People
FOUNDERS
NANCY ELLIS
FOUNDER & PRESIDENT
DAVID ELLIS
CHIEF EXECUTIVE OFFICER
EXECUTIVE
TIM WHITMORE
CHIEF MARKETING OFFICER
SALES & MARKETING
MELISSA BOULLT
NATIONAL ACCOUNTS
360 Life Planning
JON DAULT
CEO & CO-FOUNDER 360 LIFE PLANNING
TOMMY AIKEN
CO-FOUNDER 360 LIFE PLANNING
Insurance Consultants
MIKE McCOY
Sr. MARKETING
CONSULTANT RECRUITING
CONSULTANT RECRUITING
WILL ZUNIGA
MARKETING CONSULTANT
DENNIS FONTAINE
Sr. MARKETING
CONSULTANT-
ANNUITIES
CONSULTANT-
ANNUITIES
QUINN ELLIS
Business Development Partner – Private Client Group
JESSICA AVENA
MARKETING CONSULTANT
New Business/Case Management
DALILA SANCHEZ
CASE MANAGER
Operations & Administration
LETICIA SANTIAGO
DIRECTOR OF OPERATIONS
KAY LODWICK
BOOKKEEPER
LUPE MORALES
Contracting Representative
Women Empowering Financial Independence
NANCY ELLIS
FOUNDER & PRESIDENT
LETICIA SANTIAGO
DIRECTOR OF OPERATIONS
TONI GOLDEN
WEFI FOUNDING PARTNER
MARY CHAMORRO
WEFI FOUNDING PARTNER
MONICA CARTER
WEFI FOUNDING PARTNER
Los Angeles Division
ANDY ONG
REGIONAL DIRECTOR OF BUSINESS DEVELOPMENT
JOE ESPINO
MGA PARTNER
Las Vegas Division
EDWIN QUIROZ
MGA PARTNER
JENNIFER QUIROZ
MGA PARTNER
