Our Vision
To elevate and innovate the insurance industry.
At the core of every decision we make it is to answer the question, “Will we elevate and innovate the insurance industry?” If the answer to that question is “no,” then we are not interested in pursuing the opportunity. We want to move the insurance industry to new heights through technology, next-generation products, proven practice management and sales support.
The Gallagher Way
Shared Values at Gallagher are the rock foundation of the Company and our Culture. What is a Shared Value? These are concepts that the vast majority of the movers and shakers in the Company passionately adhere to. What are some of Gallagher’s Shared Values?
| Platinum Team | Sales Team | Contracting | New Business | Commissions | Locations |
Download Printable Staff Contact List
Executive Partners
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Scott TietzArea Chairman Scott literally wrote the book on mergers and acquisitions in our industry. A gifted visionary in the financial services arena, he brings over 30-years of industry knowledge. Scott has built one of the largest independently owned firms in the country. |
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Jason Konopik, FSAArea President With over 20-years experience, Jason is a nationally recognized expert on indexed products, and he has worked with the industry’s top carriers to help them develop cutting-edge products that clients want. |
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Chris GriffithArea Executive Vice President, Finance and Administration Chris leads all financial and planning activities for the company. He has a passion for helping financial professionals, retail sales agencies, and national marketing organizations increase efficiencies, grow sales and drive profitability. His areas of experience include wholesaling, establishing institutional distribution, managing finance and operational teams and driving sales. He has more than a decade of experience leading independent marketing organizations. |
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James WongArea Executive Vice President, Platinum In 2006, James merged his own successful insurance marketing organization with Partners Advantage. Since that time, he has served in several senior management roles for the company. He specializes in forming deep, lasting relationships with the organization’s carrier and distribution partners alike. James resides in Southern California with his wife Valerie and their two children. |
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Joe ZuccolottoArea Senior Vice President, Operations Joe has 35 years of industry background supporting business operations. Joe believes and focuses on the implementation of technology that is influencing our industry. |
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Louis SlagleArea Senior Vice President, Advantage Distribution Louis brings over 10 years experience in the life insurance industry, bringing a background in retail sales, wholesaling, product development, advanced sales and distribution management. |
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Jake MarxenArea Senior Vice President, Adviser Distribution With over 18 years of experience in the financial services industry, Jake has supported advisors in the growth of their practices and helped IMOs remain competitive and profitable. |
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Patrick AmayaArea Senior Vice President, Compliance Counsel Patrick is a licensed attorney and member of the California Bar. He earned his Juris Doctorate at Western State College of Law in Fullerton, CA. and also holds a bachelor’s degree in business administration from Cal State Fullerton. He previously maintained the following licenses: FINRA Series 7, 66, 24, 4, 53, 31 and California Life and Disability. Patrick most recently served as a compliance manager at Pacific Life Insurance Company. He brings experience working in similar capacities at several other financial companies, including Merrill Lynch, Financial Network (Cetera), MetLife and WAMU Investments. He also spent several years as a financial advisor with Morgan Stanley and Wells Fargo Investments. |
Sales Team
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Louis SlagleArea Senior Vice President, Advantage Distribution |
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Garrett CundiffNational VP |
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Dan TuckerNational VP |
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Oscar ToledoNational VP |
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Robert AnchondoBrokerage Manager – Life |
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Platinum
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James WongArea Executive Vice President, Platinum |
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Bill JacksonDirector of Advanced Markets & Development |
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Vanessa GonzalezPlatinum Distribution Internal Wholesaler |
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Jacqueline WilkeningRelationship Manager |
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Contracting & Licensing
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Rachel SanfilippoOperations Manager |
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Laura ZamoraContracting and Licensing |
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Karlee BierContracting and Licensing |
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Kristine MikkelsonContracting and Licensing |
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Samantha OrozcoContracting and Licensing |
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New Business
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Rachel SanfilippoOperations Manager |
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Cynthia RamirezNew Business Case Manager |
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Catherine HotopNew Business Case Manager |
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Michelle CurbyNew Business Case Manager |
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Dawn McGowanNew Business Case Manager |
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Darlene PenaNew Business Specialist |
Commissions
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Angela GreerCommissions Service Manager |
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Summer BeitlerCommissions Team Lead |
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Teresa VicunaCommission Specialist I |
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Rene ReyesCommission Specialist I |
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Christian RodriguezCommission Specialist I |
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Michelle MeyersCommission Specialist II |
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Additional Support
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Monica YoungCompliance Associate |
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Steven BieberDigital Media Producer |
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Rosa MaciasHR Liason |
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Neyra NunezProduction Analyst |
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Erika JulianInformation Systems Manager |
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Elizabeth LeonAccounting Manager |
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Cindy SkeltonBusiness Intelligence Manager |
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Lindsey FuentesProduction Processor |
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Kim BruceProduction Processor |
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Carol RodriguezReceptionist – Riverside, CA Office |
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