Daniel Bergan

Dan Bergan serves as a Managing Director at Higginbotham Financial, bringing a wealth of experience in retirement planning, financial advising, estate planning, insurance services and business planning. His professional history includes managerial roles in insurance, marketing and wealth management for some of the nation’s leading insurance and investment banking companies.

Dan excels in providing sophisticated financial strategies for high-net-worth families, executives, business owners and their professional advisors. His expertise spans wealth transfer, tax planning, business succession and insurance planning. Dan is known for delivering complex financial planning solutions tailored to meet the unique needs of the country’s highest-net-worth individuals, thanks to his ability to leverage advanced wealth preservation, freeze and transfer techniques.

What sets Dan apart is his exceptional communication skills and consultative approach, which have enabled him to build lasting client relationships that are grounded in trust and credibility. His commitment to excellence and passion for delivering exceptional results make him a valuable asset to individuals and organizations aiming for financial success.

In his free time, Dan enjoys spending time with his family, which includes his wife, Jayme, and their sons, Ryan and Thomas.