Customer Relationship Summary Broker Check by Finra

Our Team

Team Members

portrait of Paul Karlitz

Paul Karlitz

Chief Executive Officer

CLU®, ChFC®, CLTC®, LUTCF®, BFA™
CA Insurance Lic #: 0C16829
Domicile in CA
portrait of Paul Karlitz

Paul Karlitz

Chief Executive Officer

CLU®, ChFC®, CLTC®, LUTCF®, BFA™
CA Insurance Lic #: 0C16829
Domicile in CA

Paul Karlitz is the CEO of Sagient. He is responsible for the firm’s overall corporate growth strategy and financial management, as well as maintaining many of the firm’s corporate relationships. Paul is a graduate of Syracuse University. He entered the business in 1995, after two years in a family manufacturing business. His professional designations include Series 7,66 Series 24,  LUTCF, and CLTC.

Committed to giving back to the financial services industry and his community, Paul regularly volunteers his time with FINSECA as an Ambassador, Covenant House and the Society of Financial Services Professionals (Board Member).

Paul lives in Palos Verdes Estates, CA with his wife, Jeannie, and their two sons, Lane and Jackson.
portrait of David M. Streit

David M. Streit

Chief Operations Officer

CA Insurance Lic # : 0B83683
Domicile in CA
portrait of David M. Streit

David M. Streit

Chief Operations Officer

CA Insurance Lic # : 0B83683
Domicile in CA

David graduated from the University of Florida and entered the insurance business in 1978. He is a third-generation insurance professional. David ran his own insurance brokerage firm for 20 years and was the marketing vice president for a special risk life and disability wholesaler. 

David was a retirement income specialist and sales manager with two major life insurance companies before joining the firm in 2010.Capitalizing on his talent for strategic planning, project management and organization, David serves as the COO for the firm and manages the operations team here and in Hawaii.

David is married to Tess and has four adult children. He is active in the community and has served on the boards of community nonprofits. He is also Executive Director for Patti’s Way Charitable Foundation, a family foundation that he and his brother run. He loves traveling, hiking, and taking long weekends with Tess.

 
portrait of Richard Halloran

Richard Halloran

New Business Director

CA Insurance Lic #: 0C50198
Domicile in CA
portrait of Richard Halloran

Richard Halloran

New Business Director

CA Insurance Lic #: 0C50198
Domicile in CA

Rich graduated from the University of Southern California in 1992 with a B.S. in business administration. After a brief start in the business as a health insurance claims administrator, he joined the firm in 1994.

He is the New Business Director for the firm. As such, he manages a team of professionals dedicated to processing the submitted insurance business with our carriers. Rich is a key member of the management team and teaches classes on underwriting life, disability, and long-term care insurance—and on creating client illustrations. 

Rich is married to Kim, and he is an avid sports fan living in South Bay.

 
portrait of Alina Vartazarian

Alina Vartazarian

Vice President
Sales & Practice Management

CFEI®
CA Insurance Lic #: 0F79851
Domicile in CA
portrait of Alina Vartazarian

Alina Vartazarian

Vice President
Sales & Practice Management

CFEI®
CA Insurance Lic #: 0F79851
Domicile in CA

Alina first joined the financial services industry as an independent financial professional in 2007, with a passion for educating individuals, families, and business owners about risk and liability management.

As the director of sales and practice management for the firm, Alina manages the growth of financial professionals and their practices through strategic planning and calculated tools. In her own private practice, she is sensitive to the needs and goals of each client and implements a comprehensive approach when recommending financial solutions.

She is the founder of the professional networking group Great Minds, bringing together leaders from various industries to form new business relationships. Alina is also a supporter of several community causes, including youth crime prevention, cancer awareness, and animal rights. She is also a member of the National Honor Society, Kappa Omicron Nu. In her spare time, she enjoys attending live Cirque Du Soleil performances, hiking, traveling, and spending quality time with her family and friends.
portrait of Andrew Vincent Marin

Andrew Vincent Marin

Director of Advanced Planning

J.D.*
CA Insurance Lic #: 0I26458
Domicile in CA
portrait of Andrew Vincent Marin

Andrew Vincent Marin

Director of Advanced Planning

J.D.*
CA Insurance Lic #: 0I26458
Domicile in CA

Andrew V. Marin serves as director of advanced planning. Andrew partners with closely held business owners, professionals, families, and their advice-givers to plan for overall success. He is outcome-oriented with a focus on efficiency and clarity. 

