MEET THE TEAM

Andrew Wood

Andrew Wood's diverse background in Management, Sales and Distribution has allowed him to build a wealth of knowledge in a wide range of financial products including mutual funds, annuities, life insurance and ETFs. By thoroughly understanding where these products fit in to an overall plan, he has assisted thousands of advisors across the country and helped them serve their client's needs 

Very early in his career, Andrew realized the importance of adding protection in order to preserve wealth and developed an interest for retirement income planning. He has in-depth knowledge of Social Security planning and filing strategies, and has presented at a number of educational seminars for hundreds of financial advisors. 

Andrew and his wife Katy reside in Exton, PA. Originally from Glen Mills, PA, he is a Philadelphia Eagles fan, enjoys staying physically fit, likes to spend time golfing with friends, and can regularly be found on a weekend morning with Katy at a local 5K, 10K, or half marathon. They enjoy vacationing in the beautiful lakes of Maine as well as spending time at the beach in Hilton Head Island, South Carolina.

Andrew Wood
Retirement Planning Advisor  

Daniel A. White & Associates
Middletown Professional Center
291A Carter Drive
Middletown, DE 19709
(P) 610-358-8942  (F) 610-358-8943
Email: andrew@danwhiteandassociates.com
Visit us at: www.danwhiteandassociates.com

Daniel T. Simon

With a degree from Virginia Tech in Finance, Insurance & Business Law, Daniel Simon joined Daniel A. White & Associates in 2016 and brought with him a myriad of experience in the fields of finance and insurance. 

Having worked extensively with financial advisors across the country, Dan understands the importance of taking the time to identify and truly understand a client's goals and objectives. He has developed and promoted retirement planning concepts based on his belief that risk management is critical to a sound financial plan. Dan holds FINRA series 6 and 65 licenses and is currently pursuing his CLU designation.

Originally from Glen Mills, Dan lives in West Chester with his wife Jaime and their son Carter. He is an avid Philadelphia Eagles fan and loyal Hokie alumni. When time permits, Dan enjoys playing golf as well as spending time during the summer with his family in Avalon, NJ.





Daniel T. Simon
Retirement Planning Advisor

Daniel A. White & Associates
Middletown Professional Center
291A Carter Drive
Middletown, DE 19709
(P) 610-358-8942  (F) 610-358-8943
Email: dsimon@danwhiteandassociates.com
Visit us at: www.danwhiteandassociates.com

Alison Slezak

Alison Slezak has been with Daniel A. White & Associates since 2013. Her official title at the company is Director of Operations, but that designation covers a myriad of responsibilities that keep the organization running smoothly. 

Alison holds a Bachelor of Science degree in Business from Drexel University. Her operational management experience covers various areas of business administration including General Office Management/Operations, Client Relations and Marketing & Communications. Current duties include planning, coordination and follow-through of all Seminars, Marketing Pieces, Client Events, Daily Operations, Reports & Metrics and Employee Relations. 

When not juggling her many duties for Daniel A. White & Associates, Alison enjoys working out or is busy at home as a mom to her two toddler daughters, Devyn Lynn and Madalyn Rose. She believes that family time with her husband Patrick and her girls is the very best time. Being at the beach, any beach only increases the enjoyment factor!

Alison Slezak
Director of Operations
Daniel A. White & Associates
1786 Wilmington Pike, Suite 101A
Glen Mills PA 19342
(P) 610-358-8942  (F) 610-358-8943
Email: alison@danwhiteandassociates.com
Visit us at: www.danwhiteandassociates.com

Kelly Holcombe-Pilios

Kelly Holcombe-Pilios is the Client Relations Manager for Daniel A. White & Associates. Before joining Daniel A. White & Associates in 2014, Kelly Holcombe-Pilios acquired her client relations experience in the medical industry. 

Excelling at organizational skills, Kelly coordinates all appointments for clients and prospects, manages office supplies and inventory, and assists in other duties when needed. 

Kelly resides in Springfield with her partner Dan and two children, Katelyn and Tommy. When not often volunteering at the kid's schools, her spare-time fillers include spending summer at the shore, biking and attending concerts.







Kelly Holcombe-Pilios
Client Relations Manager
Daniel A. White & Associates
1786 Wilmington Pike, Suite 101A
Glen Mills PA 19342
(P) 610-358-8942  (F) 610-358-8943 

Joseph Cisco

 

Joseph Cisco began his career in the financial services industry after receiving his Bachelor's Degree in Business Administration in 1990 from Widener University. His first 10 years in the industry were spent with Prudential, until he started his own company, Caise Benefits, in 2001. He holds Pennsylvania, New Jersey, Delaware, Maryland, Florida, Texas and Tennessee state Insurance, Life and Health licenses as well as Securities 6 & 63 licenses. With a special focus on health and life insurance, Joe has acquired an extensive background working with Individuals and small businesses for over 20 years. 

Joe has built a knowledgeable team of professionals to help navigate through the complex world of insurance, financial and tax challenges. He takes pride in the level of customer care he and his staff can offer anyone in need of their knowledge and services. 

Born in Delaware County, PA, Joe has lived in Aston since 1958. He has been in business in Aston for the past 16 years. Having raised four sons and coaching for 12 years for the Aston Youth Soccer League, Joe Cisco has been very active in his community. He was a past president and now is a current director for the Aston Business Association and a member of the Chichester Business Association. Joe is a current member of the Delaware, Chester & Western Delaware County Chamber of Commerce. He is the proud grandfather of two.

Joseph Cisco
President
Caise Benefits
3561 Concord Rd.
Aston PA 19014
(P) 610-494-8270   (F) 610-497-5583

Matt Sussman

 

Matt Sussman is President of American Insurance Planners, Inc., a national insurance sales firm that specializes in long-term care insurance. Matt is certified to conduct Continue Education Courses for the Pennsylvania Department of Insurances and has taught hundreds of insurance producers across the country. 

Additionally, Matt was a two term member of Penn Treaty Network America's LTCi Advisory Council and currently plays a key role as consultant to United Security Assurance, a long-term care insurance carrier, which specializes in hard to place and impaired risk long-term care insurance. In this role, Matt has helped create and market a product which is designed to help insure individuals who have been unable to secure LTCi coverage due to certain health conditions. 

 As a middle school student, Matt first experienced the power of insurance when he joined his father in "Bring Your Child to Work Day". Matt comes from a second generation of insurance professionals and is proud to continue protecting familie's futures with the power of insurance. 

The Sussman family enjoys the adventures of traveling to different vacation spots each year. Destinations with water involved are a big draw for Matt, his wife Tracy and sons Jacob and Jared.

 

Matt Sussman, CLTC
President
American Insurance Planners, Inc.

3140-B Tilghman Street, Suite 205
Allentown, PA 18104
(P) 610-398-2200  (F) 610-398-2206
Email: msussman@aiplanners.com
Visit us at: www.aiplanners.com