Our Team

Tony E. Montalvo, CLF®

Managing Partner

Tony began his career with New York Life in 1985 at the age of 22. He spent the first 8 years of his career as an Agent. After achieving Council^ and MDRT* consistently, he was promoted to Partner in the San Diego General Office. After building a successful nationally ranked team of Agents, Tony earned a promotion to Senior Partner in 2001; a role that prepared him for his eventual promotion to Managing Partner. His first Managing Partner promotion came in 2006, when he became the Managing Partner of the Memphis Tennessee General Office. After three years managing that office, Tony was asked to take a role in the Pacific Zone Office as a Corporate Vice President. In 2010, he was given the opportunity to accomplish a goal he had set at the beginning of his career, and return home to the San Diego General office as Managing Partner.

Tony has two sons, Tommy who graduated from Chico State and Drew, who is pursuing his bachelor's degree at Berkeley.

Steve Carrillo LUTCF, MBA

Partner

Steve began his career with New York Life in 2001 as an Agent in the Silicon Valley General Office and was named Rookie of the Year. He qualified for President's Council and MDRT every year and was invited to become a Partner in 2004. Steve consistently ranked among the top Partners in the country. While in the Pacific Zone, his team ranked number one for three years. He also received the prestigious Retention Award, indicating the highest percent retention rate over four years among the Agents he hired. In 2016 Steve joined the San Diego General Office as a Partner.

Steve and his wife Elizabeth live in Poway. They have two college-age sons. Michael is a quarterback at San Jose State University, pursuing a degree in Marketing. Matthew, a licensed insurance agent, is pursuing a Business Economics degree at UCLA.

 

Sharon Davis

Partner

Sharon Davis was born in Los Angeles and was raised in Compton, CA. She graduated from the University of California, San Diego, with a bachelor's degree in Psychology/Communications. She spent over 20 years in Corporate America in Commercial Real Estate, then seven additional years as an entrepreneur in the same field. In 2010 Sharon joined New York Life Insurance Company as a Financial Services Professional. She has qualified for New York Life’s prestigious Executive Council^ five times and has been a recipient of the Life All-star award^ from 2013-2015.

Sharon is actively involved in the community as a member of the Alumni Association of UCSD, the Alumni Association for the Charger Girls Cheer Core. She also volunteers her time with Junior Achievement and the Football Booster Club at Scripps Ranch High School where her son attends. Sharon enjoys spending quality time with her friends and family.

 

Mariana Farrell

Director of Development

Mariana began her career as an agent with New York Life in May of 1999. She qualified for Council^ and Centurion^ every year as an agent. Mariana was promoted to Associate Sales Development Manager in the Central Coast Office in February of 2003. During the next three years, she earn her CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College. In October of 2005 she was promoted to Sales Development Manager in the San Fernando Valley Office. In 2006 she became a Partner in that same office. Mariana joined the San Diego General office in November 2008, as a Senior Development Manager, and has since also achieved her CASL (Chartered Advisor for Senior Living) designation, and received a promotion to Director of Development.

 

Brian Molinatti

Director of Agency Standards

Brian Molinatti began his career in the financial services industry in 1997. He has served in various roles throughout his career ranging from customer service to compliance. In 2002, he joined New York Life’s corporate compliance department in New York. In January 2017, Brian accepted the Senior Agency Standards Consultant position for the San Diego and Inland Empire General Offices. Brian has an MBA in General Management and holds his FINRA Series 4, 7, 24, 55 and 63 securities licenses. He resides in the city of San Diego and enjoys spending time with his family.

 

Jennifer Hickson

Office Manager

Jennifer Hickson began her career with New York Life in 1994 in the San Diego General Office. She received multiple promotions between 1994 and 2008, including the positions of Office Coordinator, Assistant to the Managing Partner and Assistant Office Manager. In 2008 she was promoted to the position of Administrative Manager for the office.

Jennifer received her bachelor’s degree from United States International University in 1981, then her MBA in 1983. Since joining New York Life, she has also obtained her ASC designation through LOMA. Jennifer and her husband Curt reside locally, and have two children Allie and Maximilian.

 

John Calabria

Assistant/Contracting and Licensing

John Calabria started his long career with New York Life as a temp employee in 1995. The following year, he was hired by New York Life for Contracting & Licensing. In 2000 he joined the Staff Department where he worked for 13 years. In 2013 he started working as Assistant to Managing Partner, Tony Montalvo, as the Contracting and Licensing person for the San Diego General Office. John received his masters in Telecommunication System Resources from National University and his bachelor’s degree in Management with a minor in English from San Diego State University.

John and Mary Calabria will be celebrating 17 years of marriage in January 2018. John has one daughter, Brittany and two step-children Mike and Chrissy, as well as three step-grandchildren. He enjoys spending the time with family, especially during the Holiday season.

 

* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

^New York Life Insurance Company Sales Production Achievement.

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