Leadership Partners Donald E. Morris, Jr. CLU® Daphne Boyle, CLTC®, CEPA® Team Members Kevin Leung Account Manager Scott Lippstreu Lead Case Designer Liz McFeeters Client Services Account Manager Melanie Richards Operations Manager Nicole Thomas Client Service Associate Jane Upton, CLU® Advanced Case Designer Angelica Wilson Director of Underwriting Roseanna Zagha, CLU®, FLMI® Director of Operations