Since 2004, our founders have been helping people take control of their financial futures — empowering clients to build wealth and agents to own their future. Our nationwide team is passionate about making financial literacy simple, accessible, and life-changing for individuals, families, and business owners. The Broker Group is redefining what’s possible for producers and agency builders. Fueled by cutting-edge financial solutions and technology, we created a platform for true entrepreneurs — those who value ownership, independence, and brand autonomy, while still leveraging the experience and support of proven field leaders. The future’s moving fast — and we’re here to build it with the bold, the driven, and the ones ready to own it.

FinTech

Insurance

Personal Finance

The Broker Group

The Los Angeles office likely focuses on marketing, financial services, and recruitment within a dynamic business environment.

Los Angeles

Michelle Mejia

Adan Gonzalez

Mario Fragomeno

This department specializes in providing financial advice and consulting services to clients to enhance their financial well-being.

Financial Services

This department oversees strategic direction and high-level management of the organization.

Executive Leadership

This department manages and facilitates the sale and support of life and health insurance products.

Insurance Services

This department focuses on building and maintaining relationships with clients to ensure their needs are met and to support business growth.

Client Relations

This department focuses on providing brokerage and financial services related to indexed products and retirement solutions.

Brokerage Services

This department manages financial planning, analysis, and reporting to support the organization's financial health.

The Broker Group

Org chart

Teams

Financial Services

Executive Leadership

Insurance Services

Client Relations

Brokerage Services

Finance Department

Offices

The Broker Group

Org chart

Teams

Financial Services

Executive Leadership

Insurance Services

Client Relations

Brokerage Services

Finance Department

Offices

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