Our Team

Kevin Merz

President

CLU, ChFC

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Kristin Merz

CLU

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Jason Byers

Sales Marketing Consultant

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Valerie Byers

Senior Case Manager + Marketing Internal

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Suzi Merz

Policy Correspondence + Event Coordinator

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Bob Merz

Advanced Sales

CLU, ChFC

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Korin Johnson

Executive VP of Admin + Underwriting

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Ben Engel

Sales Marketing consultant

Annuities

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Cathy Kim

Case Manager + Administration

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Corissa Santos

Marketing Assistant

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Steve Santos

COO + Executive VP of Sales

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Doug Cashman

Underwriting Consultant

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Aaron Hutchinson

Sales
CLU

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Sara Batiz

Case Manager + Administration

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