Meet Our Team
Heather Bregman
Chief Financial Officer
New Business Manager
Marc Bregman
Chief Executive Officer
Financial Advisor LUTCF
Kandes Bregman
Vice President
Marketing
Bianca Romero
Account Manager
Life & Investments
Kristen Lewis
Account Manager
Group Medical
Cynthia Hernandez Paz
Office Manager
Executive Assistant
JC Phelan
Insurance Agent, Medical Group and Individual
Life Sales
Darci Bryan
Insurance Agent
Life, Property, and Casualty Sales
Jason Stam
Financial Advisor
Life and Investment Sales
Cameron Bregman
Insurance Agent, Medical Group and Individual
Life Sales
