About Us
Phone
(503) 635-3303
(800) 394-9899
Fax
(503) 635-7491
Serving
- Oregon
- Washington
- California
- Arizona
- Colorado
- Nevada
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Our Team
Guy LaCesa, CIC
Guy LaCesa purchased the agency from Arndt & Company Insurance in downtown Portland on April 1, 1985, and changed the name in 1988 to Oak Tree Insurance. Guy got his start in the insurance field as the District Sales Manager for Allstate in 1968. In addition to being licensed in Oregon, Guy also holds current licenses in California, Colorado, Nevada and Washington State.
Steve LaCesa, CIC, LUTCF
Steve LaCesa, Executive Vice President, has been in the industry for 22 years, the past 19 with Oak Tree. A Certified Insurance Counselor, Steve is a member of the Life Underwriters Training Council, and a current board member of the Independent Insurance Agents and Brokers of Oregon. Specializing in Business, Benefits and High End Personal coverage, Steve is both a licensed insurance agent and consultant.
Mike Walter, CIC
Mike Walter started his insurance career at Oak Tree Insurance in 1997, after spending 11 years as a player in the NFL. As part of the Oak Tree Insurance team, Mike works with his commercial and personal line clients providing solutions for their risk needs.
Koko Hunt
A graduate of Lewis & Clark College, Koko Hunt is very familiar with the local community. He has worked in the insurance and financial planning field since 2000, coming to Oak Tree in July 2002. Koko provides several valuable services to clients, including wealth management, estate planning and tax planning.
Peggy Planton
Peggy Planton has been with Oak Tree Insurance since September 2002, and in the employee benefits arena for over 28 years. She worked for a local health insurance company for 20 years, providing medical, dental, vision and disability products to group and individual clients.
Looking for quality employee benefits at competitive rates?
Oak Tree Insurance can tailor a complete package for your business, covering everything from health and dental insurance to vision care.