About Us

Scott Tietz

Area Chairman
Email
951-977-2678

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.

Jason Konopik, FSA

Area President
Email
515-598-7188

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.

Allie Miller

Area Executive Vice President
Email
515-337-0518

With over 30-years of industry relationships, Allie has been a key leader in the expansion of Indexed Life and was an early adopter of its benefits. Knowing history and cycles allows Allie to take calculated risks to position the firm to win.

Chris Griffith

Area Executive Vice President, Finance and Administration
Email
951-977-2734

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.

James Wong

Area Executive Vice President, Platinum
Email
951-977-2649

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.

Joe Zuccolotto

Area Senior Vice President, Operations
Email
916-512-3944

Joe has 35 years of industry background supporting business operations. Joe believes and focuses on the implementation of technology that is influencing our industry.

Louis Slagle

Area Senior Vice President, Advantage Distribution
Email
951-977-2627

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.

Jake Marxen

Area Senior Vice President, Adviser Distribution
Email
951-977-2601

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.

Patrick Amaya

Area Senior Vice President, Compliance Counsel
Email
951-977-2671

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.