Brenda Davis, CLU, ChFC

Brenda Davis, CLU, ChFC

Brenda Davis is a distinguished industry professional with a passion for delivering insurance solutions to HNW advisors and their clients. Brenda joined Phoenix Mutual Life Insurance Company in 1986, working in many capacities including Lead Sales Representative,...
Steven J. Katz, CLU, ChFC

Steven J. Katz, CLU, ChFC

Steven has been a recognized leader in life insurance brokerage for over 30 years. He started as a career agent and moved into the wholesale end of the business, building the brokerage division of Chubb Life from ground zero to a great success. A strong focus on...