Client Service Manager | Office Manager
Angelena Madrid joined Asset Retention Insurance Services in February 2012. She has many years of experience in policyholder service as well as office and staff management.
As the Client Service Manager/Office Manager, Angelena wears many hats daily. She is responsible for handling service requests pertaining to the existing client base. She is completely involved in our staff management, database management, and client appointment preparation. In conjunction with all of this, she often meets with many of our clients to help with their annual reviews and allocation changes.
Angelena is licensed as a Life, Accident and Health Agent, so she is able to efficiently assist our clientele with all of their policyholder service related questions and needs.
Born and raised in Orange County, Angelena currently resides in Lake Forest. In her free time, she enjoys staying active, whether that be hiking, a trip to the beach or a day trip to her neighboring counties to enjoy our beautiful California weather. She loves to read and of course spend lots of quality time with her family and friends.
Client Service Associate
As our Client Service Associate, Lauren Siers has a wonderful way of making everyone feel welcome when they enter the office.
Lauren is also licensed as a Life, Accident and Health Agent to better serve you. She is responsible for assisting current clients with service requests, appointment preparation, data entry, as well as keeping the office organized and running efficiently.
Lauren has a Bachelor of Science degree in Business with an emphasis in Marketing and a minor in French Studies from California State University, Long Beach. Recently moved to Orange County, Lauren grew up in a small suburb of Chicago and spent three years living in Brussels, Belgium, with her family before moving out to California in 2008. She loves living in Orange County with her boyfriend, Chris, and their two dogs, Izabelle and Dakota. In her free time, she enjoys cooking and will always have a passion for dance.
Director of Finance
Po Bender has worked with Asset Retention since 2005 and has played a pivotal role in its success. She is originally from Georgia but moved here in 1998 to pursue her dream of being a pairs’ figure skater. She went on to compete in three U.S. National Figure Skating Championships in 1999, 2000 and 2001.
Upon meeting her husband, Troy, she quickly saw the value and the benefits that Asset Retention brought their clients. Further, having been around parents who started and ran a small family business, she always knew it was her hope to follow in their footsteps, and by joining the Asset Retention team, she accomplished just that!
Although Po has served in many different capacities at Asset Retention, she is currently the Director of Finance. Her responsibilities include handling payroll, managing expenses, and bookkeeping. She is also very creative in developmental ideas and writes the 7th page of the newsletter published every 2 months, titled, “Po’s Posts” that our clients receive bi-monthly.
Po has the honor of being the mother of two amazing children, Wyatt and Sawyer. She enjoys spending quality time with her family and friends, dancing and going out for the occasional skate.
Director of Marketing
Tonya is our Marketing and Event Coordinator. She enjoys communicating the value of Asset Retention and how our services have helped hundreds of people. She joins Asset Retention with many years of Marketing/Event & Public Relations experience. Tonya also has a real estate license, mortgage originator license and a notary public license.
Tonya assists with the event coordination of each of our monthly Financial Retirement Workshops. When you want to bring a friend, neighbor or business colleague to an event, please ask for Tonya. She will be happy to help you. Tonya also is key to orchestrating our special Client Appreciation events such as our annual Cooking events, Thanksgiving festivities, unique Holiday parties, and yearly Ambassador events for clients who refer us to their friends, neighbors and family. Tonya is also your go-to when you want Troy to speak to a club that you belong to. She ensures that both our clients and guests truly benefit, and they enjoy their experience.
Tonya was born and raised in Northern California and moved to Orange County in 2002. In her spare time, she enjoys traveling, cooking and reading. She loves spending quality time with family and close friends.
is our Office Assistant and comes to us with many years of Customer Service and Office experience, including a heavy background in Calendar Management and Reception duties.
As the Office Assistant & Receptionist, she helps in many capacities. She is usually the first person to greet you when you walk through the door and the last one to see you off and wish you a great day. Her efforts and professionalism go a long way in not only assisting Troy during appointments but also assisting the whole office run more efficiently.
Isela grew up in beautiful Orange County and has lived in Anaheim her whole life. She is working towards expanding her knowledge by taking business related classes at her local community college. She is passionate about traveling and loves to explore different parts of California on the weekends. In her free time, Isela enjoys taking her dogs, Beau and Bella, to the beach and spending time with her family.
Contact us at firstname.lastname@example.org or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.