Where We Treat Our Clients
At Dash - Wealth, we understand how important your hard-earned wealth is and never take it for granted. Communication is prioritized among clients in order to make investing very easy to understand, every step of the way.
PARTNER | SENIOR FINANCIAL ADVISOR
Dash - Wealth was founded with the hope to deliver a truly world-class experience for my clients. Helping families achieve their financial goals allows me to leave the world in a better place than I found it. As such, I believe that time is our most precious commodity and I choose to spend mine helping people see the value in living their best dash. I often ask clients, “If you were given a week to live, how would you live it?” My talented team of professionals guides clients in managing their wealth so they can relax and enjoy their time in a meaningful way.
In addition to being a financial advisor, I am a Senior Vice President at JW Cole, overseeing a team of consultants that work with financial advisors on building better businesses. Prior to founding Dash - Wealth, I held the role of FVP at Ameriprise Financial Services, where I spoke regularly at industry conferences on asset management strategies.
My professional registrations include Series 7, 24, 63 and 65. In addition, I hold Life, Health and Variable Annuity licenses with the state of Florida and am registered in 20 states collectively. In 2017, I was recognized with the Circle of Success Leadership Award and attribute my success to the high priority I place on being a good steward of the financial services industry and my client’s wealth.
I live in Lutz, Florida with my wife, Stacie, of 17 years, son, Sam, and daughters, Maya and Lily. Outside of the office, I enjoy playing ice hockey, bow hunting and fishing.
SR FINANCIAL ADVISOR
“As a fiduciary and certified financial planner, Danny works with families and individuals to assist them in achieving their definition of success. He combines listening and understanding where people are and what they want to achieve with the most advanced tools, investments, and resources the industry has to offer to create financial plans, investment strategies and recommendations that allow clients to make an informed financial decision that they are comfortable with.”
Daniel was first introduced to stocks in middle school. From that assignment Daniel was hooked and knew it was a career path he wanted to pursue. As an adult he realized working on the human side of the business is for him. This led him to become a Financial Advisor, pursue his Certified Financial Planning Designation, and become a level II candidate for the Certified Financial Analyst Designation. He has over a thirteen years of advisor experience and became a Vice President at Morgan Stanley before following the path as an Independent Financial Advisor with Dash Wealth.
“…Seeing children go to college, people live out their retirement dreams, assets staying with the family from wealth I assisted in growing, managing, and protecting keeps me driven to work harder every day for clients.”
Beyond Financial Planning Daniel is family oriented and spends his free time being physically active and golfing. He often finds himself in charity physical challenges or scrambles. He also makes it a point to go on one adventurous domestic or international trip a year. He has risen to the Third Degree of Masonry as a Master Mason and is an active participant in Egypt Shrine and a Colonel of the honorable Order of Kentucky Colonels. At the Shrine he is currently the President of the Midget Motors. Yes, he is one of those guys who wears a Fez and drives a tiny car in Holiday Parades.
SENIOR FINANCIAL ADVISOR
n 2004 Mike partnered with his father Bruce to form Palmer Financial, LLC because they believed in changing lives through the power of financial planning. Mike enjoys working with clients who have are actively working toward a better future for themselves and their families. He sees himself as a teacher and coach as much as a financial professional. Mike believes that by understanding our clients’ needs, carefully managing risk, and paying close attention to details, he can help Dash clients achieve the freedom they deserve. Mike made the decision to merge with Dash Wealth in 2022 when he saw the benefits of the Clarity, Confidence, Freedom method and the impact it had on clients. Mike is a graduate of Allegheny College with a Bachelor of Arts degree in Economics He lives in Fairview, PA with his wife Michelle and two sons Brady and Bennett. When he's not working, Mike enjoys reading, playing golf, and watching football.
CLIENT SERVICE COORDINATOR
Always eager to learn and surpass expectations, Jess ensures that Dash clients have a world class experience. Prior to joining Dash, Jess ran the front office of a surgical podiatrist’s office in Scranton, PA, and transitioned to Florida to spend more time with her husband Matt and her four children Nicholas, Nathan, Elizabeth, and Emmitt. Jess and her family have a Great Dane named Blu and a Doberman named Bellatrix. In her personal life she is a self-proclaimed Harry Potter nerd, and loves gardening and rebuilding ATV’s.