Andrew’s immigrant grandparents and their imparted love of country started him on the way to helping others protect their American dream: transferring estates and businesses—intact—from one generation to the next. He is also a national educator on advanced planning topics for continuing education and continuing legal education. 

An active board member of his church, he is a lifelong resident of Southern California. Andrew is a member of the California State Bar, U.S. District Court, Southern and Central District of California Bar Associations, and FINSECA. Andrew enjoys traveling, music, the outdoors, volunteering, and being with his wonderful family.

*Andrew is licensed but not practicing on behalf of MML Investor Services, LLC or its affiliated companies.
portrait of Arturo Unzueta

Arturo Unzueta

Compliance Officer

portrait of Arturo Unzueta

Arturo Unzueta

Compliance Officer

Art has been working in the financial services industry since 1996. He has worked with CitiGroup, Morgan Stanley, Smith Barney, Transamerica, and Ameriprise prior to joining our agency in 2012 as our agency compliance officer.

He was a mathematics major in school and holds an AA degree. He currently holds securities licenses from FINRA for Series 7, 9, 10, 24, 53, 63, 65.

Art is married and has five children (three boys and two girls). His hobbies are basketball, racquetball, and weightlifting. His passions are his family and friends, and he enjoys supporting the advisors and co-workers in the agency.
portrait of Tucker Savoye

Tucker Savoye

Director of Recruiting

portrait of Tucker Savoye

Tucker Savoye

Director of Recruiting
Advisor Resource Group             logo
Baroldi Gundersen Ins & Financial Serv      logo
Hanasab Insurance logo
Jones/Halder & Associates                                         logo
Wilshire Financial                          logo
Carefull logo
portrait of Robert M. Smith

Robert M. Smith

Financial Services Professional
Disability Income Specialist

CLU®, ChFC®, CLTC®, RICP®
CA Insurance Lic #: 0741819
Domicile in CA
portrait of Robert M. Smith

Robert M. Smith

Financial Services Professional
Disability Income Specialist

CLU®, ChFC®, CLTC®, RICP®
CA Insurance Lic #: 0741819
Domicile in CA
portrait of Vance Litchfield

Vance Litchfield

Director of Wealth Management & Financial Planning

CFP®, CLU®, ChFC®, CASL®, BFA™
CA Insurance Lic # : 0E98585
Domicile in CA
portrait of Vance Litchfield

Vance Litchfield

Director of Wealth Management & Financial Planning

CFP®, CLU®, ChFC®, CASL®, BFA™
CA Insurance Lic # : 0E98585
Domicile in CA

Vance is a Certified Financial Planner with more than 20 years of experience developing high performance teams. He holds CFP, ChFC, CLU, CASL, and BFA designations and is dedicated to helping you achieve financial success. “Our ability to deliver exceptional, holistic advice to our clients is strengthened with the addition of Vance to our team,” said Paul Karlitz, CEO. “His expertise reinforces our commitment to equipping our advisors with the best possible resources.”
Summit Capital logo
portrait of Tiffany Arntzen

Tiffany Arntzen

Executive Assistant to the CEO

portrait of Tiffany Arntzen

Tiffany Arntzen

Executive Assistant to the CEO
portrait of Bryan Dayleg, CPA

Bryan Dayleg, CPA

Senior Staff Accountant

portrait of Bryan Dayleg, CPA

Bryan Dayleg, CPA

Senior Staff Accountant
portrait of Rachel Kim

Rachel Kim

Operations Manager

portrait of Rachel Kim

Rachel Kim

Operations Manager

Kathleen Adams

Financial Advisor

CFP, CLTC, CFBS
CA Insurance Lic #: 0733257
Domicile in CA

Jessie Aguilar

Financial Services Professional

CA Insurance Lic #: 0E79412
Domicile in CA

Lisbeth Arcienega

Financial Services Professional

CA Insurance Lic #: 4036781
Domicile in HI

Antonio K. Bale, Jr.

