Contact Trumark Financial

                    Toll free: (800) 648-5278 | Local: (925) 648-4700

                                                                                    Fax: (925) 648-4747

                                                                 6685 Owens Drive | Pleasanton, CA 94588

Advanced Sales & Marketing

Jon Allen, CLTC Ext.225
Thomas Bellig, JD Ext.245
Tim Bellig, CLTC Ext.224
Matt Purkiss Ext.222
Dick Stoeltzing 916.955.2746

Alyssa Calabrigo  Ext.238      


Sales Support & Illustrations

Lance Taylor Ext.223
Franz Wolf Ext.233
Ryan MacDougall Ext.237

Internal Support

Gina Burns Ext.247

Commissions, Licensing & Contracting

Elizabeth Koski Ext.235

Case Managers

Natessa Hagy Ext.246
Jennifer Shepler Ext.241
Tessa Swigert Ext.240
Maria Walters Ext.234

New Business Case Consultant

Nicki Garrett Ext.231

Admin Assistant

Yvonne Blake Ext.230
* Required


Trumark Products

Financial Solutions

Trumark provides advanced point-of-sales life insurance planning to the high net worth clients of financial professionals.

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