Broker Check

Our Executive Team

  • Married for over two decades with three children
  • BS in Business Administration with an emphasis in Marketing
  • Master’s in Education
  • 28 years in planning, sales and customer service
  • Over a decade in the Insurance and Financial industry
  • Regional Director (1st female) for a 138 year old fortune 500 publicly traded company with over 300 locations
  • Masters in Counseling Psychology
  • Licensed in CA for Life and Health including multiple states
  • Represented one of the top regional offices out of 300 locations
  • Specialize in recruiting, developing and coaching of advisers in the financial industry College
  • College Athlete who is passionate about team building and a winning culture mentality
  • Protect individuals, families and small businesses with the four cornerstones of retirement
  • Over two decades of work experience in the Real Estate, Insurance and Financial Industry
  • Passionate about continuous learning and implementation of products in the financial world impacting lives of all stages and ages
  • Top 25 Advisor out of thousands of producers for a Fortune 500 company of 138 years
  • Platform presenter for various forums relating to the Financial Industry, sharing best practices and the recipe for success
  • Series 63 and 7 Registered Representative with extensive training in all products related to the accumulation, preservation and distribution of growth and asset protection
  • Several years in the Insurance and Financial industry
  • Operated and managed an National Insurance Wholesaler with over 200 advisors with 10 branch locations
  • Specialize in licensing & contracting advisers and various carriers
  • Work closely with the Marketing departments to develop strategic marketing plans for advisers to VP’s of the operation
  • Over a decade in customer service

Maricris Pelley

Director of Recruiting and Talent Acquisition

(858) 926-2650 x 6501

  • Partnered in businesses in various industries for recruiting and staffing purposes
  • Responsible for leading front office department heads by overseeing the operation
  • Over a decade of customer services and claims
  • Extensive training in staffing properties for on-site locations with maintenance and security services
  • In charge of operations, owner-tenant relationship and client services for over 100 residential and commercial properties