Product Consultants

Agents have access to a dedicated product specialist to assist in training, sales preparation, case development, and client meetings. The following individuals serve the Orange Coast General Office:




Erika Velasco, MBA

Life Product Consultant












Michael Zunino, CLU, ChFC, CFP, RICP


Investment Solutions Consultant














Steven Buell, CLTC, LUTCF


Long Term Care Product Consultant














Melissa Winn, JD, LLM


CVP, Advanced Planning Consultant














Thomas P. Grinnon, CLU


Business Solutions Consultant