Born and raised in Medina, Ohio, Dan Turner has been personally involved with all aspects of financial services in his long career:
33 years in Financial, Estate, and assets under management
15 years in credit union banking, membership development/internal ops
13 years as an NASD Series #7 General Securities Broker
As a sign of things to come, his career mentors asked him to work with them as they crafted their own estate plans. Over the years, he’s worked with many retired Clients
Dan also consults on creative uses of Federally Insured home equity conversion mortgages and non-conforming (“jumbo”) loans to individuals in both estate and financial planning applications, as well as all forms of conforming and non-conforming mortgage loans.
On a personal note, Dan is married and has two grown children. He and his wife moved to Hawaii in April 2015, so that she could take up a position as head of pediatrics at Hilo Medical Center. They are avid island-hoppers and enjoy snorkeling and fishing when they’re not hard at work.