Partners
Team Members
Leadership
Don Morris joined Sitzmann Morris and Lavis in 1983 and became a partner in 1987. Don, along with his partners, acquired the Life Insurance division from Brown and Brown in 2020 and formed Sitzmann Morris and Boyle Insurance Agency (SMB) with his longtime partner, Daphne Boyle. In July 2021 SMB announced the retirement of Gary Sitzmann, CLU® from SMB. Simultaneously in 2021, Don and Daphne changed the name to Morris Boyle Insurance Agency and combined their firm with The Alera Group (www.aleragroup.com) to better serve their clients and advisors.
Don’s practice specializes in assisting ultra-high net worth individuals and their families in keeping their estates intact that they have worked their entire lifetime to build. His 44 years in the Life Insurance industry have made him a trusted advisor to affluent families and he has maintained relationships with those families from generation to generation. Don believes in the Wisdom of We®, the idea that the planning process should be a collaborative one between the client and their advisor team.
Don continues to actively educate himself in new products and methods and is considered a subject matter expert in estate planning funding utilizing life insurance products, business continuity strategies, and disability income insurance. He has received awards and recognition from various industry groups, and he has been a featured main platform speaker on life insurance at many industry events.
His industry affiliations include:
Don earned a Political Science degree from the University of California at Berkeley in 1982 where he met his wife, Kathy. They reside in Belvedere, California and enjoy spending time with their daughters Sophie & Madeline. Don is a supporter of Bay Area community charities including the Oakland Boy’s & Girl’s Club of America and Bay Area Lyme Foundation. In his free time, he enjoys playing golf with his friends and clients around the country.
License and Registrations: California Life and Health License, FINRA Series 6, 22 and 63 securities registrations, CA Insurance License #0628292, Chartered Life Underwriter®
For more than three decades, Daphne Boyle has dedicated her career to serving ultra-high-net-worth, multi-generational families as a trusted steward of enduring wealth.
As Co-Owner and Senior Partner of Morris & Boyle Insurance Agency, Daphne works closely with families, family offices, and their advisory teams to design, implement, and oversee complex insurance structures that provide estate liquidity, protect closely held enterprises, support philanthropic intent, and reinforce long-term wealth continuity.
Her approach brings clarity and discipline to succession planning and evolving tax environments, ensuring that each strategy aligns with a family’s broader governance framework and long-term objectives. The relationships she advises often span multiple generations — reflecting a practice built on trust, thoughtful collaboration, and enduring partnership.
Daphne is a member of M Financial Group and serves on the Board of Finseca. She is a Former Qualifying Member of the Million Dollar Round Table (MDRT) and holds the CLTC® and CEPA® designations.
Based in Northern California, Daphne enjoys gardening, traveling, and spending time with family — often accompanied by her beloved French Bulldog. She actively supports the ALS TDI Foundation, the American Cancer Society, The Kelly Brush Foundation, and the Boys & Girls Clubs of America.
“Structuring, implementing, and managing insurance portfolios is the foundation of our work — but enduring impact is achieved when families and their advisors align with clarity and intention.
That belief is the essence of The Wisdom of We®.”
Licenses & Registrations: California Life and Health License (CA Insurance License #0B49885) FINRA Series 6 and 63 securities registrations
Kevin joined MB in 2001 and has 25 years of experience in the Life and Health industry. His responsibilities include collecting illustrations and information from life insurance carriers, preparation of client reports and annual reviews, and performing account audits. Kevin has an exceptional knowledge of Life Insurance, Long Term Care, Annuity and Disability products.
Kevin lives in the South Bay with his wife and teenage sons. He enjoys spending time with his boys and camping with the family.
Licenses and Certifications: California Life and Health License, FINRA Series 6 and 63 securities registrations, CA Insurance License #0C05888
Scott joined MB in 2018 as a Case Design Analyst and applies his background in Underwriting to help with the product selection process. He is involved in all aspects of case management, including life insurance marketplace analysis, policy analysis, and the product selection process.
Scott double majored and earned his Bachelor of Arts in Finance and Marketing from the University of San Diego. He is a former collegiate football player and avid sportsman.
Licenses and Certifications: California Life and Health License, CA Insurance License #0N02314, Chartered Financial Consultant®, Chartered Life Underwriter®
Sabiha joined MB in March 2022 and has since grown into the role of Client Service Representative. In her role, she provides comprehensive policy and operational support for Daphne Boyle’s team by managing service requests, coordinating with carriers, tracking premiums, and assisting with reporting and administrative needs.
Sabiha relocated to the United States in 2018 from Bangladesh, where she earned a master’s degree in English Literature. Her academic background and attention to detail support her client-focused approach and strong communication skills.
In her personal time, Sabiha enjoys discovering new destinations, hiking, and reading. She shares a love of art, architecture, and interior design with her architect spouse and enjoys exploring these interests together with their young son.
Melanie joined MB in early 2019 as a Client Service Associate and quickly took on additional responsibilities in marketing and database management. She also supports the executive team in all areas of operations and manages the SOP workflows for all departments. Melanie has over 20 years of experience in database management and marketing communications.
