Alison Slezak

Alison Slezak

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...
Brian Wolfer, CFP®

Brian Wolfer, CFP®

Brian Wolfer joined Dan White & Associates in November 2023, bringing with him over 20 years of experience in the financial services industry. He began his career as a back-office manager, leading a team of processing associates, and later transitioned into an...
Lauren Forland

Lauren Forland

Lauren Forland joined the team at Dan White & Associates as the Operations and Communications Manager in October 2023. In this role, Lauren plays a key part in supporting the day-to-day operations, communications, and marketing initiatives of the firm, ensuring...
Siobhan McCaffery

Siobhan McCaffery

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...
Lindsey Grace

Lindsey Grace

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...