Our Team

Daniel is a well-known educator and financial planner in Northeastern Pennsylvania. His workshops have been widely attended throughout the region. His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. He is a graduate of Wilkes University with a Masters Degree in Business Administration, MBA. He is also a graduate of Pennsylvania State University with a BS Degree in Mechanical Engineering and a graduate of East Stroudsburg State University with a BA in Physics. He lives in Mountain Top with his wife Michelle and children, Danny, Brian, Kevin and Maury.

Michelle is a Registered Nurse and previous co-owner of a large home heath agency serving Northeastern Pennsylvania. Michelle is a state licensed life insurance, health insurance, long-term care insurance and Medicare supplement independent agent. She is currently specializing in assisting seniors sort through the maze of information they receive as they approach Medicare age. Michelle is Dan’s wife and mother of their four children.

Kim and Dan have known each other since 1975. Kim has been working in the financial field since 2003. She has assisted Dan in many aspects of the business including seminar planning, scheduling and preparing client reviews and overall office management. She is a graduate of Misericordia University and lives in Hanover Township with her husband Mark and is the proud mother of her son Alan.