About Us

Scott Tietz

Chief Executive Officer
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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.

Allie Miller

President
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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.

Jason Konopik, FSA

Executive VP
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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.

Chris Griffith

Chief Financial Officer
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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.

Joe Zuccolotto

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

James Wong

President Platinum Distribution
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James is the President of the Platinum division for Partners Advantage. In 2006, he 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.

Louis Slagle

Senior VP, Advantage Distribution
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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

Senior VP, Premier Distribution
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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.

Jeff Janes

Chief Marketing Officer
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Jeff is a 12-time, award-winning marketer with over 25-years experience who brings an ideal blend of sales skills and marketing experiences not found in most marketing executives so that he can consistently produce results.

Patrick Amaya

General Counsel
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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.