Strategic Alliances:


Carryl H. Carter, CLU, RHU (retired)

Carryl was raised in New York and moved to Los Angeles in 1957. She is a Phi Beta Kappa graduate of UCLA with a major in History along with a secondary degree in teaching.  Carryl taught history for several years at Fairfax High School in Los Angeles before entering the insurance business as an agent in 1979. She earned the professional designations Chartered Life Underwriter and Registered Health Underwriter, which have served her well in her work with individuals, professional organizations and business owners.

Today, Carryl remains active in the community serving on the Board of Directors as Vice Chair for the League of Women Voters Education Fund and Vice Chair for Friends of the Family. She also volunteers as a docent at the Autry National Center and Museum of the West.

Peter D. Lizotte

Peter moved to Los Angeles from New York in 1978. He holds an undergraduate degree in business administration from Georgetown University. He entered the insurance business in 1979. He is a life and qualifying member of the Million Dollar Round Table having achieved their highest honors. Peter brings extensive experience in the large corporate employee benefit marketplace. Peter holds a Series 6 & 63 license.

Coleman Walker

Coleman graduated from the University of Arizona in 1987 with a dual degree in Accounting and Finance. Coleman worked as an accountant for Price Waterhouse before entering the insurance business as an agent in 1997. He specializes in employee benefits and property casualty insurance for small to mid-size companies.

Glen C. Farr, CLU, CHFC

Glen has been in the life insurance brokerage and financial consulting business since 1981.  He is a graduate of the University of Southern California with a Bachelor of Science degree in Business administration with a Financial/Insurance emphasis.  Glen has numerous industry awards including the prestigious Top of the Table award (13 times) from the Million Dollar Round Table.   Glen specializes in Gift & Estate tax reduction strategies including Split Dollar planning. Glen Holds a series 6 & 63 license.