Founding Partner

Partner

25+ years of industry experience

Dan focuses primarily on advisor development in the business & estate planning market, and advanced case work. Dan is a current board member, and past President, of the National Association of Insurance and Financial Advisors (NAIFA) – Raleigh chapter. He is also a past Board of Directors member of NAIFA – NC. He has been a qualifier for the Million Dollar Round Table for many years, as well as a Hall of Fame member at Jefferson Pilot. He is an active member of his church, serving on several boards. He is proud to be married to Kimberly for over 24 years. They have two beautiful and talented daughters. In his free time, Dan enjoys listening to music, exercising, and following ECU athletics.