CERTIFIED DIVORCE FINANCIAL ANALYST ®
Summer began her career in the financial services industry in 2004 after relocating to Florida. Prior to that, Summer lived in New York City and worked in management for the brands of two Fortune 500 companies, with a focus on communications and operations. Summer holds a bachelor’s degree in Russian Area Studies from Southern Methodist University in Dallas, Texas and has completed graduate work from Moscow State University in Moscow, Russia. Summer's professional credentials include the FINRA series 7 and 66 registrations held with J.W. Cole.. She also passed the FINRA series 63, 6 and 31 exams (not currently registered) and she is a licensed Life, Health, and Variable Annuity agent.
Born in Texas and raised in Oklahoma, Summer now lives in historic Sanford, Florida with her daughters Scout and Harlan-Wade, and their 10 chickens. She values her time with her family, loves a great adventure, and is a competitive triathlete and a 2018 Team USA athlete.
SENIOR CLIENT SERVICE ASSOCIATE
Liz began her career in Financial Services at Raymond James in 1991, and since that time she has covered many operational areas of the industry, including some areas of Compliance! Liz brings a wealth of industry experience and knowledge, which she uses to provide unrivaled personal service and excellence in everything she does. Liz earned her Bachelor of Arts degree in Business Management with a concentration in Finance. In her leisure time, Liz enjoys sporting events and is an avid University of Florida Gator & Tampa Bay Lightning Hockey fan! She also enjoys the performing arts and traveling with her husband Fred.
DIRECTOR OF DIGITAL EXPERIENCE
Zachary Daulton is a Technology and Practice Management Consultant at Dash Wealth with over 6 years of experience in the financial services industry. Prior to joining J.W. Cole, Zachary worked at J.P. Morgan in their Private Client Institution where his proficiency in client relationships, account management, and financial planning garnered accolades within the region.
With a strong emphasis on a client-first approach, he has been able to help guide clients and financial professionals alike in identifying their needs, wants and aspirations.
After attending Florida State University, Zachary was a fire fighter and EMT for the Tallahassee Fire Department. He enjoys spending time with his family and dog Leia, playing the piano and doing charity work for the American Cancer Society.
He currently holds his SIE, Series 6, and Florida 2-14 Licenses
LACP DIRECTOR OF ADVANCED STRATEGIE
Mr. Pack started his career in financial services in 1996 after serving in the United States Marine Corps. Through his passion of working with clients, Mr. Pack provides strategies for addressing advanced and complex investment and life insurance scenarios.
In addition to his role with Dash-Wealth, Mr. Pack serves as the Chief Operating Officer, Chief Ethics Officer, and Chief Information Technology Officer for J.W. Cole. Previously he has acted as a Chief Compliance Officer of a Broker Dealer/Investment Adviser and was a founder and SVP of Operations and Compliance of United Capital Financial Partners, an acquirer of advisory businesses. Additionally, he has served as an adjunct Professor of Finance and Economics at Walsh College of Accountancy and Business Administration.
Education and Associations
Mr. Pack received his MBA in Finance from the Walsh College of Accountancy and Business Administration in Troy, Michigan, and a BBA in Finance from the University of Michigan in Flint, Michigan. He also graduated from St. Clair County Community College where he earned an AA in Criminal Justice. He currently holds FINRA Series 7, 63, 99, 24 licenses, and the NASAA Series 66 Investment Advisers Law license in addition to life insurance licenses with variable authorized. Mr. Pack is a member of NAIFA (National Association of Insurance and Financial Advisors) and ADISA (Alternative & Direct Investment Securities Association)
In his book, Break Away, Mr. Pack outlines all of the necessary steps to start and operate a business. From key business metrics to human resources to marketing, the reader will find the critically important information that you've been looking for. Mr. Pack has been featured on Registered Rep Magazine (Rep TV), placed articles with Investment News and Registered Rep, and cited in numerous articles including The New York Times, SearchCompliance.com, American Banker, etc.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.