Dan Wice serves as an Insurance and Advanced Case Specialist, bringing more than 30 years of experience in estate planning, retirement planning, and advanced life insurance design. He has partnered closely with financial advisors, CPAs, estate attorneys, and insurance professionals throughout his career, helping guide clients through complex planning needs with clarity and confidence.
Dan provides thoughtful solutions in areas including estate conservation, estate tax mitigation, legacy planning, and wealth transfer. His background includes leadership and training roles at Prudential Financial and Manulife John Hancock, as well as experience as an Insurance and Financial Services Associate with New Providence Financial. This breadth of experience allows him to support clients with both technical expertise and practical guidance.
Outside of his professional work, Dan is the proud father of three grown children, Olivia, Sophia, and Timothy. He stays active through tennis, running, and mountain biking, and is deeply involved in his community through service on the local Board of Education.