Our Team

Photo of Daniel Finn, CLTC®

Daniel Finn, CLTC®

Owner & Operator

Read About Daniel

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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 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.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

 
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.