Our Team

Firm Resources

Our Administrative Support Staff allows our firm to provide:

  • Knowledgeable customer service
  • Live Interaction with a case manager who is familiar with the client (no automated phone trees)
  • Prompt thorough attention to plan sponosor and participant needs
  • Bi-lingual assistance by qualified service staff




 Stephen P. Lozano, QPFC

Since 2002 Stephen has provided individuals, small business owners and corporations with their investment and insurance needs focusing on retirement and risk management issues. Stephen is the founder of SL Financial Group, a comprehensive Insurance and Financial services firm. Prior to starting SL Financial Group Stephen spent 11 years helping Multi-Billion dollar companies with their Global Expansion.  In 2012 Stephen was responsible for building the partnership with SL Financial Group and Stark Miller Financial Benefits Group (www.starkmillerfbg.com).

Stephen is a Graduate of Fresno State University where he obtained his Bachelors degree in Finance.




Bruce A. Miller, CLU, CHFC

Bruce A.Miller has dedicated more than forty years to assisting corporate and individual clients with their financial goals and needs.




Marc Larhette, CFP®, CEBS, AIF

Marc has 20 years of experience in group retirement plans and has worked with virtually every type of plan, both Defined Contribution and Defined Benefit, over his Career.




Aaron Kennedy, CFS

Aaron has established history of working closely with business owners in the areas of employee benefits, qualified retirement plans and succession planning.  Aaron is an Investment Advisor Representative.




Jason Pera, CFP®

Jason is a CERTIFIED FINANCIAL PLANNER who conducts investment reviews for the firms's qualified plan clients, presents at enrollment meetings, and runs on-going employee education seminars.  He also actively works with employee planning and their retirement income goals.           




Karin Alvarado, CFS

Karin is a Financial Advisor fluent in both English and Spanish with over 12 years of experience specializing in qualified group retirement plans and employee benefits.  She has dedicated her career to assisting clients with their financial goals and needs.