888-251-5525

About Us

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.

| Platinum Team | Sales Team | Contracting | New Business | Commissions | Locations |

Printable Staff List Download Printable Staff Contact List


Executive Partners


Scott Tietz

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

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

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

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

James Wong

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

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.


Joe Zuccolotto

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

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

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.


Jeff Janes

Jeff Janes

Area Senior Vice President, Marketing
Email
515-598-7189

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

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.


Sales Team


Louis Slagle

Louis Slagle

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


John V. Scheer

John V. Scheer

National VP
Email
402-261-2776


Garrett Cundiff

Garrett Cundiff

National VP
Email
770-615-8034


Michael Woods

Michael Woods

Brokerage Manager – Annuity
Email
612-294-6801


Dan Tucker

Dan Tucker

National VP
Email
951-977-2630


Oscar Toledo

Oscar Toledo

National VP
Email
951-977-2668


Dan Higgins

Dan Higgins

National VP
Email
470-485-0891


Robert Anchondo

Robert Anchondo

Brokerage Manager – Life
Email
916-525-8213


Platinum


James Wong

James Wong

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


Jeremy Rubin

Jeremy Rubin

National VP
Email
951-977-2758


Bill Jackson

Bill Jackson

Director of Advanced Markets & Development
Email
951-977-2602


Vanessa Gonzalez

Vanessa Gonzalez

Platinum Distribution Internal Wholesaler
Email
951-977-2682


Jacqueline Wilkening

Jacqueline Wilkening

Relationship Manager
Email
951-977-2632

Contracting & Licensing


Rachel Sanfilippo

Rachel Sanfilippo

Operations Manager
Email
916-256-2161


Christian Rodriguez

Christian Rodriguez

Contracting and Licensing
Email
951-977-2642


Laura Zamora

Laura Zamora

Contracting and Licensing
Email
951-977-2605


Karlee Bier

Karlee Bier

Contracting and Licensing
Email
916-758-2635


Kristine Mikkelson

Kristine Mikkelson

Contracting and Licensing
Email
951-977-2655


Samantha Orozco

Samantha Orozco

Contracting and Licensing
Email
951-977-2675


Nicole Bryant

Nicole Bryant

Contracting and Licensing
Email
916-512-3943


Annie Ames

Annie Ames

Contracting and Licensing
Email
916-389-9556

New Business


Lee Morris

Lee Morris

VP of Underwriting
Email
951-295-9489


Rachel Sanfilippo

Rachel Sanfilippo

Operations Manager
Email
916-256-2161


Cynthia Ramirez

Cynthia Ramirez

New Business Case Manager
Email
951-977-2636


Jenny Diaz

Jenny Diaz

New Business Case Manager
Email
951-977-2789


Catherine Hotop

Catherine Hotop

New Business Case Manager
Email
951-977-2626


Michelle Curby

Michelle Curby

New Business Case Manager
Email
951-977-2616


Dawn McGowan

Dawn McGowan

New Business Case Manager
Email
916-512-6145


Lisa Brooks

Lisa Brooks

New Business Case Manager
Email
916-330-4305

Commissions


Angela Greer

Angela Greer

Commissions Service Manager
Email
951-977-2618


Summer Beitler

Summer Beitler

Commissions Team Lead
Email
951-977-2712


Teresa Vicuna

Teresa Vicuna

Commission Specialist I
Email
951-977-2663


Rene Reyes

Rene Reyes

Commission Specialist I
Email
951-977-2606


Michelle Meyers

Michelle Meyers

Commission Specialist II
Email
951-977-2664


Additional Support


Monica Young

Monica Young

Compliance Associate
Email
951-977-2607


Lori Fogle

Lori Fogle

Marketing Copywriter
Email
515-318-5315


Steven Bieber

Steven Bieber

Digital Media Producer
Email
515-598-7183


Travis Lee

Travis Lee

Graphic Designer & Webmaster
Email
515-598-7196


Rosa Macias

Rosa Macias

HR Liason
Email
951-977-2638


Ranae Mortenson

Ranae Mortenson

Executive Assistant
Email
515-216-4664


Neyra Nunez

Neyra Nunez

Production Analyst
Email
951-977-2667


Erika Julian

Erika Julian

Information Systems Manager
Email
951-277-2646


Elizabeth Leon

Elizabeth Leon

Accounting Manager
Email
951-977-2645


Cindy Skelton

Cindy Skelton

Business Intelligence Manager
Email
515-528-7898


Lindsey Fuentes

Lindsey Fuentes

Production Processor
Email
951-977-2657


Kim Bruce

Kim Bruce

Production Processor
Email
515-599-1958


Carol Rodriguez

Carol Rodriguez

Receptionist – Riverside, CA Office
Email
x100


Locations

California Iowa
Irvine

17300 Redhill Avenue, Ste 110
Irvine, CA 92614

Riverside

1825 Chicago Ave, Suite 240
Riverside, CA 92507

El Dorado Hills

1107 Investment Blvd Suite 150,
El Dorado Hills, CA 95762

Urbandale

2545 106th St
Urbandale, IA 50322

0

Your Cart