Team Member Level: Partners

Andy Riddle is the President and CEO of Alliance Arete Financial. Andy is a seasoned and proven professional with more than 25 years of experience in financial services. While serving as a Vice President at a leading financial institution, he discovered the vast potential of insurance. This prompted him to begin working part-time in the..

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David “Dave” Cheatham is the President of Family Financial Solutions Group (FFSG). With more than 22 years of experience in the insurance and financial services industries, Dave has coached thousands of agents — many of whom have doubled or tripled their production under his guidance. A published author and respected national speaker, Dave has built..

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Neil Booth is the Chief Executive Officer of Medicare by AMA.  Originally from Northampton, England, Neil moved to the United States more than a decade ago to help advance the legacy of a family-run insurance agency. After witnessing the challenges of healthcare access in his home country, Neil became passionate about empowering Americans to get the..

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Cecelia Brown is the President of BBHA Insurance Services. Cecelia began her Medicare insurance career in 1983, selling California’s first Medicare Advantage-type plan throughout the state. Her expertise in Medicare products and marketing led her to open one of the first Medicare brokerages in California in 1997, which enrolled over 30,000 members in just three..

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Myrlande Charles is the President of Elite Quality Insurance Group. A proud Haitian-Bahamian, and the eldest of three children in a family of migrant parents, Myrlande’s commitment to service was shaped by her upbringing and her parents’ unwavering dedication to community. The strong values they instilled have continually guided her, both personally and professionally. Motivated..

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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..

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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..

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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..

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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..

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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..

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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..

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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..

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