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Learn About Our Team

ROGER YUAN
Owner and Founder

Roger Yuan is the owner and founder of Yuan Insurance. He has 25 years of experience in the insurance industry. Roger graduated Tulane University with a PHD in Economics.

LILY YUAN
Office Manager

Lily Yuan is our office manager. She wears many hats including human resources, tech support, marketing.

Maggie Liang
Assistant Office Manager, Senior Accountant; Business Retention Specialist

Maggie as an accountant, tracks daily transactions, checks renewals, cancellations; She also takes care of VIP lists, identifies and resolve any potential problems of office operations.

Fred Ha
Senior Business Partner and Insurance Producer

Fred Ha speaks Chinese, Cantonese, Vietnamese, and English. He brings over 20 years of experience in Life and Annuities as well as commercial, home, and auto.

Amy Zhang
Business Manager and Production Supervisor

Amy is our new business productions supervisor, she is constantly monitoring market trend and changing insurance products. She helps our clients identifying their needed coverage and provides competitive quotes.

Sally Li
Business Partner and Senior Insurance Producer

Sally speaks Chinese and English. She brings over 10 years of experience in Life and Annuities as well as commercial, home, and auto.

Susan Wu
Senior Insurance Producer

Susan is our senior business producer. She understands our clients’ needs and provides them with most appropriate and competitive insurance coverage.

Kevin Zhang
Commercial Production and Retentions Specialist

Kevin is responsible for collecting customer data, update database, Interpret data and he is also responsible for commercial insurance productions and retentions and office IT problems.

Ruby Jiao
Customer Service Specialist, Life and Health Insurance Producer

Ruby is our customer service specialist. She helps our clients by taking payments, processing changes, and providing ID cards. She also helps our clients with their Life insurance and Health Insurance needs

Amber Chen
Senior Insurance Producer

She is experienced and willing go extra miles to help our clients obtain most proper and competitive coverage; She also can help with our clients with their Life insurance and Health Insurance needs.

Patrick Li
Customer Service Specialist and Producer Assistant

Patrick is our customer service specialist. He helps our clients by taking payments, processing changes, and providing ID cards. He also provides certain helps with our Producers.

Emily Xu
Customer Service Specialist and Accounting Assistant