Meet Your Team

Sid Miramontes
President, All-Inclusive Insurance Services

• Over twenty five years of experience in wealth management and insurance services.
• Widely recognized as an industry leader and a top advisor in the country.
• Built innovative marketing solutions that have been very successful.
• Enjoys spending time with his family, traveling, fitness, reading and connecting people.

Peter Lam
Director of Operations

• Over 25 years of experience in financial services operations and compliance.

• Facilitates the process of completing all paperwork in a timely fashion with a focus on executing at a high level of customer service.

• Enjoys spending time with family, culinary arts, and restoring old cars.

Julie Fine
Advisor Case Design Manager

• Over 25 years in financial and advisor services.
• Leads advisor case design and analysis team
• Product discovery, recommendation, and sales advice
• Enjoys traveling, quilting and cats

Sean Dailey
Director, Advisor Marketing Strategy

• Over 10 years of experience helping advisors grow their insurance business with innovative marketing solutions.
• Provide customized marketing strategies and assistance throughout the process.
• Created campaigns for advisors that have been proven to drive results for your business.
• Enjoy spending time with my family and am a Disc golf aficionado.