Bio

Daniel E. Winslow  

Fee Based Financial Planner  

Education and Experience that makes us Best

•    Founder

•    Certified Public Accountant since 2007 

•    Trustmark Insurance Company, 1987 to 2005 Vice President and Actuary from 1992 

•    Northwestern University Kellogg Executive Development Program 

•    Northwestern University, B. A., Economics 1984 

•    Series 65 

•    Fellow of the Society of Actuaries since 1989

•    Continuing Education (Actuarial and Illinois Ins Agent)

•    401(k) and Chicago Actuarial Association Seminars,  Network of experts

•    Continuous research in world events, investments and tax law

 

(847) 217-0366  

Dan.Winslow@Winslow-Financial.com