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Dan Sheehan

Dan Sheehan

Managing Director

In 2017, Dan is celebrating his 30th year in the Financial Services industry. He started his career in 1987 working with individual clients providing advice on solving a variety of financial challenges.

After several years developing his own practice, he took on a series of leadership roles including more than a decade of working in home office roles impacting a variety of strategic initiatives that helped shape current and future business.

Recently, with both of his kids now graduated from college, he wanted to go back to doing what he truly enjoys most and that is working with individuals and businesses on a daily basis. Today, he is leveraging his experience and perspective by once again working with clients and agents to develop financial solutions enabling all those he works with to realize their financial goals.

Dan lives in Boynton Beach with his wife Carolyn and has 2 grown children. Cassandra who recently graduated from Palm Beach State with a Nursing Degree and Daniel who graduated in May of 2017 from Johnson State in Vermont.

Dan feels that it has been his privilege to meet and work with so many people that have enhanced his life as much as he has helped them live theirs.

Dan is insurance licensed in Florida.