Meet Our Team

The firm focuses on comprehensive financial, estate, charitable, and retirement planning. We are also a nationally approved vendor for Premium Finance cases. We specialize in designing solutions for high-net-worth clients with the major insurance carriers.

Dan Wachs - Founder

Premium Financing Specialist

Andrew Wachs

Insurance Agent and Business Development 

Todd Fincannon

Renewals and Policy Crediting Strategies Specialist

Alexandra Wachs

Insurance Agent and Business Development

Kelton Marroquin

Illustration and Loan Design Coordinator