Meet Our Team

“We must all suffer from one of two pains: the pain of discipline or the pain of regret.
The difference is discipline weighs ounces while regret weighs tons”

Photo of the team at a NYL event

Frank Jimenez

CEO and Founder

Frank Jimenez is the proud CEO and founder of Arbor Wealth Strategies and Insurance Solutions, which was formerly known as Jimenez Financial. He has a work ethic that is unparalleled. Frank has impressively grown his business by leaps and bounds as he is a firm believer in hard work. Frank saw exponential growth in his business of over 200% in 2019 by working diligently, tirelessly and by taking the utmost care with every client he meets. He has a genuine concern and desire to impact every family in a positive way and creating a better financial future for them. His clientele varies from Doctors, Lawyers, Executives, Law Enforcement officers and Firemen to young families. Frank prides himself on treating every client like they are family and firmly believes in putting their needs above anything else. He conducts business with the highest level of integrity and honesty as his passion for helping people has been the foundation for his “holistic and customized approach”. Frank finds it very rewarding to see many of his clients turn into lifelong friends.

Read More

Frank has over 10 years of experience in the investment and insurance industry. Starting out as a young newbie in the industry to becoming the Agent of the Year in 2019 for the Southern California General Office. He is a firm believer in personal excellence and personal development which he attributes to his success. Frank is a member of the Million Dollar Round Table* (MDRT) and belongs to a study group of top advisors. He has accomplished Chairman’s Council** of top advisors and has been invited to speak at the Executive Council in Washington in 2019, where he shared his journey of success. Frank believes in giving back and has done so by guest speaking at engagements for local organizations and fundraisers. He is a contributor to Ferreiras Legales & Womens Empowerment here in his hometown of Downey, an organization dear to his heart as he is the father of 3 beautiful little girls.

When Frank is not working, he is enjoying his number one passion, spending time with his beautiful wife Jennifer and their 3 girls. He stays active playing in Downey basketball and volleyball leagues. He attends church service at Our Lady of Perpetual Hope in Downey where he is an Lector and Eucharistic Minister. Even in his off-time Frank enjoys learning and implementing all he uncovers with his personal development and uses this to propel his team to success, both personally and in their careers.

*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.

**Council is an annual company recognition program based on agent production from July 1- June 30.

Ally Jackson Headshot

Ally Jackson

Office Manager/COO

Ally Jackson is a proud team member of Arbor Wealth Strategies and Insurance Solutions where she assertively leads the team as the Office Manager. She drives all operations as well as provides administrative and sales support. Based on this, she is fondly referred to as "The Office Mom." Ally thrives on encouraging the team as well as pushing them to achieve their goals individually as well as collectively. Her passion is to help people and to deepen relationships. She takes pride in assisting every client with respect, integrity and the utmost personal care. Ally believes in partnering with every client and thoroughly communicating every step of the process, ensuring their trust and confidence. She lives by the motto; "People will never forget how you made them feel."

Read More

Ally possesses her Insurance and Securities licenses. She has over 10 years in the financial services industry, 9 of which were with JP Morgan meeting the needs of the most affluent cliental. She has over 20 years of sales experience and is grateful for the clients who have trusted her enough to follow her. Ally believes the key to success is treating people how you would like to be treated, incorporating the key components of trust and honesty to genuinely cultivate lifelong relationships. There is no greater compliment than the trust of a referral.

When Ally is not busy at Arbor Wealth, she enjoys time with her family. She is the proud wife of a retired 30-year Law Enforcement Officer and mother to 3 amazing kids and is anxiously awaiting grandbabies. She is also the caregiver for her 88-year-old father. Aside from a busy work and home life, Ally enjoys reading books, working out with her husband, playing with her Great Dane and the occasional weekend trip in their RV.

Sergio Rubio Headshot

Sergio Rubio

Assistant

Sergio Rubio is a proud member of the Arbor Wealth Strategies and Insurance Solutions family. He enjoys being able to take a supporting role in keeping the business running smoothly as an Assistant, ultimately helping the Arbor team to make a positive impact in more people’s financial well-being. He plays an active role in ensuring a successful transaction from start to finish. Sergio takes his position very serious and remembers the importance of a smile, knowing he is the first face the clients see. He brings a fun and joyful spirit to the office daily and is always eager to lend a helping hand.

He is a Downey native and has grown up participating in the city’s youth sport leagues and attending the local schools. He is striving to own and operate his own business serving, supporting, and challenging the people in his community to improve upon themselves. Prior to joining the team, Sergio found he enjoys improving upon yesterday and watching other people do the same. This led to him finding the like-minded, highly motivated founder of Arbor Wealth. Sergio is a sponge and so eager to continue to learn. He enjoys the positive environment he works in and continues to work on his personal development with his team.

