Meet Dan Loney

For more than three decades Dan Loney has poured his heart and soul into helping his clients navigate the complexities of personal finance, corporate finance, insurance, and estate planning.  Dan is recognized and respected as a leader in the financial services industry and in 2018 was honored to be inducted into the Wealth Professional Hall of Fame.  

In the community, Dan is known for his generosity and philanthropy.  Whether it's adopting and raising children in his own home, providing safety and opportunity for orphans and widows in Guatemala, or helping non-profit organizations maximize their impact in the community, Dan is always finding ways to serve and elevate others. 

Click here to learn more about Dan and his team.