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

Robin Robertson, CLU 949.737.2626
Sean Kovich, CFP, CLU 949.737.2626

Matt Tuft, MBA, CFP 303.902.8885


Sales Associates

Lance Taylor Ext.223
Andre Cabrita Ext.233
Alyssa Calabrigo Ext.238

Client Application Assistance

Gina Burns Ext.247

Commissions, Licensing & Contracting

Elizabeth Koski Ext.235

Case Managers

Natessa Hagy Ext.246
Lauri Pella Ext.226
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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