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 Mr. Assad in several different capacities. He is not only a tremendous businessman with a quick and creative mind; but a true diplomat and master facillitator. When a situation between parties seems impossible to resolve, Mr. Assad takes on the challenges and finds reasonable solutions for all parties. He handles all business with complete honesty and integrity and follows through on all commitments. It is a true honor to work with him."

    December 27, 2007
    Melissa Wohlust