Meet the Platinum Team

Contact the Platinum Partners Team
Toll Free: 888-251-5525, Ext. 411
Fax: 951-977-2708    

Jump to: Management  |  Sales/Marketing Support  |  Contracting & Licensing Support  |  New Business Support  |  Specialists  |  Events/Marketing  |  Commissions Support  |  Operations/IT  | 


James Wong
James Wong
President, Platinum Division
888-251-5525, ext. 110

Jeremy  Rubin
Jeremy Rubin
National Vice President
888-251-5525, ext. 487
Direct 515-537-4131

Jeremy Rubin is an 18 year veteran of the Financial Services Industry, starting as a captive agent with Principal Financial Group and most recently a Regional Vice President with Voya Annuities before joining the Partners Advantage Platinum Team, where he enjoys supporting the sales teams of the Platinum Groups with sales concept promotion and agent training through web events and in-person presentations.

Sales/Marketing Support

Bill Jackson
Bill Jackson
Sr. Advanced Markets Consultant
888-251-5525, ext. 361
Direct 951-977-2602
Fax 951-977-2708

William H. (Bill) Jackson, JD, CLU, provides strategies and insights on a number of areas, including tax, financial, philanthropic, retirement, business, and estate issues. Bill has a rich background of experience. Prior to joining Partners Advantage, he excelled in a number of sales and product marketing roles at Sun Life and AIG SunAmerica. In his role as Director of Advanced Marketing and Retirement Planning, he led all advanced marketing sales of annuity, life and group pension products. Most recently, he served as Senior Vice President and Divisional Sales Manager across all market channels. He was also Regional Vice President of Pension Marketing for the Western region and represented the firm as a keynote speaker at broker/dealer conferences. Throughout his career, Bill has been a frequent speaker at numerous seminars and large due diligence meetings. He has extensive ERISA experience and has lead advisor sales training programs. Bill earned his bachelor's degree from California State University at Long Beach and his JD from the University of Kansas School of Law specializing in taxation, accounting and estates.

Vanessa Gonzalez
Vanessa Gonzalez
Internal Wholesaler
888-251-5525, ext. 145
Fax 951-977-2785

Vanessa has been with Partners Advantage since March 2011 and was appointed to the position of PST Specialist for the Platinum Division in August 2014. In this role, Vanessa works with the Platinum Service Team to help grow the Platinum Division while maintaining the level of excellence and service our Platinum shops have become accustomed to receiving. With more than 10 years experience working at independent marketing organizations, she has learned and excelled in the areas of case management and marketing liaison. A common thread between each role has been Vanessa’s dedication to the client. 

Contracting & Licensing Support

Kristine Mikkelson
Kristine Mikkelson
Contracting & Licensing Manager
888-251-5525, ext. 125
Fax 951-977-2695
Kristine started her career with Partners Advantage in September of 2003 as a Contracting and Licensing Specialist. She has used my experience and knowledge to assemble a team of individuals who are able to provide your agency with training and support to help you grow your business.  Please contact her to discuss how she can assist you in appointing your sub-agents.

Samantha Orozco
Samantha Orozco
Team Lead of Contracting & Licensing
888-251-5525, ext. 176
Fax (951) 977-2707
Samantha started her career at Partners Advantage back in 2008 as the receptionist and split both New Business and Contracting duties. In March of 2009, she was transferred to the Contracting & Licensing Team and became the Contracting Team Lead in September 2013. Working with all divisions of Partners Advantage has given Samantha the opportunity to obtain the knowledge she has today to maintain her outstanding customer service to our Platinum Partners. She looks forward to working with all our Platinum Partner agencies! 

Laura Gonzalez
Laura Gonzalez
Contracting & Licensing Specialist II
888-251-5525, ext. 348
Prior to Laura starting with the Partners Advantage Platinum Team in February 2014 as a C&L Specialist, she worked for a title company processing and recording title documents.  Laura is excited to assist you in your C&L needs of your journey as a Platinum Partner Member.

New Business Support

Yessenia Diaz
Yessenia Diaz
Senior Life Case Manager
888-251-5525, ext. 129
Direct 951-977-2789

Yessenia started working at Partners Advantage as an application coder in 2010, she then transitioned into a case manager position for the life team. Jenny Diaz is now a Senior Life Case Manager for the Platinum Partner Team.  She looks forward to assisting agencies with their new business needs.

