Through development of long term client relationships, it is our mission to protect our client’s assets utilizing superior insurance products, there by guarding and enhancing their quality of life.
We do this by investing time in our clients, making certain that we fully understand their complete insurance needs, concerns and motivations, positioning us to make professional recommendations providing appropriate types and amounts of insurance coverage while providing the ultimate value possible.
Our relationships begin with a thorough assessment of an individual’s and/or company’s goals and needs. We will make sure that you have the coverage that you need, along with the personalized service and convenience you deserve. We are recognized for progressive plan designs. Our company offers auto, home, life, health, boat and motorcycles coverage, as well as IRAs, umbrellas, identity theft protection and disability insurance. By handling all of your insurance, we will be able to provide you with the best value and savings. Another valuable product is the personalized service and support we provide when a customer files a claim. Referrals from loyal customers are one reason why we are the most fastest growing insurance companies in San Luis Obispo County. Because we are local, we provide our customers with individualized attention, no matter how big or small their insurance needs may be.
Minton Insurance focuses on building long-term relationships with our clients. With a history of serving small business owners with their needs and families who insured their homes and automobiles. We’re dedicated to providing you with that personal touch and high quality customer service that you deserve.
Contact us to discuss your needs anytime at 1.805.546.8113.
Shawn Minton - LUTCF - President/Broker
Shawn was born in Southern California and moved to San Luis Obispo at a young age. After graduating from High School, he attended California Polytechnic University and graduated with a Bachelor of Sciences degree in Marketing with a minor in Viticulture.
Shawn chose to stay on the central cost to be close to his family and friends. He then obtained his California Insurance Licenses and started his own insurance brokerage. He is a current member of the NAIFA National Association of Insurance & Financial Advisors and serves the Central Coasts Young Advisers Team as well as being active in the San Luis Obispo Chamber of Commerce. Shawn has also earned his LUTCF destination. The Life Underwriter Training Council Fellow (LUTCF®) Designation Program developed for NAIFA by the College for Financial Planning (CFFP) which you gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services. Shawn knows the value of community and strives to be a crucial part of San Luis Obispo.
Lillian Ovalle – Commercial Lines Specialist
Lillian has been in the insurance industry for over ten years. Lillian is handles the commercial lines of business and she is committed to finding the most comprehensive coverage at a competitive rate. She handles all aspects of insurance policy sales and service at Minton Insurance. She work’s with dozens of carriers giving her the experience and knowledge to help you protect your business and assets.
Connor De St Croix - Personal Lines Specialist
Connor is California native passionate about helping people mitigate risk from their lives, assisting them in protecting their property and growing their assets to ensure long term stability. Originally from San Diego, he attended UC Santa Barbara studying Financial Mathematics, and eventually made his way further up the coast to San Luis Obispo where he has resided for the past four years.
He has been working avidly between the investment management and insurance industries since 2012, in projects ranging from managing capital for UC Santa Barbara, to private asset management for individual clients, as well as various aspects of the service and sales of personal lines insurance. He dedicates himself fully to understanding the interconnectedness and complex nature of risk, to be able to best advise clients on how to insulate themselves against both the predictable, and unpredictable hazards we all face day to day, and over the course of our lives.
Julie Clines - Customer Service Representative (CSR)
Julie has been working in the insurance industry for over 10 years. She started as a typist in the Claims Department at State Farm Insurance Company. She was hired by Minton Insurance as a receptionist and later obtained her Insurance License. Julie is great at helping our clients navigate through the sometimes difficult world of insurance. Because of her vast insurance background and exceptional rapport with our clients, she has proven to be a valuable asset to Minton Insurance. Julie and her husband, Steven, have 2 daughters, 1 son and live in San Luis Obispo.
Heather Taylor - Office Account Manager
Heather handles all accounts payable and receivable, payroll, and company records. Heather has a BS degree in Business from Texas State University and has over 15 years experience in business development and promotional management.
If you need to schedule an appointment or to request any other service, please let us know.
“From the very moment I contacted Shawn, he was prompt, educated, and thorough with all my housing insurance needs. He literally walked me through the process and answered all my questions. He even gave me some advice on how to save money now and in the future! I would recommend Shawn to friends and colleagues. A+ service, thanks!”
“Shawn is three for three in cutting my insurance cost and increasing my coverage at the same time. (motorcycle, auto & office liability)”
“Shawn has done a great job of reviewing our insurance and making sure we have proper coverage and protection for our lifestyle. He has saved us money, and made the insurance process very easy. I feel well taken care of.”
“Nothing makes me happier than having a inconvenient government obligation made simple through the dedicated attention of a pro. Sean Minton is that professional and his services have allowed me to think less about my insurance as I rest well knowing that my account is in the most capable of hands. Sean’s ability to balance the needs of the client while providing a personable service has me recommending him regularly. Minton Insurance & Financial Services is an outstanding Insurance Brokerage which has a wide variate of products to offer. They are prompt and dedicated to really helping me get the best value for my insurance dollar. Give them a call and see what they can do for you.”
“Shawn provides great service in addition to being just a really nice guy. He is very easy to work with and I refer him to as many people as I can. He has helped with the claims process on my rental property and I appreciate knowing he is on my side.”
“My husband and I have loved working with Shawn for all of our personal insurance needs. He’s honest and cares about his clients. We feel safe knowing that we have the coverage we need, at a price we can afford. I would recommend Shawn to anyone.”
“Shawn provides all my insurance needs and reviews my policies annually. He provides personal service and I would highly recommend him to give you a quote today.”
“Shawn is an excellent agent. He got me set up when I moved to town in no time, with no headaches or excessive paperwork on my end. I’d recommend Shawn to anybody in San Luis Obispo.”