Sitzmann Morris & Lavis, Inc. Names Matthew M. Sitzmann as Chief Executive Officer

OAKLAND, Calif.--(BUSINESS WIRE)-- Sitzmann Morris & Lavis, Inc. (SML), one of the leading independently owned insurance advisory firms in Northern California, has named Matthew M. Sitzmann its new Chief Executive Officer, effective December 1^st. Company founder Gary R. Sitzmann, CLU, will remain as Chairman of the Board.

Mr. Sitzmann, 39, began his insurance career with Great West Life in 1994. He later joined Sitzmann Morris & Lavis in 1999 and quickly assumed the role of Employee Benefits Department Manager. In 2002, he was appointed Chief Operating Officer, guiding SML through its largest growth years in company history.

“Matt’s organization, facilitation and leadership skills are exactly what this company needs to continue the development and execution of our client deliverables, solidify our ownership and management succession plan and effectively guide our firm into the future,” said SML Chairman, Gary R. Sitzmann, CLU. “He is a proven leader at SML and is the person we’re counting on to lead this company for many years to come. As a father, I couldn’t be more proud of him and his accomplishments both professionally and personally. SML is fortunate to have Matt as its new leader.”

Mr. Sitzmann earned a degree in History from the University of Oregon in 1994. He and his wife Deb reside in Orinda, California with their three children.

About Sitzmann Morris & Lavis, Inc.

Founded in 1965, Sitzmann Morris & Lavis, Inc. (SML) is a leading independently owned, California insurance advisory firm headquartered in Oakland. The firm is an established leader in the employee benefits, life insurance, estate planning, 401(k) retirement planning and business continuity fields. SML’s access to proprietary insurance products and sophisticated administrative services are virtually unmatched nationwide. SML currently works with more than 750 group insurance clients and over 3,000 individual life insurance clients with total coverage in excess of two billion dollars. For more information, please visit www.smlinc.com

Sitzmann Morris & Lavis, Inc.Renee D. Martinez, 510-452-0458 ext. 1233
[email protected]

Source: Sitzmann Morris & Lavis, Inc.