WestCorp Financial & Insurance Services

You've grown a successful business through hard work and dedication. Are you setting aside enough money to acheive your financial objectives for your retirement? Contact me for a Retirement GAP Analysis.

Each day, you will face a lot of challenges as a business owner. I can show you how to gain an edge for your business and retain your key employees

Ellenie Blagg Client Services Representative Ellenie has over 19 years of experience in financial banking, focusing primarily on business and personal lending as well as investments, CD's, individual retirement accounts and annuities. She has excellent customer service experience.... In her role at WestCorp, she primarily works closely with the agents to help with service and implement personal retirement accounts as well as other personal accounts. Specifically, she will be helping existing and terminated employees. Ellenie is a graduate from California State University, Sacramento with a Bachelor and Master's Degree in Art. In the past, she was an Associate Professor at Diablo Valley College in Pleasant Hill, CA. She is also an accomplished fine artist specializing in watercolor and oil paintings.

Roy Lucier Marketing Representative Roy has been in the customer service field for over seventeen years. Currently, in his role as Marketing Representative for WestCorp., his responsibilities include client communications, marketing and sales development. Roy brings an uplifting and positive environment to the workplace, not just to the daily functions of his job, but to every single client communication throughout the day.... Roy currently resides in the Sacramento area after moving from his hometown of Orange County, CA seven years ago. He is a passionate advocate for many local causes. In his spare time, Roy enjoys reading books, sharing his knowledge and love of Japanese culture by editing and creating unique videos from Japan, and spending time with his family

Kristi Eckert Broker, Covered CA Specialist, Account Manager Kristi has over a decade of prior experience in the medical field serving medical billing, claims assistance, and insurance eligibility. She has had a vast range of management roles as well as close to two decades of extensive experience in customer service and administration. She provides leadership and strategic direction for operational functions.... Kristi works directly with insurance carriers on behalf of our business and individual clients, with clients on Covered California, with Medi-Cal as well as with the managing Broker. She has dealt extensively with insurance companies and contested on behalf of our clients for proper medical coverage. Kristi has two beautiful children who bring joy to her life yet keep her grounded and focused.

Alexis N. DeVorss Employee Benefits Consultant, Financial Representative, Principal Securities Registered Representative Alexis has an extensive background in business management, finance, and business marketing. She has been in the insurance and financial industry for over a decade, aiding her client's in strategic business planning, including business and financial decisions with respect to insurance contracts and policies. Additionally, she works with families personal ...decisions for insurance and financial options when it comes to the vast range of options available today. She is detail oriented, very organized, and works with integrity. Alexis currently acts as the President Elect chair for the local Sacramento Association Health Underwriters. In her spare time, Alexis enjoys spending time with her family, and volunteering while helping the children at her daughter's school and in her daughter Youth Cheer program, Oak Ridge Jr Trojans.

Merry Christmas and a Happy New Years from all of us at Westcorp!

Do you know what your business is worth? Contact me for a free informal Business Valuation and Business Planning Report. I can help you identify your needs and find solutions!

FAQ’s for small businesses, we are here to help!

Ring in the 2018 New Year with a new Career and be a part of our Team! We are seeking a self motivated, self starter to help our Team serve our clients in an Account Management Position on our health Insurance side of business. Opportunities to advance in your career available!... Insurance Experience preferred but not required; other office experience required. Salary/ Pay depending on experience! Please fax your resume to 916-985-0289. It is our busy season so walks ins are not preferred.

Is your financial future clear? I can help you design tailored estate and business planning solutions to meet both your business AND personal financial needs

Call us for help!