Greg Cohn, CLU, ChFC, CFP
CEO/General Agent
Mike Clark, MBA
Co-General Agent
Tamara Rich, FLMI, SHRM-SCP
Chief Financial Officer
Vanessa Oakley
Chief Operating Officer
Jill Raymond
Agency Supervisory Director
Holly Thompson
Agency Supervisory Officer
Stephen Koh
Agency Supervisory Officer
Jenna Byrd
Assistant Agency Supervisory Officer
Jon Wiles
Agency Technology Specialist
Ken Gray
Agency Technology Specialist
Sarah Sprung
New Business Director
Char Winfrey
New Business Coordinator (Walnut Creek Office)
Jasmine Felts
New Business Coordinator (Roseville Office)
Carolyne Steele
New Business
Coordinator / Brokerage
Paige Nguyen
New Business Coordinator (San Jose Office)
Alexa Pabalate
Annuity/Investment Coordinator
Steve Harris
Investments Specialist
Jim Willson
Annuities Specialist
Dan Blum
EXP Concierge & DI Specialist
John Lawrence
Life/Worksite Specialist
Jesse Johannesen
Director of Wealth Services
Doug Van Order
Business Planning Specialist
Robert Couse
Agency Training Director
Yazzmin True
Director of Recruiting
Lindey Hammer
Contracting & Licensing
Alyssa Piontkowski
Director of Marketing
Angelina Herrera
Brand/Recruiting Coordinator
Adam Sherman
Social Media Specialist
Emerald Bonansea
Director of Financial Planning
Barrett Thomsen
Financial Services Team Associate