Melanie began her career in the tech sector and brings to MB a wealth of technical knowledge which she uses to better serve our clients and company. Melanie earned her Bachelor of Arts in International Marketing from Richmond, The American International University in London. She is a Bay Area native and resides in Oakland with her husband and young children. She is an avid hiker, camper, and gardener; and can usually be found enjoying the outdoors with her friends and family.
Nicole joined MB in 2019 as a Client Service Associate and swiftly integrated responsibilities of contracting, licensing, and areas of compliance for the firm. Nicole handles policy service matters including split-dollar administration, policy changes, annual reviews, and various reports. She also monitors and tracks our carrier contracts, state licensing, and compliance.
Nicole is a Bay Area native who graduated with a degree in Sociology with minors in Business and Psychology from Northern Arizona University. She enjoys hiking, watching football, and spending time with family and friends.
Licenses and Certifications: California Life and Health License, CA Insurance License #4055102, FMLI Level 1 Certificate
Angelica joined MB in 2020, bringing with her 23 years of industry experience, including more than 15 years in the life insurance field. She puts this expertise to work each day by managing the underwriting process for MB and our valued clients. Angelica oversees all aspects of the new business process by coordinating its many moving parts to achieve the best possible outcomes while maintaining our strong client, carrier, and vendor relationships.
After returning to beautiful Northern Idaho to be closer to family, Angelica now enjoys raising chickens, gardening, and finding ways to build her homesteading skills—or just simply crafting something awesome. Angelica finds her greatest joy in caring for her large fur family, spending time with her close-knit extended family, and planning a trip to her ancestral Scotland.
Licenses and Certifications: FMLI Level 1 Certificate
Roseanna has 45 years in the Life Insurance Industry. She began her career with Philadelphia Life and then Manulife before joining Sitzmann Morris & Lavis. In the 35 years that she has been with Sitzmann Morris & Lavis, she has held almost every position–Director of the Life Department, IT, HR, Accounting, Marketing / Case design, Underwriting and EA to Gary Sitzmann. She joined MB 6 years ago and is responsible for day-to-day operations at MB and continues to be the EA to Gary Sitzmann. Over the years she has achieved the designations of Chartered Life Underwriter® (CLU®) and the Fellow, Life Management Institute® (FLMI®).
Roseanna resides in Hercules, CA and enjoys spending time with her husband and kids. She sometimes can be found at the family Café in San Francisco on the weekends.
Licenses and Certifications: California Life and Health License, CA Insurance License #0671840, Fellow, Life Management Institute®, Chartered Life Underwriter®
Don Morris joined Sitzmann Morris and Lavis in 1983 and became a partner in 1987. Don, along with his partners, acquired the Life Insurance division from Brown and Brown in 2020 and formed Sitzmann Morris and Boyle Insurance Agency (SMB) with his longtime partner, Daphne Boyle. In July 2021 SMB announced the retirement of Gary Sitzmann, CLU® from SMB. Simultaneously in 2021, Don and Daphne changed the name to Morris Boyle Insurance Agency and combined their firm with The Alera Group (www.aleragroup.com) to better serve their clients and advisors.
Don’s practice specializes in assisting ultra-high net worth individuals and their families in keeping their estates intact that they have worked their entire lifetime to build. His 44 years in the Life Insurance industry have made him a trusted advisor to affluent families and he has maintained relationships with those families from generation to generation. Don believes in the Wisdom of We®, the idea that the planning process should be a collaborative one between the client and their advisor team.
Don continues to actively educate himself in new products and methods and is considered a subject matter expert in estate planning funding utilizing life insurance products, business continuity strategies, and disability income insurance. He has received awards and recognition from various industry groups, and he has been a featured main platform speaker on life insurance at many industry events.
His industry affiliations include:
Don earned a Political Science degree from the University of California at Berkeley in 1982 where he met his wife, Kathy. They reside in Belvedere, California and enjoy spending time with their daughters Sophie & Madeline. Don is a supporter of Bay Area community charities including the Oakland Boy’s & Girl’s Club of America and Bay Area Lyme Foundation. In his free time, he enjoys playing golf with his friends and clients around the country.
License and Registrations: California Life and Health License, FINRA Series 6, 22 and 63 securities registrations, CA Insurance License #0628292, Chartered Life Underwriter®
For more than three decades, Daphne Boyle has dedicated her career to serving ultra-high-net-worth, multi-generational families as a trusted steward of enduring wealth.
As Co-Owner and Senior Partner of Morris & Boyle Insurance Agency, Daphne works closely with families, family offices, and their advisory teams to design, implement, and oversee complex insurance structures that provide estate liquidity, protect closely held enterprises, support philanthropic intent, and reinforce long-term wealth continuity.
Her approach brings clarity and discipline to succession planning and evolving tax environments, ensuring that each strategy aligns with a family’s broader governance framework and long-term objectives. The relationships she advises often span multiple generations — reflecting a practice built on trust, thoughtful collaboration, and enduring partnership.
Daphne is a member of M Financial Group and serves on the Board of Finseca. She is a Former Qualifying Member of the Million Dollar Round Table (MDRT) and holds the CLTC® and CEPA® designations.
