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Our Team Value Beyond Insurance
Dedication. Expertise. Passion.
Our esteemed team is dedicated to continuing and expanding our mission of providing our relationships with outstanding service and value. Get to know our experienced team, whose priority is meeting your unique needs. Our team is an unbelievable source of information and we are ready to speak with you.

Brian Latinovich
President | Partner

D. Lee Beall, CLU
Director of Private Wealth

Ryan C. McCall
Director of Private Wealth

Dax Pataki, CFP
Director of Private Wealth

Tate Latinovich
Wealth Planning Consultant

Karleigh Abouzeid
Accounting | Operations

Todd Oglevee
Wealth Planning Consultant

Dalia Izzy
Internal | Marketing

Buzz Hayworth, CLU
Advanced Markets | Case Design

Renee Benefiel
Underwriting Manager | Team Lead

Jasmine Shelt
Underwriting | Case Manager
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Brooke Lange
Underwriting | Case Manager

Pam Dawson
Policy Holder Service Specialist

Arika Scott
Service Support Specialist
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