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

Arron Price

Arron Price

Chief Operating Officer

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

Jeremy Green

Jeremy Green
EA®, CFP®, CTFA®, CLU®, CEBS®, AEP®, MSFS

Director of Advanced Strategies