Ronald L. Bland
CA License #0682487
Phone: 650.348.6234 x12
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
Phone: 650.348.6234 x30
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.
CA License #0L48014
Business Development Strategist
Phone: 650.348.6234 x29
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.
CA License #0G14713
Marketing & Renewals Specialist
Phone: 650.348.6234 x15
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.
CA License #0G89574
Compliance & Retention Analyst
Phone: 650.348.6234 x18
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.
CA License #0E50585
Personal Account Manager
Phone: 650.348.6234 x16
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
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.
CA License #0E39248
Personal Account Manager
Phone: 650.348.6234 x11
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.
CA License #0I79877
Phone: 650.348.6234 x10
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.
Elizabeth (Liz) Downs
CA License #0809342
Phone: 650.348.6234 x11
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, SPHR-CA, SHRM-SCP
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.
IL License #7730381
Phone: 650.348.6234 x35
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.
IL License #9067779
Phone: 650.348.6234 x27
Eric’s 10 years as a licensed agent in the financial services industry was born from the discipline, integrity and accountability learned as decorated combat veteran in the US Army, achieving the rank of Staff Sergeant. The fortitude and commitment to make sure an objective is attained under any circumstances drives Eric to ensure the most efficient and effective financial strategies for each client.
Eric continues to serve and give back to the community by volunteering as a peer mentor in the Wounded Warrior Project and remembering those who have made the ultimate sacrifice for their country. He is honored to serve with his extended family of battles buddies and grateful for the values, work ethic and moral compass they have instilled in him.
CA License #0C10836
Long Term Disability, Long Term Care & Life Insurance Specialist
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.
CA License #0745094
Individual Health Insurance and Medicare Supplements
Phone: 650.348.6234 x35
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).