Executive Managing Director
Marty offers over twelve years of experience in business-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning.
Marty’s main objective as Chief Sales Officer and Co-Founder is to develop a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. Another goal is the recruitment of Sales Vice Presidents nationwide to join the team. As he has been involved in the brokerage platform for the last twelve years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed.
Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area San Jose native, Marty currently resides in San Francisco.
Senior Sales Vice President for the Silicon Valley Territory
Sean has served 29 years in the life insurance industry and qualified for MDRT in 2014. A nationwide top 5% performer for AAA Life Insurance Company that same year, Sean has led industry professionals throughout his career. He served as President of the Silicon Valley Association of Insurance and Financial Advisors, LUTC Life Insurance Course Moderator, and Chairperson of the Life Insurance Agents Advisor Council at both New York Life and AAA. Sean has published articles on charitable giving and life insurance and also helped form the California Association of Insurance and Financial Advisors Continuing Education program for agents and brokers statewide.
Fueled by decades of performance in both professional leadership and individual production, Sean brings an intense passion for service to the brokerage community to his position as Senior Sales Vice President for the Silicon Valley and other regions of California.
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