Our Team

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Paul Thomas Croft

Founder, Executive Chairman & CEO

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Jonathan D. Frost, CPA/MBA

Chief Operating Officer & President

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Sandeep Basran, J.D

Attorney Liaison

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Roy Assad

Managing Director & Associate Partner

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Christopher Travis

EVP of Business Development

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Miriam Valeria Cortez

VP of Life Insurance Operations

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Kaytee Lawson

VP of Life Insurance Operations

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Dan Loris

Chief Marketing Officer

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Matthew Falk

Marketing Director

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Harry Garcia

Client Service Manager

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Mary Macesich

Executive Assistant on Behalf of Roy Assad

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Tajana Bjellos

Associate of Business Development

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Jordan Foe

Associate of Business Development
View Bio

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Nicole Marashi

Associate of Business Development
VIEW BIO

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Allison Reynolds

Associate of Business Development

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Jane Green

Associate of Business Development

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Sandra Stella

Associate of Business Development