Meet Our Team
Marc Bregman
Chief Executive Officer
Financial Advisor LUTCF
CA Insurance License #0C11471
Heather Bregman
Chief Financial Officer
Kristen Lewis
Vice President
Medical Benefits
CA Insurance License #0B50010
Bianca Romero
Vice President
Life & Investments
Taylor Campbell
Vice President
Life & Investments
Diane Luke
Account Manager
CA Insurance License #0L70653
Maryann Smith
Administrative Assistant
Cameron Bregman
Insurance Agent, Medical Group and Individual
Life Sales
CA Insurance License #4064649
Jason Stam
Financial Advisor
Life and Investment Sales
CA Insurance License #0D12487
AZ Insurance License #3171048
Darci Bryan
Insurance Agent
Life, Property, and Casualty Sales
CA Insurance License #0K75359
JC Phelan
Insurance Agent, Medical Group and Individual
Life Sales
CA Insurance License #4344036
