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

Tyler Schmidt

Director of Life Insurance
at Tarkenton Financial

Karin Burnette

Senior Case Manager

kathy Torlone

Senior Case Manager