Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker. 

Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida. 

Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.  

On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants. 

The CERTIFIED FINANCIAL PLANNER™, CFP®, is a professional certification granted by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam.

For more information on Dan's professional history, click here.

Deseree uses her passion for people and attentive nature to serve the various needs of Xexis Private Wealth clients, enhance their experiences and oversee the firm’s daily operations.

A resident of Debary, Florida, Deseree joined Xexis in 2019. As director of operations, she serves as a client liaison, event coordinator and marketing strategist in addition to helping plan the annual budget, identify areas of growth, and implement business processes.

“I love people and I have devoted my life outside of the business world to helping others,” Deseree says. “So, it only made sense for me to get into a business where I could help families prepare for their futures.”

Deseree attended the University of Central Florida as a finance candidate.

During her free time, Deseree enjoys reading, exercising, trying new cuisines, and traveling, including learning languages and creating experiences in foreign countries. She also is active in a Bible ministry.

Rebecka joined Xexis Private Wealth in 2022. As Client Relationship Coordinator, she focuses on ensuring that clients' needs are met, as well as offering support to the clients and staff of Xexis and their partners. With attention to detail, she promotes efficiency in the office by organizing client records and coordinating client communication.

Rebecka is currently attending Florida State University as a finance major. In her spare time, she enjoys going to the beach and spending time outside.

Priscila Cosentino is a licensed E.A.S.E. Planner Specialist with over a decade of experience in financial management across various sectors in Brazil and the USA, including advertising, events, and retail. She excels in integrating wealth coaching and emotional intelligence training to help clients achieve their personal and professional goals.

Pri holds degrees in Business Administration and Accounting, an MBA in Neuroscience, and is completing a Master of Science in Business Administration with a focus on Cognitive Neuroscience. Her expertise in wealth education, self-accountability, and business management provides clients with comprehensive and personalized planning solutions.

Dedicated to continuous learning, fitness, and personal development. Pri has three doggies that are her best companions: Tish, Weiße, and Pkna. She is passionate about traveling, engaging in meaningful conversations about business, art, faith, and exploring diverse cultures. Pri is fluent in English, Portuguese, German, and Spanish.