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Ronald L. Bland

CA License #0682487

Principal

Phone: 650.348.6234 x12
Fax: 650.401.8261
Email: ron@AEISadvisors.com

Ron is one of the most accomplished insurance professionals in the Bay Area and has been in the industry since 1985. Ron’s ability to understand the business owner’s perspective allows him to create plans that maximize coverages while limiting unnecessary costs to the client. His achievements in the insurance industry are numerous as he is on various Agent Input councils and an exclusive member of the Million Dollar Round Table which includes having achieved the top of the table status (top 1% of all life/health agents).

He was born in the Bay Area and attended Mill’s High School. Ron attended San Francisco State University where he graduated with honors. Ron lives in San Mateo with his wife Elaina and their two beautiful children.

Dillon Castro, GBDS

CA License #0L44257

Producer

Phone: 650.348.6234 x30
Fax: 650.338.0988
Email: Dillon@AEISadvisors.com

Dillon joined AEIS in 2016 as a Benefits Consultant tasked with assisting in business development. Dillon works with employers to help them devise strategies that will best address the needs of their businesses and set the foundation for enduring partnerships.

Dillon was born and raised in the Napa Valley and worked there in the wine industry in direct to consumer sales for just over 5 years before entering the world of employee benefits. He still enjoys visiting his family and friends back home when the opportunity arises for him to get back to his “roots”.

In his free time, Dillon enjoys playing music, watching his favorite Bay Area sports teams, traveling, and cooking and enjoying dishes from a variety of different cultures.

2

Alyssa Bland

CA License #0L48014

Business Development Strategist

Phone: 650.348.6234 x29
Email: Alyssa@aeisadvisors.com

Alyssa officially joined AEIS in 2017. Her responsibilities include: maintaining and updating life policies, as well as, supporting the AEIS team with essential help through special projects.

Alyssa was born and raised in San Mateo. After she graduated from UC Berkeley she moved to Napa, CA for two years, where she managed a gluten-free bakery. On her time off, she enjoys cooking (and eating!), hiking, and seeking out adventures with her friends and family. Her favorite thing to do, though, is travel. She has visited 14 countries and loves all the new cuisines and food dishes she has discovered along the way.

Lucinda Teaford

CA License #0G14713

Marketing & Renewals Specialist

Phone: 650.348.6234 x15
Fax: 650.401.8488
Email: Lucinda@AEISadvisors.com

Lucinda joined AEIS in 2007 bringing 4 years of prior insurance industry experience. As a Marketing & Renewals Specialist she works closely with current clients and prospective clients to insure their benefits experience is a positive one. Her responsibilities include: marketing/renewals, quoting, working with the carriers direct as well as with the GA reps.

Lucinda was born in Missouri and has lived in: Missouri, Kansas, Indiana, Pennsylvania and California. She graduated from Missouri Western State University with a BS in History. Lucinda enjoys spending time with her husband, reading, walking her dog and visiting sites in CA.

1

Elizabeth Kay

CA License #0G89574

Compliance & Retention Analyst

Phone: 650.348.6234 x18
Fax: 650.288.3118
Email: elizabethkay@AEISadvisors.com

Elizabeth joined AEIS in 2012 with three years of prior employee benefits experience. She holds her Health and Life as well as her Property and Casualty Insurance Licenses. Her experience includes marketing, account management, and client servicing for Small, Mid-Market, and groups with International employees.

Elizabeth obtained her NAHU PPACA Professional Certification in 2013. She enjoys working closely with clients, helping to keep them up to date with the ever changing Affordable Care Act Regulations and to keep them in compliance with ERISA, DOL, and CMS requirements.

Elizabeth was born and raised in the Bay Area and studied Photography and Digital Imaging at West Valley College. She loves creating jewelry, drawing, and reading, but feels that time spent with her husband, son, niece and nephew are the best times.

Kathy Blicha

CA License #0E50585

Personal Account Manager

Phone: 650.348.6234 x16
Fax: 650.401.8234
Email: Kathy@AEISadvisors.com

Kathy has been working in the health benefits industry since 1985. Her experience includes marketing, account management and client servicing for Small, Mid-Market and Large groups from both the Broker and Carrier side.

Kathy resides in San Jose with her family. She was born and raised in Selma, and graduated from CSU Fresno with a degree in both general business and home economics. She maintains a valid Health and Life Insurance License with the State of California.

Lizzie Di Santo

CA License #0H98748

Personal Account Manager

Phone: 650.348.6234 x19
Fax: 650.401.3817
Email: Lizzie@aeisadvisors.com

Lizzie joined AEIS in January of 2010, bringing with her three years of office administration experience and great organizational skills. As one of our Personal Account Managers, she works in conjunction with our clients to help manage their employee benefits and any day to day servicing issues that arise.

Hailing from the East Coast, she graduated from the University of Vermont, with a Bachelor of Science degree in Nutrition / Dietetics. She is an avid Red Sox fan and anything else “New England”. When not working, you will find Lizzie spending quality time with her four children and their extensive sporting activities.

