Shaw Merges Practice with Sitzmann Morris & Lavis

September 22, 2004

Sitzmann Morris & Lavis (SML), an independent based insurance advisory firm in Northern California, announced that Steve Shaw, formerly president of Lafayette Square Insurance Services, has merged his practice into SML. Shaw will remain partnered with SML and continue to be actively involved with all his clients.

“Steve Shaw is an old friend and one of the truly successful insurance executives in the business,” said Gary Sitzmann, Chairman and CEO. “He is a leader in our industry, having served as President of the National Association of Insurance and Financial Advisors and the founding Chair of the Life and Health Insurance Foundation for Education (LIFE). He has been a tremendous advocate for his clients since entering the insurance business in 1964 while attending UC Berkeley. We are thrilled to have him and his clients join our team. We feel the partnership will carry on a long tradition of outstanding client relations and service.”

Shaw believes the merger will not only give his clients access to SML proprietary insurance products and sophisticated administrative services, including the SML Benefit Center, but will assure perpetuity of the high level of service required in today’s complex and changing insurance environment.

Founded in 1965, Sitzmann Morris & Lavis, Inc. (SML) is an independent based, California insurance advisory firm headquartered in Oakland.

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