Meet the Team

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.

Kayla grew up in a small town in Vermont, where she developed a strong sense of community and a commitment to helping others. Her career path reflects that dedication, spanning several industries that each strengthened her ability to connect with people and manage complex responsibilities.

Kayla began her professional journey in the healthcare industry, where she worked closely with the elderly and gained a deep appreciation for service and compassion. She later transitioned to banking, where she built a foundation in financial operations and client support. From there, she joined a technology company, recruiting web developers and coordinating client needs—an experience that enhanced her organizational and communication skills.

Before joining Xexis, Kayla worked in the financial aid department of a private art school, helping students and families navigate important financial decisions. Now, as Director of Operations, Kayla oversees all aspects of client service and business operations. She manages client relations, paperwork, communications, and the day-to-day functions that keep the business running smoothly.

Outside of work, Kayla’s greatest joy comes from being a mom to her two children. She enjoys exploring new places, spending time outdoors, and creating lasting memories with her family.