Serving Orange County

Association Reserves has been conducting Reserve Studies in Orange County, California for over twenty five years. Our clients range from large master planned communities to small townhome associations. In order to meet the growing needs of our clients in Orange County, the Orange County CA office was established in 2003. Our goal in preparing Reserve Studies is to provide our expertise to help your Association make informed and responsible decisions regarding reserve funding. We hope to help our clients plan for the future so that they have adequate Reserves when required, that they have budget stability, that they fairly distribute contributions and that they are making fiscally responsible decisions.

Our Team

Sean Andersen, RS

President

Dusty Burgmans

Project Manager

Sabrina C. Willison, RS

Project Manager

Travis Brooks

Project Manager

Danielle Peterson

Project Manager

Bery Barredo

Project Manager

Need a Reserve Study Proposal?

Our Services

We offer a range of services to meet every budget and need. We focus on high quality and to exceed expectations with each Reserve Study and professional service.

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Which Level of Service is Right for My Property?
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What Happens Next?
Level of Service Site Visit Measurements Component List Condition Assessment Photographs Price
Reserve Study- Full
Yes
Yes
Created from Scratch
Yes
Yes
$$$
Reserve Study Update- With Site Visit
Yes
No
Updated from Prior Report
Yes
Yes
$$
Reserve Study Update- No Site Visit
No
No
Updated from Prior Report
Yes
No
$
Do-it-Yourself Reserve Study Kit
No
No
Provided by Client
No
No
$499

We work with all types of properties

Association Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial Properties

Municipalities & Commercial Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Univesities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

CALCULATION OF RESERVE FUND STRENGTH (%-Funded)

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

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Sean Andersen, RS

President

Sean graduated from California State University, Northridge in 1998 and started working at Association Reserves in 1999. He opened our regional office in Orange County in 2003. Sean has completed over 2,000 Reserve Studies for properties ranging from small community associations to large master planned communities. He earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #68. Sean is an active member of the CAI Orange County chapter. Sean has also been an instructor on the subject of Reserves for training courses offered by CAI.

Dusty Burgmans

Project Manager

Dusty joined Association Reserves Orange County office in 2007. Dusty brings with her 18 years of experience in Community Association management as a Management Company owner and Manager. Dusty assists in Reserve Study research and preparation as needed by our various regional offices.

Sabrina C. Willison, RS

Project Manager

Sabrina graduated with her Masters in Sociology in May 2015 from California State University, Fullerton. She joined Association Reserves Orange County in May 2014. Sabrina brings with her 9 years of portfolio management experience. As Project Manager, Sabrina assists in all processes related to reserve study preparation and sees it through to completion.

Travis Brooks

Project Manager

Travis Brooks served aboard nuclear submarines in the US Navy and has since worked for utilities and city government in operations, financial analysis and asset management. Travis holds a Bachelor of Science Degree from the University of San Francisco. As Project Manager, Travis assists in site inspections, component analysis and study preparation.

Danielle Peterson

Project Manager
Danielle Peterson graduated from Vanguard University in 2012 with a Bachelor’s Degree in Religion with an emphasis in Leadership Studies. She joined Association Reserves in March 2022. Danielle brings with her 7 years of Portfolio Management experience. As Project Manager, Danielle assists in all processes related to reserve study preparation and sees it through to completion.

Bery Barredo

Project Manager

Bery is a registered Architect hailing from the Philippines. Graduating with a Bachelor of Science in Architecture in Mapua Institute of Technology in 2014, she obtained her Philippines Architectural License in 2016. Bery’s work in Construction Project Management, Construction Site Quality Control, and Owner Supplied Materials Management is a great fit for her Reserve Study clients. With an unwavering commitment to excellence, Bery’s high standards benefit clients on every project she undertakes.