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 on several occasions and I am always impressed by his business savvy. Many businesses have improved their practices, workplace, and their bottom line under his tutelage. Thank you Roy!"

    March 4, 2009
    Danielle Major