Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.
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Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’
JD Moya, who said he ‘was Hispanic before Hispanic was cool,’ built an insurance brokerage empire inspired by a mythical icon.
Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.
Alex Chan helps his clients plan and protect multiple generations of their families.
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
Bryan Simms is at the forefront of an effort to revive one of the nation’s oldest Black-owned carriers.
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.
Win Havir’s family money story inspires her to serve a diverse client base and promote greater representation in the insurance profession.
Eugene Mitchell discusses his efforts to expand life insurance ownership to create generational wealth in the Black community.
Iván Watanabe serves an array of clients from the Latino market, each of whom has unique financial needs.
Rith Nou wants to help people of all cultural backgrounds understand the importance of life insurance as the foundation of creating financial security.
Daryl Perry shows that insurance and employee benefits don’t have to be boring.
Sarah Tinkler provides advice to clients in a way that makes them feel safe and in charge of their financial futures.
Christina Ma’s mother saw that her daughter’s talents would make her a good fit to eventually become part of the second generation to serve in her family-oriented practice.
Chlora Lindley-Myers’ long career touched on nearly every aspect of the insurance industry. And she earned a law degree via night school. One of the country’s top regulators says she has a few more things to accomplish.
