People
Executive
NANCY ELLIS
FOUNDER & PRESIDENT
DAVID ELLIS
CHIEF EXECUTIVE OFFICER
TIM WHITMORE
CHIEF MARKETING OFFICER
Sales/Marketing
DENNIS FONTAINE
Sr. MARKETING
CONSULTANT-
ANNUITIES
CONSULTANT-
ANNUITIES
MIKE McCOY
Sr. MARKETING
CONSULTANT RECRUITING
CONSULTANT RECRUITING
QUINN ELLIS
Business Development Partner – Private Client Group
BRET SCHULTZ
MARKETING CONSULTANT
WILL ZUNIGA
MARKETING CONSULTANT
New Business/Case Management
DALILA SANCHEZ
NEW BUSINESS COORDINATOR
KRISTINE JENKINS
Sr. CASE MANAGER & NEW BUSINESS TEAM LEAD
Operations & Administration
LETICIA SANTIAGO
DIRECTOR OF OPERATIONS
KAY LODWICK
BOOKKEEPER
JESSICA AVENA
ONBOARDING COORDINATOR
LUPE MORALES
Contracting Representative
Women Empowering Financial Independence
MARY CHAMORRO
Founding Partner
Los Angeles Division
ANDY ONG
REGIONAL DIRECTOR OF BUSINESS DEVELOPMENT
JOE ESPINO
MGA PARTNER
Las Vegas Division
EDWIN QUIROZ
MGA PARTNER
JENNIFER QUIROZ
MGA PARTNER