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Bio
Dan Roeske
Advanced Planning and Strategy
Dan began his professional career in 1996 with CIGNA Financial Advisors.
In 2003, he became a founding partner of LifeSource, LLC, a company provided Point of Sale advanced markets and life insurance distribution services for UBS, Raymond James, Wells Fargo and LPL. With a focus on High Net Worth planning, Dan played a key role in offering his qualified advice and counsel on Estate, Business, Tax and Asset Preservation Planning directly to the end client and their advisors.
in 2008, Dan founded his own boutique practice, TailorMade Financial. TailorMade was founded with a singular goal – to 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 has been providing exceptional services to The Hamilton Group since 2017. Dan develops strategies and solutions for asset protection, estate planning, legacy planning and other special needs; aiding an exclusive group high net-worth families facing complex family situations.
Dan resides in The Woodlands, Texas with his wife, Paula and four children, son Kyle and his triplet siblings Madison, Bradley and Kaley.