Our Team

Photo of Daniel Finn, CLTC®

Daniel Finn, CLTC®

Owner & Operator

Read About Daniel

Photo of Sarah Chrin

Sarah Chrin

Client Services Manager

Read About Sarah

Our Consulting Resources

As a New York Life agent, I have access to the resources and expertise of New York Life Home Office.

Photo of Steven Solonch

Steven Solonch

Connecticut Valley Managing Partner, New York Life

Photo of Paul Collard

Paul Collard

LTC Product Consultant

Photo of Sandy Crandall, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>, RICP<sup>®</sup>

Sandy Crandall, CFP®, ChFC®, CLU®, RICP®

Life Product Consultant

Photo of Dave O’Sullivan

Dave O’Sullivan

Investment Consultant

Our Investment Resource

Jason Headshot

Sarah Chrin

Client Services Manager

Bio coming soon.

Jason Headshot

Steven Solonch

Connecticut Valley Managing Partner, New York Life

Bio coming soon.

Jason Headshot

Paul Collard

LTC Product Consultant

Bio coming soon.

Jason Headshot

Sandy Crandall, CFP®, ChFC®, CLU®, RICP®

Life Insurance Consultant

Bio coming soon.

Jason Headshot

Dave O’Sullivan

Investment Consultant

Bio coming soon.

Jason Headshot

Kevin Radavich

Agent, New York LIfe

Bio coming soon.

Jason Headshot

Daniel Finn, CLTC®

Owner & Operator

Dan has been in the financial services business since the end of 2012. He got into the business "by accident" as he likes to say, having taken an interview with New York Life as a practice interview.

"In that first interview, the local Managing Partner and I didn't really talk about selling insurance. Rather we talked about providing for families at the worst time of their lives; about guaranteeing people's dignity in retirement and providing for widows and orphans. It turns out we were discussing a career and a business and not just another job. I was hooked."

Since then Dan has consistently grown the business and added new capabilities to better serve our diverse client base.

Dan lives in East Hampton, CT with his wife Kaitlin and five children who fill their home with laughter and joy, giving purpose to all that they do.