Andrew Wood, RICP®

RETIREMENT PLANNING ADVISOR

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 friends.

Andrew possesses a wealth of knowledge in a wide range of financial products including mutual funds, annuities, life insurance, and ETFs. Over the years, Andrew has assisted and educated other Financial Professionals across the country in creating financial plans that meet the specific and unique needs of their clients. He has in-depth knowledge of Social Security filing strategies, and has presented at a multitude of educational seminars. Andrew is passionate about helping retirees and pre-retirees create financial goals and individualized plans for their retirement.

Andrew holds a Bachelor’s Degree in Business and Economics from Ursinus College. He earned his Retirement Income Certified Professional (RICP®) from The American College in Bryn Mawr, Pennsylvania. Andrew is also an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC.

Andrew and his wife, Katy, reside in Wilmington, Delaware. He is a Philadelphia Eagles fan, loves the outdoors, and golfing with friends. Andrew and Katy enjoy vacationing in the beautiful lakes of Maine, as well as spending time at the beach in Hilton Head Island, South Carolina where his parents reside. In September of 2019 they welcomed a beautiful baby girl, Mackenzie Grace, into the world.

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.

Dan Simon, CLU®

RETIREMENT PLANNING ADVISOR

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 myriad of experience in the fields of Finance and Insurance. He has worked extensively with financial professionals across the country developing and promoting Retirement Planning concepts. These concepts are based on his belief that risk management is critical to a sound financial plan. Dan understands the importance of taking the time to identify and truly understand a client’s goals and objectives before creating a plan.

Dan earned a Bachelor’s Degree in Finance, Insurance, and Business Law from Virginia Tech. He earned his Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania. Dan is also an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC a Registered Investment Advisor.

Dan currently resides in West Chester, Pennsylvania with his wife, Jaime and their three children, a son Carter and twin daughters, Emily and Elsie. He is an avid Philadelphia sports fan and loyal Hokie Alumni. When time permits, he enjoys playing golf as well as spending time during the summer with his family in Avalon, NJ. Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap Advisors and Daniel A. White & Associates are separate & unaffiliated entities

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap Advisors and Daniel A. White & Associates are separate & unaffiliated entities.

Alison Slezak

CHIEF OPERATING OFFICER
RETIREMENT PLANNING ADVISOR

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 for the past seven years. This has given her a solid platform to help assist individuals with creating customized plans that will be beneficial to meeting their retirement goals. She considers Dan as her greatest mentor and her best resource when helping individuals with their financial plans. In addition, Alison provides Dan’s existing clients with continuous services and annual account reviews.

Alison holds a Bachelors Degree in Business from Drexel University. She also holds a Life, Accident, and Health Insurance License in the state of Pennsylvania, as well as the Series 65 registration. Alison is an investment advisor representative with CoreCap Advisors, LLC. She is currently pursuing the Retirement Income Certified Professional (RICP®) Designation from The American College in Bryn Mawr.

Alison is a native of the West Chester area. She continues to reside in West Chester with her husband Pat, their two daughters, Devyn and Maddie and their son, Ryan. Alison and Pat both graduated from Unionville High School and their daughters are currently enrolled at Saint Maximilian Kolbe Elementary School. Both Pat and Alison come from large families, so most of their spare time is spent with them and close friends.

Alison strongly believes Dan White and the entire team is bringing tremendous value, both personally and financially, to each client they meet with. She truly loves coming to the office, working with Dan, the team, their clients, and meeting new retirees each day. Alison even has a sign hanging behind her desk that reflects her beliefs “Do what you love, and you’ll never work a day in your life”.

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.

Franklin T. Varone, ChFC®, CLU®, LUTCF®

RETIREMENT AMBASSADOR

Franklin T. Varone joined Daniel A. White & Associates, LLC in 2019. Frank has been in the insurance industry since 1967. He served as a Nationwide Insurance Captive Agent for 42 years, specializing in their financial products. He takes pride in guiding his clients through the complicated world of income, growth, and asset protection. He believes individuals work hard to accumulate valuable assets throughout their lifetime, and offering protection for those assets is essential in retirement.

Frank holds two prestigious financial designations from the American College in Bryn Mawr, the CLU ® – Chartered Life Underwriter and the ChFC ® – Charter Financial Consultant. He also earned NAIFA’s (National Association of Insurance and Financial Advisors) LUTCF ® – Life Underwriter Training Council Fellow Certification. He is a lifetime member of the Million Dollar Round Table (MDRT), also known as The Premier Association of Financial Professionals.

Frank is originally from Reading and now resides in Wilmington, Delaware, with his wife Connie. Frank is 100% Italian and has been a member for over 15 years of the Societa Da Vinci, a 501C (3) Charity whose mission is to promote and advance the rich but often invisible cultural heritage of the Italian people through education, service, charity, and community events. Frank and Connie enjoy traveling and have visited 17 countries. Frank has 3 adult children and 6 grandchildren.

