Leadership

Partners

Gary R. Sitzmann, CLU^®

Donald E. Morris, Jr. CLU^®

Daphne Boyle, CLTC^®, CEPA^®

Team Members

Cyndi Albro, CLU^®, ChFC^®, CASL^®, REBC^®

Chief Analyst

Kevin Leung

Account Manager

Scott Lippstreu

Case Design Analyst

Albert Marchesano

Accounting Manager

Liz McFeeters

Client Service Associate

Devin Montuya

Underwriting Associate

Melanie Richards

Operations Manager

Nicole Thomas

Client Service Associate

Angelica Wilson

Director of Underwriting

Roseanna Zagha, CLU^®, FLMI^®

Director of Operations