Meet Our Team
Heather Bregman
Chief Financial Officer
New Business Manager
Marc Bregman
Chief Executive Officer
Financial Advisor LUTCF
Kristen Lewis
Vice President
Medical Benefits
Bianca Romero
Vice President
Life & Investments
Rachael Gum
Client Experience Coordinator
Diane Luke
Account Manager
Cameron Bregman
Insurance Agent, Medical Group and Individual
Life Sales
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
CA Insurance License #0D12487
Cynthia Hernandez Paz
Executive Assistant
