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...
Andrew Wood, RICP®

Andrew Wood, RICP®

Andrew Wood joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware along with Dan Simon. Andrew and Dan Simon grew up next door to one another in Glen Mills, PA, and since then have remained life-long...
Dan Simon, CLU®

Dan Simon, CLU®

Dan Simon joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware alongside Andrew Wood. Dan and Andrew have known each other since they were three years old and have remained life-long friends. Dan has a...
Parker Wine

Parker Wine

Parker serves as the firm’s advisor in the Lewes office, a role he stepped into in 2026. In this position, he works closely with clients to guide them through one of the most significant stages of their lives, retirement. His approach is rooted in first...
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...