Who We Are

“Having no financial plan is like going to the airport, but not knowing where you are going.”

– DAN WHITE

Dan White, ChFC®, CLU®, RICP®

FIRM FOUNDER

Dan White is a Financial Specialist in the tri-state area who focuses his practice on income and transitional planning. As a highly regarded professional in the industry, Dan has been published both nationally and locally. Nationally, you can find him in Fox Business News, Forbes, CNN Money, U.S. News & World Report, Market Watch from Dow Jones, Wall Street Journal, Philadelphia Business Journal, The Delaware County Daily Times, and The Philadelphia Inquirer. Locally, he is known as an expert financial contributor in Kennett Square Neighbors, Garnet Valley Living, Middletown Neighbors, Chadds Ford Neighbors, and East Bradford Neighbors magazines.

In addition, Dan hosts a weekly radio show on WDEL (101.7 FM / 1150 AM) every Sunday morning at 7am called “On the Money”. He can also be heard on the WDEL Rick Jensen show, on Wednesday afternoons, with the “Dan White Retirement Tip of the Day”.

Dan was born and raised in Delaware County, only separating during his college years at State College. Dan and his wife Cindy have been married over 38 years. They have four children: Jessica, Justin, Dylan, and Zachary. Dan is an active member of his church, and a very passionate sports fan! In his spare time, when he isn’t riding his motorcycle through Chester County, you can find him at a Phillies Baseball Game or Penn State University cheering on the Nittany Lions. Dan and his family also enjoy spending their summers at their beach house in Ocean City, New Jersey.

Alison Slezak

CHIEF OPERATING OFFICER
RETIREMENT PLANNING ADVISOR

Andrew Wood, RICP®

RETIREMENT PLANNING ADVISOR

Dan Simon, CLU®

RETIREMENT PLANNING ADVISOR

Brian Wolfer, CFP®

ASSOCIATE ADVISOR

Michael Primavera

RETIREMENT PLANNING ADVISOR

Lauren Forland

OPERATIONS & COMMUNICATIONS MGR

Siobhan McCaffery

CLIENT SERVICE SPECIALIST

Kelley Cooper

CLIENT SERVICE SPECIALIST

Lindsey Grace

CLIENT SERVICE SPECIALIST

Morgan Absher

CLIENT SERVICE SPECIALIST

Kristin Mycek

EVENTS MANAGER

Gary Sweeney

MARKETING DIRECTOR

Kiersten DeFluri

MEDICARE SPECIALIST

Caitlin McCarthy

DIRECTOR OF FIRST IMPRESSIONS

Frank Varone, ChFC®, CLU®, LUTCF®

RETIREMENT AMBASSADOR