Toll free: (800) 648-5278 | Local: (925) 648-4700 | Fax: (925) 648-4747
6685 Owens Drive | Pleasanton, CA 94588
Advanced Sales & Marketing
Jon Allen, CLTC Ext. 225
jallen@trumarkfinancial.com
Thomas Bellig, JD Ext. 245
tmbellig@trumarkfinancial.com
Timothy Bellig, CLTC Ext. 224
tbellig@trumarkfinancial.com
Mark Chen, CFP® Ph: 626.733.0621
mchen@trumarkfinancial.com
Thomas Scarfo Ph: 860.639.6076
tscarfo@trumarkfinancial.com
Dan Schorgl, LUTCF Ph: 913.327.9898
dschorgl@trumarkfinancial.com
Sales Support & Illustrations
Lance Taylor Ext. 223
ltaylor@trumarkfinancial.com
Robert Rivenbark Ext. 233
rrivenbark@trumarkfinancial.com
Lydia Booth Ext. 238
lydia@trumarkfinancial.com
Commissions, Licensing & Contracting
Elizabeth Koski Ext.235
lkoski@trumarkfinancial.com
Case Managers
Natessa Hagy Ext.246
nhagy@trumarkfinancial.com
Lauri Pella Ext.226
lpella@trumarkfinancial.com
Maria Walters Ext.234
mwalters@trumarkfinancial.com
Client Application Assistance
Gina Brison Ext.247
gbrison@trumarkfinancial.com
Policy Owner Services
Nicki Garrett Ext.231
nicki@trumarkfinancial.com
Admin Assistant
Lina Chappell Ext.230
newbusiness@trumarkfinancial.com