MEET YOUR ADVISOR
Daniel B. Cunningham
With four decades of experience serving families, individuals, and businesses, it is Dan’s passion to help others create their best possible futures. He enjoys solving problems and connecting with people.
He works with clients to conduct a financial needs analysis and develops a coordinate strategy that leverages his expertise in premium finance tax strategies; insurance (life, commercial, long-term care, health, home, and auto); annuities; estate planning; retirement planning; business continuation strategies; disability income; and employee benefits/retention services.
Dan serves clients across many U.S. states, including Oklahoma, Texas, Arkansas (License No. 903858), Missouri, Kansas, Colorado, Pennsylvania, Maryland, and Idaho.
“Dan covers it all. After only 2 months I’m ready to buy my first house!”
– Martin Marino
“I am now set to retire in just 5 years thanks to Dan. It feels so good to be financially on track.”
– Bill Bayaud
“I was always terrible with money! Dan taught me how to work smarter and stop living paycheck to paycheck.”
– Susan Smith
Personalized Guidance for Your Unique Financial Goals
As your dedicated financial advisor, I am committed to helping you achieve your financial goals. With our personalized approach and expert guidance, we can work together to build a strong financial future for you and your family.