Based in Northern California, Daphne enjoys gardening, traveling, and spending time with family — often accompanied by her beloved French Bulldog. She actively supports the ALS TDI Foundation, the American Cancer Society, The Kelly Brush Foundation, and the Boys & Girls Clubs of America.
“Structuring, implementing, and managing insurance portfolios is the foundation of our work — but enduring impact is achieved when families and their advisors align with clarity and intention.
That belief is the essence of The Wisdom of We®.”
Licenses & Registrations: California Life and Health License (CA Insurance License #0B49885) FINRA Series 6 and 63 securities registrations
Kevin joined MB in 2001 and has 25 years of experience in the Life and Health industry. His responsibilities include collecting illustrations and information from life insurance carriers, preparation of client reports and annual reviews, and performing account audits. Kevin has an exceptional knowledge of Life Insurance, Long Term Care, Annuity and Disability products.
Kevin lives in the South Bay with his wife and teenage sons. He enjoys spending time with his boys and camping with the family.
Licenses and Certifications: California Life and Health License, FINRA Series 6 and 63 securities registrations, CA Insurance License #0C05888
Scott joined MB in 2018 as a Case Design Analyst and applies his background in Underwriting to help with the product selection process. He is involved in all aspects of case management, including life insurance marketplace analysis, policy analysis, and the product selection process.
Scott double majored and earned his Bachelor of Arts in Finance and Marketing from the University of San Diego. He is a former collegiate football player and avid sportsman.
Licenses and Certifications: California Life and Health License, CA Insurance License #0N02314, Chartered Financial Consultant®, Chartered Life Underwriter®
Sabiha joined MB in March 2022 and has since grown into the role of Client Service Representative. In her role, she provides comprehensive policy and operational support for Daphne Boyle’s team by managing service requests, coordinating with carriers, tracking premiums, and assisting with reporting and administrative needs.
Sabiha relocated to the United States in 2018 from Bangladesh, where she earned a master’s degree in English Literature. Her academic background and attention to detail support her client-focused approach and strong communication skills.
In her personal time, Sabiha enjoys discovering new destinations, hiking, and reading. She shares a love of art, architecture, and interior design with her architect spouse and enjoys exploring these interests together with their young son.
Melanie joined MB in early 2019 as a Client Service Associate and quickly took on additional responsibilities in marketing and database management. She also supports the executive team in all areas of operations and manages the SOP workflows for all departments. Melanie has over 20 years of experience in database management and marketing communications.
Melanie began her career in the tech sector and brings to MB a wealth of technical knowledge which she uses to better serve our clients and company. Melanie earned her Bachelor of Arts in International Marketing from Richmond, The American International University in London. She is a Bay Area native and resides in Oakland with her husband and young children. She is an avid hiker, camper, and gardener; and can usually be found enjoying the outdoors with her friends and family.
Nicole joined MB in 2019 as a Client Service Associate and swiftly integrated responsibilities of contracting, licensing, and areas of compliance for the firm. Nicole handles policy service matters including split-dollar administration, policy changes, annual reviews, and various reports. She also monitors and tracks our carrier contracts, state licensing, and compliance.
Nicole is a Bay Area native who graduated with a degree in Sociology with minors in Business and Psychology from Northern Arizona University. She enjoys hiking, watching football, and spending time with family and friends.
Licenses and Certifications: California Life and Health License, CA Insurance License #4055102, FMLI Level 1 Certificate
Angelica joined MB in 2020, bringing with her 23 years of industry experience, including more than 15 years in the life insurance field. She puts this expertise to work each day by managing the underwriting process for MB and our valued clients. Angelica oversees all aspects of the new business process by coordinating its many moving parts to achieve the best possible outcomes while maintaining our strong client, carrier, and vendor relationships.
After returning to beautiful Northern Idaho to be closer to family, Angelica now enjoys raising chickens, gardening, and finding ways to build her homesteading skills—or just simply crafting something awesome. Angelica finds her greatest joy in caring for her large fur family, spending time with her close-knit extended family, and planning a trip to her ancestral Scotland.
Licenses and Certifications: FMLI Level 1 Certificate
Roseanna has 45 years in the Life Insurance Industry. She began her career with Philadelphia Life and then Manulife before joining Sitzmann Morris & Lavis. In the 35 years that she has been with Sitzmann Morris & Lavis, she has held almost every position–Director of the Life Department, IT, HR, Accounting, Marketing / Case design, Underwriting and EA to Gary Sitzmann. She joined MB 6 years ago and is responsible for day-to-day operations at MB and continues to be the EA to Gary Sitzmann. Over the years she has achieved the designations of Chartered Life Underwriter® (CLU®) and the Fellow, Life Management Institute® (FLMI®).
Roseanna resides in Hercules, CA and enjoys spending time with her husband and kids. She sometimes can be found at the family Café in San Francisco on the weekends.
Licenses and Certifications: California Life and Health License, CA Insurance License #0671840, Fellow, Life Management Institute®, Chartered Life Underwriter®