Siobhan McCaffery

CLIENT SERVICES SPECIALIST

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 professions provide.

Siobhan brings over 10 years of customer service and event management experience to her role as Client Service Specialist. She excels in areas that offer a blend of client interaction, events, and administration. She has always been inclined to be part of a team, and was thrilled to join such a notable array of professionals at Dan White and Associates. As Client Service Specialist, Siobhan looks to cultivate her skills, provide optimal customer service, and deepen relationships with the abundance of wonderful clients.

In her free time, she enjoys being with her fiancé Kevin, her son Cohen, her two step-daughters Amelie and Evelyn, and their dogs Ash and Odie. As a family, they enjoy traveling, skiing, gardening, playing sports, and adventuring!

In her downtime, Siobhan enjoys live music, Pilates and strength training, traveling to new places, cooking and baking, and spending time with family and friends.
They live in West Chester, PA and enjoy spending time at the beach in Fenwick Island, DE.

Kelley Cooper

CLIENT SERVICE SPECIALIST

Kelley is a graduate of Frostburg State University with a Bachelor’s Degree in Social Sciences and a Master’s Degree of Arts in Teaching, Summa Cum Laude. She dedicated 8 years to teaching special education in the K-12 school system.

Kelley is a well-rounded professional, who is continually learning and striving for the best in herself and others. She knew she was ready to take the next step in her career when she was introduced to Dan White & Associates.

Kelley brings a strong work ethic to her role as Client Service Specialist. Willing to roll-up her sleeves, Kelley will do what it takes to get the job done while forging positive relationships with her Dan White & Associates family and clients.

In her free time, she spends time with her miniature dachshund, Marley and their cat, Obsidian. Kelley, also, enjoys reading, playing board games, baking desserts, spending time outside and taking road trips to explore new places.

Originally from Allegany County, Maryland, Kelley and her fiancé, Tyson, moved to New Castle, Delaware in June 2021 to live closer to the beach.

Kristin Mycek

EVENTS MANAGER

Kristin has a long history in the hospitality industry. She has spent much of her career in the social event planning world and is well known in the wedding industry. She began her hospitality career working alongside her parents at a figure skating rink, where they taught her the necessary tools to excel in her future profession. She received her degree in Recreation, Park & Tourism Management from Penn State University in 2017.

She is known to be an avid sports fan. She loves watching football to cheer on her Penn State Nittany Lions & New England Patriots! On top of football, she loves college basketball and considers March Madness one of the best times of the year. She even coached her grade school girl’s basketball team during her high school years.

Kristin currently resides in Plymouth Meeting, PA with her dog, Bailey. She has an older brother and a twin sister and loves to spend free time with family and babysitting her two nieces.

Gary Sweeney

MARKETING DIRECTOR

Having studied Communications at Penn State University, Gary spent a number of years working for newspapers as both a staff writer and as a production manager. His managerial duties soon evolved into a marketing career, where he ran successful campaigns for a software company, a large scale homeowners association, and a law firm. However, the supportive team environment he was seeking would elude him until he joined Dan White & Associates in October 2022.

In his spare time, Gary enjoys writing, history, films, and advocating for animals. He is also a huge Philadelphia Eagles fan (Go Birds!).

He currently lives in Aston with his wife, Stephanie, two daughters, Audrey and Raigen, and cats Buddy and Edgar.

Kiersten DeFluri

MEDICARE SPECIALIST

Kiersten originally joined the Dan White Team in 2018, after we swept her up once she graduated from West Chester University. She spent three years learning side-by-side with Dan White and Alison Slezak, as the Assistant Director of Operations and Marketing. She self-studied and was awarded her Life and Health Insurance license in 2019. She also assisted in hosting educational seminars for world renowned Retirement Planning Experts – Tom Hegna and Ed Slott.

With the tools and knowledge she obtained from the Dan White Team, in 2020 she decided to join Mutual of Omaha to establish her own business as an Independent Agent. She wanted to get a better understanding of the financial planning industry, outside of the retirement world. She proceeded to earn her first award within three months of being with the company and has held her Honors Club ranking for the past two years. In 2022, we realized how we lost one of our biggest assets, and we called her back home to be our Medicare Specialist. Since re-joining the Dan White Team, we have received amazing feedback from our clients, and they thoroughly enjoy meeting with her. She has also came to the decision that Retirement Planning is in her blood and where she would like to nestle her career.

Kiersten has a very accomplished upbringing. She was born in Long Island, NY where she discovered her passion for gymnastics. As you will see today, she puts her all into everything she does which allowed her to receive the State Champion title two years in a row. Once she moved to PA, her next big milestone was receiving her High School diploma from Avon Grove School District at the age of 16. Shortly after, she decided to attend West Chester University where she graduated with a degree in Professional Studies with two minors in Mathematics and Elementary Education.

