The team
Our Team
Meet our exceptional team members, each bringing a unique blend of expertise and experience.

Jeffrey S.
Adler, CLTC
Managing Partner
(805) 857-3970
Email Jeffrey

Michael
Veta CLTC®
Managing Partner
(805) 558-9051
(805) 715-7006
Email Michael

Steve
Malis
Licensed Insurance Agent
(818) 781-5857
Email Steve

Michael
Wong
Licensed Insurance Agent
(650) 207-8113
Email Michael

Brian
Kavanagh
Licensed Insurance Agent
(805) 657-9559
Email Brian

Corey
Novak
Licensed Insurance Agent
(818) 681-5557
Email Corey

Brenda
Cochran
Licensed Insurance Agent
(805) 206-8672
Email Brenda

Jill
Citron
Licensed Insurance Agent
(818) 442-1026
Email Jill

Eric
Skaar
Licensed Insurance Agent
(805) 701-7780
Email Eric

Michael
Erony
Licensed Insurance Agent
(949) 768-8005
Email Michael
Stephanie
Searle
Licensed Insurance Agent
(650) 346-3449

Michael
Barrett
Licensed Insurance Agent
(949) 525 0606
Email Michael

Fred
Kronenberg
Licensed Insurance Agent
(818) 400-1951
Email Fred

Alex
Sheafe
Licensed Insurance Agent
(818) 585-3557
Email Alex