THE PEOPLE BEHIND THE MISSion
MEET OUR TEAM
Our knowledgeable advisors work closely with every client to understand their unique needs and recommend insurance solutions that provide confidence and long-term security.
Our Team
Meet Our Insurance Advisors
Our dedicated team of advisors brings experience, care, and expertise to every insurance consultation.
Diego Argueta
executive partner
Grant Nervla
executive partner
Mark Lusti
executive partner
Hanna Mclevy
Insurance Advisor
Thomas Miller
Insurance Advisor
AJ Balane
Junior field underwriter
Meet Our Support And Operations
Our support and operations team works behind the scenes to ensure every client receives seamless, reliable service.
Nick Galvero
Director Of client Relations & administration
Sijeel Malik
Director Of operations
Meet Our Professional affliates
Our trusted professional affiliates provide specialized expertise and collaborative support to help meet your broader financial and insurance needs.
Jake Ratermann
Professional affliate
Lifeprint consulting group
Kyle Peterson
Professional affliate
Lifeprint consulting group
Sarah Conine
Director of Client relations
lifeprint consulting group
Transparency & Compliance
Insurance and Licensing Disclosure
Pienza Wealth Partners is a team of independent, licensed insurance professionals. Insurance products and services are offered through individually licensed and appointed insurance producers and are available only in jurisdictions where the applicable producer is authorized to conduct business. Product availability, eligibility, features, and benefits vary by state and carrier.
Pienza Wealth Partners is not a bank, insurance carrier, registered investment adviser, broker-dealer, law firm, or accounting firm. We do not provide securities, investment-management, legal, tax, or accounting advice. Estate-planning legal services are provided by independent attorneys under separate engagement. Clients should consult their own qualified legal, tax, and investment professionals before implementing any strategy.
Guarantees are backed solely by the claims-paying ability of the issuing insurance company. Policy loans and withdrawals may reduce cash value and death benefits and may have tax consequences. Insurance and annuity products are not FDIC insured, are not bank deposits,
and may lose value where applicable.