Our Staff
Partners
Tim Moriarty
Managing Partner
Sales & Marketing
Chad O'Dell
Senior Marketing Specialist
Forrest Reed
International Specialist
Heather Lorenzi
Senior Marketing Coordinator
Jenny Stewart
Senior Marketing Coordinator
Robert Cantu
Senior Marketing Specialist
Walker Person
Senior Marketing Coordinator
Property & Casualty Division
Kacey Moore
Senior Marketing Coordinator
Financial Institutions & Broker Dealers
Denny Joe, CLTC
Director of LTC Sales
Joyce Theis
Business Development Director
Karen Cramer
Business Development Director
Kinch Meyer
National Relationship Manager B/D Independent Division
Operations & New Business
Mary Helen Smith
Customer Service Coordinator
IT Department
Rene Rivera
Director of Information Technology
Case Management
Kelly Castillo
Case Underwriting
Petra Anderson
Case Underwriting
Samantha Gonzales
Case Processor
Sharon Arnold
Case Underwriting
Vanessa Stewart
Case Underwriting
Johana Rangel
Case Underwriting
Accounting