Our Team

As the Director of New Accounts and Operations, Natalie facilitates and supports our new business and client engagement processes. She is a valued employee with more than 30 years of administrative experience in the life insurance industry, with a particular emphasis on managing the complex life insurance application process from start to finish. Natalie and her husband, Shawn, have two daughters and have lived in the Valley of the Sun for the past 35 years.

Carol Amaya is the Executive Assistant to Carrie Hall. With over 20 years of experience supporting and collaborating with senior-level executives, Carol brings a deep commitment to operational excellence and executive coordination. She plays a central role in managing complex scheduling, project planning, and administrative operations, ensuring the seamless functioning of the office.

Originally from Southern CA, Carol and her husband Manuel have made Arizona their home for the past 18 years. She values close family ties and enjoys spending time with family and friends.

As our Operations Manager for the practice, Jennifer provides invaluable support to our advisers. She is a graduate of Northern Arizona University with a bachelor’s degree in Business Administration, she uses her organizational, technological and administrative skills to help our planning process, insurance, and marketing efforts. Jennifer and her husband Nick spend their time between Arizona and Toronto, Canada with their young son Benjamin.

As a Client Support Analyst, Lulu provides invaluable support to Carrie, our team, and our clients in the areas of process management, client communication, and client onboarding. Lulu brings a strong foundation in marketing, having earned her degree from the University of Arizona. Lulu loves going to the beach,  spending time with her family and friends, and traveling! 

As a Client Support Analyst, Francesca provides support to existing clients in the areas of communication, Brinker and Estate management. Francesca graduated from the University of Arizona Honors College majoring in Finance and Entrepreneurship. She enjoys time with friends and family and traveling when she can! 

As a Client Support Analyst, Hannah works with clients to support ongoing wealth, estate, and insurance planning needs. She is dedicated to providing thoughtful, detail-oriented support to ensure a seamless planning experience. Hannah graduated from the University of Arizona, where she earned a degree in Business Management with a minor in Personal and Family Financial Planning.

Will works as a Client Support and Service Coordinator, and is training to advance his knowledge and skills in the financial industry. He currently holds his Life, Health and Accident Insurance License and is studying to pass his Series 7 and 66. Will studied at Southern Methodist University and Western Governors University where he studied English and Business Administration, respectfully. Will currently lives in Dallas, where he likes to play golf, run, and spend time with friends.