Kiersten currently resides in Phoenixville, PA with her husband Joey and their cats Artimus (“Arty”) and Poseidon. She is a middle child and has a younger brother (Erik) and an older sister (Emily). Family is extremely important to her, and you can find her boating with them on the weekends.

Caitlin McCarthy

DIRECTOR OF FIRST IMPRESSIONS

Caitlin is a long-time leader in the social work industry. She has extensive experience working with individuals to help them to maximize their potential and meet their goals. At Dan White and Associates, she is the first smiling face you encounter, and ensures a pleasant time coordinating clients’ interactions with the staff in our home office.

Caitlin attended Edinboro University, majoring in Speech Language Pathology, and has spent most of her career working with people with developmental disabilities. She is a Delaware native, residing there still; though, with family ties originating near Pittsburgh, she developed a love for Steelers football. She is married to her husband, Dean, and they have two children, Maisie and Riker.

Caitlin is an avid baker who also loves true crime podcasts, DIY home projects, and reading. She spends most of her free time trying to burn off her kids’ ample stores of energy and enjoying books and wine with family and friends.

Lindsey Grace

CLIENT SERVICE SPECIALIST

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 a Client Service Specialist. She is currently pursuing a Life & Health Insurance License to better serve our clients.

She currently lives in Wilmington DE with her Australian shepherd, Darcy. In her free time, Lindsey loves to read, and, when weather permits, she enjoys hiking.

Lauren Forland

OPERATIONS AND COMMUNICATIONS MANAGER

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.

Lauren graduated with a Bachelor’s Degree in Hotel, Restaurant & Institutional Management from the University of Delaware in 2008, and brings with her over 18 years of management experience in the world of hotels. Lauren is excited to bring that same level of customer care, synonymous with hospitality, to our new and existing clientele.

Lauren currently resides in Middletown, Delaware with her husband Adam, daughter Zoey, step-son Christian, and their adorable cavapoo puppy, Obi! In her free time, Lauren loves to travel, craft, and refinish furniture.

Brian Wolfer, CFP®, MBA

ASSOCIATE ADVISOR

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 portfolios and providing financial planning advice. He has been a Certified Financial Planner® since 2008 and holds the Series 65 Registration. Brian is an investment advisor representative with CoreCap Advisors, LLC.

Brian is excited to bring his skills and experience to Dan White and Associates, working with our Retirement Planning Advisors to make sure they have what they need to provide excellent service and advice to our clients.

Brian is a lifelong resident of Chester County Pennsylvania. He attended Widener University for his undergraduate degree and holds a Bachelor of Science in Management. He then continued his education at West Chester University where he earned an Executive MBA. He has two adult children, and currently lives in West Chester Pennsylvania.

When he is not at work, the family enjoys a wide variety of outdoor activities. Kayaking, rock climbing, mountain biking, and hiking the Appalachian Trail to name a few.

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.

Michael Primavera

RETIREMENT PLANNING ADVISOR

Michael Primavera joined Daniel A. White & Associates, LLC in 2023. He operates Dan White’s third office in Lewes, Delaware. He has extensive experience in the Pension and Retirement industry with a focus on defined contribution and defined benefit plans. Along with building these plans with business owners, board members and other financial professionals, he also takes tremendous pride in working with individuals in developing a comprehensive retirement plan.

Michael was born in Philadelphia and grew up in Lansdale, PA. He has three children: Ella, Michael and Morgan (twins). In his spare time, he enjoys skiing in the winter, Opening Day for the Phillies in the spring, anything to do with the outdoors in the summer, and football season in the fall. In between all of this, Michael really enjoys spending time with his children in their personal and academic lives. From soccer games to plays and musicals, it is the time spent with them that is truly important.

Michael holds a Bachelor’s Degree in Science from the University of West Chester. He is also a new resident of the Lewes area and is excited to be an active part of the community and all that it offers.

Morgan Absher

CLIENT SERVICE SPECIALIST

Morgan Absher became a member of the Dan White and Associates family in February 2024. She received her bachelor’s degree in psychology and human development in 2022 from Washington College in Chestertown, Maryland. Currently, she is attending Louisiana State University’s online program working towards her MBA.

Morgan is a determined individual who is always striving to learn. After working in the hospitality industry for 10 years, she joined the Dan White and Associates team with an enthusiasm to re-focus her career aspirations. She has a passion for working with people and strives to provide excellent customer service.

In her free time, she enjoys reading and being outdoors. She is also a certified personal trainer and enjoys lifting and hiking when not at work. She currently resides in Lewes, Delaware and loves being by the beach.