Our Advisors in the Spotlight

At Dan White and Associates, our mission extends far beyond the walls of our offices. We believe that every retiree deserves access to clear, trustworthy information that builds confidence and supports long-term financial security. That’s why our advisors are frequently called upon by journalists and industry publications to share their knowledge and perspective on the issues that matter most — from rising healthcare costs and market volatility to Social Security optimization and tax-efficient retirement income strategies.

As recognized thought leaders in the retirement planning field, we take pride in helping educate the public and contribute to conversations that help shape smarter financial futures. Below, you’ll find a collection of articles where our expertise has helped inform and empower individuals and families planning for retirement. Explore our press appearances and see how we’re making an impact in the communities we serve.

Dan White

Andrew Wood

Dan Simon

Alison Slezak

Michael Primavera