Company Directory

Business Development

Cathy Neifeld, JD

Partner & General Counsel

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Gonzalo Garcia, CLU

Partner & Advanced Markets

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Ed Leisher, CLU

Partner & Sales

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Marketing

Lisa Mitchell

Marketing Director & Operations Manager

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Case Design

Craig Baumgartner

Annuity & Illustrations Specialist

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Hervid Poon

Illustrations Specialist

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Ed Stark, CLU, ChFC

Director of Case Design

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Underwriting

Dennis Bartos, PA

Partner & Chief Medical Underwriter

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Julie Melendez

Underwriting Associate

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Jessica Caracofe, RN

VP Underwriting

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New Business & Compliance

Kayla Morano

New Business Associate

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Brooke Stafford

New Business Associate

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Sasha De Cores

Case Manager

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Robyn Malovany, FLMI

Senior Case Manager

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Theresa Perry

Case Manager

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Tera Hill, ALMI

New Business Team Coordinator

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Liz Webb

Relationship Manager & Compliance Specialist

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Brigitte Flannery

VP New Business

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Compensation & Operations

Raquel Molina

Administrative Asst. - Operations

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Sandra Caracofe

Chief Operating Officer

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Lisa Mitchell

Marketing Director & Operations Manager

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