Sarah Regua

CA License #0E39248

Personal Account Manager

Phone: 650.348.6234 x11
Fax: 650.288.3201
Email: Sarah@aeisadvisors.com

Sarah has been in the health insurance industry since 2004. She started her career in the Individual/family and Medicare market and began working with small groups in 2011. She joined AEIS in 2016 as a Personal Account Manager, assisting clients with managing their employee benefits and day-to-day servicing issues. She maintains a valid Health and Life Insurance License with the State of California.

Sarah resides in San Jose with her daughter.

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Kristin Behling

CA License #0I79877

Administrative Assistant

Phone: 650.348.6234 x10
Fax: 650.401.6478
Email: Kristin@AEISadvisors.com

Kristin joined the AEIS team in 2014 as an Administrative Assistant with 12 years of prior experience in the insurance industry. She is responsible for handling Life submissions and working with the carriers to smooth and expedite the underwriting process for Life Insurance Policies. She also provides integral support for the Personal Account Managers and the Sales & Marketing Team.

Kristin has lived in San Mateo all her life with the exception of her college years at Humboldt State University. She loves cooking and trying out new recipes, as well as anything crafty, especially knitting and sewing. When she wants to get out, she goes Geocaching and discovers new and exciting places around the Bay Area.

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Elizabeth (Liz) Downs

CA License #0809342

Special Projects

Phone: 650.348.6234 x11
Fax: 650.401.3569
Email: Elizabeth@AEISadvisors.com

With over 20 years of experience in the insurance industry, the last 14 years in Employee Benefits, Liz has a wide range of knowledge and experience to offer our clients. In the Employee Benefits arena her background includes marketing, account management, and client servicing for both Small Market clients as well as Mid-size Market Clients.

She obtained her BS Degree from CSU, Hayward in Business Administration. She obtained a Certified Employee Benefits Specialist designation (CEBS) in 2005 and maintains a valid Life License with the State of California.

Jaime-Orendac

Jaime Orendac, SPHR-CA, SHRM-SCP

Human Resources

Phone: 408.674.3432
Fax: 650.401.6478
Email: Jaime@myohr.com

Jaime Orendac, SPHR-CA, SHRM-SCP, has been in the Human Resources field since 1989, working for such Silicon Valley Companies as IBM, Elantec, and Cisco Systems. Her corporate generalist background includes responsibilities for employment, employee relations, benefits, compensation, company policies and procedures, and Federal/State regulation compliance.

Jaime specializes in Legal Compliance, Infrastructure Systems, Staffing Support, Training Solutions Development and Delivery and Optimizing Human Capital.

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Ryan Koszut

IL License #7730381

Life Specialist

Phone: 650.348.6234 x35
Email: Ryan@AEISadvisors.com

Ryan has 10 + years of experience in the life insurance industry. He is an
eight-year member of the Million Dollar Round Table (MDRT), an international,
independent association of the world’s leading life insurance and financial
services professionals. He has been a member of MDRT’s premier “Court of
the Table” for four years. In 2013, he qualified for the highest level of
membership, “Top of the Table”. Ryan holds his Insurance License for
Life and Health.

Ryan lives with his wife Stacey and children Charlie and Sam. When he is not
chasing them around, Ryan likes to chase golf balls across local courses.
Ryan and Stacey support the Make-A-Wish Foundation.

Michael Orozco

CA License #0C10836

Long Term Disability, Long Term Care & Life Insurance Specialist

Phone: 650.348.6234

AEIS has been working with Michael for many years primarily utilizing his expertise as it pertains to Group and Individual Disability Income Plans. Michael brings significant experience to the AEIS team and has proven to be a critical partner in the effort to provide excellence in all lines of insurance business.

Arguably our most critical asset, the ability to earn an income, Michael sets himself apart from the pack with creative implementation of thoughtful plan designs, efficient service and has shown invaluable experience in guiding insureds through the claims process.

Michael is responsible for implementing Individual and Group Disability Plans in a wide range of markets, for both individuals and groups. He is a native Californian, lives and works in San Mateo and has a range of interests including fitness and education.

1

Mark Carpenter

CA License #0745094

Individual Health Insurance and Medicare Supplements

Phone: 650.348.6234 x35
Fax: 650.590.1157
Email: Mark@aeisadvisors.com

Mark is one of the most accomplished insurance professionals in the Bay Area with over 25 years of experience in insurance services. He specializes in Medicare and Individual Health Insurance. Mark takes time to meet with, educate and assist his clients in their transition to Medicare. Not only will he help his clients with the enrollment onto Medicare, he will carefully explain their supplement options and assist them with determining which RX plans work best for them. In a world of agents wanting to do everything over the internet or phone, his hands on approach is very comforting to his clients. Mark works hard to find his clients the best individual health plans for them. He realizes that taking the time to not only focus on the premiums, but also the access to providers helps put his clients at ease. His achievements in the insurance industry are numerous as he is on various Agent Input councils and an exclusive member of the Million Dollar Round Table which includes having achieved the top of the table status (top 1% of all life/health agents).