EDUCATION AND PROFESSIONAL EXPERIENCE   Bachelor of Arts Degree from The University of North Carolina Charlotte, 2008  Prior to working in the financial planning industry, Dan worked for the Nature...

Meet Kevin Mullane, one of the co-founding partners of Net Financial Consultants, LLC (Net FC), a financial advisory firm grounded in the fundamental principle of "doing what is right." Committed to delivering optimal...

Candace began working with Dan in 2018 after knowing him for many years beforehand. With a history in property and casualty insurance, banking, mortgage lending, and corporate accounting, Candace is natural in engaging current and...

Meet Harrison Paul, a Financial Representative with Net Financial Consultants, a fee-based comprehensive financial planning firm. Inspired by his late father’s 25-year career as an advisor, Harrison experienced firsthand how thoughtful...

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License #15658372, CA Insurance...

Meet Neal Brincefield, a crucial member of our team, serving as an advanced case specialist. Neal excels in maximizing business value for owners, a key component in the growth and sustainability of any business. His role is pivotal in...

Meet Ernie Guerriero, an Advanced Case Specialist renowned for his ability to work with complex tax codes, making them accessible to everyone. Ernie has experience in Qualified and Non-Qualified Plans and is passionate...