Insurance and Financial Solutions

Who We Are

12187840_10207926416581630_3230657381334956123_n.jpg

It all started with...

Monte C. Houze, a retired police sergeant from the Los Angeles Police Department, founded Megarian Insurance and Financial Solutions (Megarian). Monte initially guided Megarian in a direction geared towards meeting the needs of individuals, city and county employees within Los Angeles County and residents of the surrounding area. That focus quickly expanded throughout southern California.
 
Monte prides himself in providing service that targets client satisfaction. “Our business is about listening to the client, identifying his or her financial and real estate needs, insurance needs, financial goals, and subsequently formulating a solution that will meet those needs and assist with accomplishing those goals.”
 
In September 2016 Monte increased his expertise to include Real Estate by creating Houze Real Estate Team, Houzeteam.com


 

 
Megan square.jpg

Megan Houze

Monte's youngest daughter is the youngest addition to the family business.  Megan has been involved in finance for the last few years and is committed to placing the clients' needs first. 

She is currently enrolled at UC Riverside and will be graduating June 2018 with a bachelor's degree in Economics/Administrative Studies with a concentration in Finance.  Once Megan graduates she will begin the process of applying for an MBA program, and she will continue to learn as much as possible in order to provide her clients with ideas and insight formed from a foundation of knowledge and reliability.   

Megan is licensed to sell Life, Accident and Health Insurance and is on course to be licensed to sell Real Estate in a few months.  

19984011_1384809404906643_4137438699746814998_o (1).jpg

Lacy Houze

Monte's oldest daughter is an educator and financial coach. Ms. Lacy Houze has taught thousands of consumers how to prepare for home ownership, better manage their money, improve their credit management, prevent identity theft and promote family self-sufficiency.
Over Lacy’s 15 years of financial experience, she has held certifications with the National Foundation for Credit Counseling (NFCC) as a Certified Credit Counselor, Housing Counselor, and Consumer Credit Educator.  Additionally, Lacy has held certifications involving the following consumer credit and housing laws: The Fair Credit Reporting Act, the Fair Debt Collections Practices Act, and Fair Housing. 

In October 2017, Lacy expanded her vast experience and knowledge in the financial and housing industry by including a California Real Estate Salesperson License; consequently, Lacy is now a practicing Real Estate Agent at Houze Real Estate Team, Houzeteam.com.

 
Dana square.jpg

Dana Perez

Dana began her career in Customer Service years ago as a Phlebotomist for a community based health clinic that assisted those who were uninsured and, or under served in the communities the clinic served. Dana seized the opportunity to interact with and assist the clients while simultaneously leaving them with the assurance that their concerns and well being were important to her. Dana developed the ability to comprehend and analyze the concerns of the clients.     

Dana joined forces with Monte just 4 years ago, and in that short time Dana has displayed an exceptional commitment to organizational goals and objectives. She has fine tuned her communication skills and has proven to be a valuable asset in the areas of Leadership, Project Management and Office Management. Dana has played a major role in improving the payroll process, Human Resources, and administrative operations of Megarian and the Houze Real Estate Team. 

Dana, a Certified Notary Public, now manages the team and has expanded her experiences to include Real Estate practices, Transaction Coordination, Life Insurance and Health Insurance processing.

It is anticipated that Dana will be a licensed real estate agent in the near future.

Kerry.jpg

Kerry Bartholomew    

Kerry has been in the Mortgage Banking Industry for over 35 years. She started her career as a Loan Processor and was quickly elevated to an Office Manager, Operations Manager and Branch Manager managing over 30 employees.

 After 9 years of management, Kerry obtained her Real Estate License and later continued her education to obtain her Real Estate Brokers License and started her own Mortgage Brokerage.

 In 2013 Kerry formed a Mortgage Loan Processing Company.  Kerry is also a Mortgage Loan Originator and licensed to sell Life, Health and Accident Insurance.  

Kerry has worked with Monte at Megarian Insurance and Financial Solutions and the Houze Real Estate Team for several years.

headshot-placeholder-horizontal.jpg