Meet The Team
Ben Koplan, CLU, CFP®
Principal
With over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.
Email: ben@myadvisorschoice.com
Phone: 805.246.9240
Ron Ross, CLU, ChFC
Advanced Marketing and Sales
Ron has more than 30 years of insurance experience assisting agents with wholesale and retail sales concepts.
Email: ron@myadvisorschoice.com
Phone: 805.246.9241
Natasha Spence
Senior Concierge Case Manager
Natasha has more than 14 years as a concierge case manager that includes large case underwriting and office management.
Email: natasha@myadvisorschoice.com
Phone: 805.246.9246
Monika Kahanowitch
Banking and Accounting
Monika Kahanowitch has experience in both banking and accounting.
Ryan Goodson, CLU
Managing Director
With over a decade of experience in banking and financial services, Ryan is an accomplished leader specializing in expedited insurance solutions for SBA loans. His expertise also includes using insurance as a strategic tool for business planning, guiding companies toward smarter financial decisions and growth.
Email: ryan@lifeease.com
Phone: 805.246.9248
Tara Smith
Concierge Case Manager
Tara brings 19 years of experience in client relationships and case management, with 13 of those years focused in the financial services industry. She provides dedicated support to clients and advisors through all stages of the case management process.
Email: tara@lifeease.com
Phone: 805.246.9230
Garret Combs
Concierge Case Manager
Garrett brings a diverse background to his role as a concierge case manager, with experience spanning education, finance, and business operations. He combines his analytical skills and a client-focused mindset to support case management with precision and care.
Email: garrett@lifeease.com
Phone: 805.246.9245
