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.

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.