Our Team

Dan began his career in the insurance premium finance industry in 1994 by forming the first premium finance company that catered specifically to the local San Diego independent insurance agency market. Since then, his industry accolades are as follows:

• Extensive experience at every position in a premium finance company from an entry-level clerk to CEO throughout his career and understands the entirety of how a successful premium finance company needs to be operated.
• Involved in financing billions of dollars in premium finance transactions.
• Manages and facilitates TPA services for several national premium finance
• Expert in licensing and managing different premium finance companies has allowed him to fully understand regulatory compliance requirements in all 50 states.
• Has facilitated numerous group and pure captive transactions since 2016. Current efforts are strongly focused on providing cutting-edge premium finance solutions specific to the captive industry with an objective to assist industry growth by eliminating potential boundaries.