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Our Team

Steve Santos

President, marketing lead

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Aaron Hutchinson

Senior Marketing Internal
CLU

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Sara Batiz

Case Manager

Administration

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Bob Merz

Advanced Sales

CLU, ChFC

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Ben Engel

Sales Marketing consultant

Annuities

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Corissa Santos

Marketing Assistant

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Kristin Merz

CLU

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Cathy Kim

Case Manager

Administration

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Kevin Merz

Advanced sales

CLU, ChFC

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