Daniel P. Rosaschi CLU CHFC

Director of Business Development

Dan spearheads the firm's business development and marketing activities for both new and existing clients. Dan has extensive knowledge and experience in the insurance arena. He is a licensed insurance broker and specializes in life, disability, and long-term care insurance. Dan delivers keen insight and solutions for our clients financial planning and insurance needs and is both a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).