 

Dan Pagliaroli Headshot

Dan Pagliaroli

Agent, New York Life Insurance Company/Financial Services Professional for NYLIFE Securities LLC

Dan Pagliaroli has been with Arbor Wealth since 2019. He works with a wide variety of clients including business owners, young professionals, and families to help create their ideal financial strategies based on individual needs and goals. Whether purchasing a first home, financing a child’s college education or preparing for retirement, Dan specializes in developing a tailored approach to each client’s circumstances by recommending strategies and products and services when needed.

Before joining the Arbor team, Dan earned a BA from Northeastern University in Boston, MA and spent 10 years in the television production industry. This journey took him from The Daily Show with Jon Stewart to The Late show with David Letterman, ESPN, and Fox Sports. Away from the office Dan really enjoys an active lifestyle including running, playing hockey, and the occasional underwhelming round of golf.

 

Christopher Jimenez Headshot

Christopher Jimenez

Agent, New York Life Insurance Company

Christopher Jimenez is a proud to be an Agent with Arbor Wealth Strategies and Insurance Solutions. His financial expertise gives him the ability to work with a variety of clients which include business owners, executives, and young families. Christopher takes a holistic approach when it comes to financial prepardness making sure his clients prepare for the future, but also advising his clients to enjoy life and to spend some of their hard-earned money. He follows a process that includes learning everything about his clients. Such as getting their full financial picture. Uncovering their goals, their concerns, and risk tolerance so he can make recommendations based on their specific financial goals. Finally, Christopher prides himself on doing what is best for his clients as he treats each person the same as if they were his own parents or even his best friends sitting in front of him.

Read More

Prior to becoming an agent and joining the Arbor Wealth family, Christopher always knew that being in customer service would always be his landing spot because of his deep passion to help people. Christopher has made his living offering essential services to his clientele.

When not working, Christopher enjoys serving the community as a member of the OLPH church where he assists as a Eucharistic minister and a Lector. He enjoys spending time with his wife Monica, their two sons, Christopher Jr, and Alejandro.

Gloria D. Martinez Headshot

Gloria D. Martinez

Agent, New York Life Insurance Company

Gloria D. Martinez is a proud team member at Arbor Wealth Strategies and Insurance Solutions. She provides great value to her clients by helping them plan ahead for their short-term needs and long-term goals. Her clients come from all walks of life, including young professionals, educators, business owners, and families. Gloria finds fulfillment in not only designing strategies but educating her clients on taking control of their finances and guiding them through every step of the process. She takes special care to ensure that she understands the needs of every client and tailors a personalized recommendation that is aligned with their goals; whether it'd be protecting their standard of living, securing their future, or just making sure their day-to-day expenses are covered. Her commitment to the financial well-being of those she works with, allows her to establish and develop more dedicated and meaningful relationships.

Read More

Gloria grew up in a Southeast LA underprivileged community and was raised by tireless immigrant small business owners. Through their vigorous work ethic and determination, they cultivated her character with integrity, diligence, and perseverance.

From a young age she developed a love for learning making her a consistent top student throughout her academic career, leading her to study Biology at one of the top institutions in the nation, Amherst College. Following her studies she joined the e-commerce industry where she gained 10+ years of experience in client relations and 5+ years in operations management as well as sales support.

Her draw into finance surfaced from a realization that financial literacy was lacking in her own upbringing and her community. Inspired to be a resource for her community and help spread financial awareness, she redirected her career trajectory into the financial services industry.

Gloria is a proud mother who loves exploring nature hikes and has a heart for creativity. She enjoys volunteering and serving as a board member of Budding Artists, a non-profit organization based in city of Lynwood, CA. Occasionally you can find her performing original spoken word poetry at local open mics or admiring works of art at local art exhibits. 

Suzi Tyler Headshot

Suzi Tyler

Agent, New York Life Insurance Company

Suzi Tyler started her career with New York Life in 2018, recently planting roots with the Arbor Wealth Strategies and Insurance Solutions. She specializes in creating lifelong relationships with her clients, ensuring their goals are her own. Backed by a strong company that enables her to offer a well-rounded line of products. She can help meet a number of insurance and financial needs; Including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. She is a clever optimist with a great eye for detail. Suzi is very passionate about enabling young families prepare early for their future financial freedom, she truly does believe in the happily ever after. 

Read More

Suzi always enjoys having her hand in the creation of smiles. She ran a small custom desserts company while working a day job in the tech industry for over 15 years. She has been on the teams of many startups all the way to well-known companies like Apple. Suzi has led sales teams through integrity and empathy and is known for taking each task beyond completion; driving results greater than ever imagined. . 

Suzi enjoys keeping herself busy, when she is not at work; she is focusing her time with her family on making the world a better place. She enjoys volunteering with multiple organizations, from raising thousands of dollars while competing in the Lavaman triathlon, to making cakes for children impacted by cancer. She has two girls who have taken after their mom-thriving in High School while being creative and big hearted. Then to put a cherry on top- a wonderful Guy supporting and loving them all.

Frank winning Agent of the year Photo