email STEVE

OWNER | NATIONAL PRODUCER

STEVE CATT

  • Steve Catt is a licensed insurance professional and entrepreneur that has started four successful companies in such diverse areas as financial services, executive search, software design and IT Consulting.

    Steve grew up in Whittier, CA and is a graduate of the Marshall School of Business at The University of Southern California. Steve started his career with The NCR Corporation in Los Angeles, followed by stints at StorageTek, IBM and Commercial Programming Systems where he served as vice president of sales.

    Steve then started Britstan Technology, a successful IT Executive Search Firm and RiteVu, a software development platform for staffing firms. In 2017, Steve pivoted to the financial services arena, forming TRG Life Advisors, providing best-in-class life and disability insurance products for individuals and businesses.

    Steve is involved in numerous charitable organizations and is a certified bereavement and end of life officiant and eucharistic minister for the sick and homebound for St. Francis Catholic Church.

    Steve and his wife of 40 years, Amy, have two grown children, Robert and Christine and live in La Quinta, CA. When he not helping his clients, Steve is passionate about playing tennis, cooking and rooting on his beloved Indianapolis Colts and USC Trojans.

“Through every encounter with the people I serve, my goal is to add value and to show respect — for their time, their needs and their goals. If I can enhance the lives of my clients and their families, I in turn will be successful.”

 
 
email DANN

OWNER | NATIONAL PRODUCER

DANN KEPFORD

  • Dann Kepford has dedicated the last 30 years in becoming an insurance professional. Being an entrepreneur himself, Dann delivers a real awareness of the planning opportunities in the marketplace. He is licensed life insurance agent in the US and Canada.

    As a Chartered Life Underwriter (CLU), Dann has spent a great deal of time educating himself in tax, estate & personal risk management planning.

    Dann is married with two adult children. He loves tennis and being outdoors.

“I have built my career by putting the needs of my clients first and playing for the long game. Our business  is all about formulating long-term mutually beneficial relationships and working with people you like. Life is too short to do anything else.”