partner in a successful insurance firm in Woodland Hills, Ca. Here he was mentored as a producer, and learned how to best utilize his competitive nature and drive to deliver strong results to his clients and prospects. “I have always enjoyed working with a team which is focused on delivering great results for our clients, and committed to improving our regional community.” Matt is a hands-on broker, always available to his clients. Engaged in far more than just risk management, he strives to be a supportive presence for his clients, and a positive influence within their business culture.

Born in Thousand Oaks, Ca, and later moving to Ojai, he played football for the Nordhoff Rangers. Matt then played rugby for Franciscan University & The Ohio State University select side club teams, where he earned a BS in Mental Health/Psychology. Upon graduation, Matt married his college sweetheart, Jennifer, and they moved back to California. He resides in Camarillo, Ca, with his wife and five children. He continues his passion for sports through his involvement in youth baseball, exercise, and is active in his local church.


Melissa DeWeese

Employee Benefits Consultant

Melissa leads the Ventura County Branch Employee Benefits Department and brings exciting new and exclusive programs not typically available through other brokers. With nearly 15 years of experience in Employee Benefits, combined with her creative abilities, Melissa brings a unique advantage to her clients and colleagues.

Having earned her Associate of Arts degree at Ventura College and her Bachelor of Arts degree from the University of California at Santa Barbara, Melissa is known for her outstanding ability to comprehend and communicate even the most complex benefit designs. Clients find her instructions and advice indispensable, while her focus, perseverance and tenacity are highly respected by her clients and colleagues alike.

Melissa currently holds a Corporate Wellness Certification as well as a Health Care Reform Specialist Certification. Melissa is passionate about spreading the message about Corporate Wellness plans and strategies. Her track record proves that she is truly an expert in this niche market of Corporate Wellness Planning.


John Portaro

Commercial Specialist

John has over 11 years of experience in the property and casualty commercial sector and came to PMIS as a broker because he wanted to specialize in manufacturing insurance. Prior to his Insurance career, he ran a successful family printing and imaging business with his father and 50 employees, so he understands the challenges that business owners face managing employees and technology. Mitigating risks and helping his customers manage the changes in their products and services allows him to become part of the client’s team and in charge of protecting the business from loss.

John is native to Southern California and lives with his wife and two sons in Altadena California and enjoys, camping, surfing, skiing/boarding, sailing and just about anything outdoors.

 

Gianino Prieto

Commercial Producer

For almost 11 years he has been passionate about serving clients in a variety of industries (including highly specialized one’s) in the Middle Market arena. He helps companies manage their risk and insurance related needs. He is passionate about serving clients with a “Best Practices Approach” and truly defining what it means to manage an Insurance Program on an ongoing basis.

Gianino “Gino” Prieto Graduated from the University of Phoenix with a Bachelor’s in Business Administration and often attends specialty insurance seminars. He enjoys road biking, running, and being engaged in serving his community.

If you are curious about a different approach in handling your insurance needs from a different angle…Let me know how can I serve you today?


James Carey

Work Comp Claim Specialist

James is an industry veteran on the payer side of the equation. Over the past 17 years, he has worked as an adjuster and supervisor for workers’ comp insurance carriers, third party claims administrators, self-insured employers in California as well as a consultant for entities across multiple jurisdictions. James has a Bachelor of Arts in English from the University of California, Irvine and is working toward an actuarial designation in his spare time.


t-Lee-Neault

Lee Neault, CISR, CIC

Account Manager

As PMIS’ account manager for the property and casualty division, Lee ensures that his clients’ needs are met on a day-to- day basis. His responsibilities include making sure that each client is properly protected and obtaining fast, accurate answers to questions and concerns.

Lee has worked in commercial insurance since 1997. With his wealth of experience and ongoing continuing education, he has a vast knowledge of the insurance plans available for manufacturers, how they work, and the limits of their coverage.

Lee previously worked with PMIS’ President, Michael Dochterman, at one of the largest national brokerage firms in the US, and played a key role in helping Michael and his son, Jonathan, launch the company.

As a married man, father of five, and grandfather, Lee appreciates the family-oriented work environment of PMIS, but his favorite part of the job is the satisfaction he gets from helping his clients and nurturing these professional relationships.

When he’s not at work, you can often find Lee working around the house. He enjoys cooking and gardening, as well as taking the occasional day trip with his family.


t-Brigitte-Vergon

Brigitte Vergon, CISR

Account Manager

As an account manager for PMIS, Brigitte’s responsibility to help our clients with whatever insurance- and claims-related questions or concerns they might have on a daily basis. She works with each client to obtain timely answers and solutions, and helps maintain a strong working relationship.

