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Meet Our Team
Serving Clients Nationwide
Management
Gina Coates
President & Sr. Executive
[email protected]
626-204-6991
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Eric Schirding
Co-Founder
[email protected]
626-204-6985
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Josh Acosta
Co-Founder
[email protected]
615-234-0347
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Accounting and Operations Management
Sean Ortega
Sr. Executive, Agency Operations
[email protected]
626-204-6986
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Sales Team
Nick Latshaw
Account Executive
[email protected]
626-204-6988
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Jesse Nielsen
Account Executive
[email protected]
208-600-6229
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David Murphy
Account Executive
[email protected]
951-462-2405
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Client Services
Stephanie Fregosi
Client Services Manager
[email protected]
615-236-4232
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Lillian Chen
Senior Account Manager
[email protected]
626-204-2664
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Christa Ritner
Senior Account Manager
[email protected]
626-204-6989
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Crystal van Eekhout
Commercial Account Manager
[email protected]
626-838-5229
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Monica Lopez
Group & Individual Benefits Account Manager
[email protected]
626-204-2663
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Brittany Ross
Private Client Specialist
[email protected]
615-236-2608
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Maria Cunado
Commercial Lines Support
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Harrison Santiago
Private Client Specialist
[email protected]
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Jayson Puno
Personal Lines Support
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Operations
Dana Coates
Strategic Partnerships
[email protected]
615-234-0282
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Edin Dedovic
Sr. Executive, Data Analytics
[email protected]
626-204-2662
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Pets
Penny Mae
Ryder
Zoe
Ruger
Cosmo
Dolly Sue
Maggie
Zeke, Miss Elton and Calie
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