We help people manage their people better.
Our team has an incredibly hands-on approach—we show you the best options in the market and help you think ahead. We’re passionate about learning the ins and outs of your business and becoming your trusted strategic partners.
We want to care of the nitty gritty so you’re freed up to do the
important work of growing your business.
Insurance and Human Capital Management advisors with a human touch.
Our Story
Our passion centers around providing our clients with the best possible tools to achieve their goals. It’s at the heart of our core values and we believe it’s something that can’t be replaced by computers.
The business of insurance, benefit planning, and human capital management is constantly changing. This is why our principals are not only all highly credentialed and at the top of their trade, they’re also constantly seeking out new cutting-edge solutions. We work to create a culture that facilitates building long-lasting advisory relationships with our clients because we’re in it with you for the long haul.
Our Office
We believe in creating a vibrant and welcoming place to work. Take a tour of our office in Woodland Hills and meet the team that makes it all happen.
Meet our Executive Team
Martin Levy
Agency Principal
CA Lic. # 0635793
(818) 377-7260 x 112
Email
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Scott Zimmerman
Agency Principal
CA Lic. # 0781467
(818) 377-7260 x 111
Email
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Matthew Taylor
Agency Principal
CA Lic. # 0D69550
(818) 377-7260 x 114
Email
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Sarena Warner
VP, Employee Benefits
CA Lic. # 0768155
(818) 377-7260 x 120
Email
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Kerri Fligiel, RHU
Senior Account Executive
CA Lic. # 0C59300
(818) 377-7260 x 117
Email
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Want to Learn More About Our Process?
