Team Member Level: Partners

Cindy Kien is the CFO of Phoenix Star Insurance Agency. With a degree in business studies from the University of California, Santa Barbara, Cindy entered the financial services industry with a strong desire to grow, serve others and build lasting client relationships. In 2008, she discovered the Medicare market — a turning point that would..

CONTINUE READING

Allan Ly is the CEO of Phoenix Star Insurance Agency. Allan began his career in the insurance industry as an independent agent in 2001, after earning a finance degree from California State University, Fullerton. Early on, he focused on a wide range of insurance products, striving to build a strong foundation across various areas of..

CONTINUE READING

Joe Quezada is the President of QIA. Joe grew up in Nashua, New Hampshire, where he gained a deep commitment to family and community values. Throughout his insurance career, he has sought to help people understand their healthcare coverage options and achieve financial security. After working at a large insurance carrier for eight years, Joe..

CONTINUE READING

Kat Tennant is the President of Premiere Senior Advisors. After more than two decades working as a medical clinic administrator, Kat founded Premiere Senior Advisors, an agency specializing in Medicare solutions. Drawing on her deep understanding of the complexities of the healthcare system and driven by a strong desire to help others, Kat has built..

CONTINUE READING

Jonathan Mason is the Founder and President of LMT Financial. A former entertainer turned entrepreneur, Jonathan began his career as a professional breakdancer and emcee, performing at high-profile events across Florida. After seeing his family face financial hardship during the 2008 recession, he was inspired to transition into the financial services industry — and determined..

CONTINUE READING

Joe Goins is President of Carolina Insurance Advisors. With over 20 years of experience in the insurance industry, Joe is a renowned expert in Medicare, life and health insurance. Joe began his career as a captive agent, where he was the recipient of numerous sales awards. Over time, he advanced into a variety of leadership..

CONTINUE READING

Jongjoon “JJ” Kim is the President and CEO of Smart Insurance. A Korean immigrant and former student activist, JJ came to the United States in 1998 with a dream of earning his MBA and building a life rooted in opportunity. After completing his graduate degree from George Mason University, he worked in corporate finance before..

CONTINUE READING

Ryan Wimmer is the Co-Founder of Freedom & Faith Agency. Originally from western New York, Ryan left home at age 18 to serve in the U.S. Marine Corps, where he developed a strong work ethic and a deep commitment to service. After four years of military service, he worked as a licensed contractor and home..

CONTINUE READING

Alisha Wimmer is the Co-Founder of Freedom & Faith Agency. Born and raised in North Carolina, Alisha began her career in insurance while studying to become a nurse practitioner. After graduating from Chamberlain College of Nursing with a master’s degree, she realized her passion had shifted. The impact she was able to make through insurance..

CONTINUE READING

Chris Quadrini is the President of Innovative Benefit Concepts. Since 2007, Chris has been helping individuals, families and independent agents navigate the ever-evolving world of health and Medicare insurance. As a single father, he was drawn to the industry’s flexibility and quickly developed a strong reputation for his hands-on, relationship-driven approach. He is passionate about..

CONTINUE READING

Jamie Biddle is the Vice President of Mid-Atlantic Marketing Solutions. Jamie’s insurance career began in 1978, fresh out of high school, when she joined a regional sales office as a secretary. Her sharp administrative skills and leadership ability eventually propelled her into an executive position, as she became the first woman to hold the title..

CONTINUE READING

Kirk Biddle is the President of Mid-Atlantic Marketing Solutions. Kirk’s insurance career extends back to 1984 when he began selling life, accident and health policies. With a natural talent for sales and leadership, he quickly advanced into management, ultimately earning his company’s highest honors — including the prestigious Grand Diamond Award. Much of that success..

CONTINUE READING