Daphne Boyle, CLTC®, CEPA®
Daphne Boyle is co-owner and co-founder of Sitzmann Morris and Boyle Insurance Agency.
She began her career with Great West Life in 1989 and in 1994 joined Sitzmann Morris and Lavis Insurance Agency, (SML). Daphne was responsible for the development and implementation of strategies that shifted the insurance procurement experience from a transactional event to a trusting, meaningful and lasting relationship. In 2012, SML’s founder, Gary Sitzmann, named Daphne as his successor where she served as a consultant to their valued clients and their advisors.
In January 2020, Daphne along with her partners, acquired the Life Insurance division from Brown and Brown and formed Sitzmann Morris and Boyle Insurance Agency (SMB). Daphne has joined as the third-generation of leadership transitioning to an owner and partner.
Today, with over 25 years of technical expertise Daphne is an industry leader in the procurement and implementation of Life insurance portfolios. She has dedicated her career to helping families keep together what they have put together by finding creative ways to manage the risks they face in all aspects of their lives. As a Certified Exit Planning Advisor (CEPA), she consults clients in strategies to transfer /exit their businesses while maximizing the value of their family business.
Daphne believes clients deserve a team of advisors who march together to the voice of the client’s intentions. In doing so, the legal, tax, financial and insurance elements can march seamlessly forward as well. SMB has coined the phrase to describe their approach, The Wisdom of We ™.
Her career has been dotted with awards and recognition for her ability to retain and nurture client relationships. Her industry affiliations include:
- Member of M financial
- National Association of Insurance and Financial Advisors (NAIFA)
- Association for Advanced Underwriter (AALU)
- Million Dollar Roundtable – Qualifying Member
- Certified Exit Planning Advisor (CEPA®)
- The American College of Financial Services
Daphne has spent most of her life in Northern California, attended Cal State UC and enjoys spending time outdoors at the Coast in Bodega Bay with her family and friends. She is an avid supporter of ALS TDI Foundation and the Boys and Girls Clubs of America. Daphne and her husband Sean reside in Clayton and enjoy spending time their grown sons; Connor, Brendan and Ryan.