Your Support Team

Greg Cohn

CEO/General Agent

General Agent. Vision-builder. Dedicated to helping others grow.

Tamara Rich

Chief Financial Officer

Chief Financial Officer. Support powerhouse.

Emerald Bonansea

Director of Financial Planning

Financial Planning Guru. Creative thinker. Avid sports watcher.

Lindsey Hammer

Licensing Coordinator

Contracting & Licensing expert. Team-first mindset. Proud mom of two daughters.

Stephen Koh

Agency Compliance Officer

ASO. Trusted maestro. World-traveling explorer.

Jennifer Guitron

Walnut Creek Onsite Coordinator

Receptionist & Onsite Coordinator. Heart of the office. Former culinary competitor.

Carolyn Steele

New Business Coordinator/Brokerage

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Ken Gray

Agency Technical Specialist

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Jim Willson

Annuities Specialist

Annuities expert. Girl-dad devoted. Music and ballpark enthusiast.

John Lawrence

Life/Worksite Specialist

Worksite Expert, Outdoors Enthusiast and often found at the Poker Table

Mike Clark

Co-General Agent

Co-General Agent. Mentor to Advisors.

Jill Raymond

Compliance Director

Compliance Director. Trusted teammate. Family-first adventurer.

Yazzmin True

Recruiting Director

Driven recruiter. Career builder. UV chaser.

Jasmine Felts

New Business Coordinator

New Business support. Avid runner. Foodie. Always stretching her tolerance for spicy flavors.

Jenna Byrd

Assistant Agency Supervisory Officer

Assistant ASO. Creative, adventurous, and inspired by connection.

Alexa Pabalate

On Site Coordinator - Pleasanton / Annuities & Investment Coordinator

Pleasanton Receptionist. Annuities & Investment Operations. Family-minded multitasker.

Paige Nguyen

New Business Coordinator

New Business Coordinator. Steady support, always climbing. Adventure‑minded, detail‑driven.

Barrett Thomsen

Financial Services Team Associate

Financial Services Teammate. Analytical adventurer. Worldly thinker. Global explorer.

Dan Blum

EXP Concierge & DI Specialist

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Steve Harris

Investments Specialist

Investment guide. Steady at sea. Pop with perspective. Thoughtful navigator.

Vanessa Oakley

Chief Operating Officer

Chief of Operations. Systems solver.

Sarah Sprung

New Business Director

New Business Director. Dallas Cowboys fan. Traveler & Camping lover.

Alyssa Piontkowski

Marketing Director

Marketing strategist. Creative Side Quest Addict. Travel Lover.

Holly Thompson

Agency Compliance Officer

ASO. Outdoors lover. Big fan of golfing & cooking outdoors.

Angelina Herrera

SJ Onsite | Recruiting & Brand Coordinator

Creative coordinator. Outside Lover.

Char Winfrey

New Business Coordinator

New Business guidance. Artful mind, agile spirit. Driven by discovery.

Jon Wiles

IT / Practice Development Support

IT. Creative eye. Technical skill.

Adam Sherman

Social Media Specialist

Our social media expert and a mentor to his local community

Robert Couse

Agency Training Director

New Advisor Guide. Strength meets strategy. Warrior with rhythm.

Jesse Johannesen

Director of Wealth Services

Wealth Services Mentor. Leading from sidelines. Bird-watching dog lover.