News & Events

Friday, September 3rd

M&G Named Large Business of the Year by Santa Maria Valley Chamber!

We are excited to share with you that Morris & Garritano has been named the Large Business of the Year by the Santa Maria Valley Chamber!

This is an amazing honor that we are humbled to receive. We strive every day to not only serve our clients, but to make an impact on our community by being a strong business leader and a good neighbor; to give back to where we live and work. We have a deep-rooted history in the central coast, having served this community since 1885. Knowing that we have played a small part in helping generations of family’s build their business or achieve their dreams is why we do what we do.

Thank you to the Santa Maria Chamber for this recognition and congratulations to the recipients of the Chamber’s other Annual Awards.


Thursday, June 17th

Congratulations Louise and Welcome Kely!

After more than 22 years of dedicated service, Louise Matheny will be retiring from her role as HR Business Consultant at Morris & Garritano. Louise has been an invaluable member of our team and family, providing education, resources, and a listening ear to our clients and our community. We will miss her greatly but are excited for all the adventures she has yet to come! 

Louise joined Morris & Garritano in 1999, coming from a career in healthcare. At the time the agencyonly had 55 employees and no dedicated HR department, which meant Louise was not only responsible for assisting clients with inquiries but also for managing the internal HR duties of a growing company. Through her employer-education focused approach, her dedicated involvement in our business community, and her engaging charm, Louise quickly became a go-to source for all things HR. 

As any California employer knows, these last few years have been challenging with the revolving door of labor law changes. But through it all, Louise remained dedicated to learning and researching the regulations so that she could inform and educate our clients when they needed us the most. Louise did note, “We have the best clients! They made my job easier because they always want to do the right thing and take care of their employees. It has been a true pleasure.” 

We recognize the value that Louise’s service and proficiency provides to our clients, which is why we made it a priority to find the right HR professional to fill this critical role. We are thrilled to announce that Kely Blackburn has joined the M&G Team as our new HR Business Consultant. 

Kely has built a strong career in Human Resources and Operations providing her with the knowledge and expertise to tackle important HR topics, including employee and labor relations, recruiting, and organizational development. Prior to joining Morris & Garritano, she was responsible for the management of a compensation portfolio for over 3,200 employees along with advising on compliance, HR policies and practices. She is well versed in the HR needs of various industries and remains at the forefront of the ever-changing regulations that the pandemic has brought about. 

Kely is a Central Coast native who is active in our business community, is a member of the American Association of University Women (AAUW) and volunteers with the Kiwanis Club of Pismo Beach. Louise and Kely will be working closely together over the next month to provide you with a seamless transition of services. We have full confidence that Kely will grow and thrive as our HR Business Consultant, ensuring that the education and care you have come to know and love from Louise will continue on. 

Please help us in congratulating Louise on her retirement and welcoming Kely to Morris & Garritano. 

Should you have any questions, please reach out to your Account Manager or email HRConsulting@morrisgarritano.com


Friday, April 30th

Webinars & Updates | April 30, 2021

This week we’re sharing opportunities to learn more about your local government and how you can excel at customer service in our new hybrid virtual/in-person world.

Other updates include:

  • How to apply for the Restaurant Revitalization Fund
  • IRS fact sheet on tax credit for PTO used for COVID-19 vaccinations

Check it out here.


Wednesday, July 8th

SLO Office Open by Appointment

As our state and counties continue to advance through the reopening stages, we want to provide an update on the steps that Morris & Garritano is taking to ensure the safety of both our clients and employees while continuing to provide the services and assistance you rely on.

Our Offices and Employees
Starting July 8th, our San Luis Obispo office will be open by appointment only. While our staff is gradually returning to the office, many of our employees will still work remotely. We will continue to meet and communicate with you as we have through telephone and videoconference. Accommodations are available in our office to help facilitate meetings with a remote employee if needed. We ask that you reach out to your Advisor or Account Manager at 805-543-6887 to schedule a meeting. At this time, our Santa Maria office will remain closed to the public, but we will update you on any changes in the coming weeks. 

Safety and Cleanliness
We have made adjustments to our SLO office to allow for social distancing and remain diligent with our cleaning practices. We kindly ask that employees and visitors wear a mask while visiting our office. Single-use masks will be available for those who need them.

As time progresses, we will adjust these safety measures accordingly and will continue to communicate any changes with you as we have over the last few months. Responding to the needs of our clients remains a top priority and we appreciate your understanding as we adjust our operations to best serve you in this new environment.

Please let us know if you have any questions or concerns.

Thank you,

Morris & Garritano

Friday, June 5th

Return to Work Resources

We are all eager to reopen our doors, but understand we also have a responsibility to do so safely – both for our customers and our employees. While there are numerous guidelines, updates, and best-practices available, it can be overwhelming to know where to start.

Our Return to Work page offers a comprehensive collection of links to workplace safety and human resource guidance material and templates.

