Management Team |
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Sales Manager
Phone: 408-487-1511
Email: thomaswong@finsvcs.com
CA Insurance Lic.:#0E93979
Thomas is a graduate of the University of California, Davis. With degrees in English and Mathematics, he has been in the industry for 5 years and has become an avid financ…Read More »
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Brokerage Director
Phone: 408-487-1550
Email: tfritze@finsvcs.com
CA Insurance Lic.:#0424410
Tom is a graduate of Skyline College. With a degree in Paralegal, he has almost 30 years of experience in insurance and financial services. Tom is a member of the Society of Fin…Read More »
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Agency Supervisory Officer
Phone: 408 487-1577
Email: astatz@finsvcs.com
Andrew Statz is the Compliance Officer for Miceli Financial Partners. He holds a Series 7, 63, 24, and 53. Andrew works as a liaison with Home Office to provide an eth…Read More »
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Disability Income Specialist
Phone: 559 226-3600
Email: drzambrana@finsvcs.com
CA Insurance Lic.:#LD0511423
Don started in the financial services business in 1975 after his honorable discharge from the United States Air Force. While in the Air Force he was a fireman and was stationed …Read More »
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Director of Development
Phone: 408 487-1529
Email: merridithmanning@finsvcs.com
Merridith is the agency recruiter for Miceli Financial Partners. She brings 10 years of interviewing, management and sales experience to MFP. In addition, she is in charge of the m…Read More »
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Address Information
Phone: (408) 286-4010
Fax: (408) 452-1037
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