Optima proudly offers personal service, backed by excellent resources and tools.
We serve the needs of independent insurance professionals looking to grow their practice.
Experience the Benefits Optima has to offer:
- Exceptional Experience with the Advanced Case Market
- Cutting-Edge Sales Tools and Training
- Professional Training and Sales Systems
- Experienced and Knowledgeable Staff
- Top Carriers and Products
- Your One-Stop Shop for Life and Annuities
- Digital Marketing Training Resources
Jon Salomon-President | 415-408-7760 | email@example.com
Jon has spent over 25 years in the financial services industry with a majority of those years focusing on Indexed Universal Life. Jon is highly regarded as one of the true visionaries and educators on life insurance products by his peers.
Greg Olson-Vice President | 415-408-5863 | firstname.lastname@example.org
Greg has 15 years’ industry experience and his specialties includes building and growing distribution and leading all company activities to help Optima and their customers achieve ultimate success.
Michelle Hoopes- VP of Operation | 415-408-7764 | email@example.com
Michelle has over 30 years of life insurance industry experience. She assists all areas of the company with day to day business operation activities and also working with agents after recruitment to facilitate in all aspects of their business from contracting, marketing and sales and with commissions after the sale.
Andrew Decker- Annuity Sales Director | 415-299-8505 | Andrew@optimafis.com
Andrew specializes in annuity case design, he focuses on supporting advisors in the growth of their practices with his experience in the financial services industry.
Jesse Bramble- Life Sales Director | 415-299-8987 | Jesse@OptimaFIS.com
Jesse has exclusively been working in the FMO space for seven years and has a strong passion for coaching advisors in ways that put their clients in a better position, while simultaneously growing the practices of financial advisors. The two of the things that set Jesse apart from his competitors are his knowledge of advanced markets and his focus on phrasing new, complex concepts to end user clients in a language they can understand. Two of the niche client demographics he specializes in are business owners and clients between the ages of 60 and 70 years old.
LeAnn Cummings- Life Sales Director | (415) 858-7196| LeAnn@OptimaFIS.com
LeAnn has been in the insurance industry for roughly 25 years. Prior to joining Optima, she worked various carrier home office roles. She spent the majority of her carrier years working within the Brokerage Distribution channel helping them individually grow their businesses through planning, training, and education. LeAnn loves working with people and helping agents find the solutions for their clients needs. Give her a call today as she’s ready and willing to help you!
Chelsea Sicard- Life Sales Director | 415-991-2209 | firstname.lastname@example.org
Chelsea has been in the insurance industry for seven years, developing relationships and a true understanding of life insurance nuances. Chelsea specializes in case design, and helping agents under the mechanics of life insurance.
Contracting and New Business
Danielle Lawhead- Contracting Manager | 415-408-7762 | Contracting@OptimaFIS.com
Danielle has 11 years experience in the life insurance industry. Danielle specializes in working with the carriers and agents to assure a simple and easy contracting process.
Noe Watts- Operations Specialist | 415-408-7761 | CaseManagement@OptimaFIS.com
Noemi “Noe” Watts began her career in the independent brokerage agency space in 2003. She has worked every facet of the business, from Marketing to Commissions. Noe joined Optima in 2008 as the second employee, bringing her extensive service and systems experience to grow the company’s capacity to deliver excellent customer service. Her passion is providing solutions to Agents and Agencies alike, with understanding financial planning needs in their community. When Noe is not servicing customers, she can be found tending a small farm in Northern California with her twin boys and husband.
RyAnn Rivera-Underwriting and New Business Manager | (415) 930-4625 | RyAnn@optimafis.com
Ryann has worked in the insurance industry since 2004. She has experience in several areas of the business but her passion and primary focus lies in underwriting and case development.
Heather Moskalski- Operations Specialist | 415-692-5658 | Heather@optimafis.com
Heather brings over 12 years of industry experience to Optima. She is dedicated to providing agents with top notch service and support.
Tonya Riveria- Operations Specialist | 866-337-0025 | Tonya@OptimaFIS.com
Tonya joined the Optima team in 2020 as an Operations specialist. She is devoted to providing agents with an extraordinary level of service and support in the areas of both Life and Annuity.
Nate Stokes- Digital Marketing Manager | 415-578-4785 | Nathan@optimafis.com
Nathan came to Optima in 2020, and is responsible for coordinating all Digital Marketing strategies within Optima Financial. He also assist our agents with online marketing strategies to increase their book of business. This can include but not limited to; website development, lead generation, social media management and more.