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 

Kelton Marroquin

Illustration and Loan Design Coordinator

Todd Fincannon

Renewals and Policy Crediting Strategies Specialist