Daniel A. Roeske

Daniel A. Roeske

Dan began his professional career in 1996 with CIGNA Financial Advisors. In 2003, Dan became a founding partner of LifeSource, LLC along with several of his peers. LifeSource, LLC provided Point of Sale advanced markets and life insurance distribution services for UBS, Raymond James, Wachovia Securities, AG Edwards, and LPL. With a focus on High Net Worth planning, Dan played a key role in offering expert advice and counsel on Estate, Business, Tax and Asset Preservation Planning directly to the end client and their advisors.

After multiple years as the top producer in each organization, in 2008, Dan founded his own boutique practice leaving the large corporate bureaucracy behind. TailorMade Financial was founded with a singular goal – provide a select group of clients and advisors across the country with a level of sophisticated wealth management and financial planning that is second to none.

Dan resides in The Woodlands, Texas with his wife, Paula and four children, son Kyle and his triplet siblings Madison, Bradley and Kaley.

Organizer - DiCello Levitt & Gutzler

DiCello Levitt & Gutzler is a different kind of law firm – one that combines excellence in class action, mass tort, catastrophic injury, civil rights, and commercial litigation. Practicing nationwide – and internationally – from offices in Chicago and Cleveland, we are an aggressive, attentive, and creative plaintiffs’ firm whose work speaks for itself – billions of dollars in recoveries in some of the highest-profile matters in U.S. history.

Revered by clients and respected by defense counsel, our team gets results.

DiCello Levitt & Gutzler

Organizer - Carver Financial Services

The advisors/professionals at Carver Financial Services Inc. approach each client with a personalized plan to meet their objectives. Our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms.

Our clients enjoy immediate and unlimited access to a team of financial professionals with over 100 years of combined experience who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

Securities offered through Raymond James Financial Services Inc. member FINRA/SIPC

Carver Financial Services