Roger Romero is one of Greyhawk's standout Producers and AVPs.

Raised in a household where health and wellness were paramount, he initially pursued a career in personal training, deeply influenced by his mother's dedication to marathon running and holistic living.

While health and fitness remained integral to his lifestyle, his professional trajectory took an unexpected turn during college when he embarked on an internship at Farmers Insurance. Under the guidance of a mentor, he gained invaluable insight into the corporate world and discovered a newfound passion for the insurance industry.

Driven by a desire to learn and succeed, he obtained his license and delved into the intricacies of insurance, specializing in serving high-net-worth individuals and businesses. Over nearly a decade with Farmers, he cultivated expertise in sectors such as law firms, dental offices, and restaurants, where comprehensive coverage and risk management were paramount.

As the insurance landscape evolved, presenting new challenges and opportunities, he remained adaptable and forward-thinking. Recognizing the potential of the broker world, he expanded his horizons, exploring new markets and specialties. In 2023, amid unprecedented industry volatility, he made the bold decision to join Greyhawk, drawn by the agency's innovative approach and supportive culture.

Despite initial hurdles and a significant commute, his dedication and resilience have yielded remarkable results. Now an integral part of the Greyhawk family, he thrives in an environment that values Integrity, Culture, Technology and forward motion. Roger's success at Greyhawk Insurance is attributed to the ample resources and support offered by the company, enabling him to flourish and attain exceptional achievements.

For more info on this topic and programs we offer, reach out at: info@greyhawkinsurance.com

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Today we sat down with Wesley Deaver, our Benefits Manager at Greyhawk. He gives insights into the health insurance market, including:

🎨 Getting creative with health insurance
🔧 Benefits as a tool to attract and retain employees
🚫 Why payroll companies should not be handling your healthcare
⚖️ How to counter inflation with the right benefits package
📊 Market report for the health insurance industry in California

For more info on this topic and programs we offer, reach out at: info@greyhawkinsurance.com

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Get a quote at: greyhawkinsurance.com

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Stay up to date on all things insurance! Subscribe to our brand new newsletter: greyhawkinsurance.com/newsletter

Hobie Beman is Regional Vice President at Midland National Life Insurance Company. He is an expert on tailoring IULs for high income/high net-worth clients and business owners.

For more info email: cdeaver@greyhawkinsurance.com

Ian earned degrees in Risk Management/Insurance and Finance from
Illinois State University. He has been with Captive Resources since
2018, primarily working with brokers and middle market insureds to
educate them on the benefits of member-owned group captive programs.

Captive Resources is not an insurance company or brokerage.

For more information email: cdeaver@greyhawkinsurance.com

In this episode of the Risky Assets Podcast, we introduce Robert Feldman, a distinguished expert in high-risk homeowners insurance. With an impressive track record, Robert's background includes leading Allstate's high-value and high-hazard homeowners program, especially in the challenging California market. Inspired by this experience, he co-founded WOWS Insurance Services, a full-service brokerage with over two decades of expertise, specializing in high fire zones and hard-to-insure areas. They provide comprehensive coverage for various property types, offer fire insurance updates, and uniquely prioritize the needs of California's real estate professionals.

For more details, contact us at personal@greyhawkinsurance.com or call 818-718-4780.

Join us as we dive into Robert Feldman's journey and WOWS Insurance Services' impactful role in the high-risk homeowners insurance sector, shedding light on their commitment to the California real estate landscape.

Stacey McKinnon is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth.

From Stacey: In my role as COO at Morton Wealth, I am focused on building a team that is motivated to further our mission of empowering better investors. Most of us were not taught about financial planning early in life, so our mission is to be educators who help our clients and community make better financial decisions that lead to a more fulfilling life.

Potential clients and employees, email: executives@greyhawkinsurance.com

Information presented is provided solely for educational purposes and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. Information is subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton Wealth (“Morton”) will make investment recommendations in the future that are consistent with the views expressed herein.

Testimonials regarding experiences with Morton were provided by a current client of Morton, and no compensation was paid in exchange for such testimonial. Client testimonials are not representative of the experiences of all Morton clients and do not provide a guarantee of future performance or similar services. Morton may refer clients to Greyhawk for insurance needs when appropriate, but no formal referral arrangement is in place and no compensation is paid for any referrals made by Morton. Aside from this, Morton is not aware of any material conflicts of interest that exist between it and the individual providing the testimonial. Additional information about Morton is available in its current disclosure documents, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.

There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.

Jesse Hanckel has been at Greyhawk for almost 2 years and is one of our most promising young producers. He was a Division 1 quarterback in college and has taken his discipline and talents into the insurance industry. Jesse has proved himself to be hardworking and trustworthy and will undoubtedly be a pillar of Greyhawk's future.

For more information about working at Greyhawk, email us at: careers@greyhawkinsurance.com

We're thrilled to announce that Justin Pizzola is now an equal partner in Greyhawk Premier Insurance Solutions! Our main aim in coming together is to make the most of our individual strengths and work more efficiently, all while providing our clients with an exceptional experience. We can't wait to embark on this exciting journey together!

For potential clients and employees email:
executives@greyhawkinsurance.com