InterWest offers unparalleled expertise in all lines of property and casualty, workers’ compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Founded in 1992 in Northern California, InterWest operates primarily in California and is staffed & licensed to support all 50 states.

Principal was founded in 1879 as an insurance company. Today, we’re a member of the FORTUNE 500^® and a global investment management leader.

“I am passionate about helping someone solve a problem they couldn’t solve before, even the most troublesome of issues.” -Helen Ornellas, Founder

We assist insurance agents/brokers and other financial professionals in simplifying the life insurance process for some of the most high-profile cases for their higher net-worth clients, especially where there is a buy-sell agreement, valuation of business, business continuation, or key person insurance coverage required.