Meet Our Providers
David Costello is a senior provider specializing in providing personal insurance for high & ultra-high net worth individuals and Family Office clients throughout the United States and Globally.
Partnered with: Travelers Insurance, Safeco, Kemper Insurance, Allied, The Hartford, Allstate, Lloyds of London, AIG Private, Client Group, ACE Private Risk Services, Chubb Insurance, Lexington Insurance, CEA, Encompass, Scottsdale Insurance
Jude is an independent insurance provider in downtown SF with more than twelve years experience in full service insurance and risk management. With direct appointments to over 20 insurance carriers, Jude is expert at evaluating insurance needs and matching coverage for his clientele.
Partnered with: Ace, Allied, American, Centennial, Chubb, Fidelity, Fireman’s Fund, First Liberty, Hartford, Liberty Mutual, National, Old Republic, Progressive, Safeco, Standard Fire, Travelers, Valley Forge, Wausau, Zenith, Zurich
Bay Oak Benefits and Insurance Services is a locally owned, independent brokerage firm that offers clients a wider choice of coverage by representing benefit carriers and their product offerings.
Steven Griswold specializes in working with small-to-mid sized businesses including nonprofits, healthcare, technology, and startups. With over 15 years of experience in the industry, Steven is a trusted advisor to his clients for all lines of coverage.