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David’s annuity wholesaling experience spans two decades. He began his career with ING (Voya) and spent the last seven years with Global Atlantic Financial Group. During his tenured career, David raised more than $2 billion in annuity premiums throughout his managed territories.
Originally from eastern Pennsylvania, David now resides near Indianapolis, IN, with his wife, Laura, and two teenage boys. They enjoy participating together in 5 and 10K runs and the friendly competition that it brings. He also enjoys golf, traveling and cooking obscure and interesting recipes that never taste as good as they sound.
As Regional Vice President, David serves as a trusted annuity industry resource for his advisors and is one of the first people they call when working with a client where an annuity is involved. Advisors appreciate his ability to simplify complicated concepts and make them repeatable for use with their clients. As a valued partner, David’s focus is always on how to best serve the advisor to help make their efforts as easy as possible.
- Securities Registered with FINRA®
- Holds Series 7 and 66 Registrations
Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.
Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.
Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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