by gary@danwhiteandassociates.com | Mar 19, 2024
Alison takes great pride in her ability to multi-task. She creates comprehensive operations and marketing strategies that successfully navigate the Dan White Team on a daily basis. She has been training and studying retirement planning strategies alongside Dan White...
by gary@danwhiteandassociates.com | Mar 19, 2024
Brian joined Dan White and Associates in November 2023, with over 20 years of experience in financial services. He initially started as a back-office manager responsible for leading a team of processing associates, before moving into an Advisor role managing client...
by gary@danwhiteandassociates.com | Mar 19, 2024
Lauren joined the team at Dan White & Associates as the Operations and Communications Manager in October of 2023. Lauren will be instrumental in ensuring that each of our locations continue to offer our clients an exceptional retirement planning experience....
by gary@danwhiteandassociates.com | Mar 19, 2024
Siobhan became a member of the Dan White and Associates family in October 2023. She is a student of Saint Joseph’s University where she attends Business Administration classes. Additionally, she is a licensed Pilates instructor and loves the balance that her two...
by gary@danwhiteandassociates.com | Mar 19, 2024
After attending the University of Delaware for Psychology and working for a large financial institution, Lindsey decided that she wanted to be part of a close-knit team with an opportunity for growth, and found her home at Dan White & Associates in August 2021 as...
