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Meet Our Team
Serving Clients Nationwide
Management
Gina Coates
Gina Coates
President & Sr. Executive
[email protected]
626-204-6991
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Eric Schirding
Eric Schirding
Co-Founder
[email protected]
626-204-6985
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Josh Acosta
Josh Acosta
Co-Founder
[email protected]
615-234-0347
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Accounting and Operations Management
Sean Ortega
Sean Ortega
Sr. Executive, Agency Operations
[email protected]
626-204-6986
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Sales Team
Nick Latshaw
Nick Latshaw
Account Executive
[email protected]
626-204-6988
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Jesse Nielsen
Jesse Nielsen
Account Executive
[email protected]
208-600-6229
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Client Services
Stephanie Fregosi
Stephanie Fregosi
Client Services Manager
[email protected]
615-236-4232
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Christa Ritner
Christa Ritner
Senior Account Manager
[email protected]
626-204-6989
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Crystal van Eekhout
Crystal van Eekhout
Commercial Account Manager
[email protected]
626-838-5229
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Monica Lopez
Monica Lopez
Group & Individual Benefits Account Manager
[email protected]
626-204-2663
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Brittany Ross
Brittany Ross
Private Client Specialist
[email protected]
615-236-2608
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Maria Cunado
Maria Cunado
Commercial Lines Support
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Harrison Santiago
Harrison Santiago
Private Client Specialist
[email protected]
865-252-0543
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Jaimie Le
Jaimie Le
Private Client Specialist
[email protected]
626-707-1414
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Jayson Puno
Jayson Puno
Personal Lines Support
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Operations
Dana Coates
Dana Coates
Strategic Partnerships
[email protected]
615-234-0282
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Edin Dedovic
Edin Dedovic
Sr. Executive, Data Analytics
[email protected]
626-204-2662
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Pets
Penny Mae
Penny Mae
Zoe
Zoe
Ruger
Ruger
Cosmo
Cosmo
Dolly Sue
Dolly Sue
Maggie
Maggie
Zeke, Miss Elton and Calie
Zeke, Miss Elton and Calie
Jaimie's Dogs
Jaimie's Dogs
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