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Leadership

Partners

Don_Morris-486 (website 580x750)

Donald E. Morris, Jr. CLU®

Daphne_Boyle-635 (website 580x750 )

Daphne Boyle, CLTC®, CEPA®

Team Members

Kevin Leung

Account Manager

Scott Lippstreu

Lead Case Designer

Liz McFeeters

Client Services Account Manager

Devin Montuya

Underwriting Associate

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

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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.

  • Morris & Boyle, an Alera Insurance Agency, LLC
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