Brigitte has worked in commercial insurance since 1999, giving her a wealth of knowledge and insights into the industry. That and her strong drive to provide exceptional service make her the ideal resource for PMIS’; clients. She admires PMIS for its commitment to providing world-class insurance services for precision manufacturers, and helping those businesses continue to grow and thrive.

Brigitte hails from southern France and studied at the Lycée Charles Peguy in Marseille. In her free time, she loves to travel and explore different cultures.



Maria Soto

Account Manager

As an Account Manager for the Property and Casualty department Maria supports Producers with their existing clients and prospects. With a knack for telling stories, passion for creativity and constant learning Maria works with Producers and Underwriters to tailor services that meet each of our client’s needs. With a background in relationship building and the manufacturing industry Maria’s goal is to help business owners better manage the risk of running a manufacturing business. Her job includes but is not limited to analyzing and comparing current exposures, partnering up with producers to develop marketing strategies, review and summarize marketing results to create proposals, but most importantly she takes great responsibility in developing everlasting relationships with clients by providing unparalleled service.

Maria holds a Bachelor’s Degree from the University of California Fullerton in Business Administration. On her free time she enjoys spending time at the beach, trying out your favorite local restaurants and is pushing herself to train for her next Mud Run.


Nicole Kharrat

Account Manager, Employee Benefits

Nicole joins the PMIS Employee Benefits team with 7 years of experience working for a national insurance carrier, where she cultivated a forte in marketing, underwriting, premium negotiations and client implementation. Her carrier background provides extensive knowledge of evolving benefit plans along with a yearning to deliver smart business solutions, tailored to each client’s individual needs.

Her objective as an Account Manager is rooted in delivering high touch, consultative service and establishing mutually meaningful relationships with her clients.

Nicole is an Orange County native who has served the Southern California region throughout her entire career. She enjoys everything her community has to offer, from live music to local art and food scenes.


t-Jaqui Whitley

Jaqueline Whitley

Director of Operations

Jaqueline provides operations and systems support to the PMIS team. She works with the customer support team to help ensure that all clients get the best service possible. She helped develop Standard Operating Procedures and has become the go-to for various system questions. Jaqueline helps out with anything she can, from processing client requests to helping train employees on new systems.

Jaqueline received her M.A. in Digital Teaching and Learning from Azusa Pacific University and her B.A. in Liberal Studies from Cal State San Bernardino. She has worked on and off for PMIS through college and teaching. Jaqueline loves that she gets to help people every day. From her coworkers to clients, she always feels best when she has done something to make someone’s day better.

Jaqueline currently resides in Mission Viejo with her husband Jacob. They enjoy going to Disneyland and spending time with family and friends. Jaqueline is an avid reader and is slowly building a library to be envied.


Darryl Peters

Darryl Peters

Chief Financial Officer

Darryl Peters is the CFO of Precision Manufacturing Insurance Services (PMIS). He oversees the daily financial transactions for the accounting and office management. Additionally, Darryl specializes in setting up HR infrastructure and implementing best practices to improve employee productivity and efficiency, in order to reduce labor costs and increase profitability. Due to his area of focus, he has the capacity to recommend customized tools for management to create a pervasive vision to move the organization forward with stable and productive financial goals.

Darryl’s mission is to support PMIS in the service of our clients in order to step into the next generation of their financial goals. He wants clients to know that PMIS will always be here to protect their assets in an ever-evolving economy.

Darryl has over 30 years of experience in creating sound accounting principles and financial structures within nonprofits and small businesses for the purpose of sustaining organizations and individuals for growth and wealth preservation. He made the decision to obtain his B.A. in Business Administration with his concentration being on Finance and a second major in Accounting to understand the world of finance from the art of curation and the historical side of preserving financial goals in order to sustain the client’s and organization’s vision.

Darryl greatest satisfaction comes from seeing the growth and success in the lives of others. He enjoys writing inspiration and spiritual passages and quotes to encourage others toward a positive side of their lives. By doing this, people can be appreciated by someone even if they do not know them. He loves hearing the stories of his wife’s hiking adventure, no matter how the high mountain or long the trails might be. He takes pleasure in the success of his daughters, rather they are creating a new wine flavor, strategizing to brand or market an organization in order to promote the best version of themselves.