Our Team
Our Consulting Resources
As a New York Life agent, I have access to the resources and expertise of New York Life Home Office.
Steven Solonch
Connecticut Valley Managing Partner, New York Life
Paul Collard
LTC Product Consultant
Sandy Crandall, CFP®, ChFC®, CLU®, RICP®
Life Product Consultant
Dave O’Sullivan
Investment Consultant
Our Advanced Planning Resource
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.
Sarah Chrin
Client Services Manager
Bio coming soon.
Steven Solonch
Connecticut Valley Managing Partner, New York Life
Bio coming soon.
Paul Collard
LTC Product Consultant
Bio coming soon.
Sandy Crandall, CFP®, ChFC®, CLU®, RICP®
Life Insurance Consultant
Bio coming soon.
Dave O’Sullivan
Investment Consultant
Bio coming soon.
Kevin Radavich
Agent, New York LIfe
Bio coming soon.
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.
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