Daphne Boyle, CLTC®, CEPA®

 

Daphne Boyle began her career with Great West Life in 1989 and in 1994 joined Sitzmann Morris and Lavis Insurance Agency, (SML).  She was responsible for the development and implementation of strategies that shifted the insurance procurement experience from a transactional event to a trusting, meaningful and lasting relationship. In 2012, SML’s founder, Gary Sitzmann, named Daphne as his successor where she served as a consultant to their valued clients and their advisors.

In 2020, Daphne along with her partners, acquired the Life Insurance division from Brown and Brown and formed Sitzmann Morris and Boyle Insurance Agency (SMB) with her longtime partner, Don Morris.  Daphne has now joined as the third generation of leadership transitioning to an owner and partner.  When they announced the retirement of Gary Sitzmann from SMB in 2021, simultaneously, Don and Daphne changed their name to Morris Boyle Insurance Agency and combined their firm with The Alera Group (www.aleragroup.com) to better serve their clients and advisors.

Her practice specializes in assisting ultra-high net individuals and their families in keeping their estates intact by finding creative ways to manage the risks they face.  Today, with over 25 years of technical expertise, Daphne is a leader in the procurement of insurance portfolios and a trusted advisor to affluent families.  As Gary’s successor, she has maintained relationships with those families from generation to generation.

Her career has been dotted with awards and recognition for her ability to retain and nurture client relationships. Some of her industry affiliations include:

  • Member of M financial
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Finseca Member
  • Million Dollar Roundtable – Qualifying Member
  • Certified Exit Planning Advisor (CEPA®)
  • The American College of Financial Services

Daphne has spent most of her time in Northern CA, attention Cal State UC, and enjoys spending time outdoors and on the coast with family and friends.  She is an avid supporter of ALS TDI Foundation, American Cancer Society and the Boys and Girls Clubs of America.

“Structuring, implementing, and managing insurance portfolios is the core of what we do, but that’s just the start.   I find that I can have the greatest impact when we collaborate with our clients and their team of advisors.   The idea that the planning process should be a collaborative one between the client and their advisor team is the essence of The Wisdom of We®. “