Kevin Merz
President
CLU, ChFC
Jason Byers
Sales Marketing Consultant
Valerie Byers
Senior Case Manager + Marketing Internal
Bob Merz
Advanced Sales
CLU, ChFC
Korin Johnson
Executive VP of Admin + Underwriting
Ben Engel
Sales Marketing consultant
Annuities
Cathy Kim
Case Manager + Administration
Corissa Santos
Marketing Assistant
Steve Santos
COO + Executive VP of Sales
Aaron Hutchinson
Sales
CLU
Sara Batiz
Case Manager + Administration
Suzi Merz
Policy Correspondence + Event Coordinator