Dan Meerdo has been a trusted guide for families, helping them safeguard their hard-earned assets and build a secure, lasting financial future. As a dedicated estate planning professional serving the Pittsburgh area, Dan brings clarity and confidence to his clients as they navigate the complexities of estate management. Living just outside of Pittsburgh with his wife and two children, he is deeply committed to both his family and the community he serves. Dan possesses a deep passion for retirement planning and wealth transfer.

Sabrina Frank is the Co-Founder of Rise Management and co-owner/COO of Gemini Financial Group in Tampa, Florida. As the company’s national product specialist in Medicare, health insurance, life insurance and annuities, Sabrina coaches and trains agents and advisors not only in her home state of Florida but throughout the United States. Sabrina possesses a big heart and thrives on supporting clients, advisors, and agents alike. From the nursing degree she earned from Lincoln Memorial University, she seamlessly channels her passion for care into the realm of financial planning and is dedicated to helping others navigate their life’s journey.

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.