Daniel J. O'Toole

Daniel J. O'Toole, born 1959, is an Advisor and Financial Planner. Since 1996, Dan has been an independent financial advisor specializing in wealth accumulation and employee benefit packages.

Education
Dan graduated from Michigan State University in 1982 with a Bachelor of Business, majoring in Accounting and Finance. Dan has passed the NASD Series 7 exam for Registered Representatives. In addition, Dan holds active insurance licenses for life and health insurance.

Practical Experience
From 1998 until 2005, O'Toole was a financial advisor working with the Centennial Group in Lansing, Michigan. Dan has significant experience assisting small businesses and self employed individuals in creating employee benefit packages dealing with health insurance, retirement and executive compensation plans. Dan is a member of the National Association of Insurance and Financial Advisors (NAIFA).