OUR TEAM
Daniel Dana, CEP®
Co-Founder / CFO / Advisor
Daniel Dana, CEP®
Daniel Dana, educator and strategist, enjoys helping families and “teaching the man to fish for himself,” and he is consistent throughout all stages of his guidance. Daniel holds a master’s degree in labor law and is a former secondary and post-secondary instructor. He was awarded the Eli Broad Business Management Scholar of Excellence Award in 2021 for his strategic insights that kept small businesses open during the COVID years. Daniel is a co-founder and CFO of Rise Management. Daniel has been educating communities across the Eastern United States for nearly a decade, and he prides himself on sharing tools and strategies to properly prepare families for their future financial and estate planning needs. He is devoted to serving each of his clients with the utmost diligence.
Marni Frank, CEP®
Co-Founder / CEO / Advisor
Marni Frank, CEP®
Marni Frank has been a successful business owner for over 30 years, owning companies in New York and Florida. She now owns Gemini Financial Group, Inc., with her daughter Sabrina Frank and is a Rise Management co-founder and CEO. She has a strong business background and a passion to serve others. She and her team have helped thousands of families with estate planning, concentrating on life, wealth, and health. She has won prestigious awards such as the Tampa Bay Business Journal philanthropic award and Tampa Bay Business Woman of the Year finalist. She puts her heart and soul into everything she does and offers above and beyond personalized attention to her clients.
Sabrina Frank, CEP®
Co-Founder / COO / Investment Advisor
Sabrina Frank, CEP®
Sabrina Frank, co-founder and COO of Rise Management and co-owner of Gemini Financial Group in Tampa, Florida. Sabrina is a skilled financial representative and insurance professional, who focuses on estate planning, wealth management and risk mitigation strategies. With National recognition she helps coach and train agents and advisors throughout the United States with her main focus in Florida. With a big heart she truly thrives on helping clients, advisors and agents all the same. Sabrina also holds a nursing degree from Lincoln Memorial University but extends her passion for caring and helping others in the financial planning aspects of their life and creating their family legacy.
Belen Torrez
Executive Assistant
Belen Torrez
A reliable and proactive Executive Assistant with experience in marketing, recruitment, and international coordination. She supports the team by managing communications, schedules, CRM systems, and daily operations with strong attention to detail. Bilingual in English and Spanish, she is dedicated to creating seamless workflows, enhancing client support, and ensuring efficient collaboration across all areas of the business.
OUR PARTNERS
Integrated Trust Systems
Integrated Trust Systems
founded in 1985, by Gary A. Loftsgard, began as an outsourced estate-planning service for law firms and sole practitioners, offering innovative technology and estate plan designs. In 1989, ITS introduced multi-disciplinary network estate planning in Arizona, later expanding nationwide by integrating financial advisors, risk management agents, and attorneys to modernize estate-plan implementation. In 2009, ITS initiated a major R&D campaign to create a fully digitized estate planning system. Launched in 2011, this system evolved into The eStatePlan™ / Dynamic Trust Portfolio. Today, ITS offers optimized, exclusively digitized, Nevada-based estate planning solutions online, accessible 24/7 through the Client Console module and available via licensed attorneys and financial advisors.
Mo Dadkhah
CEO Dadkhah Law Group
Mo Dadkhah
Mo Dadkhah is a licensed attorney in Nevada, Arizona, and Illinois. He was born and raised in the Chicagoland area where he began to develop his professional skills, through close ties with his family and surroundings, at an early age. He graduated law school in 2009 and immediately formed his own Law Firm. Mo’s dedicated and accomplished work helped get him named as a “Top 50 Attorney” by the (Trailblazers & Leaders) Top 100 Magazine. He was also recognized as a “Power Player” in the Chicago Scene magazine while being on the Chicago Agent Magazine’s Who’s Who list for seven consecutive years.
Now serving as President and Chief Counsel of Integrated Trust Systems (ITS), Mo brings a blended range of professional knowledge and experience into the estate planning arena for the benefit of ITS clients in helping them, in tandem with their advisors, to protect themselves and their families in constructing meaningful and effective estate plans. Mo closely embraces honesty and full transparency in offering professional care for every client’s individual needs no matter how large or small their concerns.
Crawford Trust Company
Crawford Trust Company
Led by Nevada trust company pioneer and veteran Greg Crawford, Crawford Trust specializes in complex estate planning and optimization. However, we have no issues with keeping it simple. Leveraging Nevada’s industry-leading trust and tax laws, Crawford Trust collaborates with attorneys, CPAs, financial advisors, insurance professionals, and directly with the families we serve in administering trusts per the terms of trust documents. Crawford Trust is headquartered in Dayton, Nevada. However, we serve as Nevada trustee facilitating domestic and international families with multigenerational successive planning while preserving and protecting legacies under Nevada’s robust trust and tax laws. You do not have to live in Nevada to benefit from Nevada’s trust law through using Crawford Trust as your Nevada trustee.
We are a fine tuned, nationwide team working in unison to provide our clients a comprehensive estate plan. With each department overseeing that your wants and needs are being met. Integrated Trust Systems, the paralegals, the advisors, the attorneys and support staff are available 24/7 on our exclusive Notepad system to set up and maintain your estate plan and trust. Changes to your estate plan are simple and quick from anywhere at any time. All our services are included in our one time flat fee and minimal yearlty maintenance fee. Ease, convenience & satisfaction at your fingertips!