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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.


Chief Broker and Compliance Officer

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Dan is an astute, technologically savvy and entrepreneurial-minded, visionary leader with the proven success of providing strategic direction, leadership, and organizational change to grow, and improve the profitability, performance, and value of companies. An experienced senior executive with advanced expertise and diligent attention to detail in board leadership and development, governance and compliance, project management, information systems management, financial planning & control, and staff development. A focused leader with a record of leading, motivating, and inspiring large & diverse teams of professionals to collaborate and operate as a cohesive unit to achieve the timely completion of strategic projects and initiatives with demanding deadlines. Passionate in building networks and relationships with many constituents to improve organizational environments, user experiences, and broadening the visibility and reputation of the organization.

His doctoral work was in applied management and decision sciences with an emphasis on leadership and organizational change. He has an MBA in Finance, Risk Management, and Insurance, an MBA in Knowledge and Learning Management (IT), and a Bachelors of Science in Business Management.

He is a USN/MC Military Veteran who also holds the designations of Master Project Manager (MPM), Master Financial Planner (MFP), Master Compliance Professional (MCP), Master Management Consultant (MMC), Chartered Risk Analyst (CRA), Certified International Project Manager (CIPM), Certified Strategic Business Analyst (CSBA), Certified Compliance Officer (CCO), Certified Compliance & Ethics Professional (CCEP), Chartered Financial Manager (ChFM), and Chartered Business Analyst (ChBA), Fellow in the Council on Ethical Billing (FCEB), Fellow in the Global Academy of Finance and Management (FGAFM), Fellow Claims and Litigation Management (FCLM), Fellow Chartered Institute of Leadership and Governance (FCILG), and Member American College of Corporate Directors.

CA Ins. Lic# 0C71164 AZ Ins. Lic# NPN3131287


Creative Director

Michael is the creative element that brings marketing and branding to life. Focusing on the quality of you and your online presence making genuine connections before your clients even get in touch with your business. He brings expertise in Videography, Photography, Web Design, and Graphics and he has spent years helping brands small and large grow and make lasting relationships with their clients.

He holds a degree in Full Stack Web Development and has over a decade of experience in consultative marketing roles from small boutique branding firms to large web suppliers. He has worked with clients on everything from strategic business development, to improving social media marketing, to developing strong online advertising tools.


Marketing & Analytics Director

Works hard, has fun, and makes a difference! Passionate, detailed, and results-driven customer success manager with experience launching and growing U.S. and global brands. International MBA with strategic operations experience in both start-up and Fortune 500 environments. Proven success in implementing sales and marketing technologies to stimulate interest and drive sales across a breadth of industries. Strong strategic marketing, operations, project management, digital, social, analytic, demand generation, and team-focused skills that thrive in a fast-paced environment.

She holds an MBA in International Business and a Certificate in Global Leadership from Thunderbird.

She is detail-oriented and a self-starter with intellectual curiosity and teamwork capabilities. Her specialties include Consultative solutioning to implement and manage fortune 500 B2B client programs; Quantitative performance analysis to discover and recommendations enhanced client success insights; and Business review creation and presentation to communicate best practices.



Her professional goal is to grow every day while optimizing new opportunities. She loves cruising by land and sea.



Simple goals and loves playing games, especially words with friends and candy crush.



She loves plants and cats.



She loves history and is currently completing school for a career as a Historian. Her professional goal is to be a curator in a museum.



She is fluent in French and her professional goals are to move up in the company and work in a position that is both beneficial to the company, as well as equally gratifying to her well-being.



She loves swimming.

Mary (Megan)


She loves reading.



She would like to make strides during her time as a receptionist as she prepares for her ultimate goal of opening a bakery/restaurant someday. She loves Batman!