Gary R. Sitzmann, CLU®

Gary Sitzmann first entered the insurance industry in 1965 and was Sitzmann Morris and Lavis’ Founder. In 2020 Gary secured the third generation of leadership when he purchased the Life Insurance division, along with his partners Don Morris and Daphne Boyle, from Brown and Brown and formed Sitzmann Morris and Boyle Insurance Agency (SMB).

His industry affiliations include:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • NAIFA – California Association
    • Former Board Member
  • NAIFA – Mt. Diablo Association (formerly named NAIFA Oakland Association)
    • Former Board Member & President
  • American Society of Financial Service Professionals
  • Association for Advanced Life Underwriter (AALU)
    • Former Board Member
    • Former Chairman of Business Insurance and Estate Planning Committee
  • Million Dollar Roundtable – Qualifying & Life Member
  • Top of the Table – Qualifying & Life Member
    • Former Board Member & Chairman
  • M Financial Group
    • Former Board Member

Gary supports many civic and philanthropic organizations. In 2005, he was honored as Man of the Year by the Bay Area Tumor Institute. Gary is currently a trustee of the University of California’s Educational Foundation at Berkeley and a board member of the Tahoe Lakefront Homeowners Association.
In 1965, Gary earned his degree from nearby Armstrong College. He and his wife reside in Orinda. They have two children and five grandchildren.