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Meet the Team at RIA Insurance Solutions that is dedicated to helping your firm and your clients

RIA Insurance Solutions is a division of Financial Independence Group.  Our mission at RIA Insurance Solutions is to be the most trusted partner for fiduciaries and financial planners that want to create insured outcomes for their clients.  Our goal is to make insurance simple for RIAs so that everyone can have insurance and protection included in their financial plan.

Meet The Team

Dan Mcdonald

Dan Mcdonald
CFP®, CLU®, ChFC®

Head of RIA Insurance Solutions

Alecia Barnette

Alecia Barnette
CLTC

SVP, Care Planning

Karyn Deluna

Karyn Deluna
CLU®, ChFC®, AEP

Vice President, RIA Insurance Solutions

Dave Henry

Dave Henry

EVP, Life Insurance

Catherine Hille

Catherine Hille
CLU®, ChFC®, RICP®

Vice President, RIA Insurance Solutions

Arron Price

Arron Price

Chief Operating Officer

LET'S CONNECT

RIA Insurance Solutions can be your trusted partner to easily incorporate insurance into your practice.

 

We are ready to start working for you!

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Schedule a call with the Head of RIA Insurance Solutions

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833-652-0426

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19520 West Catawba Ave, Suite 200

Cornelius, North Carolina  28031

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© 2020 Financial Independence Group, LLC. All rights reserved. For financial professional use only.

 

Financial Independence Group, LLC (“FIG”) is an insurance marketing organization. FIG is not a registered investment advisor or broker dealer. We provide support for the insurance business of investment advisor representatives and registered representatives who act in an insurance agent capacity. Brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), a registered broker-dealer. OCS representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to FINRA’s BrokerCheck website (https://brokercheck.finra.org/). This communication is offered as a source of general information about our services and is not intended as a solicitation or a recommendation.

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Member FINRA, SIPC.

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