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Simplicity is a fully integrated company that is dedicated to providing its agents with the confidence needed to guide their customers in planning and saving for retirement.
AUA Private Equity Partners, LLC (“AUA Private Equity”), based in Florida, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the United States (founded by the Unanue family). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.
Freedom 55 Financial - Paul Herron is a Halifax, NS-based company in the Financial Services sector.
KeatsConnelly is a Phoenix, AZ-based company in the Financial Services sector.
David Morelli Co. is a Glendale, CA-based company in the Financial Services sector.