Financial Advisor

CA Insurance Lic #:4071194
Domicile in HI

Tanner Blake

Financial Professional

CA Insurance Lic # : 4467778
Domicile in CA

Tanya Jalil Blomquist

Financial Services Professional

CA Insurance Lic #: 4270390
Domicile in CA

Ariel Bowie

Insurance and Investment Strategies

BFA
CA Insurance Lic # : 4240598
Domicile in CA

Robert Carty

Financial Advisor

CA Insurance Lic #: 0A72428
Domicile in CA

Liane Chong

Financial Planner

CLU®, ChSNC®
CA Insurance Lic #: 1873478
Domicile in HI

Ben David

Financial Services Professional

FSCP®
CA Insurance Lic #: 0J09379
Domicile in CA

John Dellaporta

Financial Professional

CA Insurance Lic # : 4409759
Domicile in CA

Jay Weichen Ding

Financial Services Professional

CA Insurance Lic #: 0E51431
Domicile in CA

Marisol Estrada

Financial Professional

CA Insurance Lic # : 4032601
Domicile in CA

Anne Marie Fabishak

Financial Services Professional

CA Insurance Lic #: 4214113
Domicile in CA

Grace Ferrell

Financial Professional

CA Insurance Lic # : 4371054
Domicile in CA

Peter R. Fong

Financial Services Professional

CA Insurance Lic #: 0772288
Domicile in CA

Steven Gasparian

Financial Advisor

BFA
CA Insurance Lic #: 0J13588
Domicile in CA

Yechiel Shalom Goldberg

Certified Financial Planner Professional
Special Care Planner

Ph.D., CFP, ChSNC, BFA
CA Insurance Lic #: 0G70107
Domicile in CA

Gerardo Gonzalez, Jr.

Financial Advisor

CA Insurance Lic #: 0I41055
Domicile in CA

Paul Grande

Financial Advisor

CA Insurance Lic #: 0J01488
Domicile in CA

Raffi H. Hamassian

Financial Services Professional

CPA
CA Insurance Lic #: 4136632
Domicile in CA

Harutune Hamassian

Financial Advisor

CPA
CA Insurance Lic #: 0D20691
Domicile in CA

Don Harrington

Financial Advisor

CFP, CLU, ChFC
CA Insurance Lic #: 0C34404
Domicile in CA

Simon Hoffman

Financial Professional

CA Insurance Lic #: 4332118
Domicile in CA

Amanda Jiang

Financial Professional

CA Insurance Lic # : 4429071
Domicile in CA

Saeed Kahrobai

Financial Services Professional

CA Insurance Lic #: 0D43608
Domicile in CA

Paul Kaye

Financial Advisor

CA Insurance Lic #: 4063616
Domicile in CA

Helen Hyoyoung Kim

Financial Advisor

FSCP, FSS, LUTCF, CLTC, CFBS
CA Insurance Lic#: 0B89287
Domicile in CA

Matt T. Kokkonen

Financial Planner

CLU, ChFC, MSFS, MSM
CA Insurance Lic #: 0387736
Domicile in CA

Hayk Korkotyan

Financial Professional

CA Insurance Lic # : 0J23022
Domicile in CA
portrait of Samuel Lau

Samuel Lau

Vice President- Sales
Alhambra

CA Insurance Lic #: 0E23335
Domicile in CA
portrait of Samuel Lau

Samuel Lau

Vice President- Sales
Alhambra

CA Insurance Lic #: 0E23335
Domicile in CA

Over the past two decades, Samuel Lau has built his practice advising doctors, dentists, and small-business owners. He joined our firm and took on the role of agency director in 2016. Since then, he’s been a member of the nationally recognized Society 1851/Blue Chip Council. He’s also been the recipient of the Top of Council Awards, the highest level of recognition, for three consecutive years.

Samuel specializes in a full range of financial planning solutions, including retirement planning, tax-management strategies, asset protection, premium financing, and estate planning. Over the course of six years, his team managed to approve over a billion dollars in life insurance in force for their valued clients. Prior to joining our firm, he was the VP premier wealth advisor of HSBC Bank USA, a top producing wealth advisor in HSBC nationwide, and winner of the HSBC Sales Excellence & Leadership Club awards for five consecutive years during his tenure there.
portrait of Kenneth Paul Lee

Kenneth Paul Lee

Vice President- Sales
Irvine

CA Insurance Lic #: 0M66641
Domicile in CA
portrait of Kenneth Paul Lee

Kenneth Paul Lee

Vice President- Sales
Irvine

CA Insurance Lic #: 0M66641
Domicile in CA

Ken grew up in the small college town of Amherst, MA—the youngest of four boys. When he wasn’t around the neighborhood playing backyard football/baseball/basketball, he was playing tennis. He attended Tufts University in Boston, where he graduated with a BA in economics/business. After spending 15 years in banking in and around the five boroughs of NYC—where he was a branch manager, private client officer, and commercial real Estate lender—he gave up the corporate world to be an entrepreneur. 

