Maxwell Schmitz, MSFS, Senior Advisor
Our new president (but 12-years-and-counting in-house DI product specialist), Max has written The Disability Survival Kit: An Infographic Roadmap to Understanding Your Income Options, co-authored The Questions and Answers on Disability Insurance Workbook, and been a frequent speaker at industry events digitally and in-person. Max earned his Master’s degree in Financial Services through the American College and in his spare time enjoys the great midwestern outdoors with his growing family, usually while musing about future industry trends.
Emma Schmitz, Content Marketing Director
First a writer and then a marketer, Emma develops and distributes most of our messaging and visual identity, as well as performs some of the backend administrative/technical tasks for Yetworth. Working from home in Truckee, CA, she serves on the Friends of the Library board and lives with her dogs and homestead partner, Branden. Emma earned a degree in Creative Writing from UC Santa Cruz and enjoys nerding out about beer and contemporary literature.
Patrick Lim, New Business Director
Since 2012, Patrick, has been supporting our advisor force in all kinds of ways, from providing proposals, forms, and marketing materials to coming up with new ideas to help advisors better understand everchanging DI and LTC products. He is now our primary case manager for all products. Patrick received a BA in International Studies from UC San Diego, and he enjoys running and experiencing the latest culinary trends at home with his wife and daughter.
Laura Lalonde, In-Force Business Director
Laura is the first voice you’ll hear when calling Yetworth. She helps incoming callers find the right resources for case inquiries, sends carrier correspondence to our agents, and is our primary in-force business contact. Laura is a long-time contributor to the Giant Steps Therapeutic Equestrian Center in Petaluma, holds a BFA from University of SF Academy of Arts, and is a ray of light to those around her.
Jack Schmitz, CLU, ChFC, CASL, Executive Director
Jack served as Yetworth’s (formerly known as Bay Area Disability, then DI & LTC) president for over thirty years with his wife, Diana, our previous vice president. Jack received his CLU, ChFC, and CASL from the American College, was the 2015 recipient of the International DI Society W. Harold Petersen Lifetime Achievement Award, has led several local financial associations, and is a past president of The Plus Group. He likes to hike, paddle board, and spend time with friends and family over good wine and food.