I take great pride in helping my clients as a trusted resource in the area of insurance and financial services. My process for working with clients is simple; I ask a lot of questions, I listen, I educate, I review options, then I execute strategies that make an often overwhelming, complicated, and frustrating exercise much simpler and easier.
Why? Because I believe in the power of being intentional, and I believe no one person's business or financial situation is the same. Each client I work with is unique, and as such deserves the respect of a unique strategy to address their needs/challenges, and accomplish their own unique goals.
I look forward to getting to know you, and to working with you. -Dan.