Michelle  Curby
Michelle Curby
Life Case Manager I
888-251-5525, ext. 481
Fax 951-977-2765

Michelle Curby joined Partners Advantage in the beginning of 2016 as a Platinum New Business Case Manager.  In this position she reviews and processes all your new business applications, guides the cases through the underwriting process until the cases are placed inforce and assist with any additional inquiries your agency may have. Michelle enjoys building relationships with our shops and being able to help them in any way that she can. In her spare time she enjoys spending time with her family and friends .

Fun fact about Michelle: She was born and raised on a dairy farm. She still lives on a dairy to this day; as a teenager she was in charge of taking care of the calves growing up.


Lisa "Lee" Morris
Vice President, Underwriting and Development
888-251-5525, ext. 199

Lee's extensive financial services career spans 26 years of technical life insurance underwriting and management. Specialized in life insurance mortality assessment, Lee is known for her astute ability to merge the technical attributes of underwriting with the art of modern day medical advancements and interpretation all while protecting the interests of the carrier, firm and the client. Her capacity in both the brokerage carrier and firm distribution channels makes her well versed in the total cycle of life insurance placement, especially for those clients in the wealthy and ultra-affluent markets. Lee's strong relationships with the top one percent of the wealth management firms in the United States demonstrates her ability to address the needs of clients requiring extensive specialized boutique care from start to finish. Certified in EKG interpretation and a dynamic presenter, Lee has trained numerous participants in the financial services industry on field underwriting as well as carrier underwriting with a single signature underwriting carrier capacity approval of $20 million dollars. On the brokerage side, Lee has held the underwriting liaison and advisement responsibility on cases in excess of $100 million dollars. Her prior experience includes Assistant Vice President, National Financial Partners (NFP) in the brokerage market and Assistant Chief Underwriter, AXA Life Company at the carrier level. 

Fun fact about Lee: Lee is a honors graduate in accounting from Grambling St. University and in her spare time serves on the GH Foundation Board and is the dance coach of The Fabulous Felines Dance Team at Lincoln Preparatory School, Grambling, Louisiana. 

Monica Young
Monica Young
Compliance & Suitability Associate
888-251-5525, ext. 360

Monica began her career with Partners Advantage in 2009 as an Annuity Marketing Consultant where she effectively helped independent agents grow their book of business. She transitioned to Annuity New Business Case Management where she efficiently managed large caseloads and assisted customers in getting their clients annuities issued quicker. In 2013, she jumped at the opportunity to join the Compliance & Suitability Department where she has successfully taken her previous sales background and applied this skill into helping agents and agencies understand the practical applications of compliance in their business.  Monica’s extensive industry experience of over 22 years brings valuable current and relevant knowledge to agency owners and marketers to safely navigate the new age of Compliance and Annuity Suitability world.  She Acts as liaison between insurance carriers and agency’s to verify and bring into acceptable parameters annuity suitability cases in order to increase approval ratios. In addition, Monica has her CA Life License.


Neyra Nunez
Neyra Nunez
Marketing & Communications Coordinator
888-251-5525, ext. 138
Direct 951-977-2667

Neyra began her career with Partners Advantage in August 2011. She drives the Partners Advantage brand through various marketing efforts, in addition to coordinating the development, compliance approval process and execution of all marketing initiatives and campaign analytics. A focus in her role is to educate the Partners Advantage Sales and Marketing team on how to properly create and maintain relationships via social media platforms. Neyra holds a Bachelor’s Degree in Business Administration with a concentration in Entrepreneurial Management, and has multiple years of experience in the industry. Neyra is excited to help platinum agencies with their marketing and social media strategy.

Commissions Support

Angela Greer
Angela Greer
Commissions Customer Care Manager
888-251-5525, ext. 271
Direct 951-977-2618
Fax 951-977-2709
Angela joined Partners Advantage through the merger with Independent Brokerage Network in 2008.  She started in the insurance industry with IBN in 1995 working in several different roles through the years to include group insurance marketing, case management, annuity marketing and commissions.  In her current role as Commissions Customer Care Manager Angela has assumed the responsibility for greater customer satisfaction to our platinum shops and exceptional quality assurance for the Commissions department.


Jacqueline  Wilkening
Jacqueline Wilkening
Relationship Manager
888-251-5525, ext. ext. 214
Fax 951-977-2707

Jacqueline started with Partners Advantage through the merger with Innovative Marketing Strategies. She has been in the Insurance industry since 2005 and has knowledge of the many aspects in operating an Insurance Marketing Organization.  Her experience in all departments will enhance her ability to provide astounding service to all of our Platinum Partner agencies with Operations. Jacque believes that building relationships with carrier contacts and agents is what makes a difference to making our company successful. She looks forward to working with you to help build your business.