Risky Assets

Andrew Maly spent twelve years building a career in orthopedic medical device sales, one of the most talked about paths for anyone leaving college and eyeing big money. Five kids and a mortgage later, he walked away from the stability of a W2 to start his own distributorship from zero. In this episode of the Risky Assets Podcast, Andrew sits down with Charlie to pull back the curtain on an industr...

She went from nearly 20 years at Hot Dog on a Stick to building a multi-seven-figure home staging and interior design firm. In this episode of the Risky Assets Podcast, Charlie Deaver and Daniel Clarke sit down with Melissa Diaz, founder of Stunningly Staged Homes, to talk about building a real business out of a creative skill. Melissa breaks down the numbers most people never hear: staging can re...

You might be paying for insurance that will never actually pay you back. In this episode of the Risky Assets Podcast, Greyhawk founders Charlie Deaver and Daniel Clarke, joined by the Greyhawk team, break down material misrepresentation: the quiet, common way a “cheaper” policy gets your claim denied when you need it most. Through real cases, a custom-fabrication shop insured under the wrong cover...

Your carrier just changed the contracts, and one of the biggest changes hit where it hurts: benefits. Group health, 401k, life, dental, and more are no longer offered through the corporate plan, which leaves a lot of captive agency owners scrambling to cover themselves and their teams. In this episode of the Risky Assets Podcast, Greyhawk founders Charlie Deaver and Daniel Clarke, a former captive...

Greyhawk founder Charlie Deaver sits down with Michael Ross, founder of Vision Forensic Engineering, a national firm that figures out why buildings fail and what really caused an insurance loss. Think CSI for claims: cause-of-loss investigations, telling the difference between real damage and fraud, and helping people get answers in their hardest moments. But this conversation is as much about bui...

He spent nearly a decade selling alcohol across Los Angeles. Then he watched the industry change for good and made the jump into commercial insurance. In this comeback episode of the Risky Assets Podcast, host Charlie Deaver sits down with John Young: former UCLA football player, longtime liquor industry veteran, and now a producer at Greyhawk Premier Insurance Solutions. John breaks down the gene...

Edgar Corona is our VP of Personal Lines at Greyhawk. We discuss: - Shifting from big-name employers (In-N-Out and State Farm), to Greyhawk - Trusting your gut - The importance of life insurance (at any age) - State Farm pulling out of California - Pros and cons of the brokerage side of the insurance industry - California Fair Plan = "nothing fair about it" - Why it always pays to be honest - Beco...

Bryan is our newest commercial producer here at Greyhawk. He comes from a dynamic professional background- from the entertainment industry, to owning a drone operating company and executive assisting. He has absolutely killed it this year, surpassing the national average for a book of business by 3xs! We also discuss the future of insurance as it pertains to AI and cryptocurrency.  If you are look...

George Sagadencky is an Area Manager for BBSI in Southern California. As a small business owner for over 2 decades in California he has a unique insight into the challenges running and growing a small business in the State. His understanding of risk management, payroll and employer tax requirements as well as human resource laws make his diverse background and strong relationship building a unique...

I'm posting this today at 10am. If the audio goes up a little late, that's ok! Here is the audio file and bio. Sorry I am always last minute lol. Description: Daniel Christensen is an owner and Executive Director of Operations at Servpro in Santa Clarita. He also works as a pastor at West Hills Church. He talks about his entrepreneurial journey from working at Ross Dress for Less to being introduc...

We sit down with Cesar Montoya of Ringaro Telecom and discuss his entrepreneurial journey starting with when he moved from Peru to the US at age 17. Cesar held a ton of sales jobs before settling down with his first corporate job at Sony. He also has many entrepreneurial pursuits from exporting cars to Peru, to buying rental properties, and finally starting his own telecom company, Ringaro. Cesar...

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...

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 ind...

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 brokerag...

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 finan...

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@...

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@grey...

Joey Ball has owned numerous businesses including Paradise Tanning Salons, five Massage Envy's across Southern California and La Canada’s European Wax Center.

From Vance Wealth: Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities. https://vancewealth.com/updates...

From Neal: I have been fortunate to help over 5000 families buy and sell Real estate since 1991. Real Estate has changed a lot in that time with utilizing the best of modern technology being critical today. To be the top producing agent in Santa Clarita during that time though is always about people skills and putting the client first. Combining that philosophy with superior marketing means seller...

A nationally recognized member of the life insurance industry with a specialty in Premium Financing, Tim Whitmore has been involved in the business for nearly three decades in several different roles. Over his career he has won numerous awards and has been recognized as a top producer. He currently works as Managing Director at Watermark Insurance. Watermark Insurance is a full-scale life insuranc...

Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an active member of several insurance organizations. Watermark Insurance Services is a full-scale life insurance brokerage focused on putting the lif...

Planning for the future? Need a wise investment planner? Risky Assets interviews Stephen Johns, a wealth manager with Martin & Company. They talk about asset management, investing, life insurance and the importance of long term care.