About Us
Rudy Montalvo
Rudy lives in Southern California with his 2 ½ year old Siberian Husky, Zeus. His 3 sons, Brandon, Michael and Christian are all very active and live nearby Dad. He’s very active with his friends, family and church.
He’s been blessed with joining the Modern Insurance Partners team / family, so he makes the time to give back to his local church, as well as quite a few charities in his community.
Insurance has been a part of his life approximately 15 years formally. However, he’s been partnering with P&C agency owners and producers for over 25 years. Including a three-year sales endeavor where he helped approximately 200 Allstate agencies in So Cal area, meet their sales goals.
After completing his six-year tour of duty in the U.S. Navy, Rudy began a 20-year career with ADP and ventured into his insurance career in 2005 as he entered his 20th year at ADP. Where he joined ADP Insurance Services to help launch the Pay-as-You-Go program, with his former Major Accounts sales team.
In his spare time, Rudy is either golfing, working out or getting his daily cardio steps in at his local park with Zeus. If he’s not golfing with his men’s club, you can find him on the golf course with his sons, or some of his business trusted advisors and or clients.
Rudy enjoys helping business owners with their insurance needs, making sure his team reviews their policy coverages and costs. Building a close relationship his clients ownership leadership team, is also a key factor in his consultative approach!
Bart Knapp
Bart lives in Pflugerville, Texas with his wife. They moved there in 2018 to be close to their grandsons and grown children.
After active duty service in the Army, Bart started his accounting career with Conoco Shipping and has been in the PEO/Insurance industry for over 30 years.
Bart enjoys sailing and kayaking and is an active member of the Coast Guard Auxiliary and the Sea Scouts -a high adventure program of the Boy Scouts of America serving youth ages 14 and older.
Virginia Phelps
Virginia is originally from Houston, TX. She has worked in manufacturing accounting, distribution accounting, and contractors accounting before starting her tenure as an Accountant at Modern Insurance Partners.
Outside of insurance, Virginia enjoys traveling and the outdoors. She has one child, Adalene. Virginia and the team truly care about their clients and strive to educate and advise clients on their insurance, helping them protect themselves and manage their insurance costs.
What Virginia loves most about her job is helping clients meet their insurance and financial needs, to provide the best services by individualizing each client and their goals.