Meet Your Team

Here are the People Who Will Help Grow Your Business

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.

Carter Hooper
Advisor Marketing Manager

  • Over 20 years of experience in Financial services marketing and advertising

  • Creator of content and design to help advisors grow their business.

  • Implementor of website and multi- media design with a focus on driving results.

  • Tech early adopter, mobile phone enthusiast.



We teach marketing campaigns that have brought in over $1 billion in assets to our business.

    • Webinar Marketing Secrets
    • CPA Referral Campaign
    • How to Consistantly Get Referrals
    • Dinner Seminars
    • Email Marketing Secrets
    • How to Determine and Grow Your Niche
    • Virtual Summits
    • …and many more
  • Custom marketing plan for each advisor


  • Speedy case designs
  • Regular product trainings
  • Regular sales and marketing training
  • Tools for instant quotes
  • High-touch support for all advisors
  • Transparency
  • Dedicated support staff
  • We answer when you call

Contact Us Today and Let Us Show You What Makes AIIS Exceptional

We want you to be successful. We have the tools, resources, and know how for you to reach the next level in your business.®

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