Executive Management
Marty Greenberg
Chairman of the Board
Lisa Greenberg
Board of Directors
Scott Whitehead
Chief Marketing Officer
Marketing
Scott Whitehead
Chief Marketing Officer
Peter Milanez
Vice President of Sales
Deborah Sanchez
Vice President of Sales
Mark R. Bugli
CLU, ChFC, Adv. Marketing Dir.
Annuities
Case Management & Underwriting
Diana Greenberg
Director of Underwriting
Kimberly Fleming
Vice President of Underwriting
Liliana Galvan
Supervisor of Underwriting
Sarah Wilkerson
Assistant Case Manager
Larissa Burton
Assistant Case Manager
Human Resources
Marie Okamura
Human Resources Director
Commissions
Jim Tigrak
FLMI, AALU, AIAA, ACS, ARA
Licensing
Policy & Office Services
Information Technology
Joseph Tanner
Art Director | IT Support