Meet Our Team:

Dan Miller*: President/CEO

Dan MillerDan is a 44 year resident of south Florida, serving in the financial planning, long term care insurance, investment advisory, and estate planning arena for the past 25 years. His experience in this industry is unsurpassed thanks to his VA Accreditation.

- Accredited Veterans Administration Claims Agent
- Certified Medicaid Planner (C.M.P.)
- Certified in Long Term Care Planning (C.L.T.C.)
- Licensed Investment Advisor (I.A.R.)
- Licensed Florida Insurance Agent

Melissa Goldstein:


V.P. of Operations
Licensed Florida Insurance Agent

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Lisa Cowan:

Senior Claims Manager
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Janet Kapsin:

Senior Claims Manager
Send Janet an Email »