Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker. 

Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida. 

Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.  

On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants. 

The CERTIFIED FINANCIAL PLANNER™, CFP®, is a professional certification granted by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam.

For more information on Dan's professional history, click here.

Rebecka is the Director of Operations at Xexis Private Wealth. Her passion to help others inspires her to best assist the clients of Xexis Private Wealth and their families. As Director of Operations, she oversees the firm's daily operations and coordinates client communication for the firm. Being able to provide clients with a fulfilling and gratifying retirement experience is what drives her passion for financial planning. 

She is currently in her final year of pursuing her Bachelor's of Science degree in Finance from Florida State University. She strives to be an active member in her community, participating in academic, as well as professional & social, groups on campus. 

A resident of the Winter Springs/Oviedo community, she likes to find local spots in her area to enjoy. When able, she loves to visit her family and friends in Sweden, her home country. In her spare time, she is an avid enjoyer of hiking, swimming, and spending time with her sweet kitty, Sophie.

Tomas “Tom” Kenedi is a Blog Publisher known for blending creativity with precision to craft impactful messaging that drives results. With extensive experience in online and offline media, Tomas has worked on campaigns for renowned brands such as Coca-Cola, GM, Pernambucanas, and Liberty Insurance. His expertise lies in developing innovative strategies and persuasive content that resonate with audiences and align with brand objectives.

Tomas excels as a social media manager, translator, and writer, leveraging his background in copywriting, scriptwriting, and social media management. His technical proficiency in professional advertising tools enhances his ability to deliver polished and engaging content.

Bilingual in Portuguese and English, Tomas brings a global perspective and cultural sensitivity to his work, ensuring every message is both impactful and relatable. His passion for storytelling, creative problem-solving, and collaboration drives him to deliver exceptional results while helping clients achieve their goals.

Outside of work, Tom enjoys exploring the creative industries, staying inspired by emerging trends, and supporting others in reaching their full potential.

Matthew is a dedicated Social Media Marketing Specialist who combines creativity and strategy to elevate digital engagement and foster meaningful connections. A graduate of Ensign College, Matthew is currently pursuing a degree in Business and Leadership, reflecting his commitment to continuous learning and professional growth.

In his role as Social Media Manager, Matthew excels at transforming ideas into impactful digital strategies, ensuring the company’s online presence resonates with clients and strengthens community ties. His passion for innovation and storytelling drives him to create content that not only informs but inspires.

A travel and learning enthusiast, Matthew draws from diverse experiences to bring fresh perspectives to his work. Outside of his professional endeavors, he dedicates time to volunteering, embodying the values of service and community impact that align with our mission to empower and enrich lives.