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Our Team

Dan Broyles

Dan Broyles

Internal Relationship Manager

Dan Broyles has a decade of experience in the financial services industry. He spent the last five years working as a risk-management consultant for financial advisors. He was responsible for growing the protection lines of business (Life Insurance, Asset-Based LTC, Traditional LTC, DI) in his territory, but he also has experience with annuities from his time working with an insurance carrier. Dan is creative, service-driven and relationship focused which make him a perfect fit for the C.O.R.E. team. He is self-motivated and proactive in his work which has helped him immensely to grow his skill set in mining out opportunities while helping advisors do the same. Dan is licensed in Life and Health and holds a Series 6 registration.



HOBBIES: Making memories wherever and whenever possible with my 3 boys and beautiful wife, Ali. I’m not positive if watching movies counts as a hobby, but it’s one of my favorite things to do in my free time. I also really enjoy being creative with a graphic design project, tackling a new home improvement idea, or woodworking.

PETS: Not right now, but often feel like my 3 young boys, Logan, Chandler, and Asher would qualify as animals.

FAVORITE PLACE HE’S TRAVELED: We took a family Cruise to Jamaica, Mexico and the Grand Cayman Islands. Zip-lining up the mountain in Ocho Rios and bobsledding back down it was something I’ll never forget.


FAVORITE MOVIE QUOTE: “They’ve done studies you know. 60% of the time, it works every time.” – Anchorman, “Work until your bank account looks like a phone number.” – Wolf of Wall Street.


FIRST JOB: I started my first job at 15, scooping ice cream and washing dishes at a local ice cream shop. Endless access to ice cream never gets old!

SOMETHING ON HIS BUCKET LIST: Taking a hot air balloon ride over the ancient temples in Myanmar at sunset. Traveling to the Egyptian pyramids is also at the top of my list.