It also includes a step-by-step video that will help California businesses navigate Industry Guidelines within the Resilience Roadmap so that you can feel confident in your next steps and focus on getting back to business.

We will continue to update this page, as well as our COVID-19 Resource Page as new developments and information is made available. If you have questions or would like further assistance, please reach out to your Account Manger or Risk Advisor.


Monday, November 4th

3rd Annual No-Shave November!

The men of M&G are on a mission to grow cancer awareness and raise money for the Angel of Hope Fund, part of the Hearst Cancer Resource Center, but we need your help to make the month a success!

https://www.supportfrenchhospital.org/donate-now-angel-of-h…
(Be sure to list the event name “Morris & Garritano No-Shave November” in the comments box.)

The start of No-Shave November

No Shave November is a month-long journey in which participants forgo shaving to raise cancer awareness by embracing their hair, which many cancer patients lose.

We will document the beard-growing progress of our M&G gentlemen throughout the month and provide updates along the way.

Thank you for your donations, your support, and your help to share this with your friends, family, and coworkers.


Tuesday, September 10th

Ben Hoover Named in Top Forty Under 40

Please help us in congratulating Sr. Employee Benefits Advisor, Ben Hoover, in being named one of this year’s Pacific Coast Business Times Forty Under 40!

Ben is continually raising the bar at M&G and is always going the extra mile for his clients. This past year he became a Morris & Garritano shareholder, reinforcing his commitment to his clients and his coworkers. Outside the office, Ben has been on the Partner Advisory Board for must! Charities since its inception and dedicates his time to helping raise funds for various projects including the Food Bank Coalition and The Boys and Girls Clubs. You might not know it, but Ben also has the unique skillset of being an auction ringman and is very active in the Jr. Livestock Auction at the Mid-State Fair among other charity auctions throughout our communities.

Ben truly cares for the well-being of his clients and their employees. The work that he and his team does allows for many in our community to have peace of mind regarding their healthcare. Congratulations, Ben!


Friday, June 21st

Broker Smackdown Regional Champions!

As an insurance agency and as a business, we are always seeking ways to improve our practices by implementing new service strategies, investing in improved technologies, or developing our skillset and knowledge base.

One of the ways we do this is by utilizing the resources available to us by our peer networks such as the Benefit Advisors Network (BAN) or the Council of Insurance Agents and Brokers (CIAB). By sending as many individuals as possible to different events and conferences, we expose our
teams to new ideas and opportunities for growth.

Just this last month, we had a team of representatives compete in our region’s CIAB Broker Smackdown. This 2 1/2 day workshop is designed for emerging leaders to compete in a computer simulated insurance brokerage market where they are challenged to think strategically and make
decisions that agency owners make every day.

Daniel Gilman, Angela Toomey, Martine Domingues, and Mark Anelli went up against individuals from some of the largest and most sophisticated agencies in the nation AND THEY WON!

We had no doubt that they would rise to the challenge and come away champions. We are so proud of this team and are ready to cheer them on at Nationals in the fall!


Monday, April 22nd

M&G – Best Place to Work on the Central Coast

We are proud and honored to once again be named one of Pacific Coast Business Times’ Best Places to Work on the Central Coast! We have an amazing group of people that work hard every day for their clients and their coworkers and we are lucky that we get to have them on our team!


Friday, April 5th

ThinkHR Employee Harassment Prevention Course

We are pleased to announce the release of ThinkHR’s Harassment Prevention Course for employees. This course incorporates the necessary state references to meet the standards for California’s sexual harassment prevention training.

Employers who employ five or more employees, including temporary or seasonal employees, must provide at least two hours of sexual harassment training to all supervisory employees and at least one hour of sexual harassment training to all nonsupervisory employees by January 1, 2020, and once every two years thereafter, as specified. Additionally, the state prohibits, in exchange for a raise or bonus or as a condition of employment or continued employment, employers from:

  • Requiring an employee to sign a release of a claim or right; or
  • Requiring an employee to sign a nondisparagement agreement or other document denying the employee the right to disclose information about unlawful acts in the workplace, including, but not limited to, sexual harassment.

Best Practices: Complete Training for Managers

Step 1: Within six months of placement or hire into a supervisory role.

Step 2: Must complete two hours of training every two years.

Step 3: Frequency of every two years or less with proof of training retained for two or more years.

The course name is Workplace Harassment Prevention for Managers in California (AB1825/2053), Connecticut & Maine. Available in English and Spanish.

Best Practices: Complete Training for Employees

Step 1: As soon as possible upon hire, recommended within first 30 days of hire.

Step 2: Must complete one hour of training every two years.

Step 3: Frequency of every two years or less with proof of training retained for two or more years.

The course name is Workplace Harassment Prevention for Employees, State of California (SB1343) Available in English and Spanish.

For more details about ThinkHR Harassment Solutions or assistance registering your employees for this training, please contact Louise Matheny at lmatheny@morrisgarritano.com.