Dan Holt

Founding Partner

Dan holds a Bachelor’s degree from Marshall University, where he majored in accounting and minored in finance. He has had a successful career working for various insurance carriers for over 20 years. He began as a Senior Sales Representative for Great West Life & Annuity, then worked for the Standard Insurance Company as a Senior Sales Representative.  Dan spent 14 years with Lincoln Financial as a Regional Sales Manager, as an Area Director and finally as Vice President of Sales over the entire Southeast region. After achieving numerous company and personal goals, he took an early retirement from Lincoln Financial. In 2013 Dan partnered with Kevin to create Financial Advisor Benefits. He is passionate about offering a service that provides security to families nationwide and proud to do what he loves each day.

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