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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Kaytee Lawson

Managing Director

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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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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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Nicole Marashi

Associate of Business Development
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Sandra Stella

Associate of Business Development