Companies We Represent

Our Partners

We have strategic relationships that enable us to fulfill our client’s product and service needs at the highest level. We provide clients access to the specialized knowledge, financial products and investment tools that their success has earned.

GuardianINGAXAMutual of OmahaJohn HancockTransamericaGenworth FinancialMetlifeAllianz LifeOhio National

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  • Testimonial

    "I have worked with Roy in many capacities; on marketing team of his (restaurant) Leila, as the event planner for the grand opening of L'Opera Brasserie, and as a student. Roy is extremely professional and his ability to truly listen and pay attention to those he meets has granted him and continues to grant him rare insight into a situation and/or a person. Fuse that insight with his expertise and experience and the result is a man who can deliver/generate results / negotiate, and / or fulfill a project with the upmost integrity, empathy, and success."

    January 11, 2010
    Alexis Posada