Meet The Team

Monika Kahanowitch

Banking and Accounting

Monika Kahanowitch has experience in both banking and accounting.

Ben Koplan CLU, ChFC

Principal

With over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.

Shirley Puckett

Advanced Marketing and Sales

Shirley has been active within the insurance industry for over 25 years as an agent, agency owner and with insurance brokerage agencies.

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.

Eric M. Silk, CLU, ChFC

Senior Marketing Consultant

Eric has been in the insurance business for over 20 years as an agent, a carrier representative and as a brokerage manager.

Julie Simmers

Marketing Consultant

After graduating from UCLA and earning her J.D. from Western State University, Julie worked for the CEO of a nationally recognized broker dealer.

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.

Bob Zonshine

Marketing Consultant, Hybrid and LTCi

Bob Zonshine has been in the insurance industry for the past 38 years as an agent, agency manager, and wholesaler.