Dan Turner

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 life and health insurance
  • 15 years in credit union banking,
  • 16 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 more than 1,500 revocable and irrevocable trusts.

Dan also consults on creative uses of home equity conversion mortgages and non-conforming ("jumbo") loans to individual estates 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.

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