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Meet the team
A small, senior team. Every client knows their agent. Every agent knows their clients.
Licensed Agents
Founder & Lead Medicare Agent
Maria founded Harmony SoCal after 15 years navigating the healthcare maze for her own family. She specializes in dual-eligible coordination and Medicare for retirees from California's public sector.
Senior Health & Business Agent
David leads our group benefits and business protection practice. He has placed coverage for over 200 SoCal small businesses and family-owned companies.
Impaired Risk Specialist
Linda places life insurance for clients other agencies decline. Her relationships with specialty carriers help cancer survivors, diabetics, and high-risk applicants get fair coverage.
Retirement Income Planner
James helps pre-retirees structure income that lasts. He's a former financial planner who joined the agency to focus on annuities, long-term care, and estate coordination.
Client Care
Client Care Lead
Sarah leads the client care team. She owns the relationship from intake through annual review, making sure no question goes unanswered and no renewal is missed.
Bilingual Client Care Specialist
Ana works directly with our Spanish-speaking clients, translating complex enrollment materials and walking families through every step.
Compliance & Marketing
Compliance & Marketing Director
Michael ensures every piece of content, every call, and every enrollment meets CMS Marketing Guidelines, HIPAA, and CCPA requirements.
Compliance Analyst
Rebecca audits client files, monitors regulatory changes, and runs our quarterly compliance training for the agent team.
Ready when you are
Just mention their name when you call or fill out the form. We will make sure you connect.