People

Executive

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NANCY ELLIS

FOUNDER & PRESIDENT
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DAVID ELLIS

CHIEF EXECUTIVE OFFICER
Tim W

TIM WHITMORE

CHIEF MARKETING OFFICER

Sales/Marketing

Tom's headshot

TOM VICK

NATIONAL DIRECTOR ANNUITIES
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DENNIS FONTAINE

Sr. MARKETING
CONSULTANT-
ANNUITIES
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MIKE McCOY

Sr. MARKETING
CONSULTANT RECRUITING
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QUINN ELLIS

Business Development Partner – Private Client Group
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BRET SCHULTZ

MARKETING CONSULTANT
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WILL ZUNIGA

MARKETING CONSULTANT
Christian Elza

CHRISTIAN ELZA

MARKETING CONSULTANT - ANNUITIES

New Business/Case Management

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DALILA SANCHEZ

NEW BUSINESS COORDINATOR
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KRISTINE JENKINS

Sr. CASE MANAGER & NEW BUSINESS TEAM LEAD

Operations & Administration

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LETICIA SANTIAGO

DIRECTOR OF OPERATIONS
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KAY LODWICK

BOOKKEEPER
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LUPE MORALES

Contracting Representative
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JESSICA AVENA

ONBOARDING COORDINATOR

Women Empowering Financial Independence

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NANCY ELLIS

FOUNDER & PRESIDENT
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LETICIA SANTIAGO

DIRECTOR OF OPERATIONS
Patricia Lynch (003)

PATRICIA LYNCH

MARKETING COMMUNICATIONS
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ABBY VICK

NATIONAL DIRECTOR
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TONI GOLDEN

WEFI FOUNDING PARTNER
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MARY CHAMORRO

WEFI FOUNDING PARTNER
Monica Carter

MONICA CARTER

WEFI FOUNDING PARTNER
Ashley Shaw

ASHLEY SHAW

EAST COAST PARTNER AGENT

Los Angeles Division

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ANDY ONG

REGIONAL DIRECTOR OF BUSINESS DEVELOPMENT
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JOE ESPINO

MGA PARTNER

Las Vegas Division

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EDWIN QUIROZ

MGA PARTNER
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JENNIFER QUIROZ

MGA PARTNER