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Leadership

Partners

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Donald E. Morris, Jr. CLU®

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Daphne Boyle, CLTC®, CEPA®

Team Members

Kevin Leung

Account Manager

Scott Lippstreu, CLU®

Lead Case Designer

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Sabiha Rahman

Administrative Assistant

Melanie Richards

Operations Manager

Nicole Thomas

Client Service Account Manager and Compliance Manager

Angelica Wilson

Director of Underwriting

Roseanna Zagha, CLU®, FLMI®

Director of Operations

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  • Morris & Boyle, an Alera Insurance Agency, LLC and its representatives are presently licensed to sell traditional life insurance in AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IA, LA, MD, MN, MS, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products may be sold in AK, AZ, AR, CA, CO, CT, DE, DC, FL, IL, LA, MN, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SD, TX, UT, VA, WA, WV. Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer Member FINRA/SIPC.

    Morris & Boyle, an Alera Insurance Agency, LLC is independently owned and operated. CA Insurance License #6004634. 2021

    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.

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    Morris & Boyle, an Alera Insurance Agency, LLC