• Samantha Mollenhauer

    Client Service Associate

    Sammie joined our team as the Client Service Associate for James Westermeyer in December of 2018. She specializes in customer relations with over 10 years of...

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  • Julie Rich

    Operations Support

    With over 10 years of experience in the financial services industry, Julie works as Operations Support.

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  • Bey Schwanauer

    Director of Employee Benefits

    Bey joined our team in 2014 with ten years of experience in the healthcare industry. Her specialty is employee benefits. She holds a California insurance license...

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  • Marissa Fitrakis

    Director of Client Services for William C. Roland

    Marissa joined our team in 2017. With over 30 years of experience in the insurance and financial services industry, Marissa brings a wealth of industry knowledge...

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