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 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.
Robin Paugh, financial professional and licensed insurance agent, is driven to empower clients by educating them regarding the appropriate steps needed to secure their legacy. As a father of five, Robin is passionate about ensuring that families’ loved ones retain their wealth from generation to generation. He has over two decades advising families on their estate planning, financial wellbeing, retirement planning and insurance needs. Robin prides himself in offering a personal, professional connection with his clients.
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. 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 is co-owner of Gemini Financial Group, Tampa Florida. Sabrina is the company’s national product specialist in Medicare, health insurance, life insurance and annuities. Sabrina also holds a nursing degree and extends her passion for caring and helping others in the financial planning of their life.
Caroline Paugh, for the last two decades, has brought an abundance of knowledge and a personal touch to her role as a financial coach and wealth manager. She is committed to finding the best solutions to ensure her clients are adequately protected and prepared for any stage of life. As a mother of five beautiful children, Caroline brings an empathetic approach and a keen attention to detail to every case, which has earned her a reputation for excellence and reliability.
