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Our Team

Steve Santos President, marketing lead BIO

Steve Santos

President, marketing lead

BIO


Sara Batiz Case ManagerAdministration BIO

Sara Batiz

Case Manager

Administration

BIO

Aaron Hutchinson Senior Marketing InternalCLU BIO

Aaron Hutchinson

Senior Marketing Internal
CLU

BIO

Corissa Santos Marketing Assistant BIO

Corissa Santos

Marketing Assistant

BIO


Cathy Kim Case Manager Administration BIO

Cathy Kim

Case Manager

Administration

BIO

Contact

Portland | [email protected]

Annuities | [email protected]

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Admin office

4800 Meadows Rd.
Suite 300
Lake Oswego, OR 97035

Local Phone | 503.228.9595
Toll-Free Phone | 800.326.9595
Fax | 503.273.8530

 

 

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