• The Wisdom of We.®
    • Honor the Invitation.℠
    • Confirm Your Conviction.℠
    • Design With the End in Mind.℠
  • Capabilities
    • Life Insurance
      • Underwriting Advantage
      • Insurance Audits
    • Executive Benefits
      • Finding the right plan
  • Leadership
    • Partners
    • Team Members
  • M Financial
  • What’s New
  • Blog
  • Contact

Leadership

Partners

Gary R. Sitzmann, CLU®

Donald E. Morris, Jr. CLU®

Daphne Boyle, CLTC®, CEPA®

Team Members

Kevin Leung

Account Manager

Scott Lippstreu

Lead Case Designer

Liz McFeeters

Client Services Account Manager

Devin Montuya

Underwriting Associate

Melanie Richards

Operations Manager

Nicole Thomas

Client Service Associate

Jane Upton, CLU®

Advanced Case Designer

Angelica Wilson

Director of Underwriting

Roseanna Zagha, CLU®, FLMI®

Director of Operations

Back To Top
  • Disclaimer | SMB Terms of Use | Privacy Statement | Legal Notices | Social Media Disclosure CA Insurance License #6000384. 2020 Sitzmann Morris & Boyle Insurance Agency.
    M Financial Group Member Firm.

  • Sitzmann Morris & Boyle Insurance Agency and its representatives are presently licensed to sell traditional life insurance in AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IA, LA, MD, MN, MS, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products may be sold in AK, AZ, AR, CA, CO, CT, DE, DC, FL, IL, LA, MN, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SD, TX, UT, VA, WA, WV. Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer Member FINRA/SIPC.

    Sitzmann Morris & Boyle Insurance Agency is independently owned and operated. Sitzmann Morris & Boyle Insurance Agency

    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

  • Sitzmann Morris & Boyle Insurance Agency