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Our Team

Steve Santos President, marketing lead BIO

Steve Santos

President, marketing lead

BIO


Aaron Hutchinson Senior Marketing InternalCLU BIO

Aaron Hutchinson

Senior Marketing Internal
CLU

BIO

Sara Batiz Case Manager + Administration BIO

Sara Batiz

Case Manager + Administration

BIO

Bob Merz Advanced Sales CLU, ChFC BIO

Bob Merz

Advanced Sales

CLU, ChFC

BIO

Ben Engel Sales Marketing consultant Annuities BIO

Ben Engel

Sales Marketing consultant

Annuities

BIO

Corissa Santos Marketing Assistant BIO

Corissa Santos

Marketing Assistant

BIO


Kristin Merz CLU BIO

Kristin Merz

CLU

BIO


Cathy Kim Case Manager + Administration BIO

Cathy Kim

Case Manager + Administration

BIO

Kevin Merz Advanced sales CLU, ChFC

Kevin Merz

Advanced sales

CLU, ChFC

BIO