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