Gerardo Diaz
Founder & Chief Executive
Best for firm owners and IMOs evaluating the platform at a strategic level — vision, roadmap, and partnership fit.
Book a Live Demo
See Advisor Annuity Pro®
in action.
Pick a member of our team and book a 1-on-1 walkthrough. We'll tour the AI Annuity Desk, research suite, illustrations, and how the platform fits your practice.
30-minute session
Zoom / Google Meet
Reschedule anytime
Choose Your Host
Book directly with the person who fits your call.
Every member below owns their own calendar. Click Book Demo to open their live availability.
Justin Mills
Head of Research
Deep dive on the research suite — FIA analytics, index intelligence, and how our data shapes recommendations.
Vincent Madrigal
Director of Analytics
Walkthrough of analytics, product intelligence, and performance reporting across the platform.
Amber Woodlock
Compliance Lead
For advisors with compliance, suitability, or documentation questions before onboarding.
Brian Lee
Advisor Success
New-advisor onboarding, platform training, and getting your first cases running end-to-end.
Norberto Mendoza
Regional Sales Manager
Territory-level conversations for independent advisors and agencies exploring distribution.
Natasha Apao
Regional Sales Director
Strategic conversations for advisors and agencies scaling their annuity practice across her region.
Prefer email instead?
Send us a quick note and we'll get back to you with a calendar link that matches your timezone.