Portland

Kevin Merz

President

CLU, ChFC

BIO

Aaron Hutchinson

Sales
CLU

BIO

Ben Engel

Sales Marketing consultant

Annuities

BIO

Doug Cashman

Underwriting Consultant

BIO


Steve Santos

COO + Executive VP of Sales

BIO


Cathy Kim

Case Manager + Administration

BIO


Jason Byers

Sales Marketing Consultant

BIO


Suzi Merz

Policy Correspondence + Event Coordinator

BIO

Korin Johnson

Executive VP of Administration + Life Underwriting

BIO

Sara Batiz

Case Manager + Administration

BIO


Valerie Byers

Senior Case Manager + Marketing Internal

BIO

Corissa Santos

Marketing Assistant

BIO