Our Mission Statement

We strive to protect your livelihood by screening policy details, recommending coverage where it is needed, and being your support and advocate when claims arise. We write and maintain your policies’ protection at the optimal choice of limits and endorsements to guard your assets if tragedy strikes. Our team of financial advisers not only protect your assets, we can help to build them as well!

Meet our team of insurance and financial professionals!

Carla Ramirez

Insurance & Financial Adviser, CEO

Maria Padilla

Personal Insurance & Financial Adviser, Manager

ori maouda

Insurance & Financial Adviser, Claims Manager

Carolina salazar

Commercial Insurance Adviser

Yi Lan Chan

Commercial Insurance Adviser, Manager

Aldo silva

Personal Insurance Adviser

Yesenia Casillas

Senior Customer Service Advocate

Aaron Estrada

Personal Customer Service Advocate

Briana Schmidt

Commercial Customer Service Advocate

giovanna Didomenico

Operations & Customer Service Advocate