Gary R. Sitzmann, CLU<sup>&reg;</sup>

Gary R. Sitzmann, CLU®

Sitzmann, Morris & Lavis Insurance Agency

Gary R. Sitzmann, CLU® began his insurance career in 1965 and is recognized as one of the industry’s leading professionals in a number of areas. Gary is recognized as one of the leading insurance planning professionals in the United States, assisting numerous clients in the design and implementation of strategies to preserve and transfer maximum wealth to future generations as well as accomplish successful business continuity plans. Gary has established a national reputation as an industry leader through his leadership roles to Top of the Table, Million Dollar Round Table, California Association of Life Underwriters, and local underwriter associations as well as a guest lecturer to nearly every major insurance association in the country. He served on the M Financial Holdings Board of Directors during 1999-2000 and he was also the Chairman of the M Program Development Committee. Gary has a Charter Life Underwriter® (CLU®) designation from The American College of Financial Services. He currently lives in Orinda, California with his wife, Lindy. Gary has two adult children, Jennifer and Matthew, and four grandchildren, Will, Mac, Marianna, and Chloe.