Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Roma Pithadia

Roma Pithadiya

President, CEO
Mobile: (972) 693-3315
Office: (972) 707-0706
Fax: 1-866-491-0325

This story is big “WHY?” I ‘am in Insurance industry. I have seen many tragedies in my journey of life and one among them was in 2005 when I moved to Mr. Bob’s neighborhood (My home address is: 200 park meadow way, Coppell, Tx 75019), It really brings tears when you listen to Mr. Bob’s story. I pray God not to put anyone in this situation
Let’s watch the tragedy that had happened in Mr. Bob’s life.
http://www.msnbc.msn.com/id/21134540/vp/33487061#33487061
Someone learns by seeing the incidents that had happened in other’s life and someone learns by experiencing the tragedies by self. I’ am the person who learnt the importance of insurance by seeing the tragedies in the people’s life around me.
If there is a way we can secure ourselves and our loved ones to overcome the tragedies that might come in our lives then why not we plan for it. I’ am here to help you in taking right steps in securing your life with the financial needs that is very much required during the time of tragedy.

I have been in the Financial services industry since 1992 and I work in Dallas/Ft Worth area. My main objective is to help people. The Global Financial Crisis of 2008 put millions of families in great economic hard times and Change can happen a lot faster in the next 10 years. One of the greatest discoveries of the 20th century is that you can change your life simply by changing the way you think. I love being in control with my future and at the same time I love to help people who desire to change their future. I have the right solution for the right people. It’s not just what you know but also who you know. In this day and age the middle class is fading. The business class is emerging. I have the right products for the right solutions. Financial independence is not a dream. It’s a decision. I believe if you can help more people become successful, you will be successful. I have personally experienced it. I consider myself to be very successful because I have lot off successful people around me. My main focus is teach people how to fish, not to give them the fish. I like to help people understand how money works. You must take care of your responsibilities while building your wealth. We offer the right products for the right solutions. We teach you how to Earn income for today and build up income for tomorrow. We help people set goals to become financially independent. We Have Solutions For A Changing World.

I have also had the pleasure of working with The Heartland Institute of Financial Education (HIFE) , 501(c)(3) A Non-Profit Organization whose mission is to promote financial literacy across America as a college coordinator .

Specialties: To keep up with quality of life style and maintain standard of living. Help client to use maximum of Dollar value!
I take care of Estate Planning, Wills, Establish Living Trust , Notary Public, Buy-Sell Agreement and managing all other departments.

February 15th, 2018 by Affordable Insurance and Financial Services

Harshida Mistry

Vice President
Direct: (972) 707-0706
Fax: 1-866-491-0325

I am currently a student studying in Texas A&M University. I am currently licensed to sell Life and Health insurance.
I have been exposed to the insurance business for two years under my mother and I’ am very much interested in this field as it gives me chance to help people in making their future financially secure.

February 15th, 2018 by Affordable Insurance and Financial Services

Deep Mistry

Director
Mobile: (469) 618-0583
Office: (972) 707-0706
Fax: 1-866-491-0325

I am currently a student at the Erik Johnson School of Engineering at the University of Texas at Dallas. I am currently licensed to sell Life, Health, Property, and Casualty insurance.
I have been in Insurance industry since 4 years. I started my career in Insurance industry with policy delivery and soon become Sr. Marketing Director in World Financial Group.
Knowledge I got to gain from my mother Roma Pithadiya helped me a lot to serve the people in Insurance field.
I will be happy to serve people on their insurance needs.

February 15th, 2018 by Affordable Insurance and Financial Services

Jayesh Ramani

Licensed Agent
Direct: (972) 707-0706
Fax: 8664910325

I hold Bachelor’s degree in Science and have immense experience in Stock market and have handled various roles in my career that includes Customer relationship, Stock broker etc.
My interest towards building good relationship with people pulled me into this industry and I love to serve people in planning their future with respect to their financial needs using my vast experience in the Finance domain.
I hold license of Life and Health, Property and Casualty. I’am expert in Life Insurance.

Specialties: Life Insurance and Retirement Planning.

February 15th, 2018 by Affordable Insurance and Financial Services

Shanthi Buthello

Licensed Agent
Direct: (972) 707-0706
Fax: 8664910325

I hold Bachelor’s degree in Commerce and have vast experience in Marketing, Sales, and Customer service.
I have been helping people in taking right decision when it comes to secure their future with the financial needs by suggesting them the products as per their needs.
I hold license of Life and Health, Property and Casualty.
I’am expert in Health products available on Marketplace.

Specialties: Individual Health Insurance.

February 15th, 2018 by Affordable Insurance and Financial Services

Rachana Shahakar

Office Admin
Direct: (972) 707-0706
Fax: 8664910325

I hold Master’s degree in Finance and Marketing and have vast experience in Finance industry.
My interest towards building good relationship with people and the past experience pulled me into this industry. I like connecting with people and help them in understanding the need of Insurance to secure the future.
I take care of Admin related work here.

February 15th, 2018 by Affordable Insurance and Financial Services

February 15th, 2018 by Affordable Insurance and Financial Services