Our Promise to you
We are a family owned company that strives to get families the coverage they need at the best rate possible. There is no doubt that insurance, healthcare, and planning retirement are all confusing things. It takes years to become a qualified expert in each of these fields. Too often we see people taken advantage of by large companies that put themselves before their client's needs. As a result, we see many people fail to reap the full benefits of their policies and lose trust in the industry. We are here to change that. We offer the largest portfolio of products to allow our customers to qualify for the lowest rates and best returns instead of the one size fits all method. We come directly to you and offer our undivided efforts to ensure that you and your family are taken care of for today and the future. Most importantly, we are here to serve our community with the highest degree of integrity and give back. Many of the clients we see currently have policies that simply do not match their needs and fail to deliver in value. We have saved individuals and businesses millions of dollars over their lifetime with our programs and services. Our promise to you is give you the best financial solutions in the world.
Our Founders
Lexi Lombardi
Office Manager
Sumedh Basani
CEO
Mahdi Delshad
Managing General Agent
Meet The Team

Nathan Macewan
Supervising Agent

Preeti Attar
Benefits Specialist

Amber Knapp
Agent

Joeseph Lanciotti
Financial Professional

Gustavo Garcia
Benefits Specialist

Gabriel Mercado
Financial Professional

Nicolas Sidari
Financial Advisor

Hamza Ayad
Benefits Specialist

Loua Farunia
Supervising Agent

Muhammad Iwais
Financial Representative

Mahdi Delshad
Managing Agent

Ariela Cakaj
Agent