For the next 20 years, his business endeavors took him across the country to San Diego, CA and then over to Singapore, providing him the opportunity to gain experience in retail, accounting/finance, management, training, recruiting, and restaurant operations. When both of his children decided to come back to California for college, he gladly returned to the West Coast. Restaurant consulting and owning/operating his own restaurant occupied his time for a few years, then he decided to get back into the world of personal finance.

As a leader of sales teams for a major mutual insurance company, Ken has employed a blend of management systems, training, and connection with individuals to develop a creative, client-centric team.

Mei Li Lee

Financial Planner
Registered Representative

ChFC
CA Insurance Lic #: 0G89865
Domicile in HI

Jeffrey Ling

Financial Advisor

CFP
CA Insurance Lic #: 0175755
Domicile in HI

Michael Lubrani

Financial Services Professional

CA Insurance Lic #: 4169108
Domicile in CA

Jonathan Lyons

Financial Professional

CA Insurance Lic # : 4452730
Domicile in CA
portrait of Jack Mavyan

Jack Mavyan

Vice President - Sales

CEPA®, BFA
CA Insurance Lic # : 0F55266
Domicile in CA
portrait of Jack Mavyan

Jack Mavyan

Vice President - Sales

CEPA®, BFA
CA Insurance Lic # : 0F55266
Domicile in CA

Darlene McCrary

Financial Services Professional

CA Insurance Lic # : 0600968
Domicile in CA

Lily Mercado

Operations Specialist

Staff member since: 1999

Edward T. Motley

Financial Planner

ChFC, CLU, BFA
CA Insurance Lic #: 0D32089
Domicile in CA

Alexis “Lexi” Oliver

Communications & Marketing Coordinator

Staff member since: 2025

Samantha Ortega

Financial Professional

CA Insurance Lic # : 4316968
Domicile in CA

Amir Ouranus

Director of Technology Support

Staff member since: 2020
portrait of Amir Jovani Pouri

Amir Jovani Pouri

Vice President- Sales
Beverly Hills

CA Insurance Lic #: 0809071
Domicile in CA
portrait of Amir Jovani Pouri

Amir Jovani Pouri

Vice President- Sales
Beverly Hills

CA Insurance Lic #: 0809071
Domicile in CA

Amir Pouri is a veteran of the insurance and financial services industry. He started his business career in 1989 with Prudential Financial. After 10 years, he was recruited into management with MetLife Financial and became a Senior Partner responsible for recruiting and training advisors.

He joined our firm in July 2010. He specializes in insurance and financial planning services, including estate planning, business succession, and qualified pension planning for professionals and business owners.

Sean Rho

Financial Services Professional

CA Insurance Lic #: 0C92817
Domicile in CA

Jodi P. Rosenbloom

Financial Advisor

CLU®, ChFC®, CLTC
CA Insurance Lic #: 0685612
Domicile in CA

Eugene M. Santiago

Financial Services Professional

CA Insurance Lic #: 4230428
Domicile in CA

Robert Sarkissian

Financial Advisor

CA Insurance Lic #: 0D24415
Domicile in CA

Candace Seto

Financial Planner
Honolulu

ChFC, CLU,
CA Insurance Lic #: 0816168
Domicile in CA

Benny Smith

Financial Advisor

CA Insurance Lic #: 0K89893
Domicile in CA

Maxwell Stanley

Financial Professional

CA 4370721
Domicile in CA

Wayne Y. Tanaka

Financial Planning Consultant

CA Insurance Lic #: 4108229
Domicile in HI

Cela Tarver

Financial Professional

CA Insurance Lic # : 4104238
Domicile in CA

Sandra Valenzuela

Case Manager

Staff member since: 2015

Sherryl Wong

Operations Specialist- Honolulu

Staff member since: 2001

Jonathan Yang

Financial